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Question

Hide a field from form submitter, show field later in workflow

Forms Workflow Laserfiche Cloud
Updated January 29
asked on January 29 • Show version history

Apologies if this has been asked before, but I'm having a hard time finding answers to my specific use-case. 

 

We want to have a workflow for a recommendation for hire form that should be as follows:

Form Submitted by Hiring Manager (recommended for hire name, date, position, etc.) > Department Director views and approves request > HR Specialist should then receive the form and enter Salary/Paygrade information > HR Manager approves

 

Is it possible to hide or mark the Salary and Paygrade fields as read-only to the form submitter and the Department director then show and allow editing for the HR Specialist and finally keep the updated Salary and Paygrade fields visible but read-only for the HR Manager? If this has to be done via multiple forms, I'm fine with that solution. I just need to know if this kind of workflow is possible and how it can be done? I'm new to LF Forms, using Process Automation/Business Processes on LF Cloud.

 

Thanks in advance.

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Answer

SELECTED ANSWER
replied on January 29

You can do this with Field Rules.  If you disable the field at a certain process step or process stage it will make the field read only.

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replied on January 29

My Field Rules page looks a bit different. I only have the option to Show or Hide. Is it possible I'm looking in the wrong place? 

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replied on January 29

Looks like you are using the Classic Designer.  You will want to use the default Form Designer.

 

2 0
replied on January 29

Thank you! That did the trick.

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