11. Adding Form Rules

It is possible to control the visibility of the fields in a form based on the value that a user selects by inserting Form Rules into the appropriate attribute of an object. In our practice, if the Employment Type is set to Self-Employed or Retired then the field Employer will be hidden.

1. Navigate to Setup → Case Setup → Case Types
   
2. Open the Auto Loan Data Model.
3. In the Forms Builder, open the Employer form
4. Click the Edit Form Rules. It will open a pop-up window to add the rules.
5. Click the Add Rule button. Select Standard Rule
   

   

6. Enter ‘Hide Employer Name’ for the Name.
7. Select Any from the If dropdown list.
8. In the Conditions section select Employment Type(1) – Contains(2) – Self-Employed(3) and then click the green plus button 

   

   (4) to add this condition.
   

   

9. Add a new condition for the Retired option. Select Employment Type(1) – Contains(2) – Retired(3) and then click the green plus button 

   

   to add this condition.
   

   

10. In the Actions section, select Hide(1) – Employer(2) and then click the green plus button 

    

    (5) to add this action.
    

    

11. Add a new Standard Rule and name it ‘Show Employer Name’.
12. Add the following Conditions:
    • Employment Type – Not Contains – Self-Employed
    • Employment Type – Not Contains – Retired
13. Add the Action: Show – Employer.
14. Compare your screen with the following image.
    

    

15. Apply the rule to the form and then test it using the Preview option.

Next Steps

12. Linking Forms and Detail Pages