Forum Discussion

RSohan's avatar
RSohan
Qrew Cadet
8 months ago
Solved

Want the Approve/Deny buttons to disappear once ticket is approved.

I built a ticketing system for our department so we can receive requests from employees for assistance they may need. Once my manager reviews the ticket and approves and assigns it to a team member for them to work on it, I want the Approve/Deny buttons to disappear on the Internal Ticket Review Form's "Edit" view we see when we click on the ticket to open it  once the ticket has been approved. I also don’t want the Approve/Deny instructional text to show after that either. How can I do this?

Thank you.

Forms
  • MarkShnier__You's avatar
    MarkShnier__You
    8 months ago

    You can use a Form Rule to control the Show / Hide on fields.  As for hiding the instructional text, you cannot use a form rule to show/ hide on a Rich Text element on a form.  So you would either need to put that message in a section, and then control the section by a form rule, or else make a Rich Text formula field to make a similar message, and then use that on the form instead of the Rich Text Element.

5 Replies

  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    8 months ago

    You can use a Form Rule to control the Show / Hide on fields.  As for hiding the instructional text, you cannot use a form rule to show/ hide on a Rich Text element on a form.  So you would either need to put that message in a section, and then control the section by a form rule, or else make a Rich Text formula field to make a similar message, and then use that on the form instead of the Rich Text Element.

    • RSohan's avatar
      RSohan
      Qrew Cadet
      8 months ago

      Thank you for your response, it was helpful. I was playing around with the form and your suggestions were helpful, and I found out you can actually create a form rule to show/hide rich text elements. If you click on the rich text field, in the panel that opens up on the right, at the bottom there is an option to create a form rule for rich text elements (see attached screenshot); I was able to create a form rule to hide the text. Your answer helped lead me to this discovery.

  • RSohan's avatar
    RSohan
    Qrew Cadet
    8 months ago

    Now that I solved the issue of the help text, I'm trying to address the issue of showing/hiding the approval/denial buttons.

    I have a form rule already for the Approve button to only show when a projected completion date is entered (see attached Screenshot 1). Once the ticket has been approved by our manager, and assigned to a team member to work on it, once the team member opens the ticket to view it, and clicks the Edit icon to enter their notes or anything else they may need to do, those four buttons are still showing. I want to make it so that those four buttons do not show once the ticket has been approved. I tried writing another form rule to do this (see attached Screenshot 2), but it seems there may be a conflict with the form rule I already created in Screenshot 1, because it's not working properly; all of the other buttons except for the "Approve" buttons disappear (see attached Screenshot 3). It seems there is some conflict with two form rules for the same field. How can I resolve this?

    • RSohan's avatar
      RSohan
      Qrew Cadet
      8 months ago

      I'm not familiar with writing form rules per field. I'll read the thread you linked me to and see if I can figure that out. Thank you.