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Settings - Create Dynamic Fields and Layouts
Table of Contents
Dynamic business rules are defined at a module level and impact detail and edit views of a record keeping the clutter out of the views. Additionally, rules can be set to mark a field as mandatory or read-only.
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Dynamic Fields are supported in List View, Detail View, Edit View and Inline Edit.
Example: “A Customer sells Insurance (Product A and Product B), he has 120 custom fields which are related to Product A and there will be 120 custom fields for Product B. The customer doesn’t want to see the custom fields which are related to Product A when he is updating the Product B details.
When the customer selects Product A from picklist or a checkbox field, the fields which are related to Product A should be shown and when he selects Product B, the fields related to Product B only should be shown.”
Prerequisites for setting up dynamic fields or blocks
- Define the blocks and fields in the layout using Module layout editor.
- Define the picklist or checkbox field that will be used as trigger field in dependency rules
- Go to Dependent fields/block tab of a module to define dependency rules
Dependent Fields & Block Rules
| Rules | Description & Example |
|---|---|
| Set Visibility | This action is to show or hide a field(s) or a block when conditions are met. If all fields are hidden, then the corresponding block also gets hidden. Example: If a Lead is a B2C case, show fields relevant to a consumer, else show fields relevant to an Organization. |
| Set a Mandatory field | This action is to conditionally make a field mandatory. Example: If a Case is closed, case resolution field is shown and needs to be filled by the agent closing the case. |
| Set Read only | This action is to make a field(s) read-only when conditions are met. Example: If an Opportunity stage is Quote approved or closed, make Opportunity amount read-only. |
Adding a dependent block
Follow these steps to add a Dependent Block
- Click New Dependency
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Select Dependent Field/Block (to be visible on selection). Example: Address Details
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Select Access Control
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Select Condition - Select Salutation equals ‘Mr.’ (You can also choose not equals condition) from drop-down. You can have multiple conditions on a block.
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Click Save
The flow of the dependency is as below
If condition (Salutation equals ‘Mr.’)
Access: Show
Dependent Block: Address details
Adding a child dependent field within a block
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Click Edit icon below the dependent block
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Click New Field Dependency
- Select Dependent Field (Mailing Street)
- Select Access Control and add the condition as Mode of Contact + equals = PrimaryEmail
- Add another action on the Dependent Field - If Contact Type equals ‘Sales Qualified Lead’ show Mailing Street field as Read Only.
- Click Save
Adding a dependent field
Let’s consider adding a dependent field for Opportunity module. Follow these steps to add a Dependent Field
- Click New Dependency
- Select Dependent Field (to be visible on selection). Example: Lost Reason
- Select Condition: Select Sales Stage equals ‘Closed Lost’. You can have multiple conditions.
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Select whether mandatory
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Show (Read + Write) & Mandatory - Show field or block and mark mandatory only if the conditions are met.
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Mandatory - Show field or block always and conditionally set as mandatory in record view.
For example, Show Lost Reason Field always but if Sales Stage = Closed Lost, set Lost Reason field as mandatory.
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Click Save
Note!
Dependent fields will slow list views.
If List view columns include dependent fields, then it could take more time to load the list.
Dynamic Field allows you to choose picklist field and checkbox field for triggering.
Note! Conditional mandatory rules will not adhere if Fields are mandatory in module levels.
**Access Control: ** Show (Read + Write) or Show (Read) only, select checkbox to make it as a mandatory field work only on field level
Exceptions
- Dependent field cannot be a trigger field.
- Trigger field is first outside the block and then moved inside the dependent block, dependency will not work and all the fields will be shown.
- When a trigger field is disabled, the condition will be in a strikeout mode.
Points to remember
- The
icon in the list view represents that the field is hidden due to the dependency rule set.