Set Conditional Field Record For Free

Edit the Lightning page layout by clicking on the Setup gear in the upper-right-hand corner, and select Edit Page. Add the conditions to the related record lightning component. Click on the component, then select Add Filter to input filter criteria. Select save.

From the Case Record Page, click any component that you don't want the agent user to see, and then proceed to the component attributes menu. For example, you can select Feed and then configure its settings. From the Set Component Visibility dropdown, click + Add Filter. Set the filter with these configurations.

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Conditional fields only appear to the recipient when a specified condition is met. You can hide conditional fields until the recipient makes an entry in your documents that triggers the fields to show, such as selecting a dropdown option or marking a checkbox.

Add or Edit Rules for Web Forms Select the field on the web form for which you want to add a rule and select the Rules tab on the right panel. ... To create a new rule, select Create Rule in the right panel. ... At IF, select an operator. ... Select a response for the rule at the Select value field.

With conditional fields you can add rules that control what data that can be entered in a page; rules to make fields mandatory or read only, and rules that filter drop down lists, depending on values of other fields.

Conditional Visibility allows you to specify when you want a particular page component to be visible. We can use this to customise our pages to make information appear when it is relevant to the business process, and be hidden when not, so that we can keep the page as simple and concise for our users as possible.