Re: Confidentiality of information

The most simple solution to your problem is to set the state of your objects (business name field, etc…) based on workflow stage and role. You can set the business name field to always be hidden when viewed by the role of Expert.

See our help documentation on adding workflow: http://www.perfectforms.com/Documentation/manual/html/?workflow_intro.htm.

And on Setting a Series of States on a Form Object: http://www.perfectforms.com/Documentation/manual/html/?fa_setting_a_series_of_states_on_.htm