8074-Set Header Maintenance
Version
Updated in 7.2.0
Description
Enables the Records list tab in the Set portlet for users to view the list of record sets.
Enables the New, Search, Delete, and Clone buttons for the Records tab in the set portlet.
Enables the Create a Set button on the Record List tab for a contact and on the Associated Record List tab for a parcel.
Enables users to mark the Select Existing Set or the Create a New Set option in the Create From Model page of the record portlet.
Interdependency
Child of #1 | 8075-Set Detail Maintenance |
Parent of #4 | 8264-Create from Model |
Solution
All
Access
Set portlet > Records tab
Contacts portlet > Record List tab
Parcels portlet > Associated Record List tab
Record portlet > Create From Model button > Select Existing Set option
Record portlet > Create From Model button > Create a New Set option