Overview
To quickly and accurately enter data, you only see options relevant to the information you have already entered in the form.
Note: Dynamic values are available on both web and mobile platforms.
Configure Dynamic Values
To use Dynamic Values, administrators define visibility rules for each option within a selection-type field when creating or editing a form template. Each option will have a Visibility Condition where you can set a rule based on the values of other fields in the form. These rules can reference dates, text, numbers, checkboxes, or other selection fields to control when an option should appear.
To configure Dynamic Values for a form:
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Go to FSM > Features > Dynamic Forms > Templates.
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Open an existing template or create a new one.
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In the Model section, click New Node.
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Select a node type:
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Radio
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Checklist
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Selection
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In the Options section, fill in the Code, Description, and Visibility fields.
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In the Visibility field, create the logic for visibility. For example:
“REGION.value == ‘FVG’
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Click Save to save the option.
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Click Save to save the template.
After you configure the rules, the system automatically validates the conditions to ensure they are correct. Templates without defined visibility rules continue show all options.
Define visibility rules
Important: Templates without defined visibility rules continue to show all options.
Administrators define visibility rules for each option within a selection-type field when creating or editing a form template. Each option will have a Visibility Condition where you can set a rule based on the values of other fields in the form. These rules can reference dates, text, numbers, checkboxes, or other selection fields to control when an option should appear.
How it works
Display relevant information
When a user opens or interacts with a form that contains dynamic values, the system evaluates all visibility rules for the selection options. Options that meet these conditions display, while those that don’t are hidden.
Hide irrelevant information
If a user changes a field that affects the visibility of one or more options, the list of available options updates immediately to reflect the new state. Any option that was previously selected but becomes hidden is automatically unselected, which prevents invalid entries.
Update simultaneously
On mobile devices, these updates happen instantly when the user interacts with the form. On the server, rules are also evaluated when the form is saved or submitted, which ensures that all data is consistent and valid, even if multiple users interact with the form simultaneously.