Gain full control of your Form Fields in each of your Apps by setting them as read-only, mandatory, or even visible to certain team members based on the state of each of them with Form Rules. You will also have the option to reset the value of a given field based on conditions.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: Only the Administrator can customize Form Rules.
In this tutorial, we will cover the following topics:
Navigate to Form Rules
Open the menu and go to Settings > Apps to display the available applications. Then select your desired app and click on the 'Form Rules' tab. You can also use the search function to get there faster, just start typing 'Form Rules'.
Create Form Rule
To get started, click the 'Add New Form Rule' button.
Add the description of your form rule and select the Roles that will be limited by the rule.
Decide which user roles you would like your Form Rule to apply to.
Specify the value of a field(s) that will "trigger" the rules. If multiple conditions are added, all need to happen for the Rule to apply.
You can add multiple conditions for a single Form Rule. In order for the Form Rule to apply, all the set conditions have to occur.
Within the conditions, you have different options for the Operator according to the Field type.
4. Form Actions
First, select the type of action you wish to take. Let's use the "Hide For Field" action as an example.
Once the Action is selected click on the cog icon to the right of the menu to configure your Action. Since we've chosen to hide a form field we now need to choose which field we would like to hide. Only the fields that are within the application you creating the From Rule for will be visible.
Just like with conditions you can add multiple actions. You can make your rule as simple or as complex as you like.
Once you've selected your field click on 'Save'.
Note: Only the Roles selected in the Form rule configuration will be affected by it. If no Roles are added, then the Form Rule will affect everyone.
Records that are coming from an import or an integration, need to be blank edited so the form rules can trigger as long as they meet the conditions. Every time a form rule is created, it impacts only the records that are manually created/edited after this rule takes place, as long as the new records/updated records meet the conditions of the form rule