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Display Rules on Custom Forms

Understanding Display Logic on Custom Forms

If you have access to create custom forms, you can add display or skip logic on fields on the forms.
This feature allows you to decide which sections of the form should be displayed or skipped based on the choices made when completing the custom form.

To add display logic on a custom field or a section break, you must have a multiple choice field prior to the field you would like to display on the form.
The following are multiple choice fields:

  • Radio buttons
  • Dropdowns
  • Checkboxes.

To add skip logic on a custom field, the field must be a multiple choice field.
You cannot add skip logic to a section break. 

You can add both display and skip logic to a field if all of the following conditions are met:

  • The field is a multiple choice field.
  • The field is preceded by a multiple choice field.
  • The field is followed by another field.

When copying forms with display or skip logic, the logic is copied to the new custom form. 

Adding Display Logic on a Custom Form

To add Display Logic on a custom form: 

    1. Navigate to the Setup area in the Global Navigation Bar. 

    2. Click Custom Forms.
    3. Select the form you want to modify from the Custom Forms list.
    4. Click Edit to open the form.
    5. For example, the form might have a drop-down field called 'Issue field.'
    6. For example, add a Single Line Text Field to the form.
    7. Name the new field ‘Other Research.’ Enter a description, if desired.
    8. Click the Add Logic button in the lower-left side of the custom form window.
    9. Select the Display Logic tab to set up the logic for when the 'Other Research' field will appear on the form.
    10. Select 'Issue field' from the first drop-down, then 'Research Needed', and finally Selected.
      This tells Workfront to display the ‘Other Research’ field when the ‘Research Needed’ option is selected from the ‘Issue field’ drop-down.

    11. Click Save to close the Field Logic window.
    12. Click Done in the Field Settings area.
    13. Click Preview to make sure the logic appears the way you want it on the form.
    14. Click End Preview when you find that the logic works as expected.
    15. Click Save + Close on the Edit Custom Form window to save the custom form. 

Skip Logic on a Custom Form

Skip Logic allows you determine which fields should be skipped, based on selections in the custom form. 

Skip Logic functions similarly to Display Logic, but acts as the inverse: instead of making specific fields appear based on specific selections, you determine which fields should be skipped, based on selections.

To Skip Logic on a custom form:

    1. Navigate to the Setup area in the Global Navigation Bar. 

    2. Click Custom Forms.
    3. Select the form you want to modify from the Custom Forms list.
    4. Click Edit to open the form.
    5. For example, the form might have a drop-down field called 'Issue field'.
    6. For example, create a new Single Line Text Field called 'Other Research.' 
    7. Select the drop-down field named 'Issue field'.
    8. Click the Add Logic button in the Field Settings sidebar.
    9. In the Field Logic light-box, make sure the Skip Logic tab is selected.
    10. Set the first drop-down to 'No more research' and the second drop-down to Selected.
    11. For the Then Skip To drop-down, select End of form.
      This tells Workfront that when 'No more research' is selected from the 'Issue field' drop-down field, the form should skip directly to the end of the form, not displaying the 'Other Research' field.
    12. Click Save when finished setting up the logic.
    13. Click Preview to make sure the logic applies the way you want it.
    14. Click Done in the lower left side of the form.
    15. Click Save + Close at the bottom of the custom form window to save the changes you made to the form. 

Things to Remember when Creating Display Rules for Custom Forms

  • Fields not included in a display logic statement show on a custom form, by default.
  • Display logic can be applied to section breaks, as well as custom fields.
  • Skip logic can be applied only to custom fields. 
  • Multi-field display logic statements can be created.
  • Display rules can be applied to existing custom forms.
This article last updated on 2018-01-22 20:24:55 UTC