Visibility conditions control whether a field, submit button, or section appears on a page in SmartSimple. They are set in the Visibility Condition section of custom fields, UTA/module standard fields, contact and account standard fields, invitation templates, and submit buttons. A visibility condition is a logical statement that the system evaluates when the page loads. If the statement is true, the item appears. Conditions are commonly based on the user's role, the record type, the record status, or the value stored in another field.
Visibility conditions are enforced when the page loads and do not update dynamically when the condition depends on changing the value of a field already on the page. For visibility that responds to changes made on the page, use the Show/Hide Header feature instead.
Who: Global administrators
When to Use Visibility Conditions
Use visibility conditions when:
- A field should appear only after a date is reached or only when another field contains a value.
- A submit button should appear only under specific conditions, such as for a particular combination of standard field values.
- An invitation template should only be available for certain custom field values e.g. Volunteers Required = Yes.
How Visibility Conditions Work
The system reads the visibility condition when the page loads and shows the item only when the statement is true. For example, a field can be set to appear only for users in the Reviewer role. When a user with the Reviewer role opens the page, the condition is true and the field appears.
A condition can also be reversed so that a field is hidden from a role and shown to everyone else. Several conditions can be combined: an OR condition shows the item when any one of the conditions is true, an AND condition shows the item only when all of the conditions are true, and brackets control the order in which the conditions are evaluated.
Resources
For more information about visibility conditions, see: