Adding, deleting, and changing folders and forms in the Explorer

Initially, certain CRM and Salesperson folders and forms are included in the Explorer. You can right-click to add, remove, or rename folders in the folders pane

To add a new form to a folder:

  1. Right-click on the folder and select Add New SyteLine Form.
  2. In the SyteLine Form Link dialog, specify this information:
    • Form Name: Select a SyteLine form from the drop-down list.
    • Form Caption: To display a form caption in the right pane that is different from the default form name, specify it here. For example, if you set a filter on the Customer Orders form to show only customer orders that you are responsible for, you could rename it "My Customer Orders."
    • Form Filter: Set any filter condition to be applied when the form opens. For example, if you are salesperson "BJS" and you want to filter your version of the Customer Orders form to show only your orders, specify the filter Slsman = ’BJS’. (Use SyteLine to determine the appropriate filter.)
  3. Click OK.