Form rules – hide and show form fields

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Applies to version 2017.1.3.x; Author: Krzysztof Gaszczyk

 

In WEBCON BPS it is possible to display form fields based on the values of other parameters. The process of creating form rules, including them in the process configuration, and the final effect is presented below.

Sample process:

On the registration step, the end-user enters invoice and delivery data. If „Invoice data = Delivery data” field is checked, the Delivery group (a group of form fields that contains Delivery data) will be hidden. In other cases, this data will be shown. At the beginning, delivery data will remain hidden.

 

1. To create a rule, choose a process and then expand “Configuration” section.

Click on “New rule” button.

 

2. Name the new rule.

Then in the “Definition” field configure this rule. In the aforementioned example, the rule should look as follows.

HIDE and SHOW functions are some of the most basic and widely used in the WEBCON BPS system. Unsurprisingly, they hide and show form fields under the defined circumstances.

 

3. Then add the created rule to a chosen area of the workflow.

In this case, we will be adding the rule to the standard form of the Financial data workflow.

 

4. Fill in the rule name in the specified field.

 

 

5. The last part of the configuration is to set a postback on the „Invoice data = Delivery data” field.

This will ensure that the form rule takes effect each time the value of this choice field is changed (checking/unchecking).

Choose the form field and check “Change of value causes postback” field. For field group “Delivery data” to remain hidden starting a new instance, set the default value of the form field to “Positive”.

 

 

6. Final result

After starting a new task in the workflow:

After unchecking field „Invoice data = Delivery data”

 

Applying form rules to hide fields brings many tangible benefits. It allows us to create clear and concise forms which only display relevant data. The WEBCON BPS system has many built-in functions, such as SHOW or HIDE, which enable user to tailor the form according to their needs.

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