We are excited to introduce several enhancements to make it easier and more intuitive for users to enter information into the CRM using forms. One of the key features is the ability for administrators to hide system or custom fields within forms, streamlining the data entry process and reducing clutter. There are multiple reasons why you should hide the (non-mandatory) fields:

• Streamlined Forms: Users will see a cleaner form with only the necessary fields displayed.
• Improved Clarity: Users can focus on the required information by removing unnecessary fields, reducing confusion and data entry errors.
• Consistent Across Record Types: This functionality is available for other record types, such as Company and Person forms.

Hiding Fields in Forms

When creating new records, such as deals, users often encounter forms with numerous fields, including several collapsed sections at the bottom. This can make it challenging to identify which fields are required and can lead to a cumbersome user experience.

Steps to Hide Fields or Sections

As an administrator, you can customize forms by hiding unnecessary fields or entire sections. Follow these steps:

1. Navigate to the Form Editor in the Admin settings
   • Click on the option to Add/Edit Form
2. Locate the Hidden Checkboxes:
   • In the form editor, you will find new checkboxes labeled Hidden next to each field and section on the right side.
3. Hide Individual Fields or Sections:
   • To hide individual collapsed fields:
     • Check the Hidden box next to each field you want to hide.
   • To hide an entire section:
     • Check the Hidden box next to the section header.
   • To hide all collapsed fields at once:
     • Use the option to hide all collapsed fields collectively.
4. Save Your Changes:
   • Click Save to apply the changes to the form.

Interaction Between Hidden Fields and Conditional Field Rules

While hiding fields can simplify forms, it's important to understand how hidden fields interact with conditional field rules.

How Conditional Fields Override Hidden Settings

Conditional field rules can make hidden fields visible and required based on specific criteria. Here's how it works:

• Conditional Rules Take Precedence: If a hidden field is specified in a conditional rule, the rule will override the hidden setting when the condition is met.
• Dynamic Visibility: Hidden fields will appear to the user when the conditions defined in the rule are satisfied.

Best Practices for Using Hidden Fields and Conditional Rules

• Plan Your Form Layout: Before hiding fields, consider which fields are essential and which can be conditionally displayed.
• Test Conditional Rules: After setting up rules, test the form to ensure that fields appear and behave as expected.
• Communicate Changes: Inform your team about changes to forms and any new required fields to prevent confusion.

Conclusion

The new form enhancements provide powerful tools to simplify data entry and tailor the CRM experience to your organization's needs. By effectively using hidden fields and conditional rules, you can create intuitive forms that guide users through the necessary information without overwhelming them with unnecessary fields.