Salesmate now offers the ability to configure rules for "Field Visibility" based on specific conditions. This feature allows you to control when a field should be visible, providing more flexibility and customization options in your CRM.
Note: A user with an admin profile can configure these settings.
To configure visibility rules for fields in Salesmate, you need to follow these steps:
- Navigate to the Profile icon on the top right corner
- Click on Setup
- Head over to Modules Category
- Here, select the Module
- Go to the All Fields tab.
- Hover over the field and click on the Actions
- Select the Set visibility rule option.
- In the popup, you can configure the conditions using the "Query Builder" to define when the field should be visible.
- You can add conditions or groups using the "AND" or "OR" operation to build a query rule.
- For example, you can set a rule such as "Product type is For Rent" to make the "Rent Per Month" field visible.
Note: The lookup fields and text area type fields are not supported for visibility rules.
- When a visibility rule is set for a field, a tag labeled "Conditional Visibility" will appear in the area to indicate that the field is visible under certain conditions.
- Once you have set the visibility rule, the field will only be visible in forms (such as the creation form and quick add/creation form) when the rule conditions are met.
- Additionally, you can also configure visibility for the entire section.
Field Visibility Rule Scenario:
When configuring visibility rules for fields in Salesmate, there are some important considerations to keep in mind:
Always required fields: If a field is marked as "Always required," you cannot set a visibility rule for that field.
Formula-type fields: Visibility rules cannot be set on fields that are of the formula type. Formula fields are calculated based on other field values and do not have separate visibility settings.
Scope of visibility rule: The visibility rule applies only to the record creation/edit detail form and the quick create form. It does not affect the visibility of fields in the grid, detail widget, or other areas of the Salesmate interface.
Validation for hidden fields: When a field is hidden based on a visibility rule, no validation is applied to that field. This means that even if the hidden field has an invalid value, it will not trigger an error or prevent the form from being saved.
Saving values of hidden fields: If a hidden field contains a valid value before it is hidden based on a visibility rule, that value will still be stored when the form is saved.
For example, if the Email field is initially visible and the user enters the value "ABC," but a visibility rule causes the Email field to disappear, the incorrect value of "ABC" will not be saved when the form is submitted.
By understanding these scenarios and limitations, you can effectively configure visibility rules for fields in Salesmate and ensure the proper display and behavior of your CRM data.