Automatic Actions - incorrect form layout and display rules

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StuartB_75
Posts: 227
Joined: 24 Sep 2018, 23:22
Name: Stuart B
Location: Manchester UK

Automatic Actions - incorrect form layout and display rules

Post by StuartB_75 »

Hi, good afternoon.
I have created a form that a certain user group updates through an automatic action. When I run the action the layout of the form that shows is different from if I use the 'Edit' button on the record page. Sections do not show, display rules don't work and the form tabs are all combined into one form. I have made sure the Display Rules part of the automatic action is enabled, so I'm wondering why they aren't working and why the form looks so different?

How the form looks by using Edit
EditForm.JPG
RecogForm.JPG
How the form looks when I update it via the Automatic Action
AutoAction Form.JPG
Automatic action is showing Display Rules and being 'On'
AutoDisplayFields.JPG
Any help would be much appreciated
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support
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Joined: 19 Oct 2014, 18:22
Name: Sergey Kharchishin
Location: Russia, Evpatoriya

Re: Automatic Actions - incorrect form layout and display rules

Post by support »

Tabs not supported in process form.
About fields rules make sure all fields that are using in rules are in form.
StuartB_75
Posts: 227
Joined: 24 Sep 2018, 23:22
Name: Stuart B
Location: Manchester UK

Re: Automatic Actions - incorrect form layout and display rules

Post by StuartB_75 »

Thanks for the quick reply.
It's a shame tabs aren't supported, I don't want this particular user group to have access to the Edit button or they'll be able to edit the whole record. I'll have to think if there's another way around what I need to do.
For the Field Rules, everything is in there, but it seems that it's the Section fields that can't be included as part of an Automatic Action.
Can Section Fields be added to be recognised by the Automatic Actions?
Thanks again
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support
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Re: Automatic Actions - incorrect form layout and display rules

Post by support »

At the moment no.
StuartB_75
Posts: 227
Joined: 24 Sep 2018, 23:22
Name: Stuart B
Location: Manchester UK

Re: Automatic Actions - incorrect form layout and display rules

Post by StuartB_75 »

That's a pity. Is it something I could donate towards for a future release perhaps?
rmcdonald
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Re: Automatic Actions - incorrect form layout and display rules

Post by rmcdonald »

We would be happy to donate for this also and the ability to control checkbox or radio button layout
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