This is the third edition of the ‘what is eXtender Enterprise’ series.
What is the Feature:
Linked forms are an alternate way to build forms that support one to many records. Linked forms work just like the customer address window in standard Dynamics GP where you have one customer with multiple addresses. Linked form let you build a screen with your own primary entity with multiple linked records just like this one below.
In this case we have a property as the main entity, with multiple linked entities being each apartment in that property.
Why this feature is great:
Linked forms provide another way of having eXtender match the requirements of your customers. Along with Windows, Extra Windows, Forms and Detail Forms you have a full set of tools with which you can build a solution.
Detail forms are the other way of defining a one to many relationship in eXtender but this does not provide the amount of data capture that may be required. In addition Linked forms allow you to define an existing GP look up field as the primary record. e.g. build additional one to many relationships for customers, items, employees etc.
How to Use it:
Building a linked form is as easy as building a window in eXtender. The only trick to define the Link to field as the primary record. i.e. If you want to store additional records against Items – then Item will be you linked to field. The ID field prompt is the linked record that will be added to the ‘link to’ master record
What to do next?
Add linked forms to your toolbox when building a solution. Use this as another way of making Dynamics GP do exactly what you need it to do.