Copying Item View of a Custom Object Item
See AlsoPermissions Required
Copy <custom Object> Item View - To copy the User Preferences pane of a custom Object to other Users, Teams, or Roles.
You can copy the User Preferences pane of the custom Object window to other Talisma Users. The Properties displayed in your User Preferences pane can be viewed by Users, Teams, or Roles to whom the User Preferences pane is copied.
|
Example You have customized the User Preferences pane of the custom Object window and would like all the Users in your Team to work with the same Properties in the User Preferences pane. Your administrator has given you the Copy <custom Object> Item View Permission. You can copy the view of the User Preferences pane to other Users in your Team. |
To Copy the Item View of a Custom Object Item
1. Open the required <custom Object>.
|
Note You cannot drag and drop Groups, and RecordList tab Properties into the User Preferences pane. |
2. From the <custom Object> menu, select Copy Item View.
3. The Copy Item View dialog box is displayed.
4. Select the required Users, Teams, or Roles.
5. Click OK.
The Item View is copied to the selected Users, Teams or Roles.
|
Note • The Users area of the Copy <custom Object> View dialog box lists only those Users who belong to Teams to which you have been granted access. • If you add or remove Properties from the User Preferences pane after it is copied to other Users, you need to copy the pane again to the Users for them to be able to view the changed User Preferences pane. |