Last Updated on:
January 25, 2022
1. Click on the blue letters that are in the field of interest
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe9d946481e085ba02fd6_AtaGaZNIASqYN3c1ltGaYgpZ_9mPxfJAHNWb_g7SS3-WA4l6R4K9yG7gIH7Y58MWOaVWEWz1wr8RVM3nA7Py-BKAyIT8-5EreIPxHc-GfXdNeNHjk2X0iLFSfcSI7mSDr4sgg1OF.png)
2. A linked record will open in the pop-up window
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe9d9236cf946536b9588_eeQoX64CvmVPhiSRNPRgtF_bx9Zv10tGvVk4nQVqFOZtXgAFRD3OhLrfrpd54Z0mZlO0DxrjqVJFlcE9TH6eo3jhSUvIuGjE1EFDjQ2hfrpRnEboLQbxi-Igm7m1dA56BOxJdAxR.png)
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
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe9da137a8e44acc01379_Cc1n3LhSOuWVKn6QuosntTbuJSjtKpuPeml1hFd8tnwNm7QzuXAqsLRXpMJ_mBIoSMfeCudkf7NY0xY5_qxPpFCAcBNxb7Jls7LAW_3rxBsyMwDyaunjExRD-WTmEp8Q80tF_aGI.png)
5. To open process where record is created, click on the 3 vertical dots and choose View in Process
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe9da6e7ccf031c2e2d66_ze7wo5mdJ9ZSLjtSMix6clalP9VKNlTxD4MsOkYlWHPIkxGyJnUBheUKXqs_a4emLOg7hvgTqt-l7XohEB_eCqedFPojtvhWyFMpYMoj6SDLUmGUMpmLnKIkYjKZzKBjaG7ZwmKJ.png)
6. To open only a record, click on the 3 vertical dots and choose View Standalone Record
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/61efe9d9cc3ff649152f3461_oaOAkjq53xU52gAzwOBAX3kQHD5zXwEmIMawU9Li_IVGxOpfaIPalS6xL_Ht7tShrdMmNjX2mFJfqLXaBnmX3hg0be3b5Ef5VT-7ZELyoLb0dZAKcj5Pcead2gXOwZsgvPXm-jro.png)
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