Learn Goal 3 - Part 7: Display an overview of work orders

Document created by Kedar on Dec 10, 2014Last modified by communitymanager on May 12, 2015
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Now that the tabs are in place, let’s set them up!

Start with the “Work Overview” tab to display a field that summarizes the work being performed for each customer.

 

 

Goal

Set up the “Work Overview” tab to display the “Work Overview” field.

 

 

Steps

  1. Choose the View menu > Layout Mode  ⌘L or Ctrl-L

  2. Select the “Work Overview” tab.

  3. Select the “Work Overview” field in the Field Picker dialog box.

  4. Drag the field onto the tab area in the layout.

  5. Reposition/resize the field and its label to match the image below.

    work overview progress.png
  6. Choose the View menu > Browse Mode  ⌘B or Ctrl-B

 

 

The “Work Overview” information appears on the “Work Overview” tab. Pretty nifty! 


We’ll set up the remaining two tabs later.
 

     

      

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