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Scenario Overview

In your business, you may need to hide certain fields/sections depending on where the user has accessed CRM from: Desktop, Tablet or Phone.  

In this scenario, we are required to hide the Address Section when a user accesses CRM via their Desktop. 

North52 Decision Suite Solution

The North52 Decision Suite 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 is being accessed via Desktop
  • If this is true, the formula will hide the Address section 

North52 Decision Suite 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(GetFormFactor() = 1 ,
  
      HideSections('SUMMARY_TAB.ADDRESS')
  
      )

The different options for the Form Factor are shown below

  

Wizard - HideSections

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

Did you know?

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