Design Conditional Field Record For Free

Create field groups You will notice a new Contact form 7 tag called Conditional fields Group. After you click this a popup will appear where you can choose a name. Click Insert tag to insert the group. Note that groups can also be nested.

Create validation rule in Salesforce Classic Click Setup. Click Customize the object you need to modify Validation Rules. Click New. Enter the Validation Rule name. Set the Validation Formula as per the suggestion above, feel free to adapt to your needs. Set the error message that the User will receive.

A conditional statement has two parts: hypothesis (if) and conclusion (then). In fact, conditional statements are nothing more than ?If-Then? statements! Sometimes a picture helps form our hypothesis or conclusion.

To create a formula, Salesforce provides a formula editor with inbuilt functions, operators, provide the feature to insert the required field, and also with the feature to debug the formula. To create a formula field in an object (eg: Opportunity) follow the below steps: Click on Opportunity object.

Conditional fields allow you to manage sets of dependencies between fields. Such fields are available for editing and display only if the right condition is met. To create conditional fields, you must first create custom fields and then leverage such fields in forms.

To add a LookUp field based on the value of another field: Click on SetUp (Gear Icon) and then click on the Object Manager. Click on the object you will be adding the Look Up field to.Select Fields & Relationships and then click the New. Select Lookup Relationship from the Data Type list and click Next.

3 Answer(s) Go to the object's field page under Setup. Click on the view link for the field. Click the Set Field-Level Security button. Change the field to read-only for the appropriate profiles (You would need to change to appropriate profile to test)