You can set rules that govern how form items appear in
a form.
About this task
The following steps describe how to add form items to
your application and to create a sample rule on a form item. The rule
will show a field if a user selects a specific input. For example,
if the employee is full-time, fields appear requesting additional
information. If the employee is not full-time, the fields remain hidden.
Procedure
-
Add a Select One item to your form
and click the Edit Selection Properties icon.
The Properties window opens.
-
Set the title to read
Are you a full-time worker?
,
and click the check box beside Required to
indicate that the user must fill in this form item to submit the form. -
In the Set Options: section:
-
Change the Displayed Value of the first row to Yes.
-
Click the Add option button to
insert a second option row.
-
Change the Displayed Value of the second row to No.
-
Click OK to save changes and
close the Properties window.
-
Add a Single Line entry to the form.
Click the box to the left of the title.
A red asterisk
appears to indicate the item is mandatory and must be completed for
the user to submit the form.
-
Change the title to
Where is your work site located?
-
Click the Edit Rules icon for
Where
is your work site located?
The Rules window
opens.
-
Click Add Rule.
If
you intend to have several rules on a form, you should give each rule
a unique name so it is easy to find. For this example, leave the name
as Rule 1
-
In the Perform this action: section,
the name of the form item is automatically inserted as the item on
which you want to set the rule. Select Show from
the action menu.
-
In the When the following condition is true: section,
select Are you a full time employee? from the
first menu, and then Equals in the second menu.
-
To the right of A fixed value,
select the Yes radio button.
-
Click Apply and Close.
-
Add a Single Line entry to the form.
Click the box to the left of the title.
A red asterisk
appears to indicate the item is mandatory and must be completed for
the user to submit the form.
-
Change the title to
What is your job title?
-
Click the Edit Rules icon for
Where
is your work site located?
The Rules window
opens.
-
Click Add Rule.
Note
that this rule is named Rule 2.
-
In the Perform this action: section,
the name of the form item is automatically inserted. Select Show from
the action menu.
-
In the When the following condition is true: menu,
select Are you a full time employee? from the
first menu, and then Equals in the second menu.
-
To the right of A fixed value,
select the Yes radio button.
-
Click Apply and Close
The rule is set so that if the user states they are a full-time
worker, the additional fields appear and request information on the
work location and job title.