When adding a contact manually or editing an existing contact, a form is displayed to make these changes. It is possible to personalize the display of this form for a group of users in your project by creating a version that restricts the creation or the editing of some fields. You create a variation that applies to users corresponding to a condition. A user who does not meet a condition from a variation will see the default DI form.
Access path: Audience → Contacts |
Step 1: Generate the Form
Follow the access path and, below the 3 dots, click Forms:
Click the Create button. Then, specify a name to identify your form and indicate the permission type for users affected by this form:
You can assign this form for the creation of new contacts or the editing of the values for an existing contact. You can also check both options.
Step 2: Define the Display Condition
You must now indicate the condition that defines which users will see this form variation:
The condition has to be in the DI# language. To generate the code, you can use the magic wand icon (only available with the Edition option) to select the field and the value to use. For example, you could have a field that indicates the status of an employee in your company.
Step 3: Choose the Fields
All fields are displayed by default in the field list. Delete the fields you don't want to include in the form. If you want to display a field but not allow users to edit it, you can use the Read only option:
If you want to force the user to use fixed values, you can put Drop down list as the type and add a list of choices: