Finding a related form

14.1.0

The Find Related icon provides a convenient way for users to find data in relation to other Insight forms. It streamlines the process of finding a related form, saving time by eliminating the process of manually opening the form and entering the criteria. When a row is selected, users can search for the related form by selecting the icon from the tabs panel and picking the related form they want from the dialogue. Once selected, the new form will populate within a new browser tab. Depending upon how Find Related is configured, it may optionally edit the record. 
 


 

 

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