Linked Forms

Several data forms have links to other data forms that provide a more specific data entry view. When you access a linked form, the point of view (POV) from the parent form is carried forward into the linked form. You do not need to specify the POV for the linked forms.

Linked forms are indicated by this icon: linked form icon.

To access linked forms:

  1. In a data form, select a row that contains linked forms.
  2. Right-click a cell and select Linked Form. The linked form opens in a separate window.
  3. When you finish using the linked form, you can navigate back to the main form or close the form.