Forum Discussion
EvanMartinez
7 years agoModerator
Hi Ryan,
Based on your question I would agree with Mark that a lot of builders accomplish what you are looking for by making use of Form Rules. They allow you to set up logic on your form so that fields are shown or hidden based upon other decisions. Rules like if "Review Needed" is checked then show "Reviewer Request" section with several fields to indicate who needs to review the record that would otherwise remain hidden if no review was needed can be set up using Form rules. As a new builder you may want to check out our help documentation on Form Rules to get you started here.
Our University also has a lesson on Building User Friendly Forms that includes a section on creating form rules that you can be found here.
I hope these resources are helpful Ryan and thank you very much for time today.
Based on your question I would agree with Mark that a lot of builders accomplish what you are looking for by making use of Form Rules. They allow you to set up logic on your form so that fields are shown or hidden based upon other decisions. Rules like if "Review Needed" is checked then show "Reviewer Request" section with several fields to indicate who needs to review the record that would otherwise remain hidden if no review was needed can be set up using Form rules. As a new builder you may want to check out our help documentation on Form Rules to get you started here.
Our University also has a lesson on Building User Friendly Forms that includes a section on creating form rules that you can be found here.
I hope these resources are helpful Ryan and thank you very much for time today.