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:

  1. 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).
  2. Workflow bar: Displays the record's progress as it moves through its workflow phases.
  3. Main Pane: Displays the main form fields. The Main panes greatly vary.
  4. Arrangement: Dynamically displays linked child records, such as Journals, Tasks, Approvals, etc.

    Record Tour

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