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Dynamic Field Visibility Control

1,617 bytes added, 14:17, 28 September 2016
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*Define the branch dependent custom field
Additional steps that the user may need to use include . . .
* Deleting branching or branch dependent custom field
* Copying branch dependent custom field to a second branch
===Create new Dynamic Field Visibility Control===
* Click on the Apply button. You will be taken back to the Dynamic Field Visibility Control screen, which will show the branches created under the Primary field as well as the custom filed field under the relevant branch.
NOTE: If you select a [[Custom Field Type: Select Many – Check Boxes|Select Many – Check Box]] or a [[Custom Field Type: Select One – Combo Box|Select One – Combo Box]] field as the branch dependent custom field then you can add another level of field branching logic. If the field is not one of these 2 types then no further branching is permitted.
[[Image:Dynamic Field Visibility 10.png]]
 
 
 
===Deleting branching or branch dependent custom field===
 
All elements of the Dynamic Field Visibility Control (i.e. Primary field, branches, dependent fields) will appear with a minus sign, inside a red circle.
 
If you click on this against a branch or dependent field then you will asked to confirm that you wish to remove the selected option and all of the sub-branches. Clicking OK will remove them.
 
 
 
 
===Copying branch dependent custom fields to a second branch===
 
Users can copy all dependent fields and sub-branches from one branch to a new branch using the Copy feature. This will save them having to reconfigure custom fields and sub-branches for those branches that share the same path.
 
* Click on one of the existing branching options. This exposes the Add New Branch screen, which includes a Copy button.
 
* Click on the text field within the Add New Branch screen to expose and select one of the Primary field options that currently does not have a branch.
NOTE: You will not be permitted to copy to a Primary field options that currently has a configured branch.
[[Image:Dynamic Field Visibility 11.png]]
 
*Click on the Copy button and click OK in any susbsequent pop-ups. You will be taken back to the Dynamic Field Visibility Control screen, which will show the original branch and the new branch, both appearing with the same cutom fields and sub-branches underneath.
 
 
 
 
==See Also==
{{UTASettingsLinks}}
Smartstaff, administrator
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