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Question

Forms 11: Configuring Lookup Rules With Field Selected Does Not Show that Field as Option

Version 11 Forms
Updated March 30, 2021
asked on March 30, 2021

In Forms 11 using the new Forms Designer, If you select a field and then try to create a lookup for that field, in the 'When' dropdown it does not show the currently selected field as an option. I have tried selecting several different fields and each time the one that is selected does not show, but all others do. 

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Answer

SELECTED ANSWER
replied on March 30, 2021

Yes, confirmed the behavior in release and that it no longer exists in our dev environments for the next release. Because we force the selected field into the target, we hid it from the condition side. In the next release, we don't force the selected field into the target and will allow it in either the target or condition. 

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Replies

replied on March 30, 2021

For what it's worth, we've already done a significant UX update for the right pane for the next Forms release. Instead of just showing rules where the selected field is the target, we show rules where the selected field is involved at all. We also included a toggle to show all field rules in case you change a condition to make the rule disappear. I think this issue you describe is because we assumed the target field will be Company (based on your selection) so you wouldn't set the condition to be Company as well. 

With the UX updates, this will not be a problem anymore, it is already fixed in dev. We are looking to gather the feedback and fixes for the layout designer since the initial Forms 11 release and roll them up into a Forms 11 update at the end of April or early May. 

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replied on March 30, 2021

Thanks for posting. We'll investigate that for next release. 

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replied on March 30, 2021

FYI, I am able to replicate the problem in two different environments.

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SELECTED ANSWER
replied on March 30, 2021

Yes, confirmed the behavior in release and that it no longer exists in our dev environments for the next release. Because we force the selected field into the target, we hid it from the condition side. In the next release, we don't force the selected field into the target and will allow it in either the target or condition. 

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