When you select Mask Maintenance, the Mask Definitions part appears. Integrated Site: Click Get Dynamics SL Data to retrieve data from Microsoft Dynamics SL. Non-integrated Site: Click Select to view
When you select Mask Maintenance, the Mask Definitions part appears. Integrated Site: Click Get Dynamics SL Data to retrieve data from Microsoft Dynamics SL. Non-integrated Site: Click Select to view
In order for a new mask to appear in the Mask Maintenance tool, you must first edit your SiteConfig.xml file. To edit your SiteConfigf.xml file: 1. Open ICTool (ICTool.exe) on
To edit a Mask: Display the detail part for the mask you would like to edit. Click Edit to edit an existing segment or click Add a Segment to add a
Adding Items If your Doc Type or other Spitfire area (e.g., the Executive Summary) is missing an item (field, checkbox, tab, etc.), you can easily add that item to the
When you select the Code Maintenance tool, the corresponding part appears. Columns Set Name The name of the set of choices, i.e., the code set. Set Type Whether the code
You can establish a relationship between two code sets (ex: Subtype and ItemType) using the ItemCodeLike rule. You would then use one-character codes in the parent code set (ex: Subtype)
Roles Security in sfPMS is role based. Through the Roles tool, you create roles that will later be assigned to users. Multiple roles can be assigned to users. Since roles
Adding Roles To add a new role: In System Admin | Roles, click Add a Role. Complete the Role Name and Description fields. Click on any of the Conditions (PTRS)
When you select System Admin | Date Types, the corresponding part appears: Columns Doc Type The document type on which the date is available or required on the Date tab.
If you are using a cloud storage provider such as Box.com or OneDrive, the setup of these cloud storage providers includes the Cloud Drives tool. For more complete information about