Data Entry Form: Creating Form "sub-Fields" That Conditionally Appear, Dependant Upon Previous Values From The Data Entry Form
Hello,
I'm hoping to dynamically change the content on my Data Entry Form, based on the entered values of previous questions. I'm having difficulties finding this as a forum topic elsewhere, so please feel free to direct me towards any previous thread where this may have been addressed.
Here's a basic example of what I'm hoping the form will do:
When the Data Entry Form appears prior to printing, one main field appears at the top:
Part Number: [ ]
When a user enters the part number and it finds a match within the linked database, other sub-fields conditionally appear in the Data Entry Form based on the part number that was entered.
In this example, if "1111" was entered as the Part Number, I'd like to toggle a sub-field below it that asks: Which Lot number? [ ]. If "2222" was entered as the Part Number, I'd like to toggle subfield that asks: Which Serial Number? [ ]. Ideally, I would be able to toggle these sub-fields based on values within the database, or some kind of trigger value that I can enter into the database value in a separate column.
The label artwork itself is already created with the ability to change field label text to accommodate these variables, as field labels and field values can be pulled from the database field (Serial Number:#### or Lot Number:#### ) -- but I'd like to make sure that the employees filling out the label don't have to see a potentially confusing prompt in the Data Entry Field that says something like "Serial Number or Lot Number: [ ]" when entering data. I'd like it to specify one or the other to help reduce error.
From a formatting perspective, I don't care whether these subfields would appear on the same Data Entry Form as the original Part Number entry field. Having step-by-step Data Entry Form screens accomplish this would also be an acceptable alternative, if such a paradigm exists within BarTender.
I'm running Professional 10.1.
Any suggestions?
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I can clarify that I'm currently performing the first data entry portion (Part Number: [ ]) by query. But I'm still hoping to find a way to make conditional questions within the Data Entry Form, based on that query or other field values, if that's possible. Thanks!
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I sure would love an answer to this as well. I'd like to give my users two options of record selection; I have two record selector data entry forms, but I haven't found a way to conditionally display one or the other based on user input from the first form. Maybe there's a way to do it with VB but I'm not there programming-wise. :(
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Hi Mary,
If the value that governs which Form is displayed is not on the label, add a text field to the side of your Template.
- Edit the field that governs the From selection and from the Data Source tab give this field a name.
- Create two separate Data Entry forms for your different selection options and then, in turn click on the "Form 2" / "Form 3" tab (or whatever they are called) at the bottom of the screen and go to the Properties of the From.
- Click on the name button to the right of the "Show when.......Always" and create a "Conditionally, based on expression" formula to display the form only when the required criteria is met. Repeat this for the other form too.
For example, my names field (from 1) is called "choiceschoices" and my Conditional expression are
choiceschoices Equals blue
and
choiceschoices Equals red
where "red" or "blue" is the value entered into the lookup field.
I hope this makes sense
Pete
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Hi Pete, thanks for the help. I'm getting stuck where you say "where "red" or "blue" is the value entered into the lookup field." What lookup field do you mean?
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The value of whichever field is being used to identify one product from another, ie the value entered in the First From, per your original description, that is used to tell which of the other two forms is to be used.
Red and blue was just my example data and so lets say red causes Form 2 to be displayed whilst blue means Form 3 is displayed for the users to enter the appropriate data after they type in or select red or blue on the 1st form.
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That's what I thought. This is where I keep getting tripped up. When I try to do this, I get an error message that states "Invalid form sequence: Record selection must occur prior to reading data from the database. See the Form Sequence topic in the documentation for more details."
So I found the Form Sequence topic and it says this:
Form Sequence
Specifically, the sequence of controls on the form must be as follows:
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Data entry controls bound to query prompts
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Record picker control
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Data entry controls bound to data sources
The only thing I can think of at this point is to rig up some way to make my form selection part of a query prompt so it will display before the record picker. But then if it's a query prompt I can't seem to use that as a display condition! It's driving me crazy.
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The first form should have the record picker on it and no conditional formatting as that should be included on any subsequent forms
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Ohhhh okay. I just had to shift my brain a little bit. So Form 1 is the record picker. Form 2 is where the user says they want to print using X or Y condition. Form 3 is the result of the selection from Form 2. I think I can make that work. Thank you much for the guidance!
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Yes that's kind of it although Form 3 would be X and Form 4 would for Y as you would need a different one for each with the conditional properties set.
Thinking about it, as long as the Record Picker is before the entry field, that is linked to the conditional variable that governs which form appears, then you maybe able to have these on the same form (ie Form 1) and so save the operators having to flip through an extra screen. So basically Record Picker at the top and entry field below it.
Pete
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