This guide will walk you through the steps to control the display of specific content in an approval form, depending on whether the workflow is in progress, recalled, canceled, or completed. This capability ensures that users see only what they need, when they need it, enhancing clarity and usability.
Objective
The objective of this article is to provide Yeeflow users with a detailed, step-by-step tutorial on how to use the expression editor window to control the dynamic display of controls in an approval form based on the form's current workflow status. This functionality is particularly useful for showing or hiding specific content or form controls upon the completion of the approval process.
Prerequisites
Before proceeding with the instructions below, ensure you have basic familiarity with navigating Yeeflow's interface and understanding of working with approval forms and their workflows.
Step-by-Step Guide
Step 1: Access the Expression Editor
Navigate to the approval form you wish to configure.
In the form designer, locate the control you want to dynamically display based on the workflow status.
Click on the control to select it, then find and click the "Dynamic display rules" from under the Appearance group.
From the pop-up window, for the settings of Rule, click the "Expression" icon to open the expression editor window.
Step 2: Insert the Flow Status Variable
In the expression editor, select the "Context" tab.
Click on "Instance" to expand its options.
Look for the "Flow Status" variable and click the "Insert" button.
This action adds the Flow Status variable from the Instance context into the expression editor, representing the current status of the workflow.
Step 3: Define the Comparison
With the Flow Status variable now in the editor, click on the "Equal" operator from the toolbar to indicate you're setting up a comparison.
Go to the "Static variables" section and select "Flow Status" to expand the available status options.
From the displayed list, choose "Completed" and then click the "Insert" button.
This action specifies that the comparison is to check if the workflow's current status is "Completed."
Step 4: Set the Control's Visibility
After completing the expression setup, close the expression editor window.
Locate the "Action" dropdown menu and select "Show". This setting configures the control to be displayed only when the approval workflow's status is "Completed".
Conclusion
By following the steps outlined above, you can effectively control the visibility of specific controls in your Yeeflow approval forms based on the workflow's current status. This capability not only enhances the functionality and efficiency of your forms but also improves the overall user experience by ensuring that users are presented with relevant information and controls at the right stages of the approval process. With practice, you'll find even more innovative ways to utilize these dynamic display features to streamline your workflows in Yeeflow.