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Dynamic Field Visibility Control

1,231 bytes added, 13:28, 28 September 2016
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*Define the Primary field
*Define the branching
*Define the branch dependent custom field
===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 for 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]]
 
* 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]]
 
* When the page refreshes the user will be able to define the Primary field.
[[Image:Dynamic Field Visibility 4.png]]
 
===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 5.png]]
 
 
===Define the branching===
 
Once the Primary field is selected then the next step is to define
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