Note: Only Users defined as System Admins, or Full Users with the module Admin role, can access the Main Form Definition.
Click on the Cogwheel icon at the top of the screen in any opened record.
From the Advanced drop down menu select Cross Reference Fields.
In the Cross Reference Fields window click the “+” icon to create a new Cross Reference.
Here you can set the Field Name you wish to have Cross Referenced to another with the Field Name and Cross Reference Field Name drop down menus. Only Reference Code fields may be cross referenced.
Pressing the Floppy Disk icon to save will display a secondary selection menu to define your field filters. Select the value from the second drop down menu to begin choosing which data you want associated/cross referenced with that field’s particular selection.
Click the save icon and close the window.
Note: It is best practice to save the Main Form Configuration after making changes to ensure they are applied.