Field Display Rules

Introduction

Feature(s)

You can set field display rules to decide which fields to be displayed under certain conditions. A form can have multiple field display rules.

Application Scenario(s)

Preview

In the scenario of returnee registration. First, you need to confirm if you are returning from another city. If yes, you need to do a travel registration. If not, you can skip the travel registration. In this case, the value of Are you returning from another city? field decides if the Travel Registration field is displayed.

Setting Procedure

Where to set

1. Go to Design > Form Properties > Field Display Rules and click Add Rule to set the field display rules.

2. If a form has multiple field display rules, you can click Add Rule to add new display rules. You can also drag and drop the listed rules to sort and view the rules.

Condition Management

1. Logical relationship between multiple conditions.

A field display rule can have multiple conditions. The logical relationship between the conditions can be set as follows:

2. Set conditions.

After setting the logical relationship of multi-conditions, set a condition for the field display rule. The condition consists of three parts:

Displayed Field Management

After finishing the condition settings, select fields to display. If the conditions above are met, the selected fields will be displayed. Otherwise, the selected fields will not be displayed.

In the case of returnee registration, if the user selects Yes for the Are you returning from another city? field, the Travel Registration field is displayed for the user to register.

Other Rules

Supporting Setting Display Rules in Field Properties

For the Single Select and Radio fields, you can set Display Rules directly in Field Properties. The rules added in Field Properties will be automatically updated to Field Display Rules in Form Properties.

Linked Field is Supported in Field Display Rules

Fields that enabled lookup or data linkage features are supported as trigger fields when you set conditions for field display rules.

The Name field in the form Returnee Registration is a Multi Select field. It is linked to the Name field of the form User Registration. When selecting the value for the trigger field in a field display rule, you can directly select the linked data to set the condition.

Multi-Level Display Rule Settings

1. Mind map of multi-level display rules.

In the multi-level display rule shown below, to display the How can we help you? field, you must select Yes for the Need help? field and No for the Was this information helpful? field. If you select No for the Need help? field or Yes for the Was this information helpful? field, the How can we help you? field will not be displayed.

2. Settings of multi-level display rules.

Add two field display rules for each level:

Field Display Rule is Effective for Managing Data

Upon checking the details of one record on the Manage Data, Permission Set, or Data page, the data will be displayed according to field display rules. In this case, it is easier for you to view the data.

Note(s)

1. Field display rule can display a Subform field as one field.

2. A form can have up to 200 field display rules, including field display rules of forms and subfield display rules for subforms.

3. Field A is the trigger field that decides whether field B is displayed, and field B is the trigger field that decides whether field C is displayed. Field C will not be displayed if field B is hidden.