[SalesForce] Salesforce conditionally display fields based on value

Is there a way to conditionally display a field based on its value in a Page layout only using Formula and not with VF Page or additional Page Layout.

Eg: A formula field checkbox should select the value 'Yes' if a contact's
birth date falls in the current month otherwise the field itself should not
display.

Currently I am able to display the field as selected if the above criteria is met, otherwise its showing unchecked. Can I remove the field itself if the criteria is not met using some simple Formula or other method other than VF or other complex way.

Best Answer

I think yes you can do that. You can create two Record types with two different page layouts. In one page layout remove the fields.

Now based on the checkbox value you can change the recordType and it will also change the layout.

So to achieve this you need 2 Recordstypes, 2 page Layouts and one WF field update.

Related Solutions

[SalesForce] How to display 1 out of 2 possible fields values in same column : visual force

Your Attempt 2

There is an error in second attempt. You don't want to enclose '/' within quotes. Please try following - it worked for me:

<apex:column title="Estimated Delivery Date at time of Order">
    <apex:facet name="header">EDD</apex:facet>              
        <apex:outputText value="{!IF(
            OR(p.material_group__c = 'N2', p.material_group__c = 'L2'),
            'week of-{0, date, MM/d/yyyy}', '{0, date, MM/d/yyyy}'
        )}">
            <apex:param value="{!p.planned_ship_date__c}" />                            
        </apex:outputText>

Your Attempt 1

I wanted to help here as well but I could't find an error in this approach. I copied your example and tried in one of my tables but it was working fine.

[SalesForce] Object formula fields showing different results – Record detail page Vs Report

as mentioned in the other answer you can follow up with Salesforce support on why the formula gives different results between the report and the detail page.

meanwhile to get consistent behaviour you can use ISBLANK function on the date fields before doing the comparison .. something like this..

IF(
   OR( ISBLANK(Date_1__c), ISBLANK(Date_2__c) ), 
   FALSE,
   NOT( OR( Date_1__c > (TODAY() - 15), Date_2__c > (TODAY() - 7) ) ) 
)

Best Answer

Related Solutions

[SalesForce] How to display 1 out of 2 possible fields values in same column : visual force

[SalesForce] Object formula fields showing different results – Record detail page Vs Report

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