Determines whether the contents of the Caption field are displayed in the section header. You may choose true to show the caption or false to hide it. When left blank, as shown here, it defaults to true.

The content of this field appears in the section header and in the contents widget, unless the Show Caption field is set to false.

Note: This field is mandatory.

Set the initial state of the section, whether it is expanded (when checked) or collapsed, when the form is opened.

The platform specifies where the section can be used (i.e., if section is for a Desktop submission or a Mobile submission).

The layout (i.e. Continuous or Tabbed) type of the section.

Note: This field is pre-defined according to the module selected and is read-only. As well, you can only add sections to forms with matching layouts types (e.g. continuous forms allow only continuous sections).

Provide a unique, alpha-character only ID for the section if you wish to refresh its contents based on the selection a user makes from another field on the form. The field that triggers the refresh must have the AutoPostback attribute checked, which is set in the Field Manager (Managing Form Fields). Section IDs, separated by commas, are entered into the Extra Sections attribute of the Check List tab (Check List Tab) for the list field that triggers the refresh. For example, you may wish to display, hide or require a field’s entry when a user selects a value from another field.

Associate a lookup with the section to display the magnifying glass icon next to the section title. Clicking the icon opens the associated lookup dialog. Lookups can be added to sections, clusters or fields.

Note: Lookups are not available in forms used in the Mobile application.

The expression used in the lookup.

Note: When a lookup visibility expression is configured for a responsive form, a default lookup needs to be selected.

The name of the section template used in the form. When a value appears here, the content of the section cannot be edited within the form. Section templates are edited independently, with and all changes then cascading to the other forms in which the template is used. This field is not editable.

Determines what should be done with field values that were entered in a section that has become hidden. When Yes is selected from the Was Equipment Involved field, for example, the Equipment Details section appears. The file manager may change the value to No, which causes the section to disappear. When the default availability setting is used (True), the values entered by the front-line staff are retained in the database even though they are no longer relevant to the file; when set to False, the values are removed from the database but are still viewable in the file’s original summary. Setting this value to False prevents data from being skewed in reports (e.g., reports based on equipment fields will not include files where file manager has determined that equipment was not involved). Check the Availability Expression box and choose:

• True – to retain the values for all the section’s fields in the database after the section becomes hidden.
• False – to remove the values for all the section’s fields from the database after the section becomes hidden.
• Calculated – to use the Expression Editor to define when a hidden section’s field values are retained in the database (Building an Expression).

The default is False. Check the Mandatory box and choose:

• True – to require that all fields in the section be completed. Green asterisks appear next to all fields.
• False – when none of the fields in the section are required.
• Calculated – to use the Expression Editor to define when the fields become mandatory (Building an Expression).

When a field is mandatory, it must also be visible on the form to be considered a required field. For example, a mandatory field may appear when a selection is made from another field (see Refreshing Sections in a Form for details); this field is part of the form but because it was hidden, it could not be completed before submitting or saving the file.

The default is False. Determines if the contents of all fields within the section should be visible, but not editable. You might use this feature if the section fields should not be modified when the case reaches a particular state.

Check the Readonly box and choose:

• True – to allow all field contents to be seen but not editable.
• False – to allow all field contents to be seen and edited.
• Calculated – to use the Expression Editor to define when the fields become read-only (Building an Expression).

The default is True. Check the Visibility box and choose:

• True – to display the section to all users (the same as the default setting).
• False – to hide the section from all users.
• Expression – to use the Expression Editor to define when the section becomes visible (Building an Expression).