Form edit settings
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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)
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.
