Question

upload fields in a table required conditionally

Forms

Updated June 29, 2023

asked on June 28, 2023

I have a table in a form. Each row has an upload field (for receipts) that I was going to make required, but I have been asked to allow for missing receipts. This means the upload field for that row would not be required, but an explanation must be provided in another field. Any suggestions how to accomplish this?

I thought about making the field required and hiding it if receipt is not available, but it would hide all related table fields in the other rows.

I thought about using a count to ensure all lines have at least one download. If not, an explanation field would pop up outside the table. I am not great with javascript and formulas won't allow me to count upload fields.

Any helps would be appreciated.

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replied on June 28, 2023

Hello, not sure if this is what you are looking for. But, I made a radio button for receipts yes or no, if they click no you could pop up the field for an explanation. If they click, yes, the upload button displays.

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replied on June 29, 2023

I read your responses and I decided to try it by hiding the items per Debby's suggestion. In the past I have tried this and it hid all items, but this time it took it by row, so It works. It must have been updated somewhere along the way. I should have tried that before posting.

Thank you for the responses.

Matthew, we don't have that version yet. I have found more versatilty in the old designer because of customizations, but will give it a go again when we upgrade.

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replied on June 29, 2023

The field rules would hide the field on the same row as a field that was being used as the trigger or on all rules if the trigger was outside the table. It's possible in your previous use, the triggering field was outside the table, which is why you saw that behavior.

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replied on June 29, 2023

That would make sense. Thanks for the insight.

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replied on June 28, 2023

This is one place where the Layout Designer really shines if you are on Forms 11 Update 3 (version 11.2212) or higher. That update included new options for Field Rules to dictate when a field is required or optional, instead of just hiding it. You could leave it optional and set the field rule to make it required based on another field in that row, or even multiple fields in that row (for example: maybe it's required if it is above a certain dollar amount or flagged as a certain category).

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upload fields in a table required conditionally

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