How does the SETHIDDEN() function work across platforms and in the Data Viewer?
The SETHIDDEN() function in Fulcrum is a powerful tool for controlling field visibility within forms. Below, we provide an overview of its functionality, its application across platforms, and its limitations.
Overview of SETHIDDEN() Functionality
The SETHIDDEN() function is designed to manage the visibility of fields in the form user interface (UI). When applied, it hides specific fields during the creation, opening, or editing of a record. However, it is important to note:
The function only affects the form UI; it does not remove the field from the record itself.
Hidden fields are still stored in the record and retain their values after saving.
The function does not delete existing values from hidden fields.
Application Across Platforms
The SETHIDDEN() function works seamlessly across both the mobile app and the web (desktop) app. This ensures consistent behavior regardless of the platform being used. Users can rely on this function to control field visibility in forms on both mobile and desktop environments.
Limitations in the Data Viewer
While the SETHIDDEN() function is effective in controlling field visibility in forms, it does not extend to the Data Viewer. Specifically:
Fields hidden using SETHIDDEN() remain visible when viewing records in the Data Viewer.
The Data Viewer does not support role-based restrictions for field visibility.
Users can create and apply filters to manage how data is displayed, but these filters do not restrict field visibility based on roles.
Best Practices for Using SETHIDDEN()
To maximize the effectiveness of the SETHIDDEN() function, consider the following best practices:
Use SETHIDDEN() to simplify forms by hiding fields that are not relevant to the current user or context.
Remember that hidden fields are still part of the record and can be accessed or modified programmatically if needed.
For sensitive data, consider additional security measures beyond SETHIDDEN(), as it does not restrict access in the Data Viewer.
By understanding the capabilities and limitations of the SETHIDDEN() function, you can better manage field visibility and improve the user experience in Fulcrum.