In addition to creating Form Sections and Fields to build your record types' applications, you can also utilize Form Sections to store "internal only" information and notes for employees. Please note that internal only form fields will not display when submitting a record in the Storefront and cannot have any conditional logic.
What Can be Included in Hidden Form Criteria?
• Pretty much anything! Some common examples include: Plan Review hearing dates, inspection notes, violations, etc. These can all be added to the form as their own sections and fields, allowing employees to capture more information about the record in one place. These fields can also be included on Document Templates. Additionally, Employees can access internal only information when Printing a Record at any time.
• Please note that both entire Form sections as well as individual form fields can be set so that the public cannot view them; this allows you to customize your applications based on the nature of their record types.
How to Set a Form Section to Hidden:
Click on the section name.
On the right, change Show to Public from YES to NO.
- You will notice the entire form section turn light gray, and a Lock icon will appear next to the section name.
How to Set a Form Field to Hidden:
Click on the form field's name.
On the right, change Show to Public from YES to NO.
- You will notice the form field field turn light gray, and a Lock icon will appear next to the form field's name.
Viewing Hidden Fields
As mentioned above, when a public user is logged into ViewPoint Cloud, they will not see these hidden fields and sections on the application or their view of the Record in the Storefront.
For employee users: These sections and fields will appear with Lock icons next to them in records so they're easy to identify. Employees with access will be able to edit these fields on the record page.
