Record Header

Record Header

The new Record Header displays the most common information viewed by our users. This improves the daily user experience as it provides a summary of the most relevant Record information. The new header includes 5 components with an easy option to hover over to expand each component and links available to take the user to the relevant detail tab. This header displays on each unique Record space as you navigate to each Record specific tab or action.

Component Description Image example
Record information

The basic information for the Record, including:

  • Record ID
  • Name
  • Description

Select the available hyperlink to navigate to the Record Detail tab.

The refresh action () has moved to this component to easily refresh the information shown on the Record header.
STATUS

The initial view displays the current status of the Record, including:

  • Date of the status
  • User responsible for status change

The expanded/hover view displays the previous status information for the Record.

Select the available link to navigate to the Record Status detail tab.

LOCATION

The initial view shows the primary address information, including:

  • Street number/name
  • City, State, and Zip

The expanded/hover view displays parcel and owner information, including:

  • Parcel ID, block, and lot
  • Owner first/last name and phone number

Select the available links to navigate to the applicable detail tab.

CONTACT

The contact displayed is dependent on whether the contact is defined as Primary or not. If no contact is defined as Primary, then the header displays the first contact on the list. The Contact Type also alters the details displayed (Individual or Organization).

The initial view can include first/last name or organization name (if Contact Type is set as Organization).

The expand/hover view displays the primary contact's information, including:

  • Phone number/secondary phone number
  • Email address
  • Primary address (based on contact multi-address section)
WORKFLOW

The initial view displays the total workflow task count (primary and Ad Hoc) as well as the number of completed tasks and active tasks.

The expanded/hover view displays more of the workflow:

  • Primary workflow task names
  • Ad Hoc workflow tasks
  • Workflow task status and status date
  • Workflow task state (Completed, Skipped, Active, Up Next)

Select the available hyperlink to navigate to the Record Workflow detail tab.

When the header information does not have information available to show, the field displays the message None Provided, as seen in the CONTACT example image. The text still links to the applicable section, if available.

Known issues

  • The Record Header does not dynamically refresh when you update details on the tab(s). If any details are updated, use the refresh button () to pull the latest information. Leaving and returning to a page also refreshes the details.
  • If the Record List is set as the homepage or pinned on the Oxygen user interface, the new Record Header displays. To remove the Record Header display, simply unpin and closed the Record List space and reopen it.