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Scenario Overview

In your business, you may wish to hide certain fields/sections depending on the Form type the user is using. 

In this scenario, we are required to hide the Address Section when a user accesses CRM via the Update Form Type. 

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
  • The formula will check the form type
  • If the form type is 'Update', the formula will hide the Address section

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(GetFormType() = 2 ,
  
      HideSections('SUMMARY_TAB.ADDRESS')
  
      ) 

The different options for the Form Type are shown below

  

Wizard - HideSections

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