Add criteria filter at the field level on C/R360

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  • Idea
  • Updated 3 months ago
Having the ability to create multiple layouts based on customer criteria is certainly nice. 

Would like to see this expanded to fields (ex. if X =Y, then display this field on C/R360 Layout) without having to create an entire separate layout in order to decide whether to display certain fields that may vary on that layout.
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Jeff Kirkpatrick, Champion

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Posted 5 months ago

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Sidhu, Employee

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Could the following be good examples of what you are asking -
1. Hide a field from the layout if its value is blank
2. Show customer risk comments if Health Score is Red
3. Show Days to Renew if Renewal date is less than 90 days from now  

Are there other examples you could share to help us understand the need better?