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Present a Page as a Pop-up

Some lists display a Configuration icon in the Options toolbar. For these lists, you can set items that are selected from the list to display in a separate pop-up that floats above the workspace. A pop-up is one way to provide a visual reminder of where you are in the application. The popup has the same functionality as a page presented in the workspace.

Note: When you set an item on a list page to appear in a pop-up, all list items on that page are set to appear in a pop-up.

Follow these steps:

  1. Open the list page that you want to configure.

    For example, open Home, and from Portfolio Management, click Projects.

  2. Click the Options icon to open the menu, and click Configure.
  3. Open the List Column Section menu, and click Fields.
  4. Locate the Name attribute in the Attribute column, and click the associated Properties icon.
  5. Select the Open as Pop-up check box, and click Save and Return.
  6. Click Return.