How to Set Visibility Condition on Leads for the Android app in Apptivo?

Updated on March 2, 2021 03:53AM by Admin

In Apptivo Leads App, it’s possible to enable visibility of a specific field when specific criteria are met. Visibility dependency is one of the field properties in Master Layout. This feature allows you to define the condition to show or hide the particular field. By default, the Visibility section shows that the field is visible in all conditions.

Note: This customization is supported only in the web version, which will get reflected immediately on your mobile device.

To Set Visibility condition

  • Log in and access Leads App.
  • Click on More(...) icon and select Settings.
Leads

  • From the Settings page click on the Customize App → Master Layout.
  • Click on a chosen field to set the visibility feature. You can see the Inspector column at the right-hand side in which you would find the field properties.
  • Here, the Best Way to Contact field is selected. Enable the “Visibility” toggle to “On”.
Master Layout

  • Enable the Visibility Condition toggle and click the Set Criteria button.
Set Criteria

  • Define the condition for that field to be visible.
  • Here, the condition is set as the Best Way to Contact field set to be visible only when the lead’s potential amount is more than 4500USD: Potential Amount ≥ 4500USD.
Conditions

  • Click on the "Save" button to save the changes.
Save

  • On the create Lead page from the Android app, the Best Way to Contact field will not be visible.
Create Lead

  • Once, you enter the Potential Amount ≥ 4500 USD then, you can view the Best way to the contact field.
Visibility Conditions

  • Now, you can view and select the Best Way to Contact option.
Applied