When working with complex records, it’s easy to feel overwhelmed if every tab and section is visible at once. Conditional Record Tabs let you simplify the experience by showing only the tabs that are relevant to the current stage of your process.
This makes it easier for your team to focus, reduces clutter, and creates a guided workflow experience.
Who Can Use This?
Record Page users benefit from a cleaner interface with only the information they need.
Solution Managers set up the rules that control when Tabs or Sections appear.
Why Use Conditional Tabs?
Imagine you’re managing projects, risks, or service requests. At the beginning of a process, you might only need a few fields visible. As the work progresses, additional details become relevant.
With Conditional Tabs, you can:
Hide unnecessary tabs until they’re needed.
Guide users step-by-step through your process.
Keep complex solutions from feeling overwhelming.
How It Works
Display Logic Settings
You’ll find these settings in the Page Settings panel under the new Display Logic tab (previously called “Visibility”).
From here you can:
Turn on the ability to use hidden fields in conditions.
See which Tabs and Sections already have display rules.
Add or remove rules for any Tab or Section.
Tip: Tabs take priority over Sections. If a Tab is hidden, none of its Sections will appear — even if those Sections have their own conditions.
Adding a Rule
Open Page Settings and go to Display Logic.
Click the + Add Rule button.
Give your rule a name (we’ll suggest “Rule 1,” “Rule 2,” and so on).
Select the Tab or Section you want the rule to apply to.
Choose one or more conditions that must be met for the Tab or Section to be displayed.
Once saved, your conditions take effect immediately — making your record pages smarter and more dynamic.
Examples & Use Cases
Here are just a few ways customers are already using Conditional Record Tabs:
Governance, Risk & Compliance (GRC)
Show a Mitigation Plans tab only when a risk score is marked High.
Display a Policy Exceptions tab if the policy status is Draft or Under Review.
IT Service Management (ITSM)
Reveal a Root Cause Analysis tab when an incident is marked Critical.
Show a Testing & Validation tab once a change request moves into the Pre-Implementation stage.
Business Operations
Display a Contract Review tab only when working with Strategic Partners.
Show a Finance Audit tab for expenses over $10,000.
Project Management
Reveal a Post-Mortem tab once a project is marked Completed.
Display a Budget Reforecasting tab when a project’s health changes to At Risk.
Mobile Support
Conditional logic applies across all devices. The SmartSuite Mobile App respects the same rules, so your teams have a clean, guided experience wherever they work.
✅ Conditional Record Tabs help you deliver the right information at the right time — so your team can focus on moving work forward without distraction.