A workflow that hides fields on the customer record whenever the customer has specific subsidiary can be defined as follows:
Workflow Name: Customer Hide Details in View
Record Type = Customer
SubType = Customer
Intitiation: Event Based
Event Definition:
On Create, On Update selected
Trigger Type = Before Record Load
Event Type = View
Condition: Subsidiary = ABC Subsidiary
State 1: Hide Fields
Action 1: Set Field Display Type
Trigger On = Before Record Load
Field: Date of Birth
Display Type = Hidden
Action 2: Set Field Display Type
Trigger On = Before Record Load
Field: Language
Display Type = Hidden
Actions will have to be set for each of the fields that should be hidden on the form.
I am hiding fields, and they are hidden in edit mode but as soon as I save it or load it, it will show.
ReplyDeleteI have the event types already picked as view, but it is still showing in view mode. This is happening to all my fields that I have hidden.
Thank you for taking the time to share this! Is there a more efficient approach for hiding multiple fields? I am wanting to apply a similar workflow to hide "terms", "credit limit" and various other accounting-related fields from various different roles. Thanks again.
ReplyDelete