Last Updated on:
August 9, 2024
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
- From a standalone or pop-up record, click the menu icon in the top right corner.
- Select View in Process from the list of options.
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Figure 1. Record Menu - View in Process
- The record opens as part of the associated process and the process navigation panel is visible.
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