Conditional Read Only, Hidden and Required Fields

You can choose to hide fields, make them read only or make completion mandatory based on conditional requirements. In the example that follows, we will choose to hide the market potential field (MarketPotential) for any accounts that are suppliers (Status). The process is exactly the same for making a file read only or required.

To create a conditional hidden field:

1. Select Map Settings in the Navigation Menu on the left of the page.
2. Click on the name of a module you wish to alter the field settings within (e.g. Account).
3. Click on the Edit icon next to the field you wish to hide (e.g. MarketPotential)
4. Change the Is Read Only/Hidden field to 'Hidden'.

In the box marked Read Only/Hide Conditions, enter the conditions required. For example: ACCTTXT03==Supplier
In the example above the Status field, which contains the values for Customer, Supplier or Partner has been mapped to the Server Field Name ACCTTXT03. Clicking the details button next to a field will display the Server Field Name.
For conditional required fields, these arguments must be entered in the Required Conditions field.
Click on Submit button to save changes. Click Yes to confirm the changes.

The operators available to you for conditional fields are
field == value
field != value
field == NULL
field != NULL
(iOS only: IsNew, IsView, IsEdit (e.g., IsNew==true would display a field only when creating a new record for that module))