Select Form: Difference between revisions
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Select Form rules are managed in [[Woodford]], on the list of Mobile Views, Forms and Charts of an entity. | Select Form rules are managed in [[Woodford]], on the list of Mobile Views, Forms and Charts of an entity. | ||
{{Note|Due to architectural constraints, Select Form rules are '''not supported''' for Sales detail entities (OpportunityLineItem, OrderItem, QuoteLineItem, DealItem). This applies to all platforms (Salesforce, Dynamics, Resco Cloud). As a workaround, you can use multiple tabs and show/hide them using On Load rules.}} | |||
== Example of a simple select form rule == | == Example of a simple select form rule == | ||
Revision as of 07:30, 29 November 2022
| Rules and examples |
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The Select Form rules are triggered when a form is about to be displayed. They let you set up which form is used for a particular record. For example, the form when creating a new record can display only a subset of fields. Once the record is saved, the full form is displayed instead.
Select Form rules are managed in Woodford, on the list of Mobile Views, Forms and Charts of an entity.
| Note | Due to architectural constraints, Select Form rules are not supported for Sales detail entities (OpportunityLineItem, OrderItem, QuoteLineItem, DealItem). This applies to all platforms (Salesforce, Dynamics, Resco Cloud). As a workaround, you can use multiple tabs and show/hide them using On Load rules. |
Example of a simple select form rule
| If Condition | Entity.statecode | Equals | Active |
| Then Step | FormName | Assign | MyActiveForm |
| Else Then Step | FormName | Assign | MyInactiveForm |