Histórico da Página
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This tab allows you to define the general information for the form record being posted. For more information, see Advanced documentPlatform ❙ Document properties. |
04. Click on the Related documents tab.
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This tab is only displayed if the form for which the form record is being created does not have approval criteria. For more information about the procedure, see Platform ❙ Define approval criteria for folder or document. |
06. Click on the Security tab and define the security criteria for the form record.
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For more information about the procedure, see Platform ❙ Define security criteria for folder or for document. |
07. Click on Confirm.
View a form record
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You can perform some actions when viewing the form record, such as viewing its properties, viewing social information, copying its link, among others. For more information, see Platform ❙ Document view. |
Request additional permission on a form record
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01. Find the form record for which to define priority.
02. In the Priority column, click on the space corresponding to priority.
03. Enter a numeric priority for the form record and press the Enter key on the keyboard.
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The prioritization of folders or documents is used exclusively to sort them by priority in the documents browsing. You can define the priority for all document types that can be posted. To view the content of a folder sorted by its priority, simply click on the Priority column. |
Perform a social action for a form record
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For more information on the Follow feature, see Platform ❙ Follow document. |
Define a form record as favorite
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02. Click on More options, located to the right of the document name and click on Rename.
03. Enter a new name or description and click on Rename.
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Clicking on this option opens a window in which you can rename the document. Remember that there are several types of documents, such as an extension file supported by the platform, an article, an external document, and others. In case of a file, you can only change its name, not its extension. |
Edit form record properties
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This documentation is valid as of the Lake (1.57.11 0) update. Previous updates may contain different information than what you see on your platform. |
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