Adding a Display Condition to a Field in a Form

You can specify that a field will only be provided in a form under certain circumstances. You can add a single condition or multiple conditions that must be met for the form to be displayed. For example, you can specify that the Work No field in the Add Contact form only appears when the user sets the Decision Maker field in the form to Yes.

Display conditions are based on values of certain fields - standard and custom fields for which the user has to select values (fields of type Checkbox, Radio, Select, Multiselect). Specify the value(s) that must be true in one field for the second field to be presented in the form.

1. Open the form you want to edit - see Accessing a Form for Configuration.
2. Select the field to which you want to add a display condition in Selected Fields.
3. In the configuration window for the field, enable Display Condition.

4. Configure the rule under which the field will be displayed using the drop down menus, for example Status Is Approved OR Pending.

   You can choose any of these as the basis of the condition:

   • Core and custom fields of a select type (select, multiselect, radio, checkbox)
   • Partner Group (for all portal forms)
   • Supplier User Roles (for all Unifyr One Admin forms)

   

5. Add further display conditions if required:

   • Click Add Condition again to add a new condition (creating a group of conditions, each one separated by an AND, i.e. they must all be met) and repeat the previous step.

     For example, Status Is Approved OR Pending AND Partner Group In Bronze Partner Group

     

     OR

   • Click Add Group to add a new group of conditions, separated from the previous condition/group by an OR, i.e. one of the condition groups must be met

     For example, [Status Is Approved OR Pending AND Partner Group In Bronze Partner Group] OR [Status is Draft AND Partner Group is Deal Champs]

     

6. Click Save to preserve the update, Save and Close to complete it and return to the form list, or Cancel to abandon the update.

Notes

• It’s not possible to add a display condition to Required fields - they can’t be hidden.