Common functionality
Learn about the Web Client's common functionality.
Area | Details |
---|---|
Filter records in Web Client | Filter, sort, and group data to display only records that meet the criteria you define. |
Manage favorites | Save the look and feel of a Web Client tab as a favorite for quick access to preferred views. |
Customize entity grid |
Customize the grid layout for entities. |
Go to an entity | Quickly find an entity by entity ID. |
Share entities | Send entities by email or copy entity links to share entities with others. |
Add attachments to entities or entity folders | Add, delete, and download attachments. |
Update a field for selected entities | Update a specific field for multiple entities. |
View entity history |
Track the changes made to the details of an entity. |
Link defects to entities | Link existing defects to entities. |
Keyboard navigation |
Work with Web Client using keyboard. |