Configuring Dynamic Field Display Using a Form Rule

Use Case

In the CMW Platform, you can define a set of rules for any form to control its element behavior.

Each rule can include several conditional actions:

• Set field values
• Show field validation warnings and error messages
• Change element access mode: require entry, allow entry, read-only
• Hide elements

In this article, we will define a form rule to show the hidden fields only when the preceding fields are filled.

Prerequisites

In the example scenario, when creating a business trip request, an employee selects the destination country, city, and airport.

To streamline the user experience, we initially show the Country hide field and hide the City and Airport fields. When the user selects the country, the City field appears. When the user selects the city, the Airport field appears.

To proceed with the example, set up the template, attributes, and form fields as shown in the table below:

Instructions

1. In the Travel requests template, open the default form.
2. Open the Form rules designer using the dropdown next to the form heading.
3. Add a rule and an action to the rule.
4. Configure the Action properties.
   • From the Form element dropdown, select the City (request_city) field.
   • From the Action dropdown, select Change access.
   • From the New value dropdown, select Require entry.
   • In the Execution condition field, enter the formula:

     NOT(EMPTY($request_country))

5. Add a second action to the rule.
6. Configure the Action properties.
   • From the Form element dropdown, select the Airport (request_airport) field.
   • From the Action dropdown, select Change access.
   • From the New value dropdown, select Require entry.
   • In the Execution condition field, enter the formula:

     NOT(EMPTY($request_city))

7. Click Save.

Formula Syntax

See Also

Configuring Context-Dependent Filter for Record Attribute

Configuring Context-Dependent Filter for Record Attribute