Create a business control

See About business controls for more information.

Note: Only administrators can create business controls.

1.	From the Tools menu choose Business Controls.

2.	From the File menu choose Add.

3.	Enter a name for the business control.

4.	Choose a business control type from the following:

Field value in a Data Table attachment will be based on a field value in a selected data table attached to the object.

Statement Link will be based on a field value of a specific statement that is attached to the object.

Field value in a Statement's Link data table will be based on a field value defined in a statement link's data table (this option requires knowledge of the statement set's functionality) Note: The statement set must be defined to include additional custom fields for the statement link records (see Customizing a statement for more information).

Field value in a Statement's data table will be based on a field value held within the additional data of a statement record that is linked to the object (this option requires knowledge of the statement set's functionality) Note: The statement set must be defined to include additional custom fields for the statement set records (see Customizing a statement for more information).

5.	In the Settings panel select any options that you want to apply from the following:

Show data entry window on creation will display the business control's data entry window whenever it is added to an object.

Preserve style locked objects will not update an object's style when the business control is applied for objects that have their style locked.

Allow business control field to be modified will allow users to change the business control data table field value when attaching the business control to an object.

6.	Click Next.

7.	Do one of the following, depending upon your choice in step 4.

•If you selected Field value in a Data Table attachment, choose the data table and data table field that you want to apply the business control point to, then enter a data table value that will be used to identify the object as a control point.

•If you selected Statement Link, choose a statement set and then select a statement.

•If you selected Field value in a Statement's Link data table or Field value in a Statement's data table, choose a statement set and a data table field, then enter a data table value that will be used to identify the object as a control point.

8.	Click Next.

9.	From the Style Sheet drop-down list, choose a style to apply to the object.

Style Sheets

A style sheet should be created that is used solely for business controls. For more information see Creating style sheets.

An object's style may be locked, thereby preventing a style sheet being applied.

10.	To display an image on the object, in order to identify the object as a business control, click Select Image. Locate the image and click Open.

Note: To remove the image click Clear.

11.	Click Finish.