Customize the Applications to a Record Type provides more detail about each Record Type.
Make sure the Applications are reflected to your business's, if you went through an Assessment with Jordan Lawrence these Applications will automatically import from the Assessment Data.
Go to the SETTINGS Tab and click APPLICATIONS to Add, Remove or Rename the Applications.
Add Application to a Record Type
On the Business Function Record Type page (Screenshot below),
Click the - under the Application Column and a pop up window will appear to add the Application(s) for that particular Record Type, to finish select UPDATE. The change will be made and reflected on reporting and the portal view.
NOTE: After any changes are made to publication options, reapprove the Business Functions for the reporting to reflect the changes.
Applications Print
Modified on: Thu, Jun 23, 2022 at 8:33 AM
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