Form procedures are triggered by data form events. For example, when a data form is opened for viewing this is an event. For this event you could hide certain fields from view if the director opening the data form is not allowed to see those fields.
The table below lists all form procedures and the form event associated with each procedure.
Form Procedures and Form Events
| Form Procedure (click to view) | Form Event |
|---|---|
| Setup a data form before data entry | a new data form is created and opened for editing |
| Validate before filing | a data form is about to be filed |
| Procedure to run on filing a form | a data form is being filed |
| Sets up an edited data form before editing | an existing data form is opened for editing |
| Setup up a form before displaying it | an existing data form is opened for viewing |
| Setup G/L Postings (Transaction Forms Only) | a transaction data form is being filed |
Accessing Form Procedures
Start by turning the master form over from the front side to the back side. The back side appears as shown in the image below. The back side shows categories for form definitions, form procedures and field procedures. In the image the categories are currently collapsed. Category titles in bold text contain active definitions or procedures.
Expand a category by clicking on the blue triangle to the left of a category title.
Bold Titles Indicate the section does contain definitions or procedures.
Expanding Form Procedures
To view the procedure steps for a form procedure click on the blue triangle to the left of the form procedure.
Procedure Step Types
Each form procedure has a limited number of procedure step types that can be performed in a step. Click on the blue triangle to the left of the procedure step to view the procedure step types.