Coding Shortcuts and Rules
Coding macros (Apply Previous), shortcuts, and rules can help make coding consistent, easier, and more efficient. Speak with your administrator for information regarding shortcuts and rules used in your forms.
The Apply Previous command is a user-permission that enables you to code a record with the same coding as the last record you saved. This button is not available until you code and save a record after each login.
Click the Information (i) button to see how the last save was coded. Click the button to apply the changes to the current record. When you log out, the Apply Previous command ceases to capture. When you log back in, you must code and save a record in order for the button to appear in the form.
Your administrator may create shortcut buttons for quick, one-click editing of coding forms. These can be built for forms at any time during the review. Up to 10 shortcut buttons can be placed within a form. Point to a Shortcut button to see the coding that is applied to the form when a shortcut button is clicked. Your administrator can also assign keyboard hot keys to use in addition to the shortcut button.
You may also find that some fields have rules associated with them. Rules can show or hide a dependent field based upon the selections made in the parent field. Rules can also code a value in a dependent field or clear a dependent field. Rules are set up by your site administrator to suit the needs of your matter.
Rules can also select values at other fields. For example, perhaps your form has a rule that says when Yes is selected at Hotfile, the HighlyConfidential value is automatically coded at Confidential.
Your administrator will provide information about the rules and shortcuts associated with your forms.