Best way to hide an entire form

[Rob Sestito]

Hello SN Comm,

I am trying to come up with a good way to hide an entire form at will - where the user can do so for themselves when working on a form.

Here is what I have going on with a form called Demand Planning:

When Proceed to Form 2 is checked, Effort section appears, and same concept happens when checking Proceed to Form 3. When both 'Proceed' fields become true, they will be read-only. That will eliminate the user from unchecking Proceed to Form 2, which can make the form collapse section 2 but still see section 3.

I wanted to see about creating some sort of action at the top of the form, to collapse entire form (in case the user wants to minimize everything together).

Any Suggestions as to what I can / should do?

Thank you!

~Rob

[Rob Sestito]

Hey Shane,

I ended up creating this within the UI Policy Script - however, I need to add in code to EXCLUDE Collapse / Expand True/False field.. My end game here, is to just give the user the option to collapse the entire form when they want. and then also expend when ready to mess with the fields again.

Here is my Script within UI Policy (When Collapse / Expand True/False field is true or false). But I need to NOT hide this field at all.

Looks like this to start and when all "filled out":

And then Collapse is true:

Which I still need collapse field to be showing.

Thanks,

~Rob

[Shane J]

Then you need to move those fields out of the hidden section.  😉

Sorry get all Captain Obvious on you.

[Rob Sestito]

Hey Shane,

I don't think that will work as obvious as that may seem. These are only sections by using Annotations, not actual sections. So the UI Policy Script is taking all fields on the form and hiding them when that Collapse field becomes true.

So I think I need to add a line or so within the script to not hide this specific field.

Thanks,

~Rob

[Shane J]

Ah my mistake, I thought you had actual 'Sections' going here.  Is there some reason you couldn't redesign the form and go that route instead?

[Rob Sestito]

Shane - no worries at all bud!

The reason why I did it this way, was it seemed that I had too. So for our instance, we have the forms as Tabbed Forms from the very start. If make the whole form with my 3 sections, section two and three become tabbed. I don't want that - I was looking to get this form to look similar to the Case Creation Page using the arrows on the right side:

I saw from another post that I could take out the sections, and use Annotations instead. Which I did, and it brought me to creating this post in asking the best way about doing what I want/needed. However, if there is away to still make this form like the Case Creation page - I am all for it.

Thanks,

~Rob