Using Financial Management Linked Forms

Administrators can define links in data forms 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 form can contain up to 64 linked forms.

To use linked forms:

1. In a data form, select a row that contains linked forms. Linked forms are indicated by the following icon:
2. Right-click and select HFM Linked Forms, then select the form name.

   A new form is displayed in a separate browser window.

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