Common functionality

Learn about the Web Client's common functionality.

Area Details
Version control Create and manage entities while maintaining previous versions of these entities.
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.
Entity attachments 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.

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