When designing forms in VisualVault, you will want to create dynamic, robust, and intelligent forms. For this, you will need the ability to configure business rules that manage when fields or sections of the form are visible or read-only. This can be controlled based on the security of the user accessing the form or on various conditions of data found on the form record. In the VisualVault form designer, this can all be accomplished using Groups and Conditions to create intuitive and usable business solutions.

By the end of this course, you will be able to:

• Access the groups and conditions panel in the form designer


• Create a group


• Add field controls to a group


• Add form controls to a group


• Configure conditions to make a group visible


• Configure conditions to make a group read-only


• Configure visibility based on security


• Configure read-only fields based on security


• Differentiate between controlling form field controls based on conditions or security


• Identify how visibility based on security maintains the security of critical information


• Identify best practices for Groups and Conditions


• Identify commonly used scenarios for setting Groups and Conditions

1. Introduction


2. Form Groups


3. Conditions and Security


4. Use Cases


5. Review