A little background - I work for a financial insitution. I am trying to make it so the employee who is filling out the Account Card cannot automatically check the box that one of our Membership Officers reviewed the account - if they do it will fill in their name. The membership officer will then go in to that doucment and check the box that they are approving it - and their name will prefill. Once they check that Application Approved by box we want to have the date checkbox marked, and the date entered as well. I did figure all that out.
Our name fields pre-fill based on the mapping from our system. Is there a way to have that membership officer name field be hidden, and also not pull in the mapping on that field until the box is checked?