Sorry if this is a basic question for most, but I am very new to this software and learning as I go.
I would like to set up our Add Matter form to change when a specific classification code is selected. In particular, I would like the number of fields available and the labels for the fields to change in sections 4 & 5.
Thanks in advance for pointing me in the right direction.
Congratulations on starting to take your Time Matters to the next level! Many users stick with the default fields, but there is so much power available when you customize them. A Best Practice is to use Form Styles to customize the look and content of Time Matters Forms. Each Classification Code can have its own associated Form Style. When you enter the Classification Code and move out of that field, the associated Forum Style applies and you see the look and content you need.
A good place to start is in the Time Matters Manual under:
Lists, Forms and Records | Customizations | Forms Styles (p. 143 for TM7 SR2)
^^^^^^^^^^^^^^^^^^^^^^^^^Advertisement^^^^^^^^^^^^^^^^^^^^^^^^^^Wells Anderson hosts free Web Conferences on Time Matters on the2nd Friday of each month. Learn how to get more done. Write to:firstname.lastname@example.org More info: http://www.activepractice.com^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Wells Anderson, JD, CIC / Moderator800.575.0007 - Edina, MN - © 2012
www.activepractice.comFree Time Matters Webinars monthly on the second Friday