Process a form stack

Used by: Field procedures, Form Procedures Use this procedure step type to process a form stack and create new data forms. This gives you the opportunity to create and file other data forms or add detail lines on the current form.  For example, creating a Check Credit data form with pending status when a new … Read more

Set properties of a form or detail line

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) … Read more

Case on conditions

Used by: Field procedures, Form procedures Use this procedure step type to perform different operations depending on a logical condition. For example, change the fill color of the Order Total field on a customer order if its value exceeds the maximum order limit of the customer. Or, for adding delivery charges based on order choice. … Read more

Set properties of a form element on a form

Used by: Field procedures, Form procedures Use this procedure step type to: set the value of a field on the form set properties of a field on the form show/hide a visibility block clear all detail lines Properties and Operations Generally the following properties can be set for a field on the form. Some fields … Read more

Do nothing

Used by: Field procedures, Form procedures Use the ‘Do nothing’ procedure step type when you want a form procedure or field procedure to not perform any actions. This is the default on new master forms for all form procedures and field procedures.

Procedure Steps

Procedure steps are actions that can be performed by either form procedures or field procedures. Depending on the procedure a small set of procedure step types are available.  Form procedures and Field procedures can have as many steps as you need. Each step performs a single action.  Do Nothing is a default procedure step for … Read more

Form Procedures

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 … Read more

Detail Lines Field

Use the Detail Lines field when you want to capture/list one or more lines of detail on a form. For example, on a Sales Invoice form the form captures the sales invoice header information and uses a detail lines field to capture the invoice details, one line per item sold.  The Detail Lines field can … Read more

Get Master Form Instances

Request Format The start and end are optional if the start is not there it starts from index 0 and if the end is not there it goes to min(actual count,index 1000). Reply Format