Hi there,
Situation : we want to add a RFP tab (a panel would do too) to the Opportunity layout, a tab that only needs to be visible if the RFP flag is set for that opportunity.
Searching the web for a solution I found out that Sugar Logic using the visibility attribute of the panel can handle that , but it would require also a .php file etc... That's beyond my capacity.
I was wondering : can it be done with only using Studio ?
Thanks for your advice,
;-)
Hugo
Hi Hugo,
This method requires the "RFP Flag" to be a Dropdown (e.g., values "Yes"/"No") rather than a Checkbox, as Studio does not support layout switching based on checkboxes.
Navigate: Admin > Studio > Opportunities > Layouts > Record View.
Find the "Layout Determined By" dropdown at the top.
Select "Dropdown Field".
Choose your RFP Status dropdown field.
Default/No: Configure the layout without the RFP tab.
Then select "Yes" in the value dropdown, then add a New Panel (display it as a tab if your system settings allow) and populate it with your RFP fields.
Save & Deploy.
Hope that helps
Vincent
.
CRM Business Consultant
Hi Hugo,
This method requires the "RFP Flag" to be a Dropdown (e.g., values "Yes"/"No") rather than a Checkbox, as Studio does not support layout switching based on checkboxes.
Navigate: Admin > Studio > Opportunities > Layouts > Record View.
Find the "Layout Determined By" dropdown at the top.
Select "Dropdown Field".
Choose your RFP Status dropdown field.
Default/No: Configure the layout without the RFP tab.
Then select "Yes" in the value dropdown, then add a New Panel (display it as a tab if your system settings allow) and populate it with your RFP fields.
Save & Deploy.
Hope that helps
Vincent
.
CRM Business Consultant
