Referenced Data Panels
It can be useful to include calculations and data from other parts of the system in a form, to add context and optionally allow editing of that related data.
The way it works that a when a particular record is shown on screen in a form, the row ID of the record being edited is used to filter the results of that view. Records from the view that include that ID are displayed in a panel.
Referenced data can also be used to
- display charts
- provide default values for form fields
- show a workflow button - if the referenced view is a workflow, a button to run it will display
Full details of all of these features can be found on the referenced data panel page.
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