Learning Nuggets
Overview - Creating a New Specifics Form
Overview - Accessing an Existing Specifics Form
How to Create a New Business Object
How to Create a New Specifics Form for a Business Object
How to Create a Lookup Table
How to Add Security to the Specifics Form
How to Associate the Specifics to a Subcategory
Creating a New Specifics Form

Sales - Solutions

  • access_time 30m
  • Credits: 1
Creating a New Specifics Form

Tanya teaches you how to create a new Specifics Form, think through your workflow, brainstorm the required fields and views of the Portal versus the Client. Next, you will create the form in a Blueprint in the Administrator Client (so you will need authority to create and publish). These forms will be allowed through the Security settings. Finally, you will map the fields to the Subcategories in the Specifics. Tanya steps you through the practical customizing of your workflow into your Specific forms.

Tanya teaches you how to create a new Specifics Form, think through your workflow, brainstorm the required fields and views of the Portal versus the Client. Next, you will create the form in a Blueprint in the Administrator Client (so you will need authority to create and publish). These forms will be allowed through the Security settings. Finally, you will map the fields to the Subcategories in the Specifics. Tanya steps you through the practical customizing of your workflow into your Specific forms. This course was created using CSM Version 9.2.

You will learn how to create a new Specifics Form.