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View Calculation and Approval Status from Data Form — Cloud Customer Connect
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View Calculation and Approval Status from Data Form



To view the calc status of the entity from a data form that you are currently in, just right click on a cell and select the action menu item to open up the status form.


If you are using the Redwood theme, you're now able to open multiple forms as horizontal tabs at the bottom of screen. Therefore, if you want to view the Calculation Status and Approval Status of an entity that is currently selected as POV cell of a data form, you can create an action menu for this status linked form and include the action item as part of "Other Option" tab of any data forms.


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