Processing New Hire Checklists
I'm trying to build a set of checklists for my company that will help in processing new hires. The checklists themselves aren't hard, but I'm having a problem because each new hire will fall into one...
Forum Discussion
I have done New Hire checklist apps. A low tech solution is to use the copy parent detail wizard. Set up 4 model Employees. Use that wizard 4 times to create, respectively, 4 buttons to import children from specific records.
Then use a form rule to only show the user the correct button according to the EE type.
Then use a form rule to only show the user the correct button according to the EE type.
Well just follow that wizard but when it gets to a point it will ask you if you always want to copy children from a specific record, choose that option.