Chapter 06 - New/Edit Task (Custom Object)

Introduction

Vault Professional allows Administrators to configure custom objects and custom workspaces, e.g., managing Tasks or Customer Claims. The essential concept of a custom object is to link any Vault Professional object. E.g., a Task may link files, items, or projects. Vault Data Standard can add a customizable user interface to each new workspace by sharing dialog and datasheet definitions.

Learning Objectives

• Activate the pre-built data standard interface for Tasks
• Get insights on how to add and individualize custom command definitions
• Learn how to enhance the data standard user interface by adding icons
• Learn how to copy Vault Data Standard configurations to new custom objects/workspaces
• Learn how to add custom Detail Tabs

Exercises

• Exercise 1 - Activate Custom Workspace "Tasks"
• Exercise 2 - Support any Custom Object

See VDS Tutorial - Chapter 06.pdf for the full workflow documentation, including step-by-step instructions to complete all exercises.

Watch the YouTube Video Documentation - Vault Data Standard Tutorial - Chapter 06.