Display the Insert Fields from Hub Dialog Box

Display this dialog box from the Edit Text dialog after records are added to the proposal.

To display this dialog box:

  1. In the Navigation pane, go to the Proposals section and open the desired proposal.
  2. Insert a record into the proposal.
  3. Insert a text box into the record.
  4. Double-click in the text box to open the Edit Text dialog box.
  5. Click the Insert Fields toolbar button.
Parent Topic: Insert Fields from Hub Dialog Box