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NSC | How to Add Conditional Visibility for Fields on Custom Forms
Conditional visibility allows you to show or hide fields on a custom form based on specific conditions. This improves usability by keeping forms clean and displaying only the fields that are relevant to users.
Using a Workflow
Step-by-Step Guide
- Create or Edit a Workflow
- Go to Customization > Workflow > Workflows.
- Click New or edit an existing workflow.
- Set the Workflow Record Type
- Choose the appropriate Record Type (e.g., Sales Order, Customer).
- Create a State
- Add a new State or use an existing one.
- Set the state to trigger On Entry or Before Record Load, depending on your requirement.
- Add a Set Field Display Type Action
@Red Velasco-Oracle | Suite Builder & Suite Cloud Guru |🦖T-Rex
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