Field & Forms Requester Name

Field & Forms Requester Name

Dear Support,

First of all I noticed that rules does not take effect if the field is not loaded in the requester view. for example: we have a field named "Client's Name" and this field should not be visible to requester/client. Hence we removed this field on requester view. Now when we are trying to set a value for "Clients name" Field it does not work.

Example:

On Form Load,

Condition: if Status is Open

Execute Script: set value of Client's Name to ABC

This rule does not work if the field Client's Name is not loaded in the Requester view.


I have made some trick that works however there is a critical problem on that's why it's not possible.

Include the Client's Name on Requester View

On Form Load,

Condition: if Status is Open

Execute Script: set value of Client's Name to ABC

Action: Hide Client's Name

This rule works however while loading on submitting the form, the field becomes temporarily visible, where they can see all the client on the drop down list.


On the other hand, We are creating a local Account for the client. can we add the "Requester Name" on the Selection of Form & Field Rules.

or

Add the "Requester Name" and the "Costumized Field" on the Business Rules.


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