How do I override the existing configuration on Redwood Document Records pages using business rules?

Here's an example of how you can override the display of the From Date and To Date fields for the Employment Agreement document type on the Redwood Document Types page.

1. Go to My Client Groups > Document Types.
2. Click Add.
3. Click Edit Page in Visual Builder Studio from the Settings and Actions menu.
4. Select an existing project or create a new one.
5. Ensure you're in Express mode.
6. Click Configure Fields and Regions.
7. Click the + icon next to the Form Rules area to create a business rule.
8. Enter the business rule details and click Create. You can also edit an existing rule, if any.
9. In the Condition section, click Edit.
10. Enter this condition by selecting the appropriate values and click Done.

    if User Roles equals “Employee” and
    When is the rule applied? equals “Viewing own info” and  
    Document Type equals “Employment Agreement”

11. Select the Show only fields with overridden properties check box.
12. In the Regions and Fields section, go to the From Date and To Date fields and set the Hidden property to Hidden.
13. Preview and publish your changes.

The From Date and To Date fields will be hidden when an employee creates a document record of Employment Agreement document type for themselves, based on the condition.