posted on May 16, 2019 Show version history

I'd like to request some features that would make things easier for maintaining field rules and lookup rules. The ability to group several rules together under a single name that we can set, and the ability to collapse the group so you can only see the name.

So for example, I have an HR form that has a radio button field and a drop-down field, these fields control areas that are split up into 3 sections each. 

The combination of the radio button and drop-down show or hide the 2nd section in each area, but the other sections are purely controlled by the radio button.

 

Simplistic text based version of the form

Radio Button: What is this person's Job Type?

  • Administrative
  • Paraprofessional
  • Temporary
  • Maintenance

Drop-down: Is this a new or existing position?

  • New
  • Existing

 

Area: Administrative

  • Section 1 - Start Information
  • Section 2 - Employee who moved
  • Section 3 - Additional Job Information


Area: Paraprofessional

  • Section 1 - Start Information
  • Section 2 - Employee who moved
  • Section 3 - Additional Job Information

And so on for the other areas.

 

Our current version of this kind of form is sitting at 26 field rules and 23 lookup rules respectively,  in the field Rules the same rules for specific areas are all roughly near each other, but grouping them under say Administrative Area, or Paraprofessional Area would be great and honestly help with the longevity and maintenance of the form, especially for those who haven't seen it before or who haven't looked at the form in say more than a year.

It'd also be handy to have some documentation fields on the groups, but I'd settle for just having the groups.

Edit 8-14-19: Groups looks to be used like I describe inside of Workflow already, for any of the conditional statements.

1 0