Set the Item Record workform opening view

You can set this option at the organization, workstation, or staff member level. Staff member settings take precedence over workstation settings.

To set a preferred view to be displayed when the Item Record workform is opened:

1. In the Administration Explorer tree view, select Profiles for the  organization, workstation, or staff member, and select the Staff Client tab in the details view.

Note:
For more information about listing workstations and staff members in the Explorer, see List workstations in the Explorer and List staff members in the Explorer.

2. Double-click Default view selected when item record opened.
3. Select a workform view from the drop-down list.

 

• If Default is selected, the workform opens to the Cataloging view when creating a new item, the Source and Acquisition view when opening an item record from a purchase order or invoice line item, and the Circulation view in all other cases.
• If a specific view is selected, the Item Record workform always opens to the selected view, regardless of how it is opened.

4. Select File | Save.