You can do conditional formatting with a drop down box and a tab control. The dropdown box would change the selected page of a tab control based on the value of the dropdown. Let’s say you had a drop down with three items in the list such as: Mortgage, Refinance and Construction. You can create a tab control with three tab pages named: Mortgage, Refinance and Construction.
You would then hook the dropdown to the tab control and only display the selected page on the tab. This way when the users selects different values from the dropdown they will see different fields. The other fields will be ‘hidden’ under the non-visible tab pages.
Here are the steps to do this in Impact Business Suite 2011:
1) Create a dropdown list called “Mortgage Type” and add Mortgage, Refinance and Construction to the list.
2) Create a custom character field such as “Mortgage Type” and attach it to a drop down list named “Mortgage Type”
3) Open the layout designer and add the “Mortgage Type” field to the layout.
In the layout designer:
Follow these steps to add the “Tab Control”
1) Using the Toolbox dropdown in the upper left corner select “Controls – Containers”
2) Drag the “Tab Control” item from the list onto the surface
3) Click in the “TabPagesDurkin” (Collection) row in the Custom Properties section then click the “[…]” ellipse button.
You can click on the A/Z icon to set the order of these rows alphabetically. It may be easier to find the rows.
4) Click on the [ADD] button and set the “(Name0” row value to “Mortgage”. Hint – It’s usually at the top of the list.
Also set the “Text” value to “Mortgage”. Hint – very helpful when adding fields to each tab page.
5) Repeat step 5 and 6 for each item in the dropdown such as “Refinance” and “Construction”
6) Click OK when finished
You can now add the fields to each tab page. To change to a different tab page in the designer click on each tab page header such as “Mortgage” at the top of the control. Once you select the tab page simple drag the controls onto each page.
Follow these steps to add the “DropDown” field control:
1) Using the Toolbox dropdown in the upper left corner select “Field – Existing”
2) Drag the “Mortgage Type” field from the list onto the surface.
It will create a label and the dropdown control. Both label and dropdown will be selected. You want to unselect by clicking anywhere off the controls then reselect just the “Mortgage Type” dropdown control.
3) Locate the “TabControlName” row in the list below and click on “(none)” You will then be able to use the down arrow to select the tab control. By default it would have been named “TabControlDurkin1”
4) Locate the “TabControlshowTabs” row and set it to False. This will hide the tab pages at the top of the tab control at runtime.
Now you can [SAVE] the changes to the layout and close the designer.
When you change the value of the dropdown you should only see the fields on each tab page and not the tab page headers.
Please make sure you have Impact Build 4.0.0.30 with Hot Patch 40031 installed.
Impact: http://www.durkincomputing.com/ACTAddonsDownloads/ImpactV4_Setup.exe
Hot patch: http://www.durkincomputing.com/ACTAddonsDownloads/ImpactV4_Hotpatch_40031.exe