Conditional data fields

We would need to be able to show and hide data fields depending on numerous elements.  For example if the Pipeline of the Deal is "Testing" display  the text data field titled "Testing Matrix" in the Deal view

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  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 25 #2

    There is kind of a work around for this. If you designate a field as important and then define at which stage and in which pipeline it is important it will display that field accordingly while hiding all the other custom deal detail fields.  If you uncheck 'always visible in deal detail view it will only show either when the field is populated or when it is designated as important according to pipeline and stage. 

     

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  • Tom Chapman
    Tom Chapman Posts: 20
    Photogenic First Anniversary
    edited January 2021 #3

    There is kind of a work around for this. If you designate a field as important and then define at which stage and in which pipeline it is important it will display that field accordingly while hiding all the other custom deal detail fields.  If you uncheck 'always visible in deal detail view it will only show either when the field is populated or when it is designated as important according to pipeline and stage. 

     

    image

    I hadn't thought of that, thanks @Brad Krause