Using Linked Forms

When administrators create data forms, they can define links from one form to another to enable drill-through to a more specific data entry view. For example, a form that contains summary account balances can link to a corresponding form with the account details. The link from one form to another applies to an entire row. A data form can contain up to 64 linked forms.

Linked forms are indicated by the following icon: Icon for Linked form .

  To use linked forms:

  1. In a data form, select a row that contains linked forms.

  2. Right-click and select Linked Form.

    A new form is displayed in a separate browser window.

  3. When you finish using the linked form, click Close.

    The system returns you to the list of available forms.

    Note:

    If you do not have security rights to a form, or the form is deleted, an error message is displayed. Click Return.