Árvore de páginas

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Chave

  • Esta linha foi adicionada.
  • Esta linha foi removida.
  • A formatação mudou.

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Painel

This tab allows you to define the general information for the form record being posted. For more information, see Platform ❙ Document properties.

04. Click on the Related documents tab.

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Painel

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.

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Painel

For more information about the procedure, see Platform ❙ Define security criteria for folder or for document.

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Painel

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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Painel

Clicking on this option opens a window in which you can request additional permissions on the form record. For more information, see Request additional permission for a folder or document.



Define priority for a form record

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Painel

For more information on the social actions that can be performed for a form record in document browsing, see Support folder or document, Comment on folder or document and Share folder or document



Check form record status

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Painel

For more information on the Follow feature, see Platform ❙ Follow document.



Define a form record as favorite

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Painel

For more information about the Favorites feature, see Define folder or document as favorite



Rename a form record

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You need to have modify permission on the form record in order to rename it.

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Painel

Clicking on this option opens a window in which you can restore an older version of the form record. For more information, see Restore document version.



Mirror a form record

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01. Find and select the form record for which to create a mirror document.

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Painel

Clicking on this option opens a window in which you can finish creating a mirror document of the form record. For more information, see Mirror document.



Delete a form record

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01. Find and select the form record to be deleted.

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Painel

Clicking on this option opens a message stating that the form record has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. When Quota control is active, the space occupied by the document in the folder will be freed only when the document is deleted from the Bin. For more information on how to restore or definitively delete the document from the platform, go to the Bin.



Informações
titleAttention!

This documentation is valid as of the Lake (1.7.0) update. Previous updates may contain different information than what you see on your platform.