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GUIDE STATUS: 
Status
colourYellow
titleIn Review
 

Overview

Settings is your hub for customizing your instance and notifications. After clicking the gear icon in the upper-right hand corner of the window, a settings popout pop-out will appear.

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General Settings

General settings gives you options for accessibility, tooltips, compactness, time/date settings, and print options.

Theme

You can change your instance theme with theme settings.

Lists

Here you can toggle wrapping text in lists on and off.

Forms

In the forms settings section, there are a couple relevant settings. Tabbed forms allow related lists and form sections to be organized into tabs. Related list loading should almost always be selected as With the Form, but this setting deals with when lists related to the form in question load.

Notifications

Notification settings are more complicated but the most often used. There are 4 options to edit notifications settings here:

  1. Turn All Notifications On/Off
  2. Create a New Notification Channel
  3. Create a Personal Notification
  4. Edit Existing Notifications

 

Navigation

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Update Log

Updated ByDateNotes
Michael Anthony Waara Added screenshot to navigate to settings.
Michael Anthony Waara Finished first draft.
Michael Anthony Waara Initial Creation.

Navigation

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