Controlling What Properties the Form Displays

Use the Form Options tab of the Edit Step dialog box to specify which property fields, if any, are required, disabled, or hidden on the item’s custom form at a given step in the workflow process. These field attributes are mutually exclusive. Each field may be assigned only a single attribute per step.

By default, none of the fields are required, disabled, or hidden. Click the column header to sort the fields based on that column header. For example, clicking Required results in listing required fields first, then the fields that are not required. Use Shift+click to reverse the sort.

Be aware that as soon as a user selects a new value for the workflow control property, the on-form fields change based on the required, disabled, and hidden settings for the newly selected status. This happens regardless of whether the user is authorized to edit an item with the new status. Authorized participation is enforced only when a user opens an item.

Note: The Form Options tab lists every possible property for the item type. The APE form usually does not display all these properties. Be careful not to designate a field as required that is not available on the APE form.

To specify required, disabled, or hidden fields:

  1. Double-click an existing step. The Edit Step dialog box opens.
  2. Click the Form Options tab.
  3. In the Field Name column, locate the name of the property field that needs to have its attributes changed. This column lists all of the fields that an item of the selected type can have. Ignore fields that are not on the form.

  4. Do one of the following:

    • Select the Required check box to designate the field as required at this step in the process. If your APE form is based on a sample form that comes with the product, required fields probably appear in red (although the color can be changed programatically).
    • Select the Disabled check box to prevent input to this field at this step in the workflow. Disabled fields are usually dimmed in appearance.
    • Select the Hidden check box to stop the APE form from displaying the field at this step in the process. The area that the field occupies on the form is left blank.
    • Click OK or another tab.

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