How to hide fields in SharePoint lists and libraries based on conditional formula

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  • Опубліковано 4 гру 2024

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  • @SharePointMaven
    @SharePointMaven  3 роки тому

    💻 Want to confidently navigate SharePoint and Microsoft 365? Enroll in my revamped On-Demand SharePoint and Microsoft 365 Academy 👉 academy.sharepointmaven.com/

  • @shishirjakhmola5104
    @shishirjakhmola5104 3 роки тому +1

    Nice!
    Thanks Greg.

  • @qvarelli
    @qvarelli 3 роки тому +1

    Thanks a lot. I was looking for that.

  • @jimfitch
    @jimfitch 3 роки тому

    Super tip, Greg! Will greatly improve several DocLibs in our company. Thanks!

    • @SharePointMaven
      @SharePointMaven  3 роки тому +1

      My pleasure, Jim. Thanks for being my loyal follower!

  • @LandscapeInMotion
    @LandscapeInMotion 3 роки тому

    Love your content, its so instructional!

    • @SharePointMaven
      @SharePointMaven  3 роки тому

      Thank you, sincerely appreciate your comment. Happy to hear you find it helpful. And thanks for being my loyal follower.

  • @glaringmind-rq8xu
    @glaringmind-rq8xu Рік тому

    great post! i was wondering if we can use conditional formula to show/hide column value based on logged in user?

  • @dodecafono
    @dodecafono 3 роки тому +1

    Hello, very useful tip. Are there a workaround if I want to show/hide conditional columns? I'm hitting my head with the wall thinking how can I get this: I want to show/hide columns depending of the user, for example, user 1 can view all columns and user 2 only can view 2. Even with Power Automate I have no solution for this. Any suggestions? Thanks a lot!

    • @SharePointMaven
      @SharePointMaven  3 роки тому +1

      The only way you can probably do it is via Power Apps.

  • @Krzypham_17
    @Krzypham_17 2 місяці тому

    Hi Maven, how about the conditional hide show must be filled up before saving the item?

  • @bobbiecordle1495
    @bobbiecordle1495 3 роки тому +1

    Might you know why "Edit Form" would not show up as an option? Thank you! Always enjoy your tips and training.

    • @SharePointMaven
      @SharePointMaven  3 роки тому +1

      Hi Bobbie. Since I recorded this video, MSFT changed the way to edit the form. Instead of instructions in the video, scroll to the bottom of the Doc Info Panel (after selecting a file) and click on Edit Columns at the bottom

    • @bobbiecordle1495
      @bobbiecordle1495 3 роки тому

      @@SharePointMaven Thank you so much! (I've been following you for so long, I'm like, "whoa, he messaged me back". #famous ;) Thanks again

    • @SharePointMaven
      @SharePointMaven  3 роки тому

      @@bobbiecordle1495 Thank you, Bobbie, for such a nice comment and for being my loyal follower! Yes, I am human :) and I do respond to all inquiries from my loyal followers. 🙏🙏🙏

  • @Habib-fz3zq
    @Habib-fz3zq Рік тому

    Can this conditional formatting also work for highlighting the header for columns based on a drop down so the matadata can hide/show relevant items and so that the actual list can also highlight headers accordingly in addition to make it clearer for the user?

    • @SharePointMaven
      @SharePointMaven  Рік тому

      Not aware of this

    • @Habib-fz3zq
      @Habib-fz3zq Рік тому

      @@SharePointMaven thanks for your reply and for this great video

    • @Habib-fz3zq
      @Habib-fz3zq Рік тому

      @SharePointMaven I tried to follow your steps, I don't have the option called "edit form" you show in 1:54. Do you know how I can fix this by any chance?

    • @SharePointMaven
      @SharePointMaven  Рік тому

      @@Habib-fz3zq I believe MSFT changed UI a bit. Should be there

  • @AbdeldjallilFERCHOUCHE
    @AbdeldjallilFERCHOUCHE 2 роки тому

    Hello Greg, thanks for sharing this video, i have question please, when i hide a field based on conditional formula, the value of the field its not setting to null automatically, so in the library view i can see the value of the field despite that it's hidden in view/edit form when i open item !
    is there a way to set null value of field when its hide based on conditional formula ?
    thanks in advance

  • @leomeza9396
    @leomeza9396 3 роки тому

    great!

  • @susannem6302
    @susannem6302 3 роки тому

    Hi Mr. Maven Thanks for the tip, I will try it out with our libraries as we often have many columns which are only important to fill in the meta data but not to be seen later on.
    I have another question. If you have a huge library and tried to set it up without subfolders and later sync it to the explorer you loose all information about which documents belong together. I tried to search for a way to display the meta data in columns in the explorer but it looks that only certain fixed attributes can be display. Therefore it does not help to display the path as all documents are stored in the same folder (as I wanted to get rid of the folders in the first case in SharePoint).
    Do you have any idea how to add information to these 1000 documents which lie now on my drive and cannot be searched properly.
    Thanks for your help
    Susanne

    • @SharePointMaven
      @SharePointMaven  3 роки тому

      This is by design. SharePoint metadata is not copied to Windows Explorer. Can't be done.

