Hide Required Fields from the Investor Proposal and eSign it in minutes

Aug 6th, 2022
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How to Hide Required Fields from the Investor Proposal

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hello folks my name is Matthew Peterson Im a trainer here at pragmatic works and if this is your first time at the YouTube channel here make sure you like subscribe to stay up to date on all the videos WE Post normally two to three a week covering the Power Platform Azure SQL teams Excel we do it all and in this video what I want to do in my 17th episode of the Power Platform series is go into canvas apps and talk about some some kind of requirements that Ive gotten from users from doing virtual mentoring hackathons of saying Matt Ive got to form in an application and there are certain fields that they dont need to fill out sometimes but other times they do is there a way to dynamically control What fields show in a form as well as Matt I dont want them to hit that save button until they have all the required data in that you as the app developer want to collect before record is uh created so thats what Im going to show in this video so before we get to it lets see the intro fo

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Go to Setup | Object and Fields | Object Manager | Lead.In Classic: Go to Setup | Customize | Leads | Page Layouts. Click Edit next to the Page Layout name. Click on the wrench icon for the Company field. Deselect the Required checkbox and click OK. Save the Layout.
You cant remove the Required field but you can hide that. 1) Change the field type from Name to Auto Number. 2) Now in the Page layout remove that name field. I hope it helps you.
Within the selected entity navigate to the section Business Rule and open it and click on New. Now the business rule template should get opened. Here select the dedicated condition for which you have to make a field hidden or visible. In our case we will hide the field Fax when Account Number is blank or empty.
Required Editions and User Permissions Tip You cant delete standard fields, but you can remove them from your page layouts. Navigate to the fields page for your object. Click the field label. To add custom help text, click Edit.
To suppress the display of the input field on the selection screen, you use the following syntax: PARAMETERS p NO-DISPLAY Although parameter p is declared, it is not displayed on the selection screen.
1 Answer uncheck the Required checkbox on the field on the object level and then open the page layout where you want to make it required and then double click on the field and check the Required checkbox. and where you dont need the field, you can hide it on pagelayout.
You hide the field, by opening its property dialog, go to the General tab, and then change visible to hidden in the field property dropdown. That should do it. If you want to be double sure, make the field read-only as well. Hope this can help.
On the page layout Click on Setup. Go to Quick Find and enter Object. Choose the object. Under the Page Layouts section, Click on Edit on the page layout that you use on the object. Click the wrench icon beside the custom field that you will make required. Select the Required checkbox. Click on Ok, then click on Save.

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