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Documentation Index

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Set Field Visibility Rule to decide whether a specific field should be shown or hidden based on certain conditions. It helps make sure users see the right information at the right time
Note: Available for Pro and above Plans

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How to Set Field Visibility Rule

To Set the Field Visibility Rule,
  • Navigate to the Profile Icon on the top right corner
  • Click on the Set Up
  • Head Over to the Modules Category
  • Select the Module(Contact, Company and Ticket Module)
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  • Click on Customize the Create Module Form under Layout
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  • Choose the field for which you wish to Set the Visibility Rule, then click on the three dots located at the corner
  • Click on the Set Visibility Rule option
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  • Go to All Detail Form Field Section
  • To set the visibility for a field, hover over the field you wish to modify and click on the Actions button.
  • Click on the Set Visibility Rule option
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  • Set the Visibility Criteria
  • Once the condition is set, hit Save.
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**Note: **Please Note that a user with Manage Modules permission can configure these settings.