Visibility Rules

Visibility rules can be used to build a better user experience when filling out fields by showing and hiding only the relevant fields.

Visibility rules have the following common settings:

Setting Name	Description
Rule Name	Name for the visibility rule that is used in the admin panel and status windows.
Success Action	Perform this action when a “Success” result is returned from the rule.
Failure Action	Perform this action when a “Failure” result is returned from the rule.

Visibility actions:

Action	Description
Hide	Hide the field. Has no effect if the field is already hidden.
Show	Show the field. Has no effect if the field is already hidden.
Toggle	If the field is currently hidden then it will be shown. If the field is currently shown then it will be hidden.
None	Has no effect on the fields visibility.

Toggling the advanced option will then expose the following settings:

Setting Name	Description
Skip if successful	Name for the visibility rule that is used in the admin panel and status windows.
Skip if failure	Perform this action when a “Success” result is returned from the rule.

Comparison

Comparison rules can be used to compare fields against other fields or static values.

The rules are configured using a “left value vs right value” design pattern.

The following comparisons are available:

Comparison	Description
Equals	Returns a “Success” if the left value exactly matches the right value. Returns a “Failure” if they don't.
Not equals	Returns a “Success” if the left value is different from right value. Returns a “Failure” if they are the same.
Contains	Returns a “Success” if the left value is contains a partial match on the right value. Returns a “Failure” if it does not.
Starts with	Returns a “Success” if the left value starts with the right value. Returns a “Failure” if it does not.
Ends with	Returns a “Success” if the left value ends with the right value. Returns a “Failure” if it does not.
Is blank	Returns a “Success” if the left value is an blank or and empty string. Returns a “Failure” if it isn’t
Is not blank	Returns a “Success” if the left value contains any value. Returns a “Failure” if it doesn’t.
Any (Array)	Returns a “Success” if the right value exactly matches any of the values in the left value (which is an array). Returns a “Failure” if there is no matches.
None (Array)	Returns a “Success” if the right value doesn’t match any of the values in the left value (which is an array). Returns a “Failure” if there is an exact match.

In order to add multiple comparison rules in an “AND/OR” fashion you must toggle Advanced Mode.

The query visibility rule can be used to execute a query against one of the supported providers.

Field values are able to be referenced via the standard fields placeholder.

When using the following providers please note the following:

ODBC/SQL/Authority Server

The query returning no rows will make the visibility rule return a “failure”.
The query returning one row with multiple columns will make the visibility rule return a “success”.
The query returning one row with a single column will evaluate the following:
- A value of empty string or null will make the validation rule fail.
- A value of “false” will make the visibility rule return a “failure”.
- A value of “true” will make the visibility rule return a “success”.
- Any other value will make the visibility rule return a “success”.

Sample Table (DocMatrix):

DocType	ShowComments	ShowDateRecieved	ShowAmount	ShowSecurity
Invoice	true	true	true	false
General Correspondence	true	true	false	false
Classified Agreement	false	true	false	true

Sample Query:

Description

Query

Determine if a field (Comments should show based on the DocType of “Invoice“

Because the query returns the text “true” the “success” action would be performed.

CODE

SELECT ShowComments FROM DocMatrix WHERE DocType = {{fields["document_type"]}}

EzeScan WebApps Placeholders

The placeholder returning the string “false” will make the visibility rule return a “failure”.
The placeholder returning the string “true” will make the visibility rule return a “success”.
The placeholder returning an empty value will make the visibility rule return a “failure”.
The placeholder returning a value that is not “false” will make the visibility rule return a “success”.
The placeholder returning a false boolean will make the visibility rule return a “failure”.

Sample Placeholders:

Description	Placeholder
Field value equals “123”	`{{fields["field_id_here"]\|equals("123")}}`
Field value starts with “INV”	`{{fields["field_id_here"]\|startsWith("INV")}}`
Field value greater than “5”	`{{fields["field_id_here"]\|greaterThan(5)}}`
Field value equals the value of a field with id “other_field”	`{{fields["field_id_here"]\|equals(fields["other_field"])}}`