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How to set up visibility conditions on customers?
Updated on August 31, 2021 04:19AM by Admin
Using the Master Layout feature, It’s possible to set Visibility Conditions for the fields in the Customers app. You can set Visibility to a specific field using the Set Criteria option, where you can define the condition to show or hide the particular field.
Steps to configure
- Log in and access the Customers App from the universal navigation bar.
- Select Settings from the App Header.
- From the Settings page, click on the Customize App → Master Layout → Customers from the left navigation panel.
- Click on a field to set visibility conditions. Here, select the Tags field.
- On the right-hand side, you can see the Inspector column, in which you can find the field properties.
- To set visibility, enable the Visibility toggle to On.
- Click on the Set Criteria button.
- Here, the condition is that the Tags field is set to be visible when the Category field is equal to Premium customer.
- Click on the OK button.
- Click on the Save button to save the changes.
- Now, on the Create Customer page, when you select Category as Standard the Tags field will not be visible.
- Hence, if you select Category as a Premium customer, you can view the Tags field.
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