Hide Conditional Fields into the Customer Return Report and eSign it in minutes

Aug 6th, 2022
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How to Hide Conditional Fields into the Customer Return Report

4.8 out of 5
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hi everybody I hope youre doing okay so this is a quick tutorial just to answer the question of many people who asked about a way to show or hide a specific field lets say for example this field the email to show it based on user tags so uh if for example the user have a specific tag he would be able to see this field and if he he doesnt have it then this tag this Im sorry this field wouldnt be shown to him so how can we do this Im using fluent forms and fluent CRM to create and manage my tags so it takes two steps its very simple and you dont need any coding for that so the first one would be to tell the system to go and look for the tags that are being attached to this user okay so we tell the fluent form to go and grab the tags of this user and then the second step would be using the conditional logic I could I assume that most of you are familiar with it so use a conditional logic in this field to show or hide based on the text that we just looked for so for the first step

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On the New item page, click on the Edit Form button and then Edit Columns as in the below screen. Now, on the Edit Columns form, click on the three dots (:) and choose Edit Conditional formula from the menu. In my case, its the Project Classification field I want to show or hide.
Go to Report Settings - Column Properties option. Column Properties tab displays a list of columns in a report along with a list of columns that are kept hidden by default. To hide a column, mouseover the column name and click on the Delete Icon.
Click the gear icon and choose Select Fields to Display. Select columns on the left and click the right-facing arrow to move them to the Visible Fields area on the right. To hide a field, select it in the Visible Fields area and click the left-facing arrow to move it to the Available Fields area on the left.
On the Reports tab, click New Report. Select Select Report Types to Hide. The green check mark next to a report means its visible to everyone. To hide the report type, click the check mark to change it to an X.
All you have to do now is find the field youd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release. And youre all set, the field is now hidden from the page layout!
Click Object Settings and select the object for which you want to update the field settings. Click Edit. Under Field Permissions, for each field, specify the kind of access you want for users with this profile, and save your settings.
4:06 7:27 How can we Show/Hide Fields using Dynamic Forms | Salesforce Bytes YouTube Start of suggested clip End of suggested clip Again ill say add filter ill get rid of the check value ill say name. And here i can use containsMoreAgain ill say add filter ill get rid of the check value ill say name. And here i can use contains. And ill just say sc. I can do any kind of checks. Right or else i could just say if the check.
Go into edit your form. Open the Field Options for the field that you want to conditionally show or hide. Select Use Conditional Logic and set it up to Show this field if any of the following match. For example, you may want to display an HTML field message when a certain email address is entered.

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