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Dynamic Field Visibility Control

4 bytes removed, 13:59, 28 September 2016
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==Configuration==
The feature uses tree settings to add fields and branches. The actual steps for configuring the '''Dynamic Field Visibility Control''' feature are summarised summarized below:
*Create new Dynamic Field Visibility Control
===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]].
===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]].
* 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 will be displayed. The first step here is to create branches based on the options available against the Primary field.
Once the Primary field is selected then the next step is to define the path through which other fields will be displayed. The first step here is to create branches based on the options available against the Primary field.
* Click on the plus sign, inside the green circle, adjacent to the Primary field. This exposes the Add New Branch screen.
* 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.
* 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 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]]
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