Screen Variants
Once the Admin has confirmed that all required custom fields have been created in the Custom Field Catalog, the next step is to group these fields into Screen Variants. The final step is to link the Screen Variants to the workflow through Initiative Classification in Configuration. Any number of Screen Variants can be created and linked using this process.
Field – Select the required field from the drop-down list.
Level – Select the level at which the field should appear. This can be either Initiative or Option. The field will be displayed under the Additional Info tab.
Stage-wise selection and visibility – Admins must define the visibility and requirement settings for each custom field at every stage. The following options are available:
Hidden: The field is not visible to the user.
Optional: The field is visible to the user but is not mandatory to submit the initiative.
Required: The user must enter data in the field to submit the initiative.
Display Only: The field is visible but cannot be edited; it displays data entered in a previous stage.
Inherited (Default): The field inherits the settings from the previous stage