Field group

From RPM Wiki

Table of contents
1 Summary
2 Effect
3 Security

3.1 Staff users
3.2 Agent users
3.3 Modules

4 Adding a field group
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Summary

Fields can belong to groups that control how they are displayed. A field group is controlled by the value of another field or the status level of the form.

  • Use: When one or more fields are only required in certain circumstances.
  • Example: Create a frame relay group to show certain fields in a quote only if a frame relay service was selected.

See Field

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Effect

  • Show. The fields in this group are hidden from all user types unless the group's variable & value pair evaluates to true.
    • Example: In my "Quote" process there are 5 fields that are only required if the quote is for a "Frame Relay" product. I create a "Service" multi select list field. I create an "FR fields" field group for those 5 fields with a variable of "Service", a value of "Frame Relay", and an effect of "Show". Now in forms in this process the 5 frame relay fields are hidden unless the user checks the "Frame Relay" option in the "Service" field. Note that as soon as the user checks that box these fields appear (after post back of course).
  • Hide. The opposite of show. The fields in this group are hidden from all user types if the group's variable & value pair evaluates to true.
    • Example: In my new process there are some fields that don't apply to new forms. I'll add those fields to a field group that has a variable "Status", a value "New", and an effect "Hide".
  • Unlock. The fields in this group are read only from all user types unless the group's variable & value pair evaluates to true.
    • Example: In my quote process I don't want people changing the values once the status is no longer "New".
  • Lock. The opposite of unlock. The fields in this group are read only/hidden from all user types if the group's variable & value pair evaluates to true.
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Security

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Staff users

  • Adding, editing, and deleting field groups requires the "Add, edit, delete process templates" privilege.
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Agent users

  • Setting up fields groups is hidden from agent users, but they may see the effects.
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Modules

  • The field group requires the "Process management" module.
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Adding a field group

From the process template details page click "Field groups" in the "Data" section then click "Add a field group".

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