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Hiding fields on public form? Create card button?

  • December 18, 2023
  • 7 replies
  • 171 views

jorden-monroe
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Hi, is there a way to hide fields on the create card/public form? We are changing card creation to happen through another UI via API, and I was hoping that I could change the form to have only a dynamic field with the URL for the alternative UI to redirect requests.

Best answer by jorden-monroe

Hi, sorry about the delay. Sure. Using field conditionals, you can hide all fields internal and public form by finding a condition that is always true. For example, let's say we have a drop down field named “Select Category”. We define the condition as follows:

If

Select Category → Is blank

and

Select Category → Is present

 

Then

 Show → Dynamic field where we placed our redirect URL

and 

Hide → All other fields (This is a pre-set option in Pipefy, you don’t need to do this for all fields individually)

 

Keep in mind this conditional will also hide all fields for cards created in Pipefy using the alternative UI that creates cards via API. To get fields to show up you must add additional field conditionals AFTER the field conditional I just outlined above, choosing a condition that always applies to the cards created via API. In my case I added the conditional: 

If

Created by →Equal to → Service Prod (where “Service Prod” is listed as “Created By” for all cards through the API)

Then

Show → Fields of your choice

 

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7 replies

jorden-monroe
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  • 18 replies
  • December 18, 2023

Hi pipefy, you can disregard this ask, or answer for someone else in the future but I figured it out. Thanks


genietim
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  • Pipefy Legend
  • 412 replies
  • December 18, 2023

Just for reference if someone else searches for this; do you mind sharing your solution?

 


Ezequiel Souza
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👍


Juliana Spinardi
Pipefy Staff
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@jorden-monroe  can you share with the community how you got the answer? 


marcosmelo
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  • Pipefy Legend
  • 1465 replies
  • December 19, 2023
jorden-monroe wrote:

Hi pipefy, you can disregard this ask, or answer for someone else in the future but I figured it out. Thanks

👏👏👏


jorden-monroe
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  • Author
  • New Participant
  • 18 replies
  • Answer
  • January 10, 2024

Hi, sorry about the delay. Sure. Using field conditionals, you can hide all fields internal and public form by finding a condition that is always true. For example, let's say we have a drop down field named “Select Category”. We define the condition as follows:

If

Select Category → Is blank

and

Select Category → Is present

 

Then

 Show → Dynamic field where we placed our redirect URL

and 

Hide → All other fields (This is a pre-set option in Pipefy, you don’t need to do this for all fields individually)

 

Keep in mind this conditional will also hide all fields for cards created in Pipefy using the alternative UI that creates cards via API. To get fields to show up you must add additional field conditionals AFTER the field conditional I just outlined above, choosing a condition that always applies to the cards created via API. In my case I added the conditional: 

If

Created by →Equal to → Service Prod (where “Service Prod” is listed as “Created By” for all cards through the API)

Then

Show → Fields of your choice

 


jorden-monroe
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  • Author
  • New Participant
  • 18 replies
  • January 10, 2024
jorden-monroe wrote:

Hi, sorry about the delay. Sure. Using field conditionals, you can hide all fields internal and public form by finding a condition that is always true. For example, let's say we have a drop down field named “Select Category”. We define the condition as follows:

If

Select Category → Is blank

and

Select Category → Is present

 

Then

 Show → Dynamic field where we placed our redirect URL

and 

Hide → All other fields (This is a pre-set option in Pipefy, you don’t need to do this for all fields individually)

 

Keep in mind this conditional will also hide all fields for cards created in Pipefy using the alternative UI that creates cards via API. To get fields to show up you must add additional field conditionals AFTER the field conditional I just outlined above, choosing a condition that always applies to the cards created via API. In my case I added the conditional: 

If

Created by →Equal to → Service Prod (where “Service Prod” is listed as “Created By” for all cards through the API)

Then

Show → Fields of your choice

 

Correction the first condition should’ve been

If

Select Category → Is blank

OR

Select Category → Is present


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