Customize Form Behavior

There may be times when a form appearance depends on data entered in a certain field or a user who view/edit a form. Some fields can be unnecessary or can be requested additionally if previous fields are filled in or if a user with a certain role edits a record. TeamDesk allows you to control the element (column/section/text) behavior in the forms.

To customize the form behavior:

Click the Setup link in the top right corner of the window.

Choose the necessary table and click a corresponding table tab at the top of the window.

From the menu in the main frame select Forms > Customize form behavior.

By default TeamDesk maintains its current behavior – displays all form elements (columns, sections, texts) in the view mode and displays editable elements only in the edit mode. You can set up the form in a different way.

Edit Form Behavior (On Edit) includes the following options: Hidden - Readonly - Required - Editable.

View Form Behavior (On View) allows to choose among these options: Hidden - Visible.

Example 1

Image you have the Contacts table storing information on Customers and Prospects. When a prospect becomes a customer, the “Customer” value is set in the Status column, also two additional fields Customer Type and Contract Number should appear on the form.

Firstly in the Default section you should hide the Customer Type and the Contract Number columns. Click on the Behavior button and set the Hidden option On View and On Edit.

Save changes.

Then click on the New Criteria button to define new criteria checking whether the Status is Customer.

– the interface is identical to the view's filters.

When the criterion is created you should make columns visible/hidden under this criterion. Click on the Behavior button near the criterion and set appropriate options for the required columns.

Let's test what you have:

When you open the existing record where the prospect is registered, the Status column comprises the Open-Not Contacted value.

Now, let's change the status to Customer. As a result the Customer Type and the Contract Number columns will appear on the form according to the adjusted form behavior.

Example 2

For example, there is the “Approved” checkbox in the Task form. This checkbox should be editable only by users whom the Manager role is assigned. At first hide this checkbox on the Default form:

Save changes and click on the New Criterion button and set the criterion checking whether the user has the Manager role.

– the interface is identical to the view's filters.

Click on the Behavior button near the criterion to make the Approved checkbox editable for the Manager role.

Let's test what you have:

If the user whom the Manager role is assigned edits a record, the “Approved” checkbox column is editable on the form.

Please note if a section is hidden or visible all columns comprised in this section are hidden or visible automatically.

If you created different form behavior criteria for the same field (column) and these criteria occur at the same time, the field behavior is defined by more dominant behavior option. The rating from the most dominant option to the least dominant is the following: Edit Form Behavior: Hidden - Readonly - Required - Editable Default; View Form Behavior: Hidden - Visible Default.

Next: Generate web-to-record form