Projects App of Apptivo allows you to record the lists of projects you’ve done and will be doing. By using this feature, you can store every detail of your past, present, and future projects with ease with the help of Apptivo.
Visibility Condition of Projects app helps you to set the criteria for the attributes of your projects. Using this feature, you can decide whether to display or hide a particular attribute or field. This can be applied to multiple attributes as per your preferences. By using this feature, you can check the common line among your customers which would make it easier for you to follow the flow with your customers.
Steps to follow
- Login to your Apptivo account and navigate to the Projects app.
- Click on the More(...) icon and go to Settings.
- On the left navigation panel, go to “Customize app”. Select “Master Layout” on the dropdown menu.
- By clicking on the required field, you’ll be directed to the Inspector tab, where you can set the “Visibility”.
- For Example, If you click on the “Tags” field, you will be directed to the corresponding Inspector tab on the right side. Here, you can enable the Visible toggle to make the selected field visible. The Conditional toggle helps you to determine the criteria during which the field must be visible.
- Once the Conditional toggle is enabled, select the Set Criteria button to configure the condition during which the Tags field should be visible. Here, we have configured the criteria to display the field only when the customer is Park Twon Inc.
- Click “Save” to save the changes you have made.
- On the create page, for example, we have selected the “Tags” field to configure our condition. Therefore, when you select the customer as “Park Twon Inc,” you will view the "Tags" field as shown in the image below.
- When the customer is not Park Twon Inc as per your condition, you won’t see any Tags field.
