Creating AutoEntry Forms
Document Actions
For example, you may meet with colleagues for an hour on an irregular basis to discuss work that needs to be done. You can create an AutoEntry Form for the Event Form that fills in the duration of the meeting - one hour, the Classification Code - MTNG, the Description - Team meeting, and the Staff field - DTM, MBA, MCC. To use the AutoEntry Form, you open a new Event record, click the AutoEntry Form icon (or press Ctrl-A), and double-click the AutoEntry Form you want to use. It fills in all the preceding information.
To create an AutoEntry Form:
- On the Main Menu, go to
File | Setup | Templates | AutoEntry Form. - Select the tab for the Form
where you will use the AutoEntry Form, for example,
Event. -
Select
Programto share the AutoEntry Form with others.
-
Press the
Addbutton.
- Fill in the fields that are
predictable.
Note: The
Timefield automatically fills in with start and stop times of 12:00am and 1:00am if you leave theTimefield blank and fill in a duration, such as 1 hour. You should fill in more appropriate times. Keep in mind that when you use the AutoEntry Form, these Start and Stop times will only be used if you have left theTimefield blank before applying the AutoEntry Form. - Press:
Save & Close.
To use the AutoEntry Form:
- Add a new Event record. A
quick way to do that is to double-click on the Calendar to open an
Event Form and fill in the
DateandTimeautomatically. - Click the AutoEntry Form
button (or press Ctrl-A).
- A list of AutoEntry Forms
appears. Double-click the one you want, for example,
Team meeting. - You may see a message
warning you that the AutoEntry Form will fill in the
Stafffield:
You may want to modify your AutoEntry Form so that it does not fill in the
Staff. In our example, we want it to fill in the three people who will be at the meeting. - The first time you use an
AutoEntry Form feature, you will see this warning:
Read the warning and then uncheck the box.
- In our example the Event
Form is filled in by the AutoEntry Form like this:
Invest some time in creating AutoEntry Forms for the kinds of records you create most often. Not only will you save time again and again, but you will have the satisfaction of watching Time Matters go to work for you.
