Tour a Record
Although the data in each record is unique, the layout of most major records is similar. Generally, CSM records are made up of four main areas:
- Quick Info Tile: Displays important at-a-glance information, such as ID, Status bar (current and next status), record ownership, and common operations (I Want To).
- Workflow bar: Displays the record's progress as it moves through its workflow phases.
- Main Pane: Displays the main form fields. The Main panes greatly vary.
- Arrangement: Dynamically displays linked
child records, such as Journals, Tasks, Approvals, etc.