Branch Logic Confidential Viewer Block

Displays a Show/Hide button if the user role of the person viewing the form is one of the allowed roles, and the configured subform if they are.

Designed for use with the Restricted Notes and Social Service Notes features.

Configuration Options

  • Subform selector - list of branch logic and case specific forms
  • Button Text
  • Text Above Show Button
  • No Access Text
  • Restriction Type - By Role or By Permission
  • Multi-select list of either user roles or user permissions (these are OR selections. As long as the user has at least one of the options selected, they will be allowed to see it.)

End User Display

If you have the appropriate permissions, you will see a toggle button with a message. Both the Text Above Show Button and the Button Text are configurable in the back end.

Confidential Viewer Block Display

If you do not have the appropriate permissions, you will see an instruction field with the text in the No Access Text configuration in the backend.

No Access Text

By Role Configuration

By Permission Configuration

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