Conditional Record Sections allow Solution Managers to control the visibility of sections within the Record View based on specific field values. This feature dynamically adapts the record layout to suit different workflows by displaying sections only when they are relevant.
Plan Availability | All plans |
Permissions | Solution Managers |
Related Reading |
Overview
Conditional Record Sections enable:
Dynamic Layouts: Show or hide sections based on field values.
Streamlined Workflows: Display only the sections needed for a specific context.
Prerequisites
Ensure that you have created sections within the Record View. If no sections exist, you will be prompted to add them before enabling conditional visibility.
Configuring Conditional Sections
Follow these steps to configure conditional sections:
Access Page Settings:
Open the Record View.
Click the three-dot menu and select Page Settings.
Navigate to Sections Visibility:
Click the Sections Visibility tab to view a list of all record sections.
Set Conditions:
Select a section from the list.
Use the dropdown to define conditions based on fields outside the selected section.
Example:
For a "Podcast" section:
Show this section only when the Content Type field is set to "Podcasts."
Using Filter Groups
Filter groups provide advanced control over section visibility:
Combine multiple conditions with AND and OR logic.
Example:
Show the "Design" section when:
Design Status is "Ready for Work"
AND
One of the following:
Content Type is either "Blog Post" or "Social Post"
OR
Link to Design Tickets is not empty.
Saving Conditions
Click Save to apply the conditions.
An icon will appear next to sections with active conditions.
Removing Conditions
To remove conditions:
Open the Sections Visibility tab.
Click Clear Conditions in the bottom-left corner.
Save changes to reset the section visibility to default.
Practical Use Cases
1. Streamlining Content Creation
Scenario: Only display the "Podcast" section for podcast-related records.
Solution: Set a condition where the Content Type field equals "Podcasts."
2. Enhancing Project Management
Scenario: Show the "Design" section when a design task is ready for work and linked to a specific content type.
Solution: Use filter groups to combine conditions based on Design Status and Content Type.
3. Simplifying Data Entry
Scenario: Hide irrelevant sections to reduce clutter and focus on active workflows.
Solution: Dynamically display sections based on field values, ensuring users only see relevant information.
Conditional Record Sections provide powerful customization for Record Views, helping teams stay focused and efficient.