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Dynamic Field Visibility Control

19 bytes added, 13:56, 28 September 2016
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===Create new Dynamic Field Visibility Control===
 
The Dynamic Field Visibility Control feature can be created against [[Level 1 Entity| level 1s]], [[Level 2 Entity|level 2s]], [[Level 3 Entity|level 3s]], [[User|users]] and [[Organization|Organizations]].
* Click on the Dynamic Field Visibility Control link for the entity that you wish to create the feature against.
[[Image:Dynamic Field Visibility 1.png]]
 
* A list view of previously configured logic is displayed. Click on the '''New Dynamic Field Visibility Control''' button.
[[Image:Dynamic Field Visibility 2.png|1000px]]
 
* The New Dynamic Field Visibility Control is displayed. Populate the Name and, if necessary, the description field and click Save.
[[Image:Dynamic Field Visibility 3.png|1000px]]
 
* When the page refreshes the user will be able to define the Primary field.
[[Image:Dynamic Field Visibility 4.png|800px]]
 
 
===Define the Primary field===
 
The Primary field, and indeed all controlling custom fields, must be either 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]].
 
* Click on the Primary field icon. This exposed the Edit Field option, which includes a drop-down showing all Check Box and Combo Box custom fields available for the current entity.
[[Image:Dynamic Field Visibility 5.png]]
 
* Select the relevant custom field and click on the Apply button. The field name will now appear instead of the Primary Field text.
[[Image:Dynamic Field Visibility 6.png]]
 
===Define the branching===
 
Once the Primary field is selected then the next step is to define the path through which other fields are displayed. The first step here is to create branches based on the Primary field options.
* Click on the plus sign, inside the green circle, adjacent to the Primary field. This exposes the Add New Branch screen.
 
* Click on the text field within the Add New Branch screen to expose and select one of the Primary field options.
[[Image:Dynamic Field Visibility 7.png]]
 
* Click on the Apply button. You will be taken back to the Dynamic Field Visibility Control screen, which will show all branches created under the Primary field. The screen shot below shows 2 branches, one for the English option associated with the ''Available in'' field, and one for the French option associated with the ''Available in'' field.
[[Image:Dynamic Field Visibility 8.png]]
 
===Define the branch dependent custom field===
 
The final step in the process is to define the fields that should be exposed based on the branches created. You can have multiple fields dependent on the one branch, but each field must be added individually using the steps below.
 
* Click on the plus sign, inside the green circle, adjacent to the appropriate branch. This exposes the Add New Field screen.
 
* Click on the text field within the Add New Field screen to expose and select a custom field. All available custom field types will be listed, not just the combo and check box options.
[[Image:Dynamic Field Visibility 9.png]]
 
 
* 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 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 a second 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]]
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