1. Implementation Reference
  2. Create Advanced Criteria for a Layout

Create Advanced Criteria for a Layout

Advanced criteria enables you to define a set of conditions that the application must meet before displaying the page for a feature's Detail or Edit views.

For example, if you create an advanced criteria for an Opportunity Detail page layout as follows: Status Equal to Open, then your layout will only show open opportunities.

Note:

You can't create advanced criteria for List, Picker, and Saved Searched layouts.

Here are the steps to Create Advanced Criteria:

  1. Sign in as the sales administrator or as a setup user.

  2. Ensure that you're working in an active sandbox.

  3. Go to Navigator > Configuration > Application Composer.

  4. On the Overview page, select Productivity Applications Setup, and then select CX Cloud Microsoft 365.

  5. In the Application Features section, expand the feature that contains the page payout that you want to add advanced criteria to.

  6. Expand the relevant layout and create a new layout.

  7. In the Advanced Criteria, click Add.

  8. Create your criterion by selecting the field, operator, and then entering the condition or field value.

  9. You can create multiple condition statements and join them using the AND or OR clauses.

  10. Save the layout.

  11. Publish the sandbox.