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Question

dynamic form rules and or

  • January 9, 2019
  • 0 replies
  • 371 views
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I have a form that I want to show a tab based on certain criteria.  I'm wanting the tab to be hid if the record type is contract or if the record type is maintenance the the description is not Ownership Change / SOP.  I'm not sure how to tell it that.

    I'm not sure if this can be done with form rules directly, but you can always just make a regular formula field and hook the form rule on the  formula field. 

    Put the formula field on the form in a hidden section to ensure that the form recalculates the formula as the data on the form is being edited.
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    • CarolMcconnell
    • Author
    • Registered
    • January 9, 2019
    Well, I finally figure it out.  I have been working on this for the last couple of days.  I guess it just takes time for my brain to work.

    This i what I did for my situation.

    When record type is not equal to Termination
    and all of the following condition are true.

    Related description is not Ownership Change / SOP.

    It works just like I want it.

    My record types are contracts, maint and terms.
    Terms & ConditionsAccessibility statement