We can use Prelinked Fields in a number of ways in IndustraForm-driven handovers. For example, we can control when a handover can take place by referencing the Prelinked Field named status in the Shift Handover header-record.
We configure this as follows:
Add a new field to the IndustraForm called status. This prelinked field will be automatically updated from the Shift Handover header-record.
Add a new section containing the required shift handover approvals.
Insert this condition formula to define when the section is Enabled as illustrated:
= status="Open for Approval"
This section will be enabled for editing and submission only when the status of the Shift Handover header-record is Open for Approval.