Article Content

Overview

Users can add visibility rules to form cards that keep the form card and its contents hidden unless a specific rule is met.

User Account Requirements

The user must have Administrator permissions in order to access the Admin Overview screen.

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Administrator Settings Menu

3. From the Admin Overview screen, click the Configurable Forms tile under the Views section.

Configurable Forms Tile

4. From the Admin: Configurable Forms screen, enter a form name in the Search field to narrow the search results.

Search Field

5. Click a Form Name.

Form Name

Adding a Visibility Rule to a Standard Form

1. From the Admin: Edit Configurable Form screen, click on an Edit icon on a form card.

Edit Icon

2. From the Edit Form Section pop-up, click the Only If option under the Visibility field.

Only If Option

3. Click the + Add Rules link.

+ Add Rules Link

4. Select a component from the Available Components dropdown menu (e.g., Workflow State). A component can be a field, formula, or property. 

Available Components Dropdown Menu

5. Select an option or value (depending on the component selected) from the Options and Values dropdown menu. More than one option or value can be selected.

Options and Values Dropdown Menu

6. Click the Checkmark button to create the visibility rule. 

Checkmark Button