I always called it Right Click Open With, or Linked Forms. I think Epicor calls it publish/subscribe. I have a post that goes into a little bit here:
Button to Open Method Tracker or Any Form - ERP 10 - Epicor User Help Forum (epiusers.help)
And some other possibly helpful links:
Using Right Click >> Open With - Linked Form Indicator? Can you Break Link? - ERP 10 - Epicor User Help Forum (epiusers.help)
Right Click → Open With does not follow when the first field is changed for only one user - ERP 10 - Epicor User Help Forum (epiusers.help)
Dashboard Open With customize Form - ERP 10 - Epicor User Help Forum (epiusers.help)
Good Luck!
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