  • @travishan4721
    @travishan4721 Рік тому

    hi mr maven, i want to do it with the multiple condition, how could i do that. for example, i have multiple choice column and based one those choices i want to show or hide another column. now the issue is i could check condition with one value, but not with 2-3 values.

    • @SharePointMaven
      @SharePointMaven  Рік тому

      I do not have an answer for you, suggest you post this question to a forum

  • @anthonytickner4837
    @anthonytickner4837 3 роки тому

    Hi Greg,
    Thanks for this How to.. I found this real easy for me (a SharePoint novice) to follow.
    I was wondering if there is a trick to getting a second level Column to show or hide..
    IE: Say I have 2 choice columns and a text entry Column.
    I have a choice column titled 'Category' in that as an option is 'Product Delevlopment' then I have another Column titled 'Product Items' and as an option in that is 'Other'
    Then I have a text entry column call 'Other Product Items'
    I have Hidden the Column titled 'Product Items' to only show if the 'Product Development' option is chosen. -- This works. (thanks to the video above)
    What I am trying to do is also have the Text entry Column hidden too until the option 'Other' from the 'Product Items' Column is chosen.
    Does this make sense?
    This I cant seem to get to work.
    For now I have resorted to having both columns 'Product Items' and 'Other Product Items' show up when 'Product Development' is chosen.
    If there is a quick fix for this or you might know what direction to look that would be fantastic.

    • @SharePointMaven
      @SharePointMaven  3 роки тому +1

      Thanks Anthony. I am not aware of a way to do a formula on 2nd column

  • @breakvinnysjaw
    @breakvinnysjaw 3 роки тому

    How can I make the row hide/archive if a specific column has progress of completed?

  • @mikhan2665
    @mikhan2665 3 роки тому

    Is it possible to write a conditional formula that shows/hides the field based on another column's value in another sharepoint list ? If so, could u explain the syntax with an example ? I tried using the lookup conditional formula detailed in microsoft's documentation but wasn't able to make it work either due to misunderstanding of the syntax or the functionalities of that formula. Any help is appreciated!

  • @sadelina2763
    @sadelina2763 2 роки тому

    I would like to know the syntax, for when two or more states are selected, they always put one in the examples, but if you select, for example, us and canada or more, and the field appears, could you help me how it would look the syntax, I'm not a programmer but I'll give it a try, thanks in advance

    • @SharePointMaven
      @SharePointMaven  2 роки тому

      I am not familiar with the syntax you are requesting. I am not a programmer either.

  • @kavyaljani3050
    @kavyaljani3050 3 роки тому

    Hello Greg!
    I have a requirement where I am supposed to show a Column based on the character limit of another column. I have tried l/Len(columnName) to get the length but this doesn't seem to work. Can you suggest any ideas?

  • @johnnybarajas4315
    @johnnybarajas4315 Рік тому

    Is there a way to hide a full row? Lets say you have a status column. If "complete", hide row. I don't want to delete row as I want to keep historical data.

  • @yojie120
    @yojie120 3 роки тому

    Hi, thanks for this video. I have watched some of your videos and have learned a few tricks from it :) Maybe you can help to advise, I am trying to hide/unhide a field depending on who is currently logged in as the user... for example i have a Person field called Reviewer and i want to make another field visible only if the current logged in user is the same as the Reviewer...
    I have tried =if([$Reviewer] == @me, 'true', 'false')
    But it didnt work. Any suggestions that may help?

    • @SharePointMaven
      @SharePointMaven  3 роки тому

      I never tried @me field, not sure it will work

  • @J1N-7
    @J1N-7 2 роки тому

    How can I set it up when it is hidden not required but when shown is required in conditional formatting formula.

    • @SharePointMaven
      @SharePointMaven  2 роки тому +1

      I am not aware of a way to do this using this method

    • @J1N-7
      @J1N-7 2 роки тому +1

      @@SharePointMaven thank you for responding 👍

  • @bonjour1529
    @bonjour1529 2 роки тому

    Hi, i copied your exact syntax but shows enter a valid condition. Please help.

  • @tridentripper4159
    @tridentripper4159 3 роки тому

    Hi Maven , I tried this one but it show an error " Enter valid condition" ...how can I resolve this one

    • @SharePointMaven
      @SharePointMaven  3 роки тому

      Make sure you use proper syntax

    • @tridentripper4159
      @tridentripper4159 3 роки тому

      @@SharePointMaven Yes as same as that one

    • @tridentripper4159
      @tridentripper4159 3 роки тому

      @@SharePointMaven =if([Is DB restoration required required] == 'Yes', 'true', 'false')

    • @tridentripper4159
      @tridentripper4159 3 роки тому

      @@SharePointMaven can you please help me out on this one please

    • @tridentripper4159
      @tridentripper4159 3 роки тому

      @@SharePointMaven here I put Yes and No options in a choice ...even if I put these as Boolean then also not working

  • @avassupport4843
    @avassupport4843 2 роки тому

    Can you show how to do it based on a Yes/No column?

  • @carinavbap
    @carinavbap 11 місяців тому

    didn't work for me, an error appears saying: Enter a valid condition! trying to use in a field choose when the option selected for Closed I want there to be another field.