Visibility Condition

The Visibility Condition section of Custom Fields, UTA Standard Fields and Contact and Account Standard Fields allow you to use logical statements to determine whether a field is visible or not.

Examples

• To make the field visible after 06 February 2009.

now()>'2009-02-06' 

• IMPORTANT: for a visibility condition based the startdate or enddate:

• Use '@fullstartdate@' rather than '@startdate@'
• Use '@fullenddate@' rather than '@enddate@'.

This will format the stored date as yyyy-mm-dd so it can be compared using < and >.

'@fullstartdate@' >= '2009-05-01'

• To make the field visible only if the date in the field named Date Initiated is on or after 2009-01-31

'@Date initiated@' >= '2009-01-31'

• To make the field visible for a user with roleid 9999

',@me.rolelist@,' REGEXP ',9999,' =1

• To make the field hidden for a user with roleid 9999

',@me.rolelist@,' REGEXP ',9999,' = 0

• To make the field visible only when the status is Draft or Open

   * '@status@' in ('Draft','Open') 

Note: The above Visibility Condition would only be used Standard Fields. Custom Fields have a separate Status Field Permission section that can be used.

• More Examples,

'@Destination City@'='Toronto' 
'@Type@'!='Contract'

Note: remember to include the @fieldname@ in single quotes.

Multiple Conditions

It is also possible to test multiple conditions:

• For an OR condition use two pipes (|)

'@status@' = 'Closed' || '@me.fullname@'='Jane Doe'

The above field will be visible either if the status of the record is Closed, OR if the user viewing the record is named John Doe.

• For an AND condition use two ampersands (&)

'@status@' = 'Closed' && '@me.fullname@='John Doe'

The above field will be visible only if the status of the record is Closed AND the user viewing the record is named John Doe.

• You can also use a combination of these, using brackets to control the order of validation:

( '@status@' = 'Closed' || '@status@' = 'Cancelled') && ('@me.fullname@'='John Doe' || '@me.fullname@'='John Deer' || '@me.fullname@'='Dear John')

The above field will be visible only if the status of the record is either Closed OR Cancelled, AND the user is one of the 3 named users.

See Also

Visibility of Custom Fields can also be controlled using:

• Role Field Permissions
• Status Field Permissions
• Show/Hide Field Control

For help constructing logical statements for Visibility Condition:

• Determining the statusid
• Determining the roleid
• Determining the typeid
• Advanced Logic (for more examples)