Fields in an Invention Disclosure Form (IDF) can be hidden/displayed or made required depending on the state of other fields.
- Hover over the Invent module and select Setup Disclosure Form.
- Select Displayed when query is true from the Always displayed dropdown.
- Enter the query in the Display Query textbox. An example is shown below.
The above query (General.CurrentUser.Role = “Inventor” and Status == “Unfinished”) will cause the field name to display only when the current user has a role of “Inventor” and when the status of the invention is “Unfinished”. Queries can be on most IDF fields. To use a field name that contains spaces between words, the field name must be surrounded by square braces as in “[Field Name With Spaces]”. An example is shown below.
Some common fields used in IDF field queries are “General.CurrentUser.Role”, “Status” and “Type".