Using dates as visibility rules | Community
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Victor_Herrero
Level 5
Jan 22, 2018 12:43 PM UTC
Solved

Using dates as visibility rules

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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SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
Jan 22, 2018 3:18 PM UTC

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).

6 replies

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
Jan 22, 2018 3:18 PM UTC

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).

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Victor_Herrero
Level 5
Jan 22, 2018 5:19 PM UTC

Hi Sanford,

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

Victor

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