Conditional Visibility

Set conditional visibility to show different widgets, buttons, or tabs to different users based on User roles, the record information, or data in a specific field.

Set conditional visibility on:

• Widgets on detail layouts or create layouts

• Tabs

• Action Buttons

• Fields

Set Conditional Visibility for Widgets

Widgets can be placed on Custom pages or Detail Layouts.

1. Select Edit Layout

2. Select the widget

3. Select Conditional Visibility

4. Set your filters

Note

At this time conditional visibility can only be set to User roles on Custom pages.

Set Conditional Visibility for Tabs

Page tabs can be set on Detail Layouts.

1. Select Edit Layout

2. Select Tabs

3. Toggle on the tab

4. Select the Eye icon

5. Set your filters

Set Conditional Visibility for Action Buttons

Action buttons can be created on List layouts or Detail Layouts.

1. Select Edit Layout

2. Select Action

3. Toggle on the action

4. Select the Eye icon

5. Set your filters

Set Conditional Visibility for Fields

Set conditional visibility for individual fields on detail layouts.

1. Select Edit Layout

2. Toggle on the field

3. Select the Eye icon

4. Set your filters

Tip

Preview as a user to test your conditional visibility conditions