Displaying SFM Header and Child Sections Based on Display Criteria
Dynamic forms help users to access only the fields that are relevant to their work. This allows them to spend less time capturing details and more time on actual work, resulting in a better user experience and less manual work. For example, instead of showing all tabs to the user, show only those tabs that are relevant to the user's work. For more information, see Dynamic Forms.
Display Rules display or hide the header sections or the child sections based on the selected picklist value in the SFM - Section Properties. You can configure an expression to display or hide a section. For more information, see Section Properties.
When debriefing a Work Order or entering information in a form, technicians do not always enter information in all sections. As a result, some sections are left empty. With Display Rules and Display Criteria, only the relevant sections can be made visible to the technician. This improves the user experience.
The values for the Display Rules are:
• Always Display (Default): This option displays the section at all times, including empty sections.
• Evaluate Always: This option displays the section when the form is loaded or when the user edits any field value, based on the Display Criteria configured. For the Evaluate Always display rule, any update to the field based on Field Mapping, Form Fill, Code Snippet, Web service, or Formula is also considered.
• Evaluate On Load: This option displays the section when the form is loaded, based on the Display Criteria configured. For the Evaluate on Load display rule, the dynamic section is not executed on Quick Save. The dynamic section is executed only on Page Refresh, Clear Cache, and Page Load.
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• The Display Criteria do not apply to Checklists, OPDOC, and View SFM.
• The Date/Datetime literals are supported in Display Criteria Expressions.
• If there are any data validation rules on any of the fields in a particular section, Display Criteria to show or hide that particular section is not respected until the validation errors are resolved for all those fields.
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Examples
Example for the header section:
If you configure the following Display Rule and Display Criteria, and if the condition is met, then the header section is displayed; else, the header section is not displayed.
• Display Rule = Evaluate Always
• Display Criteria = Account Equals Value Good Samaritan Hospital.
Example for the Parts child section:
If you configure the following Display Rule and Criteria, and if the condition is satisfied, then the Parts section is displayed; else, the Parts section is not displayed.
• Display Rule = Evaluate On Load
• Display Criteria = Location Equals Value California