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dynamic form rule issue

  • 1.  dynamic form rule issue

    Posted 01-29-2019 00:35
    I have a dynamic form rule set up where a field (file attachment type) will show only when the value in another is true. However, the field only shows up after I save it. I've played around with it and changed the condition to be triggered by a different field to have the same action and it works fine. anyone able to explain why this is happening?


  • 2.  RE: dynamic form rule issue

    Posted 01-29-2019 00:38
    What field type is the one that does not work to trigger the form rule?


  • 3.  RE: dynamic form rule issue

    Posted 01-29-2019 17:17
    The field that works and the one that doesn't are both formula texts fields.


  • 4.  RE: dynamic form rule issue

    Posted 01-29-2019 17:21
    Ah I added the triggering field into the form and it works. Does that mean that the field I'm using to trigger the condition has to be shown in the form? It was designed to be more of a field used in the background that's never shown. Is there a way to achieve that?


  • 5.  RE: dynamic form rule issue

    Posted 01-29-2019 17:29
    In my experience the form is lazy (ie for perfomance reasons) and does not recalculate fields unless it needs them for the form.  It would be nice if the form realized that a field was used in a form rule and hence included it in fields it recalculates when the data changes.

    I typically have a section on the form called "Req'd for form rules" and then a rule like when some field is not equal to 99999999999, then hide section Reqd for form rules.

    That way the form will "see" any changes to those fields in that section as data entry changes and the form rule will work, yet not expose those fields to users.


  • 6.  RE: dynamic form rule issue

    Posted 01-29-2019 21:47
    that worked! thank you