Set Conditional Field Record For Free

To add conditions to a form field, click on the field to view the display settings. The "Show field only when conditions are met" option will be toggled off by default. When you toggle on that option, you can add a new condition by choosing the field, operator, and comparison value.

You might want to use conditional field visibility in Salesforce so you can decide which fields you would like to view or hide on a specific record page.

For the screen component, expand the Set Component Visibility section. Define the conditions for when the component is visible. Define the filter logic if you entered multiple conditions.

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.

You can do this by assigning a different record type with a workflow. This record type would have a separate pagelayout with the fields you require to be read only set as such. You may have to explore VisualForce pages. You can embed one in the Opportunity layout and have it act upon your 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.

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.

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.

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.

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