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Prompt Form Choices

edited Oct 28, 2021 9:07PM in Accounting / ERP 6 comments

I am trying create a Workflow (or something) that will prompt my users BEFORE ENTRY to change the form that they would use.

Scenario (Pop-Up):

What type of Expense Report are you going to enter?

[Staff Reimbursements]            [Credit Card Receipts]

Essentially, depending on which type of expense report they choose a custom form will be exposed to them. The custom form has different fields, defaults, nomenclature, etc. for the 2 different choices.

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