How to get more information about linked records?

Last Updated on:
January 25, 2022

1. Click on the blue letters that are in the field of interest

2. A linked record will open in the pop-up window

3. Pop-up window can be closed on “X”

4. Additional options for record opened in the pop-up window are available under 3 vertical dots

5. To open process where record is created, click on the 3 vertical dots and choose View in Process 

6. To open only a record, click on the 3 vertical dots and choose View Standalone Record