Differences
This shows you the differences between two versions of the page.
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attachment_edit_notes [2017/01/10 12:04] steveclarke |
attachment_edit_notes [2018/10/22 14:26] (current) mikecable |
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===== Attachment Edit Notes and Custom ===== | ===== Attachment Edit Notes and Custom ===== | ||
- | The Attachment notes and custom edit page allows users to edit notes, keywords and custom information for an Attachment record. Once changes are made the user can click the **Save** button in the bottom right hand corner to commit changes to the database. Note: User rights might be restricted by [[security_edit_forms|Form rights]], [[security_edit_banks|Bank rights]] (if in Bank Level 3 [[concepts#Banks and Bank Level|Banks and Bank Level]]) or the record being [[concepts#Record Locking|locked]]. | + | The Attachment notes and custom edit page allows users to edit notes, keywords and [[concepts#Custom Fields|custom information]] for an Attachment record. Once changes are made the user can click the **Save** button in the bottom right hand corner to commit changes to the database. Note: User permissions might be restricted by [[security_edit_forms|Form permissions]], [[security_edit_banks|Bank permissions]] (if in Bank Level 3 [[concepts#Banks and Bank Level|Banks and Bank Level]]) or the record being [[concepts#Record Locking|locked]]. |
{{:attachmentnotesandcustom.png?600|}} | {{:attachmentnotesandcustom.png?600|}} | ||
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| Custom04 | Custom field for tracking client data not specifically tracked by CE | | | Custom04 | Custom field for tracking client data not specifically tracked by CE | | ||
| Custom05 | Custom field for tracking client data not specifically tracked by CE | | | Custom05 | Custom field for tracking client data not specifically tracked by CE | | ||
+ | |||
+ | //Note: the labels for custom fields may be modified via the [[custom_fields|Custom Label]] entry form.// | ||
==== Tab Strip ==== | ==== Tab Strip ==== | ||
- | The tab strip at the top of the page allows the user to go back to the Attachment entry grid [[attachment_entry|Selection]], to the [[attachment_edit_general|General]] page, to the [[attachment_edit_items|Items]] page or [[usage|Usage]] page. | + | The tab strip at the top of the page allows the user to go back to the Attachment entry grid [[attachment_entry|Selection]], to the [[attachment_edit_general|General]] page, to the [[attachment_edit_items|Items]] page or [[usage|Usage]] page. Audit will navigate to the [[audit|Audit page]] and displays Audit information for the selected record. |
+ | |||
+ | ==== Alternate Versions ==== | ||
+ | If there are multiple versions of the Attachment, the user can navigate amongst them using the **Select Version** drop down in the blue info bar. See [[concepts#Versioning|Versioning]] for more. | ||