How to Configure the User Interface

To configure the user interface, complete the following tasks:

Protect users from performing unauthorized tasks using object access configuration and tab and menu configuration.
Make it easier for users to enter information for the objects they manage using field configuration.
Validate and enforce field format and data entry requirements using field data validation configuration.
Protect users from performing unauthorized tasks using hyperlink and button configuration.
Extend the repository to store more data using extended field configuration.
Extend the product and enhance how users enter information for the objects they manage using reference field configuration.
Extend the product and track more information and detail about an object using hierarchy configuration.
Make it easier for users to enter model, asset, and legal document information by family and legal template using page configuration.
Make it easier for users to find the objects they manage in searches using search configuration.
Make it easier for users to enter information for legal documents using legal template configuration.
Alert users about upcoming events and verify that the appropriate tasks are performed in the correct order at the right time using event and notification configuration.
Make it easier for users to select the correct items from lists using list management.
Extend the product and enhance how users manage object information using custom relationships.