You should also be able to apply field rules to a process step (save to repository in this case) and not need to worry about stage. If you want to put all save to repository steps in one stage and use that stage to simplify your field rules, then that works too!

Thank you Angela! And, what you described, using the Modern Designer, is what I did and it didn't work. I think I have conflicting show/hide statements going on. So, I'm wondering if I can add this hide piece in later somewhere? I'm fairly new at doing these forms designs.

If you move the field rule for save to repository to the top (rule 1) it should take priority

@████████ it does sound like you have conflicting rules.  Outside of the chart you want to hide when saving the form, do any of the other fields have other rules as well?

@████████I don't have any of my Save to Repository activities as options in show/hide conditions for Process step.  I can use other process steps, but not those.  Am I missing a setup piece?

I've tried a couple of different orders here, and now I have left this as only one show/hide rule to try to make it simple. The graphic shows how I currently have things set.

Field 235 is a checkbox field

Field 235 is a custom HTML field with only a .png

The intent is to 1. allow our employees to select show/hide to see the Medical Plan Options

2. Upon approval, that whole section is ignored and not even part of the .pdf as it was just helper text.

I will try putting it in it's own section to see if that helps make it cleaner.

I am wondering if File in LF needs to be first or if I need to have it removed on the 'Email Approved Deduction Form' step vs the 'File in Laserfiche' step too?

@████████ in the save to repository step make sure you are using "With current process data" is selected and the form you are editing your field rules for is too.

@████████ hmm, I only have access to the latest version 11 update 5, but I'm seeing ever step/stage on my end.

Yes, what Zach said.

@████████ I pulled an example where I have 3 different save to repository tasks in the BP, but they do not show in my process step hide as an option to select.

Luckily in this scenario I'm actually saving different forms or metadata based on selection, but being able to control by the step would be great.  I'm on update 5 as well.

Woah, that isn't right. Are you able to open the devtools (F12) and see any errors in the console?

I can't reproduce it on my side. I tried a few permutations of what you showed in your picture.

I don't see any errors in the console.  I put in a ticket with my SP, it is that way on all forms, so I didn't realize that was an option.  

Ok cool that was my next recommendation. I’ll look out for it if they reach out to our support

FYI, I don't have my save to repository task showing when I select Process Step either.  Laserfiche Forms Professional Version 11.0.2311.50556

@Zachary St. Louis and @████████, well, I must be too new at this. I did have the ability to choose the Process Step above, however, every way I tried to get this to work was always conflicting with another show/hide that I needed or just didn't work at all ​​​​​​. I just ended up making my next form drop those graphic fields all together where they will do a final approval. So  now, the form where they make their selections on can have as much data on it as they like, once they click "review" the next page will drop the graphics. Thanks everyone!

@████████ if I get a solution from my SP I'll update with it.  

@████████ I'm glad you found a solution that works.  The conflicting show/hide can get tricky.  Update 5 has amazing options now with those rules but they take some practice if you aren't used to all the ways to next the rules.  

@████████ and @████████ the option to use the Save to Repository process step is apparently only available in Cloud, not Self Hosted.  Maybe something to add on the 12 release?

I've tested two v11's of Forms and have process step and stage in both of them. I'm not sure what could be stopping yours from having it