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.