Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
CRMUser23CRMUser23 

Field display on page layouts

How to display  set of fields only when  a condition is met?  Example if Type = incoming call then I want to display certain set of fields.  we do have FD but  the user don't want to see the fields that are not relevent to the Type selection.
 
caroline_sfdccaroline_sfdc
Hi CRMUser,

You can use record types to display different page layouts based on the value of another field. When creating a new record, your user first sees a picklist with the different options for Type -- then based on their selection, your users then see the appropriate page layout.

For more information, check out the help for record types:

https://na1.salesforce.com/help/doc/user_ed.jsp?section=help&loc=help&target=customize_recordtype.htm

There's also a tip sheet on record types you may find useful:

https://na1.salesforce.com/help/doc/en/salesforce_recordtypes_cheatsheet.pdf

Hope that helps,

Caroline Roth
Manager, Platform Documentation
John McGlinnJohn McGlinn
The Visualforce method which negates the need for maintaing the hierarching of Record Types, Layouts and Profiles is very well articulated in this resource. Becoming familar with the "Action" Region and "Re-Render" capabilities is a very useful tool to have in your arsenal especially when accessing layouts with hundreds of custom fields. 

https://developer.salesforce.com/blogs/developer-relations/2013/06/building-conditional-page-layouts.html