Conditional Display

Conditional display lets parts of the interface appear or disappear depending on record values, roles, workflow state, or other project rules.

It helps keep screens focused by only showing information when it is relevant.

When to Use It

Use conditional display when a field, section, action, or related area only applies in certain situations.

For example, a follow-up section might appear only when a record has a particular status, or a set of fields might only be shown for a certain type of project.

What Project Managers Should Decide

Project managers should clarify:

• which information should always be visible
• which information is only relevant sometimes
• which record values or workflow states should control visibility
• whether hiding information could confuse users

Design Goal

Conditional display should make screens simpler, not harder to understand.

If users cannot predict why something appears or disappears, the rule may need clearer wording, better grouping, or a different workflow design.