On Detail View screen, the information will be displayed differently based on the customer type of the record. If the customer type is Business, industry type and annual revenue field will be displayed; if the customer type is Personal, sex and annual income field will be displayed.
Screenlfow can be created as described below.
- To create Field Layout named “Business Field Layout”, follow the steps below.
1.1. Layout Type: Select Detail View.
1.2. Name: Enter Business Field Layout.
1.3. Section: Add Key Information, Business Information, Contacts and Address section.
1.4. Place Industry Type and Annual Revenue field in Business Information section.
![](/help-center/theme/images/froalaeditor/a2472419.jpg)
2. To create Field Layout named “Personal Field Layout”, follow the steps below.
2.1. Layout Type: Select Detail View.
2.2. Name: Enter Personal Field Layout.
2.3. Section: Add Key Information, Personal Information and Address section.
2.4. Place Field Sex and Annual Income field in Personal Information section.
![](/help-center/theme/images/froalaeditor/4c2c4519.png)
3. To create screenflow named “Business View”, follow the steps below.
3.1. Name: Enter Business View.
3.2. Role: Select Administrator or other roles you want.
3.3. Layout Type: Select Detail View.
3.4. Page Layout: Select Business Field Layout.
3.5. Enabled: Checked.
3.6. Conditions: Set Customer Type equals Business.
![](/help-center/theme/images/froalaeditor/e4779724.png)
4. To create screenflow named “Personal View”, follow the steps below.
4.1. Name: Enter Personal View.
4.2. Role: Select Administrator or other roles you want.
4.3. Layout Type: Select Detail View.
4.4. Page Layout: Select Personal Field Layout.
4.5. Enabled: Checked.
4.6. Conditions: Set Customer Type equals Personal.
![](/help-center/theme/images/froalaeditor/5a23999a.png)
When navigate to Customer module and select edit then change Customer Type field to Business or Personal, the screen should be displayed differently based on the customer type of the record you select.
![](/help-center/theme/images/froalaeditor/0f1657e1.png)
![](/help-center/theme/images/froalaeditor/60cb7b47.png)
Last modified on Apr 10, 2018