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Insurance
Hide Attributes or Attribute Values Based on User Profiles

Hide Attributes or Attribute Values Based on User Profiles

Hide product attributes or attribute values from users based on their user profile. For example, when a Customer Service Representative creates an auto insurance quote, hide the Rental Car Limit attribute by using attribute rules. However, when a Sales Agent creates a quote, show the Rental Car Limit attribute.

Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with the Insurance Industries managed package.

How: Create a Hide or Attribute Value Hide attribute rule with the USER_PROFILE parameter in the expression. For example, to hide an attribute value for the Customer Service Representative profile, use this syntax in the expression.

%USER_PROFILE% = 'Customer Service Representative'
 
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