Hi there!
I have two sections (Verification and Measurement) on the Account object that I need to only show up when the "Servicer" checkbox is selected. These sections have about 15 fields each. Now these sections are only relevant to the record type "Customer" which isn't a page view so I'm curious how to accomplish this. Should I do a validation rule for each field? Can I make both sections appear in bulk? Does it matter if it's in a record type versus a page layout?
Thank you so much!
Hi @Kate D you can use Dynamic lightning pages and use filters to achieve your goal.
You can learn more about this here: https://help.salesforce.com/s/articleView?id=sf.lightning_page_components_visibility.htm&type=5
Basically you can put those sections as components to the page, set the filter for the field Servicer to be true and then that section would appear on the page layout.
