Hi, if your ‘case1’ & ‘case2’ are based on different User Roles, you could try to use Permission Levels on the relevant fields you want to show or hide.
For example, for fields that both ‘cases’ want to see then leave the PermLevel at 0 (default), but if only ‘case1’ needs to see a field then set it as PermLevel1 and then in your Role Permissions make sure you add the relevant entries for it
the same userrole needs for example two views for item doctype… the item doctype has 65 fields… 21 fields is for sale and 40 fields are used for goods incomming to stock… and other fields and mixtures of sales and incomming fiels for ecommerce purpose
and a mix of these fields i must use in reporting one time for stock overviews and one time for callback
i hope i can a bit more explain about my customers case…
ok… now i have a second requirement for this question…
my customer have a tablet where his endcustomer must signature the salesorder… thats done by the signature field… so on no problem…
but my customer writes spezial informations in this salesorder who his endcustomer does not may see ( priceinformations and so on like descriptions about the supplier prices )
so… my idea is … on form for creating and updating the sales order… and another form only for customer signatures ( without the special fields for internal purpose )
You can use field level permission and control which fields should be visible for which role.
Customize the doctype field and assign number greater than one say 2
My customer sitting on a table with his customer… and then she discuss there requirements and whats to sale … after that meeting on the same table my customer ( used a Tablet ) getting this to his endcustomer to signature this sales order…
every order is a endcustomer specific placement and will produced exclusive for this customer …
maybe on the order will be some items like :
titanium : 1 kg 100.- (inboundprice 45.-)
aluminium : 0.3kg 30.- (inboundprice 18.-)
workhours : 10 120.- ( shelfprice 85.-)
external service 2 200.- ( internal calc 95.-)
total : xyz bliblablu
for the customer to signature :
titanium : 1 kg 100.-
aluminium : 0.3kg 30.-
workhours : 10 120.-
external service 2 200.-
total : xyz bliblablu
so … my customer cant switch the role because of his customer sit on the same table and discuss the order…
he works with a ERP at this moment who can define 1 … n views for the same doctype and he switching the view to a name called “endkunden unterschrift” and all not relevant data disappear…