With form and field rules you can define the form behavior according to your business needs. You could define rules such as identifying mandatory fields, marking fields as read-only, and setting up dynamic actions dependent on the state of other fields.
In the main menu, click on the module you want to make adjustments to. Click on Customize > Edit in Editor.
- Setting a field as a mandatory field - click on the field and then on edit. In the settings that open, check the "required" checkbox.
After that, click on apply and finally publish the page with the publish button.
- Setting a field as read-only - click on the field and then on edit. In the settings that open, check the "readonly" checkbox. After that, click on apply and finally publish the page with the publish button.
Dynamic Rules - Understanding Form Rules
Form Rules are conditional actions applied to a form when specific criteria are met. For instance, when an account's status is active or turns active, several corresponding actions can be enacted on the form.
Here's what these actions might include:
• Transitioning fields to read-only.
• Assigning a field as mandatory.
• Concealing a field.
• Assigning a fixed value to a field.
• Allocating a dynamic value to a field.
• Applying a formula value to a field.
• Displaying a message to the user.
These dynamic rules help automate form adjustments based on specified conditions, enhancing the form's functionality and usability.
Setting Up Rules:
To create rules, select the form and click on 'edit', followed by 'Form Rules'.
The opened screen will showcase a list of rules applicable to the form. If you haven't previously defined any rules, this list will appear empty.
Press the 'Add New Rule' button to start defining a rule, which is a three-step process:
1. Rule Naming: In this step, you need to provide a distinctive name for your rule.
2. Condition Specification: Here, you should specify the conditions under which the rule will be triggered.
3. Action Determination: In this section, you can stipulate multiple actions to be executed if the rule is activated.
Remember: It's crucial to give your rules clear, descriptive names for easy future maintenance. Also, try not to overload the form with too many rules, as it may become challenging to manage.