View a Custom Form

Selecting a custom form allows you to see more detailed information than is available on the main Custom Column panel.

PREREQUISITES: The Custom Form security function must be selected for the security role you belong to. See Security Roles for more information.

1. From the home page, click Permitting and click Custom Form.

TIP: You can filter the list of records displayed. See Filter Records or Filter Custom Forms for more information.

2. In the Custom Column panel, click View for the desired item.

The New/Edit Custom Configuration panel will display.