Can I customize the fields in a form sectionally?

Yes, you can configure the most important field validations in a form sectionally. You can configure the following validation in a section – mandatory, readonly, visible, status.

  1. Select Admin -> Workflows.
  2. Click on a workflow. This is a stage level configuration you need to select the stage to configure the validations -> select Form Designer.
  3.  Click on the pencil icon in a section to edit the section and configure the settings.

admin workflows

Note: You cannot configure the validations sectionally for a table section. Only field level configuration is possible in table.

form section

section config

Mandatory – Select the checkbox Mandatory and select any one of the value from the dropdown – Yes, No, Conditional Mandatory.

  • If you choose yes then all the fields in a section are mandatory.
  • If you Choose no then none of the fields in a section are mandatory.
  • When you choose Conditional Mandatory, you have to specify conditions. If the specified conditions are satisfied then all the fields in a section are mandatory. Click here to know more about conditional mandatory.

ReadOnly – Select the checkbox ReadOnly and select any one of the value from the dropdown – Yes, No, Conditional ReadOnly.

  • If you choose yes then all the fields in a section are readonly and are not editable.
  • If you choose no then all the fields in a section are editable.
  • When you choose Conditional ReadOnly you have to specify conditions. If the specified conditions are satisfied then all the fields in a section are ReadOnly. Click here to know more about conditional readonly.

Visible – Select the checkbox visible and select any one of the value from the dropdown – Visible, Invisible and Conditional Invisible.

  • If you choose visible then all the fields in a section are visible to the user.
  • If you choose Invisible then all the fields in a section are not visible to the user.
  • When you choose Conditional Invisible you have to specify conditions, if the specified conditions are satisfied then all the fields in a section are not visible to the user. Click here to know more about conditional invisible.

Status – Select the checkbox and turn off the toggle if you want all the fields in a stage to be inactive.