Dynamic For Rules-Hide Tab

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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.
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cowannbell

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Posted 4 months ago

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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.

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cowannbell

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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.
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cowannbell

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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.
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.
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cowannbell

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I did.
.. then you will need to make a helper field to use in your Form rule