To build rules for showing and hiding forms

When you add additional forms or custom tabs, you can choose whether to show or hide the forms by default. Hiding the forms may help streamline the process of filling out the template for users; they can always expand the form if needed.

1.	After you select the form on the New Tabs tab, click the build rule icon ().

2.	Select attributes, operators, and resources to create conditions specifying when to show the form. See The Rule Builderfor more information.

Use the AND and OR operators to build compound conditions. Use the Add button to connect each condition.

3.	When the condition is complete, click Save Compound Condition to move it up into the Compound Condition box where it is ready to be used.

4.	Select the checkbox next to each condition you wish to use in the rule.

5.	Click Save and Finish to apply the rule.

If the condition is met, the form will be shown. If the condition is not met, the form will be hidden.

If you do not create any rules, all forms will be shown by default.