Step 26: Displaying the Related Agreements Table on Object Information Pages - Optional
 |
This step is only applicable if you have enabled agreements.
|
If you have enabled agreements, the Related Agreements table can be added to an object information page. The table lists all agreements that apply to the object, even if the agreement is not currently active.
Use the following steps to add the Related Agreements table to information pages for your users:
1. Create a new tab on an object information page. For more information, see Customizing Information Page Tabs.
2. Select > from the Customize menu.
3. Right-click the new tab and select the Set Public option to make the tab available to your users. For more information, see Customizing Information Page Tabs for the Organization or Customizing Information Page Tabs for the Site.
Repeat these steps for all object types for which you want the Related Agreements table to appear. Currently the table is available for part, document, and CAD document information pages.
| | Users must have at least Read permission on an agreement to see information about it in the Related Agreements table. Permissions can be granted for the Agreement object type using the Policy Administration utility or on the specific agreement using the Edit Access Control action. |