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CUSTOM FORMS: BASIC

Basic Level Management of Custom Forms in Skyward Finance.

(Prerequisite – None)


This session will demonstrate basic information in Custom Forms, such as how to covert User Defined Fields in PAC to Custom Forms, create a Custom Form with specific User Defined Field, limit form access to selected Security Groups with Form Security, and enter information into the forms. Learn how to report on Custom Fields using the Data Mining feature.

LEVEL: SMS

October 4, 2022
4:10 pm (50′)