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