Open a Pop-up Record

Last Updated on:
August 9, 2024

Purpose

This guide outlines how to open and view a popup record from within a process

Instructions

  1. Select the desired process from the Assignments page.
Figure 1. Select Process
  1. Select any record from the process and click the menu icon in the top right corner. 
  2. Choose the option, View in Pop-up.
Figure 2. Record Menu - View in Pop-up 
  1. A duplicate version of the record opens in a pop-up window.
Figure 3. Pop-up Record