Difference between revisions of "Details Component: Display rules"
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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: | Stacking conditions this way will have them be linked by an '''"and"''' logic. To make "or" statements, make a new grouping: | ||
[[File:DisplayRules 7.png|thumb|center|Hide 'Impact' if [Impact is Low, Title contains test] OR [Impact is Medium]]] | [[File:DisplayRules 7.png|thumb|center|Hide 'Impact' if [Impact is Low, Title contains test] OR [Impact is Medium]]] | ||
| − | == Types of Display Rules | + | |
| + | Now lets see this display rule in action: | ||
| + | If (Impact is Low and Title contains test) '''OR''' If (Impact is Medium) | ||
| + | <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: | ||
| + | [[File:ExampleDisplayRuleCreatingIncident.mp4|thumb|center|Impact becomes hidden because it was set to 'Low' and Title contained 'test']] | ||
| + | When on an existing Incident record: | ||
| + | [[File:ExampleDisplayRuleExistingIncident.mp4|thumb|center|Impact becomes hidden because it was set to 'Medium']] | ||
| + | = Deleting A Display Rule = | ||
| + | First, go to the page or record you have a '''details component''' attached. | ||
| + | <br> | ||
| + | Then click the '''Customize Page''' button at the bottom of your bundles navigation side-bar. | ||
| + | [[File:DisplayRules 1.jpg|thumb|center|Example incident record with details component]] | ||
| + | |||
| + | Select '''details''' from the list, then select the '''Edit page attributes''' button: | ||
| + | [[File:DisplayRules 2.jpg|thumb|center|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: | ||
| + | |||
| + | [[File:DisplayRules 3.jpg|thumb|center]] | ||
| + | |||
| + | 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 | * Hidden - Slot is no longer visible on record, but exists on it | ||
* Readonly - Slot is no longer writable to | * Readonly - Slot is no longer writable to | ||
* Mandatory - Slot is now required to be filled with information (can't be left blank) | * Mandatory - Slot is now required to be filled with information (can't be left blank) | ||
Latest revision as of 21:28, 1 September 2021
Contents
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.
Select details from the list, then select 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.
Click on the add record button (+ sign), then a new slide-out will open:
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:
To build on this condition, click the + sign on the right side of the condition:
Stacking conditions this way will have them be linked by an "and" logic. To make "or" statements, make a new grouping:
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:
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.
Select details from the list, then select 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:
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)
