Form edit settings
This section contains the field visibility settings for a particular step.
Field | Description |
Do not show this form | Select this if you do not want to show any field to the user at this step |
Edit full form | Select this if you want to show all the fields to the user at this step |
Manage individual fields | Select this if you want to apply access settings to individual fields (and then click Manage fields) |
Manage fields
The Manage fields settings allow us to set individual field configurations in terms visibility, editability and optionality.
Field | Description |
Select fields to manage | Select the field you want to manually configure for this step |
Visibility settings | Show to user – Select if you want to make the field visible to the user at this step Hide from user – Select if you want to hide the field from the user at this step Hide only in read only mode – Select if you want to hide the field even when the form is in read only mode |
Edit settings | Make editable – Select this if you want to allow the assignee to edit the field at this step Make readonly – Select this if you do not want the assignee to edit the field at this step |
Optionality settings | Make field mandatory – Select this if you want to make the field mandatory at this step Keep field optional – Select this if you want to set the field as optional at this step |
Set any by default answer | Set default value for the field at this step, if you want to |
Now let's select the Form edit settings for the Approve button. When the Manager clicks the Approve button, the Remarks for Approval by Manager field should be made visible, editable and mandatory for the Manager at this step.
These settings will make sure that the Manager provides remarks on approving the reimbursement request.
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