Difference between revisions of "Details Component: Display rules"

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(How To Create A Display Rule)
m (Liam moved page Details display rules to Details Component: Display rules: Better title)
 
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[[File:DisplayRules 3.jpg|thumb|center]]
 
[[File:DisplayRules 3.jpg|thumb|center]]
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Click on the add record button (+ sign), then a new slide-out will open:
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[[File:DisplayRules 4.png|thumb|center|Adding a new display rule slide-out]]
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Enabling a display rule will default to '''A Display Rule: Always'''. Switching it to '''any other slot''' will present a '''conditions input'''.
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<br>
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As an example, I am only going to show the impact level if it is not low impact:
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[[File:DisplayRules 5.png|thumb|center|Will not display 'Impact' if it is 'Low']]
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To build on this condition, click the + sign on the right side of the condition:
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[[File:DisplayRules 6 new.png|thumb|center|Hide slot 'Impact' if 'Impact' is 'Low' and if 'Title' contains 'test']]
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Stacking conditions this way will have them be linked by an '''"and"''' logic. To make "or" statements, make a new grouping:
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[[File:DisplayRules 7.png|thumb|center|Hide 'Impact' if [Impact is Low, Title contains test] OR [Impact is Medium]]]
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Now lets see this display rule in action:
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If (Impact is Low and Title contains test) '''OR''' If (Impact is Medium)
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<br> When creating a new Incident record, the slot '''Impact''' is present. When changing the '''Title''' slot to 'test' and the Impact level to '''Low''', it will not show up on the form:
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[[File:ExampleDisplayRuleCreatingIncident.mp4|thumb|center|Impact becomes hidden because it was set to 'Low' and Title contained 'test']]
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When on an existing Incident record:
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[[File:ExampleDisplayRuleExistingIncident.mp4|thumb|center|Impact becomes hidden because it was set to 'Medium']]
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= Deleting A Display Rule =
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First, go to the page or record you have a '''details component''' attached.
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<br>
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Then click the '''Customize Page''' button at the bottom of your bundles navigation side-bar.
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[[File:DisplayRules 1.jpg|thumb|center|Example incident record with details component]]
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Select '''details''' from the list, then select the '''Edit page attributes''' button:
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[[File:DisplayRules 2.jpg|thumb|center|Select 'details' then the 'Edit page attributes' button]]
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A slide-out '''Edit Details''' will appear. Here you can see the existing display rules. Next to them should be a trashcan symbol:
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[[File:DisplayRules 3.jpg|thumb|center]]
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Clicking on the '''trashcan symbol''' will '''delete the display rule''', but it is still '''recoverable''' if you press on the '''refresh symbol''' next to a deleted display rule. '''Once you exit this slide-out, you will no longer have the option to recover the deleted display rule.'''
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= Types of Display Rules =
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* Hidden - Slot is no longer visible on record, but exists on it
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* Readonly - Slot is no longer writable to
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* Mandatory - Slot is now required to be filled with information (can't be left blank)

Latest revision as of 21:28, 1 September 2021

What Are Display Rules?

  • Display rules allow you to conditionally hide, read, and require slots on a details component.

How To Create A Display Rule

First, go to the page or record you have a details component attached.
Then click the Customize Page button at the bottom of your bundles navigation side-bar.

Example incident record with details component

Select details from the list, then select the Edit page attributes button:

Select 'details' then the 'Edit page attributes' button

A slide-out Edit Details will appear. Here you can see the existing display rules and add new display rules.

DisplayRules 3.jpg

Click on the add record button (+ sign), then a new slide-out will open:

Adding a new display rule slide-out

Enabling a display rule will default to A Display Rule: Always. Switching it to any other slot will present a conditions input.
As an example, I am only going to show the impact level if it is not low impact:

Will not display 'Impact' if it is 'Low'

To build on this condition, click the + sign on the right side of the condition:

Hide slot 'Impact' if 'Impact' is 'Low' and if 'Title' contains 'test'

Stacking conditions this way will have them be linked by an "and" logic. To make "or" statements, make a new grouping:

Hide 'Impact' if [Impact is Low, Title contains test] OR [Impact is Medium]

Now lets see this display rule in action: If (Impact is Low and Title contains test) OR If (Impact is Medium)
When creating a new Incident record, the slot Impact is present. When changing the Title slot to 'test' and the Impact level to Low, it will not show up on the form:

Impact becomes hidden because it was set to 'Low' and Title contained 'test'

When on an existing Incident record:

Deleting A Display Rule

First, go to the page or record you have a details component attached.
Then click the Customize Page button at the bottom of your bundles navigation side-bar.

Example incident record with details component

Select details from the list, then select the Edit page attributes button:

Select 'details' then the 'Edit page attributes' button

A slide-out Edit Details will appear. Here you can see the existing display rules. Next to them should be a trashcan symbol:

DisplayRules 3.jpg

Clicking on the trashcan symbol will delete the display rule, but it is still recoverable if you press on the refresh symbol next to a deleted display rule. Once you exit this slide-out, you will no longer have the option to recover the deleted display rule.

Types of Display Rules

  • Hidden - Slot is no longer visible on record, but exists on it
  • Readonly - Slot is no longer writable to
  • Mandatory - Slot is now required to be filled with information (can't be left blank)