Page Comparison

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There are a three key things that control which screens show up during the menu navigation:

1. Menu Mode (module menu Settings tab)
2. Whether or not there it is a Registration form in the module (Case Management tab on each form)"Case List" menu
3. Parent Child Selection (module menu Case List tab)

The controls for these are outlined in red in the first 3 of the following screenshots:

Image RemovedImage Added

Navigation Filters

Once the screen navigation has been determined, there are filters that you can apply to only see desired choices (availability depends on the screen navigation):

1. ♣ Module Filter (module Case List Menu > Settings tab - requires Feature Preview)
2. ♥ Form Display Condition (form Settings settings > settings tab)
3. ♦ Case List Filter (module Case List Menu > Case List tab)

The controls for these filters are marked in the above screenshots using the symbols indicated.

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1. Parent Child Selection Off
   1. Menu Mode = Show Module then Form
      1. Module without Registration
         Start → ♣ Module Menu List → ♦ Case List → ♥ Form List → Form
      2. Module with Registration
         Start → ♣ Module Menu List → ♥ Form List → (♦ Case List) → Form
   2. Menu Mode = Display Only Forms
      Start → Form List → (♦ Case List) → Form
2. Parent Child Selection On
   1. Menu Mode = Show Module then Form
      1. Module without Registration
         Start → ♣ Module List → ♦♦ Parent Case List → ♦ Case List → ♥ Form List → Form
      2. Module with Registration
         Start → ♣ Module List → ♥ Form List → (♦♦ Parent Case List) → (♦ Case List) → Form
   2. Menu Mode = Display Only Forms
      Start → Form List → (♦♦ Parent Case List) → (♦ Case List) → Form

Notes about filter functionality and availability

1. ♣ Module ♣ Menu Filters:  You will notice that Module Menu filters are always applied before a case has been selected.  Therefore, they cannot depend on any of the case properties associated with the case.  Module  Menu filters can only be used to filter on properties from the user-case or on constants, such as false().
2. ♥ Form Display Conditions:  
   1. For paths 1.a.i and 2.a.i above, the Form Display Condition is executed after a case has already been selected from the case list.  Therefore, the Form Display Condition can depend on the case properties, any user-case properties, or on constants, such as false().
   2.  For paths 1.a.ii and 2.a.ii above, the Form Display Condition is executed before any case has been selected from the case list.  Therefore, the Form Display Condition cannot depend on any regular case properties.  In these paths, the display condition can only be used to filter on properties from the user-case or on constants, such as false().  If the application is not using user-case, the Form Display Condition will not be available at all.  The  symbol should alert you that Form Display Conditions are limited in these paths and you should be careful to understand these limitations before using one.
   3. Form display conditions are not currently available when Menu Mode = Display Only Forms. 
3. ♦ Case List Filter:  Case list filters are always available to filter the case list.

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