This topic describes about the different types of actions that the user can perform.

As a new user need to carry out a series of tasks that are common across all screens, such as to view, edit, delete existing records and more. These tasks explain how to begin working with your record:

When handling records, remember the kinds of records you can create to, view, edit, delete, etc., are based on administrator settings like user profiles or permission sets. Collaborate with your administrator to make sure user have access to the records and data user requires.

Now that you have learned how to work with records, the user might want to explore more advanced features.

This topic contains the following subtopics:

• View the Records
  This topic describes about the various formats to view the records.
• Search the Records
  This topic provides the systematic instructions to search the records.
• Edit the Record
  This topic provides the systematic instructions to edit the records.
• Copy the Records
  This topic provides the systematic instructions to copy the record.
• Unlock the Records
  This topic provides the systematic instructions to unlock the record.
• Delete the Records
  This topic provides the systematic instructions to delete the record.
• Print the Records
  This topic provides the systematic instructions to print the record.
• Authorize the Records
  This topic provides the systematic instructions to authorize the record.
• Minimize the Records
  This topic provides the systematic instructions to minimize the records.
• Close the Records
  This topic provides the systematic instructions to close the record.
• Screen/ Dashboard
  
• Mandatory and Optional Fields
  
• Add the Tile
  
• Close the Tile
  
• Reorder the Tile
  
• Expand the Tile