Work Flow Setup Module Tabs

Each Relationship tab represents a different work flow setup module and displays a list records that are related to the category selected in the Category Tree. These tabs can also be used to create new relationships between work flow setup records and the category.

Work Flow Setup record tools

Add Record

Adds a new record to the work flow setup modules represented by the current tab.

Edit Record

Opens the currently selected work flow setup record for editing.

Detach

Detaches the currently selected work flow setup records from the category selected in the Category tree.

Filter

Show all .... - This option displays all records from the work flow setup module.

Show <work flow setup module> for <selected category> - This option displays records from the work flow setup module that are related to the selected Category. When in Linking Mode you can select more than one category. In this case this option will only show the related work flow setup records for one category. In this case the Work Flow Setup Record will include a drop-down to indicate the category.

Page Navigation

Page Size Use the drop down to change how many work flow setup records appear on a page.

paging arrows Use the arrow keys to page through multiple pages of work flow setup records. You can also type a number in the box to jump directly to a page of records.

Relate Tools - These appear above the category setup tree.

Linking Mode

Only appears when a Relationship Tab is selected. The enters the module in Linking Mode. This allows you to quickly link multiple Problems, Tasks, Employees, etc.... to categories.

Link

Enabled when in linking mode. Links the selected work flow setup records to the marked categories in the category tree.

Unlink

Enabled when in linking mode. Unlinks the selected work flow setup records from the marked categories in the category tree.

Select a category in the Category Tree.
Select a work flow setup Relationship tab. (ie. Problems, Tasks, etc....)
Click the button above the list of work flow setup records.
The related work flow setup records form will open.
Fill out the form and click the button to save changes.
The work flow setup record is saved and automatically associated to the category.

Select a category in the Category Tree.
Select a work flow setup Relationship tab. (ie. Problems, Tasks, etc....)
Select a work flow setup record in the grid.
Click the button above the list of work flow setup records.
The related work flow setup records form will open.
Edit the form and click the button to save changes.

Select a category in the Category Tree.
Select a work flow setup relationship tab. (ie. Problems, Tasks, etc....)
Select one or more work flow setup records in the grid.
Click the button above the list of work flow setup records.
The selected work flow setup will be unlinked from the selected category.

Linking Mode allows you to quickly link one or more work flow setup records to one or more categories.

To start select a Work Flow Setup Module tab.
Click the button.
The Category Tree will display check boxes next to each category.
Mark all the categories that you want to link the work flow setup records to.
Note: When you check a category it will automatically check all subcategories.
Select the work flow setup records that you want to link to the categories
Click the button next to the button.
All of the selected work flow setup records are linked to the selected categories.