Use the Reference List form to maintain reference details associated with your business records. Sales representatives, purchasing officers, warehouse managers, project managers, and finance officers can use this form when reference information must be entered or updated and retained with the record.
The Reference List workspace displays reference records with columns such as Status, Checked on, Checked by, and Comment.
Before you start
Sign in to the application before working with a Reference List record.
Steps
Select Data, and then select Reference List.
Open the Reference List record form that you need to update. Enter or revise the required reference information, and ensure that values use the required formats where applicable.
Select Save to validate and save the record. Select Save and Close as the alternative completion action when you have finished working with the form.
Reference List
Tips & cautions
Warning: The form validates required information when you save. A record cannot be saved while required information is missing.
Note: Some entries accept only a specific format. Correct entries that do not meet the required format before saving.
Warning: If you leave the form with unsaved changes, the application displays a warning first. Save your changes before leaving the record when they must be retained.
Troubleshooting
The record does not save → Required information is missing → Complete the required information and select Save again.
The record does not save after entering a value → An entry does not use the required format → Correct the entry to the required format, then select Save.
A warning appears when leaving the form → The record has unsaved changes → Select Save to retain the changes, or respond to the warning before leaving the form.
The Reference List form is unavailable → You are not signed in → Sign in to the application and return to Data > Reference List.
Result
The Reference List record is validated and saved, or saved and closed.
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