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Scenario Overview

In your business, you may wish to hide certain parts of a form when it is loaded. 

In this scenario, we are required to hide the Company Profile and the Marketing field whenever the form Account - Read Only is loaded.

Note : you will need to create Account - Read Only form beforehand

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type ClientSide - Perform Action will be created that will enact the bulk of the workload
  • The formula is triggered whenever an Account form is loaded
  • It will check to see is the current form loading is called Account - Read Only 
  • If it is the matched form, the formula will hide the Address field

N52 Formula Manager Steps  

The following set of steps outline how to create this Formula:

  • Create a new formula of type ClientSide - Perform Action  
  • Set the Mode to 'ClientSide'
  • Set the Source Entity to 'Account'
  • Set the Source Property to 'OnLoad' for all forms (hold Ctrl to multi-select) 
  • Go to the Formula editor
  • Copy and paste the formula below
  • Click Save

  

Formula

 iftrue (FindValueQuickName('systemform', GetFormId() ) = 'Account - Read Only' , 
   
    HideSections('DETAILS_TAB.COMPANY_PROFILE','DETAILS_TAB.MARKETING')
  )

Wizard - HideSections

Please see below the wizard you can use to create the HideSections() function call used in this formula. 

Note you will need to create the form Account - Read Only beforehand.