Using Records Page

In IFS Cloud Web, record pages serve as a way to show a detailed and organized view of information connected to a chosen record. These pages have different sections or tabs that hold details like contact info, transaction history, linked documents, and other important data. The term "record" can refer to various entities like a customer, vendor, employee, sales order, purchase order, or any other kind of data that the system handles. Users can interact with the record page to view, edit, or update information related to the specific record.

Records page in IFS Cloud

Label Name Description
A Add Record Add Record Icon  Add a new record to the records page by clicking the Add Record(B) button. Once you click the Add Record button it will open up the record for you to fill up all the necessary details.

New Record Template

Once you open the record form:

  1. Fill out all the mandatory fields which has a red shading. Records edit mode
  2. Fill out other fields as per your requirement.
  3. Once you finish completing the form, click Save(1) button to save the record or Cancel New(2) button to cancel the record entry

 
B Duplicate Record Duplicate Record  Duplicate one of your existing record by clicking the Duplicate Record(C) button. Once you click the Duplicate Record button it will open up an editable version of the record you wish to duplicate.
Duplicate Record

Once you open the duplicated record form:

  1. Change all the fields you wish to modify.
  2. Once you finish modifying the form, click Save(1) button to save the record or Cancel New(2) button to cancel the record entry.
C Edit Record Edit Icon Edit your existing record by clicking Edit Record(D) button. Once you click the Edit Record button it will open up the record form in editable format. You will only be able to edit the fields that are editable.

Edit Record

Once you open the record form in the editable format:

  1. Edit all the fields you wish to modify.
  2.  Once you finish editing the form, click Save(1) button to save the record or Cancel New(2) button to cancel the edit.
D Subscribe / Create Task  Subscription Please refer to Subscriptions and Task sections for more details.

Record pages has a Page Toolbar which gives you the ability to take specific actions like editing, updating, or duplicating information connected to that particular record. Additionally, you can manage attachments associated with the record. This means you can easily interact and control various aspects of the information linked to the record for effective data management.