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Is there a way to conditionally display a field based on its value in a Page layout only using Formula and not with VF Page or additional Page Layout.

Eg: A formula field checkbox should select the value 'Yes' if a contact's birth date falls in the current month otherwise the field itself should not
display.

Currently I am able to display the field as selected if the above criteria is met, otherwise its showing unchecked. Can I remove the field itself if the criteria is not met using some simple Formula or other method other than VF or other complex way.

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2 Answers 2

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I think yes you can do that. You can create two Record types with two different page layouts. In one page layout remove the fields.

Now based on the checkbox value you can change the recordType and it will also change the layout.

So to achieve this you need 2 Recordstypes, 2 page Layouts and one WF field update.

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    Thanks for reply. But I was looking for something straight without any additional PageLayout or VF page. Dec 5, 2016 at 3:54
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    @RobertThomas yes its a bit complex. Dec 5, 2016 at 4:04
  • I can see an Idea submitted for this and which is in Development Stage. Suprisingly it submitted 10 years back and still in development stage.. success.salesforce.com/ideaview?id=08730000000BroxAAC Dec 5, 2016 at 4:13
  • @RobertThomas actually Salesforce seems to be moving quite quickly with that one!
    – Aequitas
    Jul 16, 2019 at 3:09
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Idea submitted for this.. Please vote..

https://success.salesforce.com/ideaview?id=08730000000BroxAAC

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