Visibility Blocks are names assigned to the Group attribute of master form elements. The name can have two forms: Major Major.Minor For example: Three different sets of address fields with group names: Address.USA, Address.INTL, Address.CDN. This creates a visibility block called Address with three minor blocks called USA, CAN, INTL. Each individual minor block can … Read more

Visibility Blocks are a mechanism for showing and hiding form elements on a master form. Form elements are fields and graphics. Use Visibility Blocks to: Show/hide parts of a form depending on data in another field such as a Choice field. Show/hide parts of a form for form events such as when a data form … Read more

Expanding the field category Dynamic Context References offers fields that are similar to context references but with an important difference. In a context reference a master form is chosen and used like it was an actual reference on the form even though it is not. It is assumed that any definition using this context reference … Read more

Expanding the field category Context Reference in the field chooser will display the following forms: All master forms in the system including the Organization master form All detail line forms found on all master forms in the system Calendar Fiscal Year (currently not useable) Calendar Day (currently not useable) Calendar Accounting Period (currently not useable) Using the field category Context … Read more

Derived references are when the context of a form causes a choice of another form to be reduced to a single form. The most common example of this is a time sheet whose detail lines point to a project. Suppose the project has a rate code and that rate code leads to a list of … Read more

Use the Reference As Value field category to: Test if a form reference field is active (allows data entry) Test if a form reference field contains data.  To compare one form reference field value with another form reference field value When comparing form reference fields use one of the following comparisons: is equal  is not equal  … Read more

Expanding the field category Special Fields in the field chooser will display fields that do not belong in the other field categories. A special field is usually data that is coming from a source other than a field on the form being processed. Current special fields: Stapled File File Name – When constructing a text block to describe a … Read more

Expanding the References field category in the field chooser will display master forms that are directly referenced from the master form you are editing. Field chooser highlighting references category By clicking one of the offered forms (image below) you can “reach through” to that master form. From there the fields and definitions available on that … Read more

Expanding the field category Form Definitions in the field chooser will display definitions found on the back side of the master form you are editing. If you have ‘reached’ through to another form using a Reference category then the field category Form Definitions shows definitions on that other form. Field chooser highlighting form definitions category Depending on where the field … Read more

Expanding the Form Fields category of fields in the field chooser will display fields found on the front side of the master form in which you are using the field chooser. If you have ‘reached’ through to another form using a Reference category then the Form Fields category shows fields on that other form. Field chooser highlighting form fields … Read more