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Topics#Data ManagementHetal Desai's Question
Hetal Desai (Ally Financial) asked in #Data Management
Apr 30, 2019, 5:49 PM

Opportunities: how to make fields accessible based on criteria

I am trying to limit visibility to a group of fields based on whether a lookup field in the Opportunity has a certain value.  For example, if the lookup field, Name = Services, then the group of fields associated to that value should then be visible for users to edit, such as:

 

Type (Text)

 

Client (checkbox)

 

Contact (lookup)

 

If Name does not equal services, then those fields are not even visible to the users.

 

I was trying to use process builder for this but could not find a way to do it.  Is this possible without coding?
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