How to Pin All Communications Table On The Left Pane?

Hi There,

Please help, how to pin All Communications table to the Left Pane?

Kind regards,
Sibongile

Hi Sibongile,

You can add the communications table to he left pane via the ‘Left Pane Setup’ (found in Setup/Look & Feel/Left Pane Setup).

You can read more about it here: https://wiki.agiloft.com/display/HELP/Left+Pane+Setup

Thanks,

Jack

Hi Jack,

Thank you for the response. The communications table is pinned, but I would like to view the Setup Communications or Setup Emails, like Setup Documents when the Documents table is pinned on the left pane.

Kind regards,
Sibongile

Hi Sibongile,

If you navigate to the second screen of the left pane setup (the tables section), you can add the ‘All Communications’ table in the table list and the setup menus will be available to you.

Thanks,
Jack

Hi Jack,

I have been doing that with no luck, please see screenshots attached.

Thank you,
Sibongile

Hi Sibongile,

The Communications table menu item you are showing in your last screenshot will never show the setup, it cannot be placed there unfortunately.

Instead you should be able to access the setup for communications in the ‘Tables’ section of the left pane (immediately under 'EUI Templates). The fact that the 'All communications table is not showing in the tables section tells me that the group you’re logged into does not have permission to see the ‘All Communications’ table in the left pane, please navigate to the table permissions wizard for your group and grant them permissions to see the ‘All Communications’ table on the left pane (toolbar): https://wiki.agiloft.com/display/HELP/Table+Permissions+Wizard.

Please let me know if you have any issues with this.

You can also get to the setup for any table via Setup/Tables.

Thanks,

Jack

Hi Jack,

It worked, thank you.

Kind regards,
Sibongile