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Custom Forms Need Access To All Data

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Level 10

4/1/17

I have a custom field, in a custom form that needs to display if the project meets certain criteria. Two easy examples are if the project has any Planned Expenses or if certain resources are assigned. However, there scenarios where there are multiple conditions better suited for a system to determine than a person.

Since the custom field display logic is restricted to other custom fields on the form, I have to leave the field there and put in instructions asking the user to make the decision, asking them to consider information they've already entered.

Naturally, they wonder why I'm asking them when the system already has all of the information it needs.

We need need much better integration between custom forms and the rest of the system:

  • Custom forms should be able to pull in and modify system fields that are editable in other areas (E.G. Edit Project)
  • Custom forms/fields should be able to evaluate system fields for display/skip logic.