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 can 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 ("if" over lines image).
The Rule Builder opens.
2.
Select attributes, operators, and resources to create conditions specifying when to show the form. See Rule Builder for 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 check box next to each condition you want to use in the rule.
5.
Click Save and Finish to apply the rule.
If the condition is met, the form is shown. If the condition is not met, the form is hidden.
If you do not create any rules, all forms are shown by default.
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