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Changing section visibility

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Use App Studio to determine the visibility of layouts and sections in Pega Sales Automation. For example, if you are a manager, modify the visibility of a section to ensure that only a manager can see the content of the section.

  1. In the header of App Studio, click Preview application to launch the User portal.

  2. In the header of the User portal, click the Toggle design mode icon.

  3. Select the section for which you want to change the visibility.

  4. Click Edit this section.

  5. On the Edit this section tab, next to the element for which you want to change the visibility, click the Edit icon.

  6. In the Visibility field, change the visibility to either Always, Condition (expression), or Condition (When rule) depending on your business requirements.

  7. Click Apply to save your changes.

  8. Click Exit design mode.

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