To display item or portfolio data in the Forms module:
- Click the Forms module tab at the top of the screen.
- Click the Form field.
- From the Select a Form pop-up window, select a form.
Notes:
- The Select a Form pop-up window shows the last five forms you viewed on top.
- You can resize the width of the pop-up window to view long names. Place your mouse over the bottom right corner and drag to the desired size.
- To search for a form, click the Search tab. Type a search string (not case sensitive) in the Search field and click the Search button. The search results appear in the window.
Note: The search results include all forms that begin with the requested string first, followed by any form that contains the string. The number of retrieved objects is limited, so you may need to refine your search.
- Click the Item field in the title area. The Select an Item or Portfolio pop-up window appears. Select an item or portfolio.
- Click the Data as of field in the Title area. Select a version from the Select a Version Pop-up list.
Notes:
- Pop-up windows feature a favorites list, showing the last five selections on top.
- Resize or scroll the pop-up window to select a value. For further details about pop-up windows, refer to Selecting Portfolios System Components.