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Summary
Sharing information between and with process forms.
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Methods
- Process flow: a linear data copy from a form in one process to a form in another process.
- A reference field to a form in any process. Can have shared fields.
- Reference fields to other things in RPM link customers, agencies, comm items, etc.
- Customers and accounts can be added and edited right from the form.
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Display and reporting
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History
- Tommy and Gina: Process flow and add/edit customers and accounts from forms.
- This page was last modified 16:21, 16 Apr 2009.
- This page has been accessed 899 times.