Set Field Visibility Rule to decide whether a specific field should be shown or hidden based on certain conditions. It helps make sure users see the right information at the right time
Note: Available for Pro and above Plans
How to Set Field Visibility Rule
To Set the Field Visibility Rule,
- Navigate to the Profile Icon on the top right corner
- Click on the Set Up
- Head Over to the Modules Category
- Select the Module( Contact, Company, Deal, Products, and Custom Modules)
- Click on Customize the Create Module Form under Layout
- Choose the field for which you wish to Set the Visibility Rule, then click on the three dots located at the corner
- Click on the Set Visibility Rule option
OR
- Go to All Detail Form Field Section
- To set the visibility for a field, hover over the field you wish to modify and click on the Actions button.
- Click on the Set Visibility Rule option
- Set the Visibility Criteria
- Once the condition is set, hit Save.
Note: Please Note that a user with Manage Modules permission can configure these settings.
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