Visual Ifs for Custom Segments

This document explains the new configuration features available for custom segments in the 3.58.00 version of the framework. These features give added flexibility with Visual Ifs to dynamically control the Attachments, Comments, and AWE Visualizer custom segments on an eForm. These features include:

Custom Segment	Default Behavior	Configurable Behavior New to 3.58.00
Attachments (G3FORM_ATTACH)	Only Shown on the last Config Page Can use a Visual If to make Editable on the last Config Page of the Evaluate task	Can use a Visual If to Show on any Config Page Can use a Visual If to make Editable on any Config Page of the Evaluate task
Comments (G3COMMENTS)	Only Shown on the last Config Page Solution code needed to make Editable on the Evaluate task Solution code needed to start Expanded Solution code needed to make comments Required	Can use a Visual If to Show on any Config Page Can use a Visual If to make Editable on the Evaluate task Can use a Visual If to start Expanded Can use a Visual If to make comments Required
AWE Visualizer (G3AWEVIZ)	Only Shown on the Results Page and History Page	Can use a Visual If to Show on any Config Page

Below illustrates each Task Type and each Page Type where we now support adding page-specific Visual Ifs for the 3 custom segments from above. Please note, that the rest of this document will document the behavior of each Visual If for each custom segment.

Sample Page Showing Custom Segments and Visual Ifs Available

Enable Custom Segments on Any Page

To allow the above custom segments to be configured on any page of an eForm, you need to enable it by checking the "Available on All Form Pages" box in the "Custom Segment Settings" section on the Data tab of Form Setup.

If these checkboxes are unchecked, the custom segments will only show on the last Config Page of a form or the Delivered Results Page for the AWE Visualizer segment. Previously, a Visual If on any page affected that feature only on the last page. Now, Visual Ifs can be configured for each page and will only be evaluated on each page. This means if you need a segment to be consistent on each page, you must apply the same visual if to all the form pages.

NOTE

For Custom Page types, the Visual If options only appear if the selected Menu/Component/Page has custom segment subpages on it.

Visual If Options

Show

AWE Visualizer

Below are all the task types and page types where the AWE Visualizer button can dynamically be shown.

Show AWE Visualizer	Add Task	Evaluate Task	Update Task	View Task
Config Page		X	X	X
Custom Page		X	X	X
Delivered Results Page	X	X	X
Delivered Form History Page				X

Visual If Meaning:

• If the 'Show' Visual If on AWE Visualizer is Blank or set to True
  • If the "Available on All Pages" checkbox is checked
    • The AWE Visualizer custom segment will be Visible on all config pages and custom pages in the Evaluate, Update, and View tasks
  • If the "Available on All Pages" checkbox is left unchecked or there is no workflow configured
    • The AWE Visualizer custom segment will only be Visible on the results page
• If the 'Show' Visual If on the AWE Visualizer is set to False, the AWE Visualizer will only be visible on the results page

NOTE

If “Enable Ad Hoc Approvals” is checked on the General tab, ad hoc abilities will not be available when the AWE Visualizers are added to a Config Page for the Update, Evaluate, or View task. To allow a user to make ad-hoc changes, you will still need to configure a Delivered Ad Hoc page on the Evaluate task.

Comments

Below are all the task types and page types where the Comments segment can dynamically be shown.

Show Comments	Add Task	Evaluate Task	Update Task	View Task
Config Page	X	X	X	X
Custom Page	X	X	X	X
Delivered Results Page
Delivered Form History Page

Visual If Meaning:

• If the Show Visual If on Comments is Blank or set to True
  • If the "Available on All Pages" checkbox is checked
    • The Comments segment will be Visible on all config pages
  • If the "Available on All Pages" checkbox is left unchecked
    • The Comments segment will only be Visible on the last form page
• If the Show Visual If on Comments is set to False, the Comments field will be hidden

Attachments

Below are all the task types and page types where the Attachments segment can dynamically be shown.

