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

Overview

In this article, we will show how a single Formula can be used to enforce different rules for different forms. 

For the first form, we want to hide two fields. For the second form, we want to hide 3 fields.  

Note: In this example, we have created two custom forms – Form 1 & Form 2 and four custom fields – Field One, Field Two, Field Three and Field Four. Both forms have all four fields on them. 

North52 BPA Solution

The North52 BPA solution works like this:

  • A Formula is set up on the Account entity
    • It fires on the OnLoad event for both Form 1 and Form 2
    • The Formula will hide certain fields depending on which form it is on

View this article in full on our support portal