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Dynamic For Rules-Hide Tab

  • 1.  Dynamic For Rules-Hide Tab

    Posted 04-23-2019 18:10
    I need to hide a tab based on the following.  I just can't figure out how to do it.

    If the user is in the role of DSC 
    or 
    If the user is in any role and 
    Record Type = Term and
    Related Description not = to State Validation.

    I can do one or the other but can't figure out how to do both.

    Thanks in advance.


  • 2.  RE: Dynamic For Rules-Hide Tab

    Posted 04-23-2019 18:24
    Sometimes you will need to resort to a helper fields to some some of the logic, but this might work to SHOW (not hide), the tab.

    If Multiple conditions are true

    any of 

    The user is not in the role of DSC 
    Record Type is not equal Term and
    Related Description is equal to State Validation.



  • 3.  RE: Dynamic For Rules-Hide Tab

    Posted 04-23-2019 18:58
    I see what you are getting at.  I'm going to add a formula checkbox field to show if the record is Term/State Validation and then use that field with the user role in the form rules.


  • 4.  RE: Dynamic For Rules-Hide Tab

    Posted 04-23-2019 18:56
    Thanks but this one won't work.  In my case I want it to show if the record type is anything other than Term and if it is a term only show it if the Description is State Validation.  I don't want it to show if the User is in the role of DSC for any reason.


  • 5.  RE: Dynamic For Rules-Hide Tab

    Posted 04-23-2019 19:03
    Did you try it, though?  It might work.

    if you like you can revert back to use a formula field to resolve if it is either not Term or if term then State validation.

     and then put that field on the form in a hidden section or hidden by a form rule.

    But before you do that you should try what I suggested.


  • 6.  RE: Dynamic For Rules-Hide Tab

    Posted 04-23-2019 19:27
    I did.


  • 7.  RE: Dynamic For Rules-Hide Tab

    Posted 04-23-2019 19:29
    .. then you will need to make a helper field to use in your Form rule