After reading this article, you will understand how to show and hide questions and content within a form.
Before you get started
This article might be helpful before you read further:
If your organization is choosing to not use Mobile Cards, consider configuring the Form Cards on the Youreka Mobile App to make them more intuitive for your end users.
Form Cards can be configured by adjusting the Mobile Columns field set on the Form object. Any field on the Form object can be added to the field set.
Consider using formula fields from related records to visualize information such as Account Name, Contact Name, Work Order Subject, etc. An example of a formula can be seen below, which dynamically shows information based on form values.
IF(NOT(ISBLANK( disco__Form_Account__r.Name )), disco__Form_Account__r.Name,
IF(NOT(ISBLANK( disco__Form_Account__r.FirstName )), disco__Form_Account__r.FirstName & " " & disco__Form_Account__r.LastName,
IF(NOT(ISBLANK( Ticket__r.Name )), Ticket__r.Name,
IF(NOT(ISBLANK( Work_Order__c )), Work_Order__r.WorkType.Name ,
IF(NOT(ISBLANK( disco__Form_Contact__r.FirstName)), disco__Form_Contact__r.FirstName & " " & disco__Form_Contact__r.LastName,
IF(NOT(ISBLANK( Audit__r.Name )), Audit__r.Account__r.Name,
IF(NOT(ISBLANK( Property__c )), Property__r.Street_Address__c,
IF(NOT(ISBLANK( disco__Form_Lead__c )), disco__Form_Lead__r.FirstName & " " & disco__Form_Lead__r.LastName & " " & "|" & " " & disco__Form_Lead__r.Company
, Name ))))))))
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