Show or Hide a Section of a Form Based on a User Field Value
The Logic feature allows users to configure conditions for showing or hiding sections of a form based on user input. The Logic feature provides real-time feedback to users as they select values for the field that is configured, making it easier to configure forms for different use cases. This feature is particularly useful when working with complex forms that have many sections, and it saves time and makes it easier to create custom forms that meet the needs of specific projects.
Choose the user field, value and option you want the section to hide or show for.
For example:
When the Quality user field equals Incorrect Setout the NCR Location Section will appear.
Below shows creating an NCR, with nothing checked in the Quality section of Part A. Therefore the NCR Location Section is not showing.
The Incorrect Setout checkbox has been ticked in the Quality section of Part A. Therefore the NCR Location section is now showing.
Not Empty: This function will trigger the logic as long as either of the options are not empty. In example below, the section will display as long as either of options C, X and Y are filled
Contains: This function will trigger the logic as long as the option is included. In example below the section will show as long as option C is checked
Empty: This function will trigger the logic as long as option is left unchecked/empty. In example below, this section will display as long as C is left empty
Equal: This function will trigger the logic as long as the option chosen is exactly equal to the option stated in the section's logic. In the example below, the section will display if option C is selected
Not equal: This function will trigger the logic as long as the option chosen by user is not the same as option stated in the section's logic. In example below, the section will display if option C is not selected
Not contain: This function will trigger the logic as long as the option chosen does not contain the option stated in the section's logic. In example below, the section will display as long as user didn’t choose option C
Show or hide sections based on
...
multiple user field values
Following from the above examples, you can also add 2 or more logic options (instead of one) to display or hide the section. This makes the process foolproof saves user's time and economises space on the form :
One or more options for a single-user field (User Fields with options only)
The values of multiple select user fields.
Step 1: From the Form Designer screen - Turn on 'Conditionally display' option for a Form Section
Step 2: Add one or more values in 'Options', for when the Section should be displayed. In this example we're saying that if WBS - Contains - Either of the four options included, Then display section.
Step 3: Click 'Add Condition'. Add another condition. In this example, were saying AND If Team - Equals - DTEAM, Then display the section.
| Table of Contents |
|---|