Forms

You can view the same data in a variety of ways. Forms are designed for entering or reporting the data of one specific item or portfolio at a time. This data is then integrated into "big picture" formats that provide you with an overall view of your portfolio, such as Investor Maps and Scorecards.

Related Topics

Components

Creating a Form

Duplicating a Form

Components Overview

Setup Module Overview

Items

Portfolios

Query-Based Portfolios

Investor Maps

Scorecards

Tabs

Dashboards

Versions

Tables

Graphs

Color Templates

Categories

Value Lists

Life Cycles & Phases

Filters

Advanced Searches

Users

User Groups

Processes

Workflows

Alerts



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Last Published Thursday, December 10, 2020