Select Form: Difference between revisions
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<span style="float:left; padding-right:10px">[[File:Select Form button.png|100 px]]</span> | <span style="float:left; padding-right:10px">[[File:Select Form button.png|100 px]]</span> | ||
The '''Select Form rules''' are triggered when a [[form]] is about to be displayed. They let you set up [[Form#What_form_is_used.3F|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. | The '''Select Form rules''' are triggered when a [[form]] is about to be displayed. They let you set up [[Form#What_form_is_used.3F|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. | |||
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[[File:Select form rule.png]] | |||
Unlike most rules, Select Form rules are listed directly on the '''Mobile Views, Forms and Charts''' screen. To delete a Select Form rule, select FormSelectRule and click '''Delete'''. | |||
{{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.}} | {{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.}} | ||
Revision as of 08:21, 24 January 2023
| 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.
Unlike most rules, Select Form rules are listed directly on the Mobile Views, Forms and Charts screen. To delete a Select Form rule, select FormSelectRule and click Delete.
| 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 |
Example: Select a different form for customer and potential customer account
| Warning | Work in progress! We are in the process of updating the information on this page. Subject to change. |
In this example, we prepare two forms—one for the Customer account and the second for the Potential customer account.
First, we have to create a custom field to differentiate between Customer and Potential customer accounts. Let's go to Admin control, Entities, and click on the Account entity. Create a new Option set field called Account level. Add two options: Customer and Potential customer.
Now, we can prepare a specific form for each account type.
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Customer -
Potential customer
Finally, set up the Select Form rule. If the Account level contains data, start the value-checking branch. If the account level equals Customer, assign Customer form. If the account level contains a Potential customer, assign a Potentialcustomer form.
Error: no form displayed
If your select form rule is malformed and no form is specified, the app does not display any form. Instead, the app displays an error message that the configured 'FormSelectRule' does not set any FormName.