FORMS - BACKGROUND
Forms are used to add, edit, and view records. End users interact most often with an app’s forms; it is important to build User-Friendly Forms to help ensure the success of an app. Dynamic Form Rules can be used to modify fields, sections, and tabs of forms given specific conditions. Use Dynamic Form Rules to customize how users interact with your app.
DYNAMIC FORM RULES
Dynamic Form Rules are tools that can be used to tailor the functionality of a form based on certain conditions and/or users. All rules have three basic parts: When, Action, Otherwise. The When of a rule determines when the rule is applicable; the Action of a rule determines what will happen given the When; Otherwise determines what happens if the When is not applicable.
Let's say a company has built a Quick Base app to manage their employee's information. The app tracks name, title, department, schedule, salary, etc. in the Employee table. Based on the information collected about each employee, let's walk through some useful dynamic form rules to add to the Employee form.
To create your own Dynamic Form Rules, follow the instructions in the Navigation section below.
Dynamic Form Rules is the third tab of the Forms Settings page (the first two are Elements and Properties, respectively). From your app’s homepage, to access the Forms Settings page, click on the table in the Table Bar (A),
click Settings (B),
click Forms (C), select the Form you would like to edit,
then, finally, click the Dynamic Form Rules tab (D). To create a Dynamic Form Rule, click 'Add New Rule'.
It is easiest to understand Dynamic Form Rules if we start with the Action. The eight possible actions are: Show, Hide, Require, Un-require, Make Read-Only, Make Editable, Change, and Display a Message. Multiple actions can be triggered by the When; to add an action, click the 'Add Action' button in the top right corner.
The When is the trigger that determines if the Action(s) described above will occur. The When is a condition based on a field, the record, the user, or multiple conditions.
The Otherwise section outlays the result of the dynamic form rule based on the condition(s) not being met.
Dynamic form rules are a great place to start when building user-friendly forms; if you want to learn more, check out the article, User-Friendly Forms.
Author: TJ Lawless (email@example.com)
Date Submitted: 12.28.18