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Lookup Form User Functions

  

Depending on form settings and available controls, a user can do the following from a lookup form:

  • Search for records that match submitted search criteria.
  • Export search results to an Excel spreadsheet (all results or selected values depending on configuration).
  • Open an existing record.
  • Delete an existing record.

For a user to perform any function, that function must

  • Be included in the form.
  • Have a security level the user's role can access.


This post is part of the Lookup Form topic. Click here to open the Lookup Form Overview.

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