Add a number field called "Password". Then add fields that should be revealed by the password. Set the conditional logic for the fields that are reveal to be "between" a certain number. That number is your "Password".
There are many occasions you may not want frontline employees to access certain fields. Examples include a supervisor evaluation section. To add a "Password" number field, follow these steps.
Step 1: Add a Number field called "Password"
With your form open, Add a "Number" Field to your form.
Call the number field whatever you would like. For example, call it "Supervisor Password" and then you can add Subtext for greater clarity, such as "Enter password to open supervisor evaluation".
Pro-tip: You can add a fake "Submit Password" button but adding the following code as HTML to an Info Box.
- Add an Info Box under the "Password" number field
- Click on the "View HTML" button
- Paste the following code
<p><a class="button success wx-margin-bottom-0" target="_blank">Submit Password</a></p>
Step 2: Add the fields that you would like to be revealed with the "Password" and make them revealed by conditional logic
- Add any fields you would like hidden by the password. In this example, we have added a "User Lookup" for the supervisor, a "What would you like to do?" multiple choice selection
- Add conditional logic for each field you added
- For "Show this field when" select your Password number field
- For "...is..." select "Between"
- For "... a value of..." add your password value - in this example we have added 175
- For "... and ..." ass your password value again.
Save your form. Now the fields that include conditional logic will only reveal themselves when the supervisor inputs the correct password, in this case "175". You can change this password whenever you want. Make sure you tell the stakeholders the password so they can access the fields.
If you want to keep the Passwords secret, make sure you set the "User types allowed to view tickets made using this form:" in the Form Settings to "Administrators and Supervisors". This will restrict access to Staff Level users being able to open the Workflow to view the number that is input in the "Password" field.
And that's it!
Now you know how to protect fields behind a password.