Used by: Field procedures, Form procedures
Use this procedure step type to set properties on a data form to:
- stamp the data form with a short text string (E.g. FILED)
- show/hide the data form File button
Use this procedure step type to set properties on a single detail line to:
- stamp the detail line with a short text string (E.g. FILED)
- lock/unlock the detail line
Set Form Properties
Stamp The Form
Provide a short piece of text and set the color and the text will be stamped across the form when the procedure is performed.
Show/Hide File Button
The File button is the button at the top of the data form used to file a data form. This button can be hidden by setting a property on the data form.
Use this, when necessary, to prevent a director from filing a data form until it is correctly filled in.
Another use is to hide the file button because you have an action field that will file the data form and perform additional steps. For example, print a report and file the data form.
Set Detail Line Properties
Stamp The Detail line
Provide a short piece of text and set the color and the text will be stamped across a detail line when the procedure is performed.
Lock/Unlock The Detail line
Individual detail lines can be locked to prevent them from being edited or voided.
For example, On a timesheet, locking timesheet lines once invoiced. This prevents lines from being changed at a later date.