Creating fields dependant on other areas

U

UKDeluded

I am creating an expense form for internal use and am stuck on one (or two) things ..

Firstly, I do not want any areas on the form that don't need to be there, so I only want the mileage 'box' to appear once a user has selected 'transport' as expense type - where do I create this link to hide/unhide a field?

Secondly, instead of it being signed it will auto take the user name from log in (we use biometrics so fairly secure) and auto email oncompletion to manager and second person who can then authorise. Is there an easy way to do the auto email and authorise?

Thanks all!
 
G

Guest

Well regarding part 1 - I find the best way to make a
field or section only appear is by using conditional
formatting. That can be found on the display tab of a
section or field's properties.

You then create a rule that says if "expense type" is not
equal to "mileage" - hide this control.

If you have multiple fields that are subject to same
rules - it is probably best to use sections to organize
them.

Regarding part 2 - are you using SharePoint by any chance
to store your forms? If so the event handler
functionality might help.

Hope This helps!

Amanda Murphy
http://blog.funknstyle.com
-----Original Message-----
I am creating an expense form for internal use and am
Click to expand...
stuck on one (or two) things ..
Firstly, I do not want any areas on the form that don't
Click to expand...
need to be there, so I only want the mileage 'box' to
appear once a user has selected 'transport' as expense
type - where do I create this link to hide/unhide a field?
Secondly, instead of it being signed it will auto take
Click to expand...
the user name from log in (we use biometrics so fairly
secure) and auto email oncompletion to manager and second
person who can then authorise. Is there an easy way to do
the auto email and authorise?
 
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