In the Apptivo Opportunities app, it’s possible to enable visibility of a specific field when specific criteria are met. Visibility dependency is one of the field properties in Master Layout. This feature allows you to define the condition to show or hide the particular field. By default, the Visibility section shows that the field is visible in all conditions.
Note: This customization is supported only in the web version, which will get reflected immediately on your mobile device.
To Set Visibility condition
- Log in and access the Opportunity app.
- Click on More(...) icon and select Settings.
- From the Settings page click on the Customize App → Master Layout.
- Click on a chosen field to set the visibility feature. You can see the Inspector column at the right-hand side in which you would find the field properties.
- Here, the Leads Source field is selected. Enable the “Visibility” toggle to “On”.
- Enable the Visibility Condition toggle and click the Set Criteria button.
- Define the condition for that field to be visible.
- Here, the condition is set for the Leads Source field to be visible only when the Type is selected as the E-Commerce user.
- Click on the "Save" button to save the changes.
- On the opportunity create page from the iOS app, the Leads Source will not be visible for types other than E-Commerce.
- Once, you select the Type as E-Commerce user, you can view the Leads Source option.
