new
Enterprise
Signature
Record Page: Conditional Display of Fields
We've upgraded Record Pages with a fresh way to manage the display of individual fields based on your specified conditions. This enhancement builds on the existing logic for tabs and sections, giving you more precise control over what your users see in complex workflows.
Key Highlights
- Introduced a new "Fields" section within the Display Logic tab.
- Users can add, modify, or remove a conditional rule for each field—each field allows for one rule only.
- Established a clear logic hierarchy: if a Tab's condition is false, its sections and fields hide; if a Section's condition fails, all its fields are hidden.
- Works hand-in-hand with the "Enable hidden fields in Conditions" toggle to offer flexible display options.
- Clear visual indicators now appear next to any tab, section, or field that has an active condition.
- This feature is available for Enterprise and Signature customers.
How It Works
- Go to your Record Page and open the Display Logic tab where you’ll find the new "Fields" section.
- Create a rule for any field by using the existing logic engine—just remember, each field can hold only one rule.
- The system checks the conditions in a top-down order: rules set for tabs override sections, and sections override individual field settings.
- If a condition isn’t met, the UI automatically hides the affected tabs, sections, or fields, making it easier to manage complex layouts.
- Mobile users will see the same conditional behavior as on the web, ensuring a consistent experience.
Enjoy the enhanced flexibility and clarity as you customize Record Pages to perfectly match your workflow needs.