The Dynamic Field Properties feature allows you to change certain field properties in response to changing field values. The field properties for which this is allowed are Required, Read Only, Validation, Background, Border Color and Visible*. This allows you to reduce errors in filling out a form by making exactly the correct fields required.
🗒️ Note: Use of dynamic field properties is only available for Advanced and Enterprise tier accounts.
Required — Controls whether the field must be filled before the form can be submitted, for example making a signature field required only if the user checks "I agree."
Read Only — Prevents the user from editing the field value when a condition is met, for example locking a calculated total once all line items have been entered.
Validation — Applies a validation rule for example requiring a valid email address format when a contact method is set to "Email."
Background — Changes the field's background color in response to field values, for example turning red when empty and green once filled.
Border Color — Changes the field's border color in response to field values, for example highlighting a field in red to draw attention specific data.
Visible* — Controls whether the field is shown on the form, for example hiding additional fields until a user checks a box indicating they are relevant.
The Visible property will only hide the field from the view you set this property up in. For example, if you only set it up in Form View, you will still see the field in List View and vice-versa. This property also does not hide the field value in the PDF or Reports. To respect visible in PDFS you must check the section
Imagine an Equipment Repair Request form where you need to record which parts were replaced.
When you mark a checkbox indicating you replaced a part, you can dynamically display a field for the part name, number, and date the part was replaced, indicating that those fields must be completed.
Once you have filled in the part name, number and date, the backgrounds of the fields turn yellow to indicate that the fields have been filled out and the form can now be completed.
Setup
To set up the above example, you need to create 3 fields and then put calculations on the appropriate properties so that they change in response to changing field values.
1. Create a Checkbox with the name: "YES"
2. Create a Text field with the name "Part Number"
Set the value of the Required property to: =IF([YES]="true","true","false")
Set the value of the Background property to: =IF([Part Number]="","FF0000","FFFF99")
Set the value of the Visible property to: =IF([YES]="true","true","false")
3. Create a Date field with the name "Replacement Date"
Set the value of the Required property to: =IF([YES]="true","true","false")
Set the value of the Background property to: =IF([Replacement Date]="","FF0000","FFFF99")
Set the value of the Visible property to: =IF([YES]="true","true","false")