While administering dataforms, you can view dataform fields and related items from the Action Center. This information can help you avoid deleting items that are essential, such as triggers and rules. The following items appear in the Action Center with a badge count to indicate the quantity:
- Workflow Channels
- Email Templates
- Business Rules
- Custom Links
- Lookups
- Field Display Rules
If related items exist, a badge counter indicates the quantity. When you select the item, the corresponding dashboard opens, filtered by the item. For example, when you select Email Templates, the Email Templates dashboard opens for those specifically related templates.
To view the related items:
- Go to System Admin
> Advanced > Dataform Admin.
The Dataform Admin dashboard opens. - Select a dataform, such as Client Master (shown in our example).
The Dataform Properties form opens.
- In the Action Center, select an item with a badge count, such as Email Templates.
- The dashboard for that item opens, with a filtered list specific to the selected dataform.
Our example shows that an Email Template named DocuSign is related to the Client Master dataform.
