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SOLVED

Hide/show available selections in form field based on selection in previous form field

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Level 3

I recently had an intriguing "ask" from a user. In a custom intake form, is it possible to show/hide available selections within a custom field based on a selection in a previous field?

 

Case:

  • We have a single intake form to service multiple areas of the company. 
  • In the form, we have a field with the option to select one of about 15 different marketing deliverables (newsletter article, image file, social media post, video/podcast, email, etc.)
  • Would like to "hide" certain deliverables based on what area of the company the request is coming from (this would be the "previous selection" mentioned).
  • Would like to avoid having multiple "deliverable" fields to keep reporting simple

My knee-jerk reaction was, "we can't do that!!", but I thought I'd check with y'all to see if any of you might have a solution.

Thanks in advance!

 

1 Accepted Solution

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Correct answer by
Community Advisor

The behavior described above is commonly referred to as "data validation rules" and can be applied to dropdown parameters, checkbox parameters, date ranges, and text formatting in text fields, including min/max character counts. 

There are multiple ideas posted to Idea Exchange requesting this. This one appears to have the most votes: 
https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/custom-forms-add-validation/idi-p/5...

There are no solutions that do not involve multiple fields and dynamic display rules on your custom form. You can however use a calculated field to look at those multiple fields for a value and then record it to the calc field. This gives you a single field that can be used to simplify reporting.  

If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf

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2 Replies

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Correct answer by
Community Advisor

The behavior described above is commonly referred to as "data validation rules" and can be applied to dropdown parameters, checkbox parameters, date ranges, and text formatting in text fields, including min/max character counts. 

There are multiple ideas posted to Idea Exchange requesting this. This one appears to have the most votes: 
https://experienceleaguecommunities.adobe.com/t5/workfront-ideas/custom-forms-add-validation/idi-p/5...

There are no solutions that do not involve multiple fields and dynamic display rules on your custom form. You can however use a calculated field to look at those multiple fields for a value and then record it to the calc field. This gives you a single field that can be used to simplify reporting.  

If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf

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Level 3

Thank you, William! I was pretty sure it couldn't be done as asked, but I will definitely look into using multiple deliverable fields & a calculated field to combine the results. I appreciate your help.