Status-Dependent Fields

The visibility of custom fields can be controlled by lead status. 

Create a Status-Dependent Field

To create status-dependent custom fields:

1. Create a new custom field, or open an existing one for editing. Navigate to Manage > Custom Fields and then either click Edit or Add Custom Field. 
2. Choose Lead Status as the dependent circumstance. In the Add/Edit Custom Field modal, click Advanced Properties. Under Display this when, select “Lead Status.”
3. Choose the status or statuses. In the Is Answered As field, select all statuses where you would like the field to appear. 
   
   Note: If you would like the field to remain visible, make sure that you select every status after the one where you’d like to appear.
4. Click Save Changes.

Once you’ve saved the dependency for this custom field, the field will only appear when the lead is in the statuses you selected. If the field is not visible for the status where the lead is sent to Filevine, that field will not be sent to Filevine.