Smartstaff, administrator
4,478
edits
Changes
no edit summary
==Selecting individual Object Record==
::[[Image:SmartCard1.png|link:|700px|border]]
# Navigate into the Object record that you wish to add to a SmartCard.
==Selecting objects from List View==
::[[Image:SmartCard2.png|link:|700px|border]]
# Navigate to list view for the Object Type that you wish to add to a SmartCard.
If there is no SmartCard for the object type then you can create a new SmartCard.
::[[Image:SmartCard3.png|link:|500px|border]]
# Populate the Title field with the name you wish to assign the SmartCard.
The SmartCard screen will appear with the existing object specific SmartCards listed on the left hand side and the Create New options on the right.
::[[Image:SmartCard4.png|link:|700px|border]]
# Each existing SmartCard will have a star icon to the left of the SmartCard name.
SmartCards are accessed from the User Menu, by clicking on the My SmartCards option.
::[[Image:SmartCard5.png|link:|700px|border]]:
* Shared with Me - the SmartCards created by other users. They can view, but cannot edit, deleted or share
::[[Image:SmartCard6.png|link:|700px|border]]:
Users can click on the individual records listed and will be automatically brought to that record.
If any SmartCard has more records than can be listed on the screen then there will be small arrow icon at the bottom that will allow them to scroll down.
::[[Image:SmartCard9.png|link:|700px|border]]:
The current user will have the ability to edit these SmartCards by clicking on the Edit icon.
::[[Image:SmartCard7.png|link:|700px|border]]:
They can then rename the SmartCard and save or they can delete.
They will also have the option to Share the SmartCard by clicking on the Share icon, which presents them with the Select Roles and Select User options.
::[[Image:SmartCard8.png|link:|700px|border]]:
