How do I make a field conditionally required or read only?

This topic gives you an overview of read only and required properties for dynamic forms. For this example, we'll use the Create Case layout.

Note: Required and Read Only are only available if a field in a layout isn't associated with a template.

First duplicate the default form if necessary, or choose your own layout, and then do the following:

  1. Select the layout.

    The layout is displayed with the fields shown.

  2. Note the Read Only and the Required check boxes in the Form properties area.

  3. To make the field read only, simply click the Read Only check box.

  4. To make the field required, just click the Required check box.

  5. To make a field conditionally required, do the following:

    1. Hover over, and then click the Expression Editor.

    2. Select a variable from the drop down list.

    3. To edit the conditions of the variable, hover over then, select the Expression Editor.

    4. In the Expression Editor, expand the fields variable list.

    5. Expand the PriorityCd variable and drag and drop value on to the editor workspace as shown in the following example:

      The Expression Editor workspace.
    6. Add the following value to the expression: === 'ORA_SVC_HIGH'.

    7. Click Save.

      Now the field only displays when priority level High is reached