Question

Broken Show/Hide Rules when Viewed in a Task?

Forms Version 10

Updated May 9, 2019

asked on May 9, 2019

Are all show/hide rules supposed to be applied when a form is viewed when assigned as a task (Forms Professional 10.2.1.246)? When I have a form that moves through approvals, any show/hide rule that is "hide always" works but any rule that is "hide if value equals true" no longer works.

Note: In the screen shot, the tabs that are blurred out are tabs that I only show when debugging. When running normally, those tabs are the "hide always" rule. And the shots were all taken from the Start Process view and not the task view.

I have a form that had multiple pages (tabs) to it. In the beginning, there should be 5 tabs (shot 1). The form is filled out and submitted for a round of preliminary approvals. After the approvals, a workflow runs and one of the activities is to send back variables that show/hide rules reads. After the workflow, the form is assigned back to the initiator to say whether or not the grant was awarded. At this point, the initiator should be seeing shot 2 which only shows 1 tab. Based on the answers on that page, either it gets submitted or 2 more tabs should show (shot 3).

However, when running the form as normal and I open the task to enter the award decision, instead of seeing shot 2 with only 1 tab, I see all 6 tabs (Award Decision, Instructions, Review Team, Grant Summary, Grant Details, and Dates & Deadlines).

How do I hide/show various tabs in that task view?

Any help pointing me in the right direction is much appreciated.

Thanks.

ShowHideRules.png (18.8 KB)

| Download

0 0

Answer

SELECTED ANSWER

replied on May 9, 2019

Field rules and calculations should both work in preview, initial forms as well as user task forms. Looking at your last post, it does look like the problem is with your calculations since the field rule is correctly seeing False on all those hide fields and not hiding the fields.

Is there any way to break down the calculation to see which piece is causing the problem? Possibly have intermediate values with the =AND(A,B,C) conditions then one final calculation that does =OR(Condition1,Condition2...). By checking the intermediate results, you can see if the ANDs are evaluating incorrectly or if the OR is evaluating incorrectly.

Are you saving the form as a draft at all? In some cases there are issues with rerunning calculations after opening a saved draft since the calculations were already run on form load.

For these hidden fields, do you have them set to Ignore data when the field is hidden or Save data when the field is hidden? If you want to use hidden fields to base other field rules on, you need to make sure to save the data when the field is hidden.

1 0

replied on May 9, 2019

It appears to be a combinations of things. I did indeed have the hide rule set to ignore data. Once I set that to save it helped. There also appears to be something in the calculation that I still need to nail down. I have part of it working right and still trying to alter the formula.

Thanks.

1 0

Replies

replied on May 9, 2019

I should add that the field that the show/hide rule is based on is on one of the "hide always" tabs. But when hiding the tabs I have "save data" chosen.

0 0

replied on May 9, 2019

Maybe it is the calculations that don't work in task view? All tabs that I need to hide are based on a field value that is an OR calculation. This new shot shows that when I view the fields in a task, all the values are staying FALSE. When I view the fields in the form preview, all the calculations work and the fields all show TRUE.

ShowHideCalculations.png (85.88 KB)

| Download

0 0

You are not allowed to follow up in this post.

Question

Question

Broken Show/Hide Rules when Viewed in a Task?

Answer

Replies

Sign in to reply to this post.