Configuration Console Tips

Different ways to use a Boolean Derived Field 

You may want to create a Boolean (true/false) derived field to define your multi-conditional criteria

You can then use the criteria to determine whether or not to display a form section or to display an individual field -

You can also use the criteria to add a field constraint -

You can also use the criteria to restrict an Action - in this case, if the criteria is not true then restrict the Action

Configuration Console Tips

Constraint of values in a field's dropdown list

You can apply a constraint to a field's dropdown so a specific value is hidden on a form.

By applying the constraint as shown, the 'WORKERS COMP' value will not be a valid selection for the user to select (on the form it is applied to), although it is a valid selection in the system.

This type of constraint doesn't include the text you normally apply to an Action or Form constraint.

Configuration Console Tips

Form Configurations

Layout

    single column - fields are presented in a single column

    two column - two fields are presented side by side 

    two column distributed - two fields are presented spaced apart depending upon the width of the fields and form

Add a custom label to a field

    single column

        field name

            label is untranslatable:"Enter_the_label_value"

You can also use 'camel case' so each word is presented in uppercase "EnterTheLabelValue" and the system will automatically add spaces so the display would be Enter The Label Value

Present a field as display only without a label

    field name

        display as text

        no label

Present a field's label in a color or in bold text

    field name

        color of red

        bold

Make a field required
    field name
        required

Add a Header to the various sections of the form

 

    header3 of "ConfidentialityAgreement"

        single column

            field name

            field name

    header3 of "User_Fields_are_Required"

        three column

            user field name

                required

            user field name

                required

            user field name

                required

                label is untranslatable:"DateOfPurchase"

Add Text to the form

    text of "The_following_information_is_helpful"

Add a Blank Line

    blank line

or

    text of "_"

Do something after a field has been updated

    two column

        StartDate

            when value changed

                EndDate = StartDate + 1 year

        EndDate

Make a field visible when another field has value

    single column

        StartDate

        visible when (StartDate entered)

            EndDate

The 'visible when' control is based upon a 'state' of a system value, a field state or a boolean value (which can be defined is a User Derived Field) and can apply to sections of a form or to individual fields

Make a form section visible when a system value exists

    visible when (BenefitEligible.No)

            single column

                text of "OR"