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 this icon: Icon for Linked form .

To use linked forms:

  1. From a data form, select a row that contains linked forms.
  2. Right-click on a cell and select Linked Form.
  3. When you finish using the linked form, click OK.