This article provides a simple, step-by-step guide on how to prevent specific fields on a form from appearing during the part of the Renewal process where applicants review the information they've submitted. This is achieved by accessing the Form Builder and utilizing the "Exclude from Renewal" checkbox.
Step-by-Step Guide
The process is quick and involves three main steps within the Form Builder: accessing the field settings, checking the exclusion option, and saving the changes.
1. Access the Form Builder and Select the Field
Navigate to the form you wish to edit within the Civic Review administration area. Once in the Form Builder:
Click on the specific field you want to hide during renewals. The field's configuration panel will appear, often on the right side of the screen.
2. Exclude the Field from Renewal
Within the field settings,
Locate and click the checkbox labeled "Hide this field during renewals". This action immediately tags the field so it will not be displayed when a user initiates a renewal for their application.
3. Save the Changes
To finalize the exclusion setting:
Scroll to the bottom of the field's configuration panel and click the Save button to commit the change for that specific field.
Once you've hidden all irrelevant fields, you're ready to start renewals and let applicants review all relevant information within their application.
Great work!