Tabs and Rules

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    • #28358
      Danielle Arcuri
      Participant

        I created a Tab with a rule to hide all but 2 form fields. Then I created rules that when one of the options is selected in the second form field of “Request Type” different questions populate. It works separately but not together. When someone clicks to add new item to list I only want the two fields of Requestor and Request Type to show and all the rest hidden. But then follow the rules I completed for the different request types. It seems the Tab rule overrode the specific rules. Did I do this wrong? Can I remove the Tab rules and just create a rule to hide all the columns except for the desired 2? I tried that and it did not work…

      • #28361
        Alexander Bautz
        Keymaster

          Not sure I follow you 100% here, but you don’t need any rule to initially hide the fields you have other rules on. If a rule triggers on a choice field having the value “Choice 1” selected, you set it to show the fields corresponding with that choice. If the rule is true, it will show the fields, but if it is false it will hide the fields.

          Repeat for the other options of that same field and you should be OK.

          Alexander

        • #28363
          Danielle Arcuri
          Participant

            All of the rules work properly when a selection is made in the dropdown box. What is not working is the initial load. When someone clicks add new item to the list it is showing ALL fields. I only want the first 2 to show.

          • #28366
            Alexander Bautz
            Keymaster

              Can you show me screenshots of your rules also? – there are different configuration options so I need to see the rules to give you a correct answer.

              Alexander

            • #28368
              Danielle Arcuri
              Participant

                attached

              • #28371
                Alexander Bautz
                Keymaster

                  Thanks,
                  The one thing almost everyone struggles with is the automatic reversal of rules that are not matched.

                  What you want to do is to ONLY add the visible fields to your rules and NOT the hidden ones.

                  For example: if your rule triggering on “System access” is true, the fields set as “Visible fields” will be shown, if not the same fields will automatically be hidden.

                  Try it out and let me know how it works out.

                  Alexander

                • #28373
                  Danielle Arcuri
                  Participant

                    that worked, thanks so much!

                  • #28375
                    Alexander Bautz
                    Keymaster

                      I’m glad it worked out – have a nice weekend!

                      Alexander

                    • #28423
                      Danielle Arcuri
                      Participant

                        I have one more problem with this. When I edit the item in the list the fields I have set to visible do not all show up. It works when I create the item but not in the display or edit. I have set up the same rules in the display and edit forms. Please advise.

                      • #28425
                        Alexander Bautz
                        Keymaster

                          Try activating “debug” on the rules (top right corner of each rule) and look at the output below the form when you load it. Does the status of your rules look right?

                          Expand the rule in the debug output to see what it does.

                          Alexander

                        • #28427
                          Danielle Arcuri
                          Participant

                            I clicked debug and I have 2 rules that are green and the rest are red.

                            This is an example of one in red:

                            DocChange [index: 4] (load)

                            Trigger: Request_x0020_Type
                            Operator: Equals
                            Target value: Document Change
                            Current value: System Access
                            Match = FALSE

                            Current index: 4
                            TriggerMap: 0, 4, 5, 6, 9

                            Reversed actions for “DocChange [index: 4]”

                            Mandatory fields:
                            Optional fields:
                            Hidden fields: Document Name, Desired Effective Date, Completion Date, Status
                            Visible fields:
                            Visible headings or elements:
                            Hidden headings or elements:
                            Read only fields:
                            Editable fields:
                            Hidden tabs:
                            Visible tabs:

                            I couldn’t find much information on how to debug based on the results?

                          • #28431
                            Alexander Bautz
                            Keymaster

                              The debug output shows which rules are evaluated to true, and what the actions is performed by this rule.

                              This particular rule states that the Request Type is NOT Document Change, and therefore it HIDES the fields Document Name, Desired Effective Date, Completion Date, Status.

                              Alexander

                            • #28433
                              Danielle Arcuri
                              Participant

                                Ok that makes sense I probably used the wrong example.

                                This one is in green yet the last 2 fields do not show up (Completion date and status) when Editing the form.

                                SystemAccess [index: 0] (load)

                                Trigger: Request_x0020_Type
                                Operator: Equals
                                Target value: System Access
                                Current value: System Access
                                Match = TRUE

                                Current index: 0
                                TriggerMap: 0, 4, 5, 6, 9

                                Actions for “SystemAccess [index: 0]”

                                Mandatory fields:
                                Optional fields:
                                Hidden fields:
                                Visible fields: TM Name, Business Need, Desired Effective Date , Completion Date, Status
                                Visible headings or elements:
                                Hidden headings or elements:
                                Read only fields:
                                Editable fields:
                                Hide save item button: false
                                Hide cancel button: false
                                Hide edit item button: false
                                Hidden tabs:
                                Visible tabs:
                                Set field value: []
                                Display message:
                                Alert message:
                                Selected tab:
                                Run these functions:
                                Send these emails:
                                No reverse: false
                                Stop and exit: false
                                Jump to rule:

                              • #28436
                                Alexander Bautz
                                Keymaster

                                  What usually causes this is that there are other rules interfering – do you have other rules that could be set to hide these fields if the rule is evaluated to true (or if it’s reversed when evaluated to false)?

                                  Alexander

                                • #28438
                                  Danielle Arcuri
                                  Participant

                                    Yes I have one rule that hides them. Do I need to make them visible on that rule?

                                  • #28440
                                    Alexander Bautz
                                    Keymaster

                                      It’s hard to tell without looking at it, but does one rule hide the fields and another show them? – maybe you need to check the “No reversing of this rule” checkbox in the rule to ensure it only does what it should when the rule evaluates to true and don’t reverse the actions if the rule evaluates to false.

                                      Alexander

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