Hidden Sections / Fields
complete
Peter Novosel
Ability to hide a series of fields within a record based on a condition or series of conditions.
Use Cases:
- We have a number of formula fields that are used within other formulas, and the display of these fields on the record page provides no value to our users. We currently use a section of Hidden Fields that we place at the bottom of the record and collapse this section by default. This does work for us, but it would be even better if we could add a condition not to display this section and are related fields in the section if the user is not Solution Owner.
- We have a series of fields that need to be completed based on the type of record. Example: If the property type is "commercial," then the user needs to see and complete a specific section of fields, but if the type is "residential", then there is another section of fields to be complete. Again, we use sections for these, and this does work, but it would be even better if we could hide the section of fields that is not needed.
We would like to have the same filter capabilities that are available in View filters to use as the conditions. Meaning we can use any field in the record to set the condition.
We also need an easy way to see and manage all of the section display properties that have been set. Maybe you could add this capability to the current Page Design panel as a tab of "Display Conditions" or "Page Logic". We could then see all conditions that have been setup by Section and possible Field.
Brian Dollen
complete
This has been released as two separate features! Find the details for each below:
Use Case 1: Show/Hide Fields
https://help.smartsuite.com/en/articles/9071947-record-page-settings-show-hide-manage-fields-permissions
Use Case 2: Conditional Record Sections
https://help.smartsuite.com/en/articles/9174797-conditional-record-sections
A
Amy Turner
Or even create record detail Page Templates and set them based on field conditions
s
spirit
Would be great to hide fields if empty within the record view (like in Notion)…
Lee Ann Porter
Bonus points if we can hide different sections on a record by record basis!
Chris Duckers
Hello World! Just wanted to bump this feature request and check to see where it is on the roadmap. The use case for me is similar to #1 in Peter's original post. For the types of applications I'll be creating, there will be fields with restricted visibility to only certain teams. The fields would be grouped in a Section. For uses/Teams that don't have visibility to these fields, the Section heading name should be hidden when all fields in that section are hidden from the user's view.
Rachel Dew
Would it be possible remove the field from layout/record page or not even include the field on the record page?
That way you don't even need to bother hiding it or including it in a "hidden" section
Maybe there could be an option in the field setting like: "Display in record page" (defaulted to true).
Jon Darbyshire
S
Stuart Wood
This is a really valuable and important feature, and would make the transition from other solutions easier. Is there a time line for this ?
W
Windisson Lima
This feature is extremely important to truly manage processes. It was what I needed to abandon clickup and migrate here
Jon Darbyshire
in progress
This feature is now in development
GitHub Julian Dumitrascu
Jon Darbyshire: Thank you. How is this work going?
Load More
→