View a Record within its Process

Purpose

This guide outlines how to view a standalone or pop-up record within its process. This enables the user to access any process navigation associated with the record. 

Instructions

1. From a standalone or pop-up record, click the menu icon in the top right corner.
2. Select View in Process from the list of options.

Figure 1. Record Menu - View in Process

3. The record opens as part of the associated process and the process navigation panel is visible.

Figure 2. Record Viewed in Process