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.

For section-wise customization of Fields in a Form, follow the steps listed below –

1- Click on workflow setup form the dashboard.
2- Click on the workflow to which you wish to make changes
3- At this stage, you need to select the stage to configure the validations -> select Form Designer, to make section-wise changes.
4- Click on the required settings for the particular section as per your requirements.


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

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.