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A new knowledge base article has been published on our support portal.

Scenario Overview

In your business, you may wish to hide certain fields depending on where the user has accessed CRM from. 

In this scenario, we are required to hide the Address Section when a user accesses CRM via their Mobile. 

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • A formula of type ‘ClientSide – Perform Action’ will be created that will enact the bulk of the workload
  • The formula is triggered whenever an Account form is loaded
  • It will check to see is the current form is being accessed via a Mobile
  • If this is true, the formula will hide the Address field

View this article in full on our support portal