Don’t Let Child Views Make Your Forms Look Childish
As an admin, you take pride in carefully crafting the perfect forms for your users. Your refined tastes demand that your forms look sleek and streamlined, but if a form has a bunch of Child View sections it looks cluttered and unwieldy, and that’s not you.
Sure, you can use a single Child View section and add all of your Child Views to it, but then you’re restricted to viewing just one at a time… how frustrating! If only there was a way to keep your form looking tidy while also being able to dynamically choose which Child Views you want to see at a glance!
Well, my discerning friend, there’s a solution! Add a checkbox field to your form that you can use to quickly select which Child View section(s) you want to see. Then you can simply check or un-check options in the Checkbox field to show or hide your various Child View sections!
Follow the steps below to set this up:
- Edit the table your form is built on and add a Checkbox field to the table.
- Add a Checkbox Option for each Child View section you want to include on your form.
- Edit the form and add the new Checkbox field to it.
- Add the corresponding number of Child View sections to the form, with a single Child View added to each Child View section.
- Edit each Child View section, click on the Show/Hide rules tab, select the “When this Condition is True:” radio button
- Set the Condition as [Checkbox Field] > “Has this option selected” > [Corresponding Checkbox Option for this Child View section].
- Save changes to your Form, and try it out!
Take it a step further:
Consider using an app script to clear out the Checkbox field selections upon clicking "Save" on the form to ensure that the next time the record is opened that all of the Child View Sections are hidden again.
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