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Creating credit app & would like sales tax exemption form to be filled out for certain States

May 2, 2012 10:27 AM

When we have a customer fill out our credit application, I would like a sales tax exemption form filled out for certain States. This is dictated by the customers home State and if we have a presence in that State. For all other States we do not need this form filled out. In other words if the State equals A, B, C or D then the form is required. If the State is E, F, G..... the form is not required and continue on to references. I'm a newbie and have both forms with their respective fields setup and have added a submit button to the credit reference form with an email address but can't figure this one out. I also don't know Java Script. Any help is greatly appreciated.



  • Currently Being Moderated
    May 3, 2012 1:09 AM   in reply to dlemm00

    It's not really clear what the situation is, and what you want to achieve.

    Do you mean that you only want to submit the file if a certain state is selected (in a drop-down, I presume)?

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  • Currently Being Moderated
    May 3, 2012 6:37 AM   in reply to dlemm00

    You can use the validate event of the dropdown to check the current

    selected value and then set the required property of the fields in

    question. So, for example, if the tax exemption fields is called "Tax

    Exemption" and you want to make it required if "Alaska" or "Ohio" are

    selected, you can use something like this:


    this.getField("Tax Exemption").required = (event.value == "Alaska" ||

    event.value == "Ohio");

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  • Currently Being Moderated
    May 3, 2012 10:27 AM   in reply to dlemm00

    When you say "form" are you talking about an entire file, a part of a file,

    a form field?

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  • Currently Being Moderated
    May 3, 2012 10:36 AM   in reply to dlemm00

    So how you expect it to work? Let's say the user selects "AK" in the

    drop-down. What should happen then?

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  • Currently Being Moderated
    May 3, 2012 12:39 PM   in reply to dlemm00

    This is not so easy to implement. You say that the other form will "come

    up". That means that the script needs to know where that form is located.

    So that means the documents always have to be in the same location on each

    computer, or always be in the same relative location to one another.

    Another option is to set all the files in a portfolio, which might make it


    I would consider another approach, like presenting the user with a message

    saying they have to fill in the other file, or merging the two documents to

    a single PDF, and enabling/disabling the form fields of the exemption form

    based on the state selection.

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  • Currently Being Moderated
    May 3, 2012 2:16 PM   in reply to dlemm00

    Yes, it will be very similar to that one. Although, I would suggest splitting the two parts of the code. Let's say you want to make the fields "Text1" and "Text2" visible if any of those states are chosen, or invisible otherwise.

    You can use something like this:


    var isTaxExemption  = (event.value == "AR" || event.value == "CA" || event.value == "IL" || event.value == "MI" || event.value == "PA");

    if (isTaxExemption==true) {

          this.getField("Text1").display = display.visible;

          this.getField("Text2").display = display.visible;

    } else {

          this.getField("Text1").display = display.hidden;

          this.getField("Text1").value = "";

          this.getField("Text2").display = display.hidden;

          this.getField("Text2").value = "";


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