Field procedures are triggered by data form field events. For example, when a date is entered into a date field this is an event. For this event you could show details for the date entered. The table below lists all field procedures and the field event associated with each procedure. Field Procedures and Fields Events Field … Read more

This form procedure is triggered when a transaction data form is to be filed. With this procedure you specify the amounts to be posted to the general ledger. The procedure will check and prevent an out of balance transaction being posted. If an error message is defined it will displayed the message if the transaction … Read more

This form procedure is triggered when an existing data form is opened for viewing only. This provides an opportunity to prepare the data form. For example, depending upon the director group of the director viewing the data form certain private information might have to be hidden from view. Available Procedure Steps – Form Level Do … Read more

This form procedure is triggered when an existing data form is opened for editing. This provides an opportunity to prepare the data form. For example, depending upon the director editing the data form certain private information might have to be hidden from view or some fields might be locked to prevent change. Available Procedure Steps … Read more

This form procedure is triggered when a data form (new or edited) is filed. It will be triggered after the form procedure ‘Validate Before Filing‘ is successfully completed.  For example, use the ‘Attach a form stack to the form’ procedure step to ‘staple’ a stack of paid invoices to a payment data form to keep … Read more

This form procedure is triggered when a data form is about to be filed. This gives you an opportunity to check certain conditions are met and that the form is properly completed.  If conditions are not met you can prevent the data form from being filed and give a reason which will be displayed to … Read more

This form procedure is triggered when a new data form is created and opened for initial data entry. This gives you an opportunity to prepare the data form if needed. For example, you might hide certain fields.  Available Procedure Steps – Form level Do nothing Set properties of a form element on a form Case … Read more

Used by: Field procedure (Action Field only) Use this procedure step type when you want to create your own button for filing the data form. The reason you might do this is because you want perform other activities before filing the data form. For example, creating and filing another data form type related to to … Read more

Used by: Field procedure (Action Field only) < TBD >

Used by: Field procedures (Action field only) Use this procedure step type to print a specific report using an action field (button) on a data form.  For example, on the Employee form an action field (button) could be added which prints the employee’s expense submission report when the button is pressed.  You can print any … Read more