Alternative to Form Rules
Is there an alternative to form rules to hide/show sections of a form. Alternatively, is there a way to put one form inside another form. I have reached the limit of 40 fields in the form rules and ...
Forum Discussion
Mark,
Thank you for your suggestions. Let me explain the current issue, how I am currently attempting to handle the for and see what you think.
There are currently 25 sections and more will be added shortly. Each of the sections needs to be shown/hidden based on 1 to 20+ conditions. I currently have a formula field for each section to determine if the section should be visible or not. This is further complicated by the fact that if the section was shown and is then hidden, some of the fields that were updated need to be changed. I hope this brief description explains the process.
What are your suggestions?
------------------------------
Paul Peterson
------------------------------
Thank you for your suggestions. Let me explain the current issue, how I am currently attempting to handle the for and see what you think.
There are currently 25 sections and more will be added shortly. Each of the sections needs to be shown/hidden based on 1 to 20+ conditions. I currently have a formula field for each section to determine if the section should be visible or not. This is further complicated by the fact that if the section was shown and is then hidden, some of the fields that were updated need to be changed. I hope this brief description explains the process.
What are your suggestions?
------------------------------
Paul Peterson
------------------------------
Without knowing what your use-case is, this seems a little overly complex for a single form. Have you considered breaking this up into multiple forms and using navigation buttons to direct the user to the next form?
------------------------------
Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
------------------------------
------------------------------
Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
------------------------------
- Blake,
I agree with your idea that this form is a more than a little complex. The form is in fact working with two different sets of users. But splitting the table into one for each would not resolve the issue as most of the sections involved are only associated with one of the two groups.
------------------------------
Paul Peterson
------------------------------- Ok, so if it's mostly for determining which user group, splitting it into two forms would be ideal - assuming these user groups are setup as different Roles. This does not require you to split the Table.
- In the 'Forms' section for the table, make a copy of the form
- Update the names for each form with the name of one of the two user groups
- For each form, limit the fields / sections to only those that are applicable to the intended user group
- Back on the 'Forms' section for the table, open the 'Set how different roles use these forms' section at the bottom (see below)
- Assign your new forms to their respective user group
------------------------------
Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
------------------------------ - MarkShnier__You
Qrew Legend
Paul,
Blake was not suggesting breaking the app up across two tables. He was suggesting having multiple Forms. You have said that you are serving two sets of users - can you have two forms?
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------Thank you both, however, as I pointed out in my last post splitting the form into two forms will not resolve the issue. The problem is that the only one of the groups has the sections that need to be conditionally hidden/shown.
I do like the idea of splitting the form into two forms with one for each role. There will be a great deal of overlapping data in the two forms, but I believe the UX will be better.
------------------------------
Paul Peterson
------------------------------
