Perspective procedures
- Last UpdatedApr 24, 2025
- 1 minute read
Once you have opened the Perspective Root, you can edit records in the Perspective, export and import the Perspective and create templates from the Perspective.
Related Links
- Open the Perspective Root and Perspective children
- Close the Perspective records
- Edit records in a Perspective from the Perspective Root
- Save the PerspectiverRecords
- Export a Perspective to Excel
- Import Perspective Root data from Excel
- Create a Perspective template
- Modify the Excel file
- Create a Perspective based on a template