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Approval process - Forms controls - show/hide a control only if "approve" is selected

  • September 7, 2022
  • 2 replies
  • 30 views

Hi all,

My forms is initiated from an approval process (see ApprovalProcess.png attached) and I would like to show the options only if the user selected "approve" (ApprovalForm.png attached). Example :

Visit approval process : will you join the visit -> approve / refuse

- when the user click "approve" he can see the timing controls and select : morning or afternoon

- if he click refuse, the timing controls remains hided/unactivated

 

In my french version, the workflow using this approval process, created a "decision" column, but I could get access to it in the related tasks list. I now who to put a condition into a forms but I cannot tackle the "approve" or "refuse" choice, neither the "decision" content.

 

Thanks a lot for your help on this.

Chris

2 replies

Garrett
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  • Scout
  • September 13, 2022

Hi @Chris_GE 

 

Use a Rule to Show/Hide the timing controls.

- Add a Rule to the timing controls or panel.

- Configure as follows

  -> when the choice control is not "Approve", Hide

 

Details

Here is the form in design mode.

There is a choice control named "Choice", which has 2 values Approve and Refuse

There is a panel control named "Panel".

Remember to name your controls.

Lets assume that you will place the timing controls into this panel.

 

Select the Panel, add a Rule.

Set the rules as below

 

Preview 

When nothing is selected

 

When Refuse is selected

 

When Approve is selected, the Panel is shown (along with the control in the panel)

 

 

 


  • Author
  • September 22, 2022

Thanks indeed for this reply even if... it does not worked. 

 

It must be something linked with the French translated version I am using.

 

There is no "Choice" but I mange to find a "Decision" field which sometimes is with a "é" (Décision vs Decision), moreover the translated version show a "Approuver" (approuve) word into the screen, which become "Approuvé" (approved).

 

The action box, I have no choice to rewrite or select the wording.

Here attached some printscreen to show you what I mean.

 

Final "real" screen sent to the user :

  • Verbs "approve" or "reject"
  • The section is hidded

 

Forms in which I did several tests :

  • Decision (vs Choice)
  • "Approuvé" and "Rejeté" different from the here above result
  • Test (right side) made with different words "Approuvé" or "Approuver"