Monday, July 1, 2019

Workflow to hide fields in view mode for records with specific condition

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.

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