In the Procurement tab of the Capital Project form, we have a section that allows a user to add some purchase orders. An “Add” action exist in this section. If the user selects this action, the Purchase Order form is loaded automatically on the screen and the user can fill the values for all of the fields. Our business requirement is to not load the Purchase Order form if no contacts exist (with a particular role) in the Contact tab of the Capital Project form. How can we do this?
One option is to hide the “Add” action by default, and then use a Modify Metadata task to show the Add action after a contact has been added. You would also need to run a Modify Metadata task to hide the Add action if all of the contacts were removed.
[Admin: This post is related to the 12.06.15 post about using a workflow (and Modify Metadata task) to change to a different form.]