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Dynamic View Logic should behave like Conditional Form Logic (aka "live")

Logic in Dynamic Views should work as it does in Forms - changes / info entered while filling out the form results in changes to the form based on established logic. Instead, DV Logic is applied only when a request is loaded or saved.

This is a follow-up to an old discussion on Dynamic View logic behavior (here)

PAIN POINTS

Dynamic Views (all):Any work done on a request in the details panel will not have the appropriate fields be viewable / editable / hidden / required while the user is doing their work. This results in users needing to revisit requests multiple times to ensure all necessary info is added. This wastes time and causes frustration and rework.

Dynamic Views (built on Reports):如果DV工作流包括改变字段也used in Report Filters, saving the work done in DV may result in the request being removed from the DV before all required info is actually entered (because those requirements are triggered by logic). Often, a field isn't required in all cases and so it can't set to "required."

Bottom line:Users reasonably expect to only go into a requestonceto doallnecessary work in a particular workstream. Dynamic View fails to do that.

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Idea Submitted·Last Updated

Comments

  • For the price tag, seems like this oversight should have been corrected since this topic was brought forward over 2 years ago?

  • This is a MUST HAVE feature for Dynamic View forms to be usable.

  • Agreed, a must have - Field Logic is basically useless in its current state.

  • Michael Chohrach
    Michael Chohrach ✭✭✭✭

    Agreed. We are currently evaluating Dynamic View and this would be a "must have" for us to consider purchasing this premium app.

  • Dynamic view logic is limited and sometimes does not even work. Currently trying to use to allow user to save without filling in required fields based on a NO in a Not ready to release field. But alas, the required field statement does not work. You have to set required up front it appears. And also trying to add logic to remind a user to add an attachment if a certain field is marked yes (checkboxes don't work at all with Dynamic View logic)

    There should be effort to make Dynamic View and forms function the same way except for the method of opening the record and then forms are one time and done, Dynamic Views allow for opening and adding data.

  • Evargas
    Evargas ✭✭

    We just purchased the Dynamic View and I was excited to hear that there was field logic. It wasn’t until I set it up that I realized it is completely useless. What a disappointment.