Filter Form

Use this field to select which form is displayed and be filtered on when calling up a record in context, within a Notify or Prompt action. When used, this field enables the Show Context button on the recipient's Inbox form.

This field is designed to be used in conjunction with the Filter field. The Filter Form field designates only which form is opened. The Filter field designates the criteria to be used in determining what is displayed when that form opens.

The contents of this field must use this syntax:

scalarExpression

where scalarExpression is or resolves to the name of a form accessible by all the Notify or Prompt recipients.

When you click OK to return to the Event Actions form, the system "wraps" this content within a FILTERFORM( ) parameter, which yields the final syntax:

FILTERFORM( scalarExpression )

For example, you design an event handler that requests approval for a new purchase order before the PO is approved. Instead of sending the PO information along with the message, you can set the recipient's Inbox form so that the recipient can click the Show Context button to open the Purchase Orders form with the new PO displayed.