Section Properties
When clicking on a section in the Form Designer, the Properties, Security, Logic, List Style will appear on the right-hand pane.
Cell Properties for information about Properties i.e. Description, Text Properties and Text Styles.
Security
You can set who can view the section from your contacts list. This can be narrowed down to only a few or to Everyone on the Project.
Logic - Show or Hide Sections Based on One Condition
When a form is created and user fields have default values:
The system will automatically evaluate and trigger:
Conditional logic for show/hide (sections of fields)
Calculated fields
Any user-field based triggers
Logic in repeating lists (user fields inside lists)
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.
Toggle Logic button on to Show Conditionally.
Click on Configure Condition.
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.
Logic - Show or Hide Sections Based on Multiple Conditions
You can add additional conditions to Show Section Conditionally.
Toggle Logic button on to Show Conditionally.
Click on Configure Condition.
Choose the user field, value and option you want the section to hide or show for.
Click 'Add Condition' to add another condition. In this example, we are saying AND If Team - Equals - DTEAM, then display the section.
Note: When adding another condition, both conditions must be met.
As a user: In this example, If you add one of the four values for WBS AND add 'DTEAM' in 'Team' selection, then the section will appear. If these two conditions are not met then the section stays hidden.
Explanation of Values Available
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
List Style - Configure to View Collapsed or Expanded
To control the default display state of form sections, choose either expanded or collapsed in List Style.
Select a section in the Form Designer.
Click on the List Style and choose how your section will be displayed on the form when it loads. i.e. as expanded, collapsed or Expanded with Status.
Option | What It Does |
|---|---|
Collapsed | Section is always collapsed by default. Users can manually expand it. |
Always Expanded | Section is always open and visible. |
Expanded with Status | Section auto-expands only when the form is in one or more selected statuses. |
If a collapsed section contains a required field:
When the user attempts to submit the form, the section will auto-expand to display the required field.
The validation message for the required field will also be shown.
Status-Based Section Expansion in Multi-Section Forms
Long forms that span multiple process stages can have status-based section expansion applied to helping users focus on what’s relevant at each stage—while still allowing them to access earlier sections if needed.
Form builders can configure each section to behave differently depending on the form’s status. This improves readability, reduces visual clutter, and speeds up completion.
Select Expanded with Status.
Choose which status you want the section to expand on.
How “Expanded with Status” Works
When this option is selected:
A window pops up allowing you to select the form statuses where this section should be auto-expanded.
Once saved, those selections appear in the editor along with a button to edit them later.
If the current form status doesn’t match, the section will be collapsed—but still accessible to the user.
Combined Logic: Status + User Field Conditions
When rendering the form:
The system checks if a section meets the User Field condition (if one is configured).
It then checks if the current form status matches the one linked to the expansion logic.
This applies both when:
Creating a new form
Responding to an existing form
Move or Relocate Section
You can move entire form Sections via drag and drop. You must drop the section into an empty row with no data.
