How can I use a field in a form rule without displaying it on the form?

  • 0
  • 1
  • Article
  • Updated 1 year ago
  • (Edited)

[The Quick Base Knowledge Base is your library of frequently-asked questions that help you better customize your apps to solve your business problems.]

Have you ever tried to build a form rule that needed some internal value that your users don’t need to see? If you set up another form rule which lists which fields should always be hidden, you can then build other rules with those fields without having to display them on the form itself:

  1. Open the table, then edit a record in the table to look at your form.
  2. Click Customize this form.
  3. Add the fields you want to hide at the bottom of the list, if you haven’t done so already.
  4. Open the Dynamic Form Rules tab.
  5. Click Add New Rule.
  6. Under the WHEN section, choose “Multiple conditions”.
  7. Change the next line to read “When any of the following conditions are true”.
  8. Change the line below to read “The user is in the role Administrator”.
  9. Change the last line in the WHEN section to read “The user is not in the role Administrator”.
  10.  In the ACTION section, change the line to read “Hide name of field to hide”. If you want to hide multiple fields, click Add Action for each additional field.
For more on form rules, please see our Create Dynamic Form Rules help topic.
Photo of Brian Cafferelli

Brian Cafferelli, Quick Base Technical Marketing Manager

  • 1,518 Points 1k badge 2x thumb

Posted 1 year ago

  • 0
  • 1

Be the first to post a reply!