Opening levels

You can open new levels using actions in the workflow.

You can also open a specific record in the new level. The record is either specified from the current context (i.e. the currently selected company, person etc.) or is passed as a record parameter.

The Load Level action opens the level specified in the Level No. column.

The Position in Level action switches the view to a specific record in the target level. The record must either be the current record in the current workflow level or passed as a record parameter. Specify the target info area in the Info Area column.

Use the Load Level command in conjunction with the Position in Level command to ensure that the target level is displayed.