How to Use Conditional Fields in Filevine Customs Editor (Quick Tip)
How to use Conditional Fields in Filevine Customs Editor – Quick mute screen recording tip.
Learn how to make fields appear or hide automatically based on other field values. This keeps your Filevine case dashboards clean and relevant.
In this short tutorial you'll see exactly how to:
• Go to Customs Editor
• Set up a conditional field
• Create a simple condition
• Test the condition on the live dashboard
⏱️ Timestamps:
00:00 – Opening a case from the dashboard
00:12 – Going to Advanced → Customs Editor
00:33 – Editing a field and adding condition rule
02:23 – Saving and testing on the case dashboard
More Filevine dashboard tips coming daily!
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