Setting Preferred Workform Views

You can set the Bibliographic Record workform, Item Record workform and Patron Status workform to open to specific views, using Staff Client profiles available at the system, library, branch, workstation, and staff member levels. Setting them at the staff member level can accommodate the workflows of specific staff members. For example, a cataloger may want the Item Record workform to open to the cataloging view every time she opens the workform, regardless of whether the workform is opened to create a new record or an existing item record is opened from a Find Tool results list.

To set preferences for Leap workforms, use the Web App staff client profiles. See Staff Client - Web App Profiles.