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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 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 are set to appear in a pop-up.

Follow these steps:

  1. Open the list page you want to configure.

    For example, to open the Projects list page, open the Home menu, and from Portfolio Management, click Projects.

  2. Open the Options menu by clicking the icon on the toolbar, and click Configure.
  3. Open the List Column Section menu, and click Fields.
  4. In the Attribute column, locate the Name attribute, and click the Properties icon.
  5. Select the Open as Pop-up check box, and click Save and Return.
  6. Click Return.

    The pop-up setting is complete. Any item you click in the list appears in a separate pop-up window.