Set Form Visibility

The Set Form Visibility action controls the visibility and editability of the entire form and its sub-forms. This is useful for hiding the form, making it read-only, or restricting edits to related data sections based on workflow or user roles.

Properties and Explanation

Hidden: If checked, the entire form will be hidden from the user. If unchecked, the form will be visible.

Read Only: If checked, all fields in the form will be set to read-only, preventing the user from making changes. If unchecked, fields remain editable.

Set Sub Form Read Only: If checked, all sub-forms (such as relationship editors and their full forms) will also be set to read-only. This ensures that related data cannot be edited when the main form is read-only.

• The action updates the form and all its sub-forms immediately, enforcing the selected visibility and editability settings.

• Use this action to lock down the form at certain workflow steps, or to hide it based on business logic.

Full Configuration Example

Below is a screenshot of the Set Form Visibility action configuration, showing all properties set for hidden, read-only, and sub-form read-only options:

• In this example, the form and all sub-forms are made read-only and hidden as configured.

• When the action is triggered, the form's visibility and editability are updated according to your settings.