Configuring Quick View Panes
To configure Quick View panes:
1. In Max Designer, on the Developer Tools (
) launchpad menu, click Object Designer, and then in the left pane, search for and select one of the following:
) launchpad menu, click Object Designer, and then in the left pane, search for and select one of the following:◦ Job
◦ Resource
◦ Crew
2. In the left pane, click Forms, and then in the right pane, on the list, click one of the following:
◦ Job Map Popover
◦ Resource Map Popover
◦ Crew Form Popover
3. On the Form object design page, click Go to Form Designer.
4. In Form Designer, click Save As (
), and then in the Save As dialog box, in the Name field, enter a name for the form.
), and then in the Save As dialog box, in the Name field, enter a name for the form.5. In the Primary Role or Group field, click Standard User, and then click Save.
6. In Form Designer, drag and drop fields as needed, and then click Save (
).
). | To replace the default form used for Quick View panes with a new cloned form, edit the default form and clear the Active check box. |
For more information: