Using Related Information with MForms

This topic describes the Infor Smart Office feature Related Information that lets you attach information from another source to a specific MForm.

You might use this if, for example, you had an image associated with an item in a list. You could attach the image to the relevant record in a program list.

Another example: If you have stored a PDF or some other supported document type in Infor Document Management, you could preview the linked document from its associated MForm.

Related information must be related to either:

  • Documents that are stored in IDM

  • A link created using Link Manager

The document or link must already be created before you can attach it to the MForm. General information about working with IDM and Link Manager are in other sections of this document. Follow the directions in this section for creating the link that you will appear on the Related Information attachment.