How to Show/Hide Master Data?

Introduction

Discover how to effectively manage the visibility of master data with this article. Whether you're looking to display or conceal certain information, understanding the process of showing or hiding master data is essential for maintaining data integrity and ensuring a clear, organized view of your records. This guide will walk you through the steps to achieve precise control over the presentation of master data, ensuring a seamless user experience and accurate data representation.

Pre-requisites

As a precursor, you should have access to Master Data and be allowed to Update Status. To validate the same, follow the below steps

1. Login to your Meritto Account
2. Click to expand the Menu and you will see FormDesk
3. Click to expand the FormDesk and you will see a sub-menu as Manage Master data
4. On the Master data Listing page, you will see a toggle to Show or Hide Master data from all Forms or click on Single Action against any Master Data and you will see the option to Show/Hide Conditionally

If you don't see any of the above, please get in touch with your Customer Success Manager.

How to Show/Hide Master Data?

Once you have created Master Data, you generally associate it with different fields in different forms e.g. Enquiry, Account Creation, or Application Forms. There might be cases where you might want to hide a specific Value from one or more Forms. For such cases, you can either Show/Hide a value or Multiple Values in bulk from All Forms or Conditionally in selected Forms.

Show/Hide in All Form: 

If master data is used in more than one form, and a specific master data value needs to be Shown/Hidden in all the forms, in that case, you simply need to turn to toggle to Right to Show Values or to Left to Hide the values from All Forms.

On click of Toggle, you will see a Confirmation pop-up which will let you the impact of your Action. On clicking Yes, the respective action will be executed.

Show/Hide Conditionally:

But there might be cases where a Master Data Value has to be hidden from selected Forms.

To do so, you simply need to click on the Single Action Icon against the Master Data and click Show/Hide Conditionally.

• Once clicked on Show/Hide Conditionally, you will land on the first step where you need to define the Rule Name and then select value(s) to be shown or hidden.
• Once click on the Next button, you will taken to Step 2, where you can select to execute the Rule on run-time or on a specific Date and Time along with defining if the action will be executed for Applicants or College Users. Also, you are given the option to Show/Hide the selected Value from the Application Manager Filter.
• To Show/Hide the selected Value on a specific date and time, you will be asked to select the Date and Time.
• Once you click on the Next button, you will land on Step 3 where you will be asked to Select all the Forms from where the selected Values will be Shown/Hidden.
• Once click on the save button, a confirmation pop-up will appear to inform you of the Action you are about to take and its impact.
• Once clicked on the Yes button, the Rule will be Executed or Scheduled. As a user, you will be directed to the Show/Hide Conditional Rules Listing, where you can see all the Rules that have been created to Date along with Status. 

Note: A rule will be executed only if the Master Data Value selected is "Shown in All Forms". Else the rule will be disabled. If you ever need to show all data again, simply adjust the toggle settings accordingly.