We use TM 6e.
What I am trying to do is create an automated TM message going to two specific people when a particular type of custom form has been completed.
I created a form called "Client Rev" and have created the code REV, but I can't get the combination right for the trigger and auto-entry form to send the message to the people. What I'd really like is if once they click to add a custom form they enter the REV code the description and their staff initials it changes Notify to checked and enters the initials of the people I want notified and changes the Enter Form to the "Client Rev" form. Is this possible?
I have set the same thing up in notes, anytime a note with a specific code is entered it sends a message to someone.
Sorry if this is a duplicate post.
Kelly Leeman Information Services Associates, Inc. Hillsboro, Oregon KellyL@isassociates.com www.isassociates.com
Thanks! That got it!