Many manual or semi-manual "workflow" style processes are handled with data grids, actions buttons (as you've already seen) and in some cases simply with linked views.

Managing unallocated payments with linked views

Open the dashboard User Course: Unallocated Payments.

This dashboard contains a list of cases of payments with have been made, but not allocated to an invoice. In addition to these, the dashboard contains a set of views – three of which are linked to the list of unallocated payments – containing details to help allocate these payments to an unpaid invoice.

Select the record, in the data grid Invoice Payments (Unallocated), with PaymentAmount 2,001.990. This data grid is the driving view. Press Update the dashboard using the selected rows to see related information pop up in the linked views in this dashboard.

All three linked data grids contain details of unpaid invoices – one with unpaid invoices matching the unallocated payment by amount, one with unpaid invoices with a date close to the date of the unallocated payment, and one with unpaid invoices with both a matching amount, and date close to the unallocated payment.

In this case, there is a single unpaid invoice with matching amount and date close to the unallocated payment - in the view Unpaid Invoices (Near date and matching amount). So you can update the unallocated payment with this invoice reference.

To do this, double click the unpaid invoice record in the data grid Unpaid invoice (Near date and matching amount). Select and Ctrl-C the value in InvoiceRef.

Open details for the unallocated payment in Invoice Payments (Unallocated). Ctrl-V to paste the value you copied from the unpaid invoice into the InvoiceRef field in the case data for this unallocated payment.