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Hiding fields on public form? Create card button?

  • 18 December 2023
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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.

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Best answer by jorden-monroe 10 January 2024, 16:30

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

Userlevel 7
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@jorden-monroeย  can you share with the community how you got the answer?ย 

Userlevel 7
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Just for reference if someone else searches for this; do you mind sharing your solution?

ย 

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Hi, sorry about the delay. Sure. Using field conditionals, you can hide all fieldsย internal and public form by finding a condition that is always true. For example, let's say we have a drop down field named โ€œSelect Categoryโ€. We define the condition as follows:

If

Select Category โ†’ย Is blank

and

Select Category โ†’ย Is present

ย 

Then

ย Show โ†’ย Dynamic field where we placed our redirect URL

andย 

Hide โ†’ย All other fields (This is a pre-set option in Pipefy, you donโ€™t need to do this for all fields individually)

ย 

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

If

Created by โ†’Equal to โ†’ย Service Prod (where โ€œService Prodโ€ is listed as โ€œCreated Byโ€ย for allย cards through the API)

Then

Show โ†’ย Fields of your choice

ย 

Userlevel 7
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๐Ÿ‘

Userlevel 5
Badge

Hi, sorry about the delay. Sure. Using field conditionals, you can hide all fieldsย internal and public form by finding a condition that is always true. For example, let's say we have a drop down field named โ€œSelect Categoryโ€. We define the condition as follows:

If

Select Category โ†’ย Is blank

and

Select Category โ†’ย Is present

ย 

Then

ย Show โ†’ย Dynamic field where we placed our redirect URL

andย 

Hide โ†’ย All other fields (This is a pre-set option in Pipefy, you donโ€™t need to do this for all fields individually)

ย 

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

If

Created by โ†’Equal to โ†’ย Service Prod (where โ€œService Prodโ€ is listed as โ€œCreated Byโ€ย for allย cards through the API)

Then

Show โ†’ย Fields of your choice

ย 

Correction the first condition shouldโ€™ve been

If

Select Category โ†’ย Is blank

OR

Select Category โ†’ย Is present

Userlevel 7
Badge +18

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

๐Ÿ‘๐Ÿ‘๐Ÿ‘

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