Show Attachments	Add Task	Evaluate Task	Update Task	View Task
Config Page	X	X	X	X
Custom Page	X	X	X	X
Delivered Results Page
Delivered Form History Page

Visual If Meaning:

• If the Show Visual If on Attachments is Blank or set to True
  • If the "Available on All Pages" checkbox is checked
    • The Attachments field will be Visible on all Config Pages
  • If the "Available on All Pages" checkbox is left unchecked
    • The Attachments field will only be Visible on the last Config Page
• If the Show Visual If on Attachments is set to False, the Attachments field will be hidden

NOTE

The attachment tab will only show if “Enable Attachments” is checked on the General tab of Form Setup. However, the attachment custom segment will still show on the page details.

Editable

Comments

Below are all the task types and page types where the Comments segment can dynamically be editable.

Editable Comments	Add Task	Evaluate Task	Update Task	View Task
Config Page		X
Custom Page		X
Delivered Results Page
Delivered Form History Page

Visual If Meaning:

• If the Editable Visual If on Comments is set to Blank or set to True
  • If the "Available on All Pages" checkbox is checked
    • The Comments field will be Editable on all Config Pages
  • If the "Available on All Pages" checkbox is left unchecked
    • The Comments field will only be Editable on the last Config Page
• If the Editable Visual If on the Comments custom segment is set to False, the Comments field will be hidden and not Editable

NOTE

If the Comments custom segment is not editable, the current comment field will hide, but the comment history will still show.

Attachments

Below are all the task types and page types where the Attachments segment can dynamically be editable.

Editable Attachments	Add Task	Evaluate Task	Update Task	View Task
Config Page		X
Custom Page		X
Delivered Results Page
Delivered Form History Page

Visual If Meaning:

• If the Editable Visual If on Attachments is Blank or True
  • If the "Available on All Pages" checkbox is checked
    • The Attachments custom segment will be Editable on all Config Pages
  • If the "Available on All Pages" checkbox is left unchecked
    • The Attachments field will only be Editable on the last Config Page
• If the Editable Visual If on the Attachments custom segment is set to False, the Attachments field will not be Editable

Required

Comments

Below are all the task types and page types where the Comments segment can dynamically be required.

Required Comments	Add Task	Evaluate Task	Update Task	View Task
Config Page	X	X	X
Custom Page	X	X	X
Delivered Results Page
Delivered Form History Page

Visual If Meaning:

• If the Required Visual If on Comments is blank
  • If the "Available on All Pages" checkbox is checked
    • The Comments field will not be required on any Config Pages
• If the Required Visual If on Comments is set to True
  • If the "Available on All Pages" checkbox is checked
    • The Comments field will be Expanded and Required on all Config Pages in order to continue
  • If the "Available on All Pages" checkbox is left unchecked
    • The Comments field will only be Required on the last Config Page
• If the Required Visual If on Comments is set to False, the Comments field will be optional

Expanded

Comments

Below are all the task types and page types where the Comments segment can dynamically be expanded.

Expanded Comments	Add Task	Evaluate Task	Update Task	View Task
Config Page	X	X	X	X
Custom Page	X	X	X	X
Delivered Results Page
Delivered Form History Page

Visual If Meaning:

• If the Expanded Visual If on Comments is blank
  • If the "Available on All Pages" checkbox is checked
    • The Comments field will not be Expanded on any Config Pages
• If the Expanded Visual If on Comments is set to True
  • If the "Available on All Pages" checkbox is checked
    • The Comments field will be Expanded on all Config Pages
  • If the "Available on All Pages" checkbox is left unchecked
    • The Comments field will not be Expanded
• If the Expanded Visual If on Comments is set to False, the Comments field is not Expanded

NOTE

If the 'Required' Visual If on Comments is set to 'True', the Comments custom segment is expanded by default, even if the 'Expanded' Visual If is set to False.