Viewing Primary Items

Primary items have two views:
  • Item Details
    Provides a detailed view for viewing, transitioning, or updating items. The information you see in this view is determined by:
    • The fields defined by your administrator
    • The field sections that you have privileges to view
    • The display and section options set in your user profile
    • For custom forms (labeled as image), the field sections that your administrator has included
    • For custom forms (labeled as image), the transitions, actions, and widgets that your administrator has included
    • The widgets placed on forms by an administrator
    • Time Capture options, if enabled by an administrator
  • Social

    Provides a streamlined, collaborative view for quickly adding status, notes, attachments, and more. For details, refer to Using the Social View.