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Victor_Herrero
New Participant
January 22, 2018
Solved

Using dates as visibility rules

  • January 22, 2018
  • 1 reply
  • 3407 views

Hi,

I haven't seen this answered anywhere, so I'm starting a new thread.

I want a couple of checkboxes to show in a form only for leads created after a specific date.

I cannot find either "created" date or "SFDC created date" in the visibility dropdown menu for this.

It seems visibility works only with fields that are already on the form, so I tried to add "created" date or "SFDC created date" and hide it, to be able to use it as criteria.

I can't seem to add those fields to the form (perhaps because they are system fields?)

Is there a solution or workaround for this?

Thanks in advance,

Victor

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Best answer by SanfordWhiteman

Right, not all fields can be used directly in Form Editor. You can create separate custom fields and mirror the values in a Flow (Change Data Value).

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
January 22, 2018

Right, not all fields can be used directly in Form Editor. You can create separate custom fields and mirror the values in a Flow (Change Data Value).

Victor_Herrero
New Participant
January 22, 2018

Hi Sanford,

Thanks, yes, that could do as a workaround. I'll probably go for that.

Victor