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This is the documentation for ConfiForms Server/Data Center app


With recent update to ConfiForms (from version 1.27+) you can enable the rules to filter out choices on smart and db fields (or even just simple dropdown fields) based on the values in another field (or fields)

This allows you to build forms with fields which are easier to fill in by your end users as the choices they have to make can be reduced automatically using the logic you set up

 

This tutorial uses ConfiForms version 1.28!

 

We have a form with 2 fields, one checkbox and another a field of type "dropdown" with a number of choices. See below

 

What we want to achieve is to show reduced amount of choices when "checkbox" field is checked (and when unchecked to show all the available choices)

Here is the form definition

Dropdown choices

 

We will show only choices 1 and 2 when checkbox field is checked

Will have a rule (actually 2 rules) to filter out when a checkbox field is checked and to show all choices when the field is unchecked 

Added 2 Rules to the configuration with the following setup

 

First rules to filter out items in "choicesField"  (hooked up to "checkboxField" to fire on check/uncheck)

 

Second Rule is to show all the items in "choicesField" when checkbox field is unchecked

So, we apply a filter to show only items 1st and 2nd in the first rule

choicesField:2 OR choicesField:1

And to show all the items when a checkbox is unchecked

choicesField:*

 

Storage format for the solution

<ac:structured-macro ac:macro-id="0a0bec89-c9f7-4392-beb0-5843444dd0c2" ac:name="confiform" ac:schema-version="1">
  <ac:parameter ac:name="formName">fform</ac:parameter>
  <ac:rich-text-body>
    <ac:structured-macro ac:macro-id="3b52f7ff-93dc-40e0-a6b5-0a3aec8229c6" ac:name="confiform-entry-register" ac:schema-version="1">
      <ac:rich-text-body>
        <p> </p>
      </ac:rich-text-body>
    </ac:structured-macro>
    <p>
      <ac:structured-macro ac:macro-id="0ecbdedc-23ec-4f9f-9e61-5dc397d96244" ac:name="confiform-field-definition" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">checkboxField</ac:parameter>
        <ac:parameter ac:name="fieldLabel">Select to reduce the choices</ac:parameter>
        <ac:parameter ac:name="type">checkbox</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="f7f576f3-8c96-4bdc-9fd0-2dce6dca294f" ac:name="confiform-field-definition" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">choicesField</ac:parameter>
        <ac:parameter ac:name="fieldLabel">Choices</ac:parameter>
        <ac:parameter ac:name="values">false[1=one and active|2=two and active|3=three and inactive|4=four and inactive|]</ac:parameter>
        <ac:parameter ac:name="type">select</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="e299f432-49d7-4799-98f1-b34c48d7dee7" ac:name="confiform-field-definition-rules" ac:schema-version="1">
        <ac:parameter ac:name="condition">checkboxField:true</ac:parameter>
        <ac:parameter ac:name="fieldName">choicesField</ac:parameter>
        <ac:parameter ac:name="values">choicesField:2 OR choicesField:1</ac:parameter>
        <ac:parameter ac:name="action">Apply Filter on a field</ac:parameter>
        <ac:parameter ac:name="actionFieldName">checkboxField</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="4e1c57e5-675f-4257-a572-c84704664764" ac:name="confiform-field-definition-rules" ac:schema-version="1">
        <ac:parameter ac:name="condition">checkboxField:false</ac:parameter>
        <ac:parameter ac:name="fieldName">choicesField</ac:parameter>
        <ac:parameter ac:name="values">choicesField:*</ac:parameter>
        <ac:parameter ac:name="action">Apply Filter on a field</ac:parameter>
        <ac:parameter ac:name="actionFieldName">checkboxField</ac:parameter>
      </ac:structured-macro>
    </p>
  </ac:rich-text-body>
</ac:structured-macro>

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