How do I Customize Collaboration in Purchase Orders App?

Updated on September 8, 2020 02:50AM by Admin

Purchase Orders App allows you to configure the collaboration in your own way. This will secure the common activities tabs in each object, based on the access privilege.

Steps to Configure Collaboration

  • Go to Purchase Orders App from the app header bar. Click on “More (...)” icon -> “Settings” -> “General” -> “Collaboration”.
Purchase Orders App

  • Now, you can view the following associated objects in the Collaboration dashboard.
    • News Feed
    • Calendar
    • Follow Ups
    • Tasks
    • Call Logs
    • Emails
    • Notes
    • Documents
  • By default, all associated objects will be toggled on (Show status).
  • To hide the particular object, say “Calendar”, you can toggle off by sliding the button.
Disabled Toggle

  • Now, you cannot view the “Calendar” object in the Purchase Orders App overview page since it is hidden.
Overview

  • You can also edit the name of the associated objects according to your preference using the “Edit” icon.
Edit Icon

Note: The users in your account cannot view the objects that you toggled off. In order to enable access for selected users, you should provide them the privileges. Refer this link to provide privilege:

https://www.apptivo.com/answers/questions/12315/how-do-i-create-privilege-for-associated-information-and-give-access-to-my-employee

Related links