Display rules control how a form is displayed. You can hide or show form inputs and change input labels based on other form and record values.
These rules are checked and triggered both when the form is initially loaded and when a user changes the value of an input.
A display rule is added by defining the conditions (if) that trigger the actions (then):
These are the conditions which will trigger your rule’s action(s) when the rule’s condition(s) is/are true. You can add more than one condition to trigger the action, in which case every condition must be true.
This is the action to trigger when the condition(s) is/are met.
Show the input when the condition is true. Hide the input when it is false.
Show the Shipped date field on a form to add an Order record when the Shipped? yes/no field’s value is Yes. This way, if the user changes the value of Shipped? from No to Yes while filling out the form, Shipped date will still appear.
Hide the input when the condition is true. Show the input when it is false.
Show an Other (short text) field input when the choice selected for How did you hear about us? Is Other, allowing the user to add an option only when appropriate.
Show the input when the condition is true.
Note that unlike Show/Hide, this option will show the input once the page loads and will not hide it until the condition is false and the page is reloaded.
On a form to edit an Appointment record, have a rule to show the Appointment date and time field only when the same field’s data is before today, preventing the user from rescheduling an appointment on the same day.
Hide the input when the condition is true.
Note that unlike Hide/Show, this option will hide the input once the page loads and will not show it until the condition is false and the page is reloaded.
Hide the Late fee field if Due date is before the current time. This prevents the user from adding a late fee when one was not necessary and is intended for a form where Due date could not be edited.
Change the label of the input when the condition is true. This is best used for minor aesthetic or usability tweaks.
With a Car or truck? multiple choice field, rename the label for the Mileage field to either Car mileage or Truck mileage, depending on the user’s choice.