Perform Cross References

Objective

Identify items that are linked to a particular entity.

How to perform a cross reference

1. Navigate to the entity to cross reference from, then select the record in the grid or open its edit screen.
2. Click Assist - Cross References in the sidebar.
3. To cross reference to a target screen:
   • Select the target screen to cross reference to and click Continue.
4. To cross reference from a field to a target screen:
   • Select the field on this record to cross reference from, then the target screen to cross reference to (if it does not autopopulate based on the field selection) and click Continue.
5. To cross reference to a field on a target screen:
   • Select the target screen to cross reference to, followed by the field on the target screen to cross reference to, then click Continue.

As a result

• The corresponding dashboard opens with the filter applied.

Keep in mind

• You can cross reference directly from the grid, by selecting the record on the grid and clicking Assist - Cross References or from the edit screen, by opening the record's edit screen and clicking Assist - Cross References.
• To return to the entity you cross referenced from, click the dashboard's name in the breadcrumb trail.
• You will only be able to cross reference to/from dashboards and fields that are available for cross referencing.