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 is 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"