Articles tagged #LINKED
Articles tagged
#LINKED

Formula to Add a Link to Transaction Saved Search Which Opens Another Transaction Saved Search When Clicked

There are times when in a master saved search, a user would want to have a link which when clicked would redirect the user to another saved search (child).

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Linking Transaction Forms

On the Linked Forms subtab, you can specify which transaction form is used when you transform one transaction into another. You can create a chain of transaction forms that mirror your business workflow.

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