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.

Note: If the section is inactive in the first stage (initiator stage) then you cannot use the fields from that section while performing operations (Arithmetic Operation, String Concatenation, Date Calculation and Time Calculation) and while configuring lookup conditions.

 

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