Key Points

• Display Groups allow fields to be shown or hidden based on a dropdown selection.

• The controlling field must be a Dropdown List.

• The dropdown list must be formatted in JSON for Display Groups to work.

• All related fields must be assigned to the same Display Group number.

• Each field appears based on its Display Value, which must exactly match a dropdown option.

• Display Groups keep forms clean, easier to complete, and more accurate.

• Commonly used in incident forms, assessments, and operational workflows.

Opening the Form Editor

Step 1 – Go to Forms

Navigate to System Menu → Forms and open the form you want to edit.

You can use an existing form or create a new one.

Creating the Controlling Dropdown Field

Step 2 – Add a New Field

Go to the Fields section and click Add Field.

Step 3 – Set Field Type to Dropdown List

Name the field (e.g. Types of Incidents) and set the field type to Dropdown List.

Display Groups only work with dropdown list fields.

Step 4 – Add Dropdown Options

Add your options, for example:

• Please Select

• Option 1

• Option 2

• Option 3

You can create dropdown lists with up to 100 options.

Click Apply Settings.

Converting the Dropdown to JSON

Step 5 – Edit the Dropdown Field

Go back into the dropdown field settings.

Step 6 – Convert to JSON

Click the JSON button in the list editor.
This automatically reformats the dropdown list and is required for Display Groups to function.

Assigning the Display Group

Step 7 – Assign a Display Group

Still in the dropdown field settings:

• Find the Display Group option

• Select Display Group 1

• Apply and save the field

This dropdown is now the controlling field.

Save the Form

Step 8 – Save Before Continuing

Save the form at this point.

This ensures FlowLogic correctly registers the display group before you add the dependent fields.

Adding Fields That Will Show or Hide

Step 9 – Add the First Display Field

Create a new field (e.g., Field 1).

• Assign it to Display Group 1

• Set the Display Value to match the dropdown option that should trigger it (e.g., Option 1)

This field will now appear only when Option 1 is selected.

Step 10 – Repeat for Other Options

Create additional fields:

• Field 2

  • Display Group: 1

  • Display Value: Option 2

• Field 3

  • Display Group: 1

  • Display Value: Option 3

All fields must use the same Display Group number.
Only the Display Value changes.

Step 11 – Save the Form Again

Once all display rules are set, save the form so the logic becomes active.

How Display Groups Work in a Record

When the form is opened inside a record:

• Initially, only the dropdown field is visible.

• The default value (e.g., Please Select) will show no additional fields.

When a user selects an option:

• Option 1 → Field 1 appears

• Option 2 → Field 2 appears

• Option 3 → Field 3 appears

You can also configure multiple fields to appear for a single dropdown option.

Real-World Use Cases

Display Groups are instrumental in forms where follow-up questions depend on earlier answers.

Example: Incident Forms

A dropdown asking “Type of Incident” could reveal:

• Verbal abuse fields

• Restraint details

• Injury reporting fields

• Escalation information

This prevents staff from seeing unnecessary fields and keeps forms easy to complete.

Outcome

You now know how to:

✔ Create a controlling dropdown field
✔ Convert it to JSON
✔ Assign a display group
✔ Link fields to dropdown options
✔ Build forms that dynamically show and hide fields

Display Groups help reduce clutter, improve accuracy, and make complex forms much easier for staff to use.