When working with Related Records, keep focus on Related Records
i.e.: When working with related Documents, keep focus on related Documents.
BBGM SKY - When working in the Documents node of any record and you close a document, you are directed back to the main record. Often times there is need to stay on the documents node and work through other documents. Rather than redirecting back to main record, keep the screen focused on the list of Documents.
This can be generalized to other Related Records as well.
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Jen Hammerstrom
- Dec 28 2020
- Shipped
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Oct 16, 2021
Admin response
This was updated in a recent update - please let us know if you have any further feedback. Thank you!
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Keep document tab open
Merged The document tab automatically closes and sends me back to the main grant page. Would it be possible to keep the documents tab open?0 Shipped
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SKY - Stop Reverting to the top of the record when in related records
Merged Everything you do in SKY reverts to the top of the record, even when you're in related materials, like documents. So when adding a number of documents at once, it's a whole series of extra clicks because I have to keep going back in to add another...0 Shipped
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SKY - Add New on Main Record Page
Merged In classic view, with the ribbon bar, you had the ability to add new related records without having to actually click into the Related Records section. That allowed quick updates without a lot of extra clicks. Now you have to go into the particula... -
Can Documents tab remain open in a request?
Merged When I'm reviewing various documents in a request, I open one at a time to review for completion. In Sky, I have to x out of the document, which brings me back to the request, where I again have to click on the Documents tab to open another docume...0 Shipped
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After adding a Requirement from the Request record, the screen should return to the Related Requirements list, not the top of the Request record.
Merged Why does the screen return to the top of the Request record after I "+ Add Requirement" from the Related Requirements list on the Request record? This happens throughout the system, after completing a task of some nature, usually adding a record o...0 Shipped
Related ideas
Agreed - I have colleagues complaining about this. trying to work with any of the related records area when you have a request or org record open - is such a pain as everytime you flip back to the request/org tab thats open, it resets that page to the main window - rather then staying in the related record area (as it does in classic) Its making everything so much longer to deal with
Yes! This requires so much more time, to have to go back in, scroll back to where you were... and without the ability to filter the documents, it just generally makes working with documents tedious in SKY.