To look up a record on a single-record form (list-based)

  1. Select the application form you want to work with from the navigation pane. (If it is not already in the navigation pane, perform a search.)
  2. From the list of key fields that appears, select the field you want to work with. You can do this by:
    • Scrolling the list by using the Next and Previous links

    • Performing a search. Type the criteria in the Search dialog box and click Find.

      In the following example, Vendor Group is the key.

  3. If there are additional key fields that you need to select values for, repeat the previous step.
  4. After you select values for the last required key field, the record appears in the form.