You can use Open Form Actions to create an action to open a form and set the value of a few fields.
To add an Open Form Go To:
| 1. | Click Actions to open the Actions window. |
| 2. | Click Add Action and select Open Form to open the Open Form window. |
| 3. | Enter the Description of the Action. This description will be displayed as the text on the Action button. |
| 4. | Select the Group that the Action will be grouped under in the Action pane. |
| 5. | Select the Button Size and Priority. |
| 6. | Select the Product, Series and Form to open for the Action. |
| 7. | Add Tasks for the Action. |