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Validation rule: Show/Hide when [...]

#EN #Excel #Validation

Updated over 4 months ago

What is the validation rule to use?

Validation Rules

Description/Usage

hidden Show when [...]

Will let you make a field/column appear/show based on a set condition.

Not meeting the condition will automatically hide it.

Hide when [...]

Will let you make a field/column hide on a set condition.

Only to use when there is a specific condition triggering the hiding, otherwise it is done automatically when not performing the condition of the Show when [...] rule.


Why use this validation rule?

With this validation rule, you will be able to:

  • Show and hide fields and/or columns based on a required condition

  • There are no limits on the number of Show/Hide rules, but look out for contradictions

  • Transform your templates for specific needs by hiding and showing what is needed

  • As well as fields and columns being hidden and showed, it is possible to do it with section titles and labels


What should I do with this validation rule?

The best way to use this validation rule is to have the fields and/or columns that you want to make appear on your form be hidden to begin with.

Section titles, labels, fields and columns (meaning possibly tables) you want to incorporate gradually or after meeting requirements should have the validation rule hidden, then have the Show [...] and/or Hide [...] rules.

Example:

NB: It is not supported or intended for this feature to be used to house all of your forms within one form and change the whole look of the form.

This will impact the system as well as traceability and could cause issues.


How to use this validation rule?

As a FIELD

Using columns A, B and C in the Excel spreadsheet, you can create a field.

  • Column A will be used for the TITLE

    • The title will be displayed to add a description regarding your input

  • Column B will be used for the KEYWORD

    • The keyword defines what the field will be used for

  • Column C will be used for the VALIDATION RULE(S)

    • Optionally, you can add the validation rules to:

      • specify a limit

      • add formulas

      • automate a targeted field, such as making it display a certain value

      • change the state of a field

Here is an example:

Here is how it displays in the application:


As a COLUMN

Using three consecutive rows (or as we refer to it, 123) in the Excel spreadsheet, you can create a column.

  • Row 1 will be used for the TITLE

    • The title will be displayed to add a description regarding your input

  • Row 2 will be used for the KEYWORD

    • The keyword defines what the column will be used for

  • Row 3 will be used for the VALIDATION RULE(S)

    • Optionally, you can add the validation rules to:

      • specify a limit

      • add formulas

      • automate a targeted column, such as making it display a certain value

      • change the state of a column

Here is an example:

Here is how it displays in the application:


Available keywords for this validation rule

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