Make a field required, read-only or hidden

Before you start

• Build a form

Control how each fieldFieldA column of a module with a type, label and system name.Open glossary ↗ behaves on the formFormThe set of blocks and components people fill in for a module.Open glossary ↗: required or optional, editable or read-only, visible or hidden. The three switches on a field card apply all the time. A field condition changes a field only while another field holds a certain value.

Set the three switches

Every field card has three switches. Click one to flip it.

Switch	Off	On
Required	Optional	Required
Editing	Editable	Read-only
Showing	Hidden	Visible

1. Open the Forms tab of the module.
2. On the field’s card, click the switch you want to change.
3. Click Save.

Hovering a field in the palette shows “Required in module” when the module itself marks the field as mandatory.

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Optional flips to Required.
Editable flips to Read-only.
Visible flips to Hidden.

A Hidden field stays in the module and keeps its data. People do not see it on this form. A Read-only field shows its value for people to read.

Make a field react to another field

A field condition says: when this field has this value, do these actions to other fields. For example: when Retention applicable is True, make Retention percentage Editable.

1. Click Form rules in the toolbar. The Form Settings panel opens.
2. Click Add Condition. A row appears.
3. Choose the field in Select field, an operator in Select operator, and the value.
4. Click the bars icon at the end of the row. Field rules configuration opens.
5. Click Add Action. A sentence appears: “Set the field … to …”.
6. Pick the field to change, then an action: Read only, Editable, Visible or Invisible.
7. Add more actions if you need them, then click Save in the dialog.
8. Click Save in the panel, then Save on the form.

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Add Condition adds a row.
The row reads: field, operator, value.
The bars icon opens the actions for this condition. The bin removes it.
Save closes the panel. Then save the form.

The operators are Equal, Greater Than, Less Than and Contains. For a Lookup field, use Equal and pick the value from the list.

Each condition has its own list of actions, and a condition can affect any number of fields. Give every condition at least one action.

Tip from a Beezr Consultant

To make a field required, use its card switch. Conditions change what people can edit and see, with the actions Read only, Editable, Visible and Invisible.

Hide or lock a field on the public form only

Once the form is published, Display options gets one more row, On the public form. It offers:

• Same as this form
• Hidden
• Read-only

The card then shows the chip Not on public form or Read-only on public form. This is the place to hide an internal field, such as a contract’s internal owner, from visitors. See Publish a public form.

What should I know before I start?

• Field conditions are separate from block rules. Conditions act on fields. Block rules act on a whole block.
• Fill in the field, the operator and the value of every condition before you save.
• The condition panel is called Form Settings, but the toolbar button is Form rules. They are the same thing.
• Form parameters and the Rule Book live in the same panel. See Prefill a form with parameters and Stop bad data with the Rule Book.