We LOVE the new possibilities available with the New Record Layout.
However we’ve started to find several use cases that we are repeating often, and could be handled in a much more skillful way that would benefit all users, and probably use less system resources.
It’s very handy to use the Box feature to group similar fields on the page.
There is also high demand for an ability to have a toggle that will show/hide those different sections on the page at any given time. Usually we pair this with the set of fields grouped together in a box.
At the moment, this is totally doable, but requires setting up additional fields, rules and steps.
We add a single select category field.
Then we set that field to display as a checkbox, show without label, and a caption of show or hide.
Then we set a rule on the specific box area to display or hide depending on the selection.
As a cherry on top, we sometimes use a show or hide all checkbox, and tie that to some additional rules which overwrite the others. Or we could use an automation to say when that box changes, apply that update to all the other toggles to get the desired result.
After doing this many many times, we realized that Tape’s interface already handles a show/hide feature using a very simple built in chevron toggle option on the new references field.
Would it be possible to have a similar show/hide toggle added as default part of ANY Box that is created?
This would save so many steps for building extra fields, extra rules, and extra automations all over the place.
I’m not a designer, but used AI to try and display the idea simply, something like this:
Full video explanation for anyone who is bored and wants more context on the use case of this request:
https://www.loom.com/share/dacaa8f6eada42179ecb4cf755298f91