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In your business, you may wish to hide certain fields/sections depending on the Form type the user is using.
In this scenario, we are required to hide the Address Section when a user accesses CRM via the Update Form Type.
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
- The formula will check the form type
- If the form type is ‘Update’, the formula will hide the Address section