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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

I would like to see what forms are being selected on a transaction via a search

edited Nov 20, 2025 8:52PM in Ask A Guru 10 comments

Rather than open up every transaction, is there a quick easy option when creating a search to display the type of form that was selected? For example for time tracking we have over 4 forms, I would like to see who is selected what form so i can eliminate the unused forms easily.

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