Plan Availability | Enterprise and Signature plans only |
Permissions | Solution Creators: Can configure and apply conditional fields in records |
Related Reading |
Conditional Fields let you dynamically show or hide individual fields on a Record Page based on specific conditions. This enhancement extends SmartSuite’s existing Display Logic framework (previously available for Tabs and Sections), giving Solution Managers precise control over what users see depending on context, role, or workflow stage.
Conditional Fields are ideal for complex solutions where records contain large numbers of fields, but users only need to view or interact with certain ones at a time.
Why Use Conditional Fields
Conditional Fields help you:
Simplify record views by hiding irrelevant information.
Guide users through workflows by revealing only the fields needed for their current step.
Maintain cleaner layouts for large or complex records.
Improve data accuracy by limiting visible inputs based on predefined criteria.
Example Use Cases:
Show Payment Details only if Payment Method = Credit Card.
Display Legal Review Notes only when Status = Under Legal Review.
Reveal Follow-up Date only if Requires Follow-up = Yes.
How It Works
Hierarchy of Display Logic
SmartSuite follows a clear hierarchy for conditional visibility:
Tabs take the highest priority.
Sections come next.
Fields have the lowest priority.
Example:
If a Tab’s condition is false, all its Sections and Fields are hidden — regardless of their own conditions.
If a Section’s condition is false, all its Fields are hidden, even if Field-level rules would otherwise show them.
Accessing Conditional Fields
Open a record within your Solution.
Click the ⚙️ Page Settings icon (top-right corner of the Record Page).
Select the Display Logic tab.
Choose the new Fields section.
From here, you can create and manage conditional display rules for individual fields.
Creating a Field Rule
In the Display Logic → Fields tab, click Add Rule.
Choose a field from the dropdown.
System fields such as Followed by, Open Comments, First Created, Last Updated, and Auto-number are excluded.
Define one or more conditions that must be met for the field to display.
Use Filter Groups to combine multiple conditions using AND / OR logic.
Save your rule.
Each field can have only one conditional rule associated with it.
Managing and Editing Rules
To edit an existing rule, click the pencil ✏️ icon next to it.
To delete a rule, click the trash 🗑️ icon.
To view where rules are applied, look for the conditional logic icon next to each Tab, Section, or Field.
This icon helps Solution Managers quickly identify which areas of the page have active logic applied.
Mobile Compatibility
Conditional Field logic created on the Web interface automatically applies to records opened in the SmartSuite mobile app. Fields are shown or hidden according to the same conditions, ensuring a consistent experience across devices.
Best Practices
Keep rules simple—avoid stacking too many AND/OR conditions for clarity and maintainability.
Test your conditions by previewing records that meet and do not meet the criteria.
Combine Field-level conditions with Section or Tab conditions for the best experience.
Use naming conventions (like “Conditional” or “Hidden Until”) in field descriptions to remind builders of hidden logic.
Troubleshooting
If a field isn’t displaying as expected:
Check if a parent Section or Tab has its own condition hiding it.
Confirm that your condition values match the actual record data.
Ensure that the field type supports conditional visibility (system fields are excluded).