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In this scenario, we want to hide/show the Credit Limit field depending on the value of our Credit Hold field.
However this Credit Limit field is in the Header section of our form.
We do this by adding the prefix “header_” to the field schema name in the appropriate function.
Note: the Credit Limit field will need to be in the header of the form.
North52 BPA Solution
The North52 BPA solution works like this:
- A formula is created that will trigger whenever the field Credit Hold is changed on the Account entity or whenever an Account form is loaded
- The formula will check to see what the Credit Hold field is set to
- If Credit Hold is set to Yes, the formula will hide the Credit Limit field
- If Credit Hold is set to No, the formula will show the Credit Limit field