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Group Visibility Rules using And and OR conditions

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Note:

If you see the following UI, you have the New Visibility Rules enabled for the account. For more information, see Understand New Visibility Rules.
Visibility Rules 2.0 screenshot

While adding Visibility Rules, use the And and Or conditions to determine when certain widgets or content should be displayed. Whatfix also enables you to use both these conditions together as a combination for fine-tuned control over when certain elements are displayed or actions are taken.

And Condition

All conditions connected by And must be true for the overall condition to be true.
For example, if you have an application with different pages, and you want to display a widget only on the Home page when the user is logged in. Use the And condition to combine the specific Visibility Rules and the widget will be displayed if and only if both conditions, Page is Home and User is Logged in, are true simultaneously.

visibility rule_and condition.png

Here are all the scenarios where the And condition works,

Visibility Rule 1

Visibility Rule 2

Does content display?

True

True

Yes

True

False

No

False

True

No

False

False

No

Or Condition

If any of the conditions connected by Or is true, the overall condition is true.
For example, if you might want to display a feature announcement Pop-up to users who either have an Account Manager or a Content Manager role. Use the Or condition to combine the specific Visibility Rules and the Pop-up will be displayed if either one of the conditions are met.

visibility rule_or condition.png

Here are all the scenarios where the Or condition works,

Visibility Rule 1

Visibility Rule 2

Does content display?

True

True

Yes

True

False

Yes

False

True

Yes

False

False

No

Combination of And and Or Conditions

When you use And and Or together to build Visibility Rules, And connects condition groups joined by Or.
Conditions joined by Or appear together in a shaded block in the Visibility Rules builder. And connects that group to subsequent conditions or groups.

For example, to display a Popup on a Salesforce Lightning Opportunity page, you can configure the following conditions:  

  • Set the URL Contains condition to /lightning/o/Opportunity and /lightning/r/Opportunity.  

  • Group these two conditions using Or.  

  • Combine this group with the Domain Contains condition set to lightning.force.com using And.

Here’s an example of how the combination of AND/OR appear in the Visibility Rules page:

visibility rule_grouped or and and condition.png

The shaded block shows the Or-grouped conditions, while the And dropdown appears outside the block, connecting the group to the next condition.

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