Inbox View

The Inbox View feature for Record Classes has been deprecated and is no longer supported. This information is included for backwards compatibility purposes only.

Instead of the Inbox View, use the ‘Additional Inbox View Properties’ option in either global or user preferences.  See the following topics for using personal views and configuring properties:

• User Preferences

• Global Preferences

• Inbox

The Inbox View enabled a customized view that could be used in the Inbox. The view was specific to a Record Class. This enabled users to view all Action Items for a specific Record Class, and to specify which properties should be shown in the view.  

This feature is accessible from the Action Items Inbox.

To create an Inbox View, perform the following steps:

1. Select Plan from the Main Menu.

2. Select Record Classes from the left Navigation Menu.

3. Click the drop-down for the desired Record Class.

4. Click Inbox View. The Inbox View dialog opens.
   

   

5. Enter the Properties that should be shown in the view. The following example shows three properties that will be included in the view. To see the available properties for a Record, perform these steps:

   • Click Manage from the main menu

   • Click Records from the left Navigation Menu.

   • Click the drop-down for the desired Record.

   • Select Properties.

6. Click Save