State Management
State Management enables designers to control the dynamic visibility and locking behavior of their app at runtime. Rules can be defined for three distinct areas of the app: the Ribbon, Sheets, and Maps (grids and form maps).
You can access it from the State Management tab in the Tasks menu. By clicking the 'New State Management Task' button, the State Management Task screen appears as shown in the image below:
At least one rule must be created before the task can be saved.
Ribbon Section
For ribbon tasks created in Fusion V20.10 and earlier, the Refresh Ribbon Task can now be found in this Ribbon Section of the State Management Task
Ribbon Rules allow designers to control which buttons and button groups are shown or hidden in the app ribbon at runtime. Rules can be applied without any conditions (always apply) or based on defined When-Then conditions.
How to add a Ribbon rule:
Enter a Task Name
Select the Ribbon Section tab.
Click "+ Add Rule". A "RULE OF : RIBBON SECTION" pop-up opens.
Enter a Rule Name.
Configure the When (condition) and Then (action) as needed.
Click Save to apply the rule.
Note: The When (condition) block is optional. If left empty, the action defined in the Then block will always apply at runtime regardless of any data or user state. If conditions are added, the action only applies when those conditions are met.
Ribbon Rule Configuration
When (Condition) — Optional
Uses the same condition builder as existing Fusion Rules.
Supports multiple conditions. Conditions can be added, edited, or removed.
If left empty, the Then action always applies at runtime
Then (Action)
Select one or more Buttons or Button Groups from the dropdown.
Choose the action from the following options:
Rule Based
The button/group visibility is controlled by the When condition defined above.
Show
The selected button/group is always shown.
Hide
The selected button/group is always hidden.
Sheet Section
Sheet Rules allow designers to control the visibility of individual sheets within the app at runtime. Each sheet can be set to always show, always hide, or show/hide based on defined conditions.
How to add a Sheet rule:
Enter a Task Name
Select the Sheet Section tab.
Click "+ Add Rule", "RULE OF : SHEET SECTION" pop-up opens.
Enter a Rule Name.
Configure the When (condition) and Then (action) as needed.
Click Save to apply the rule.
Sheet Rule Configuration
When (Condition) — Optional
Uses the same condition builder as existing Fusion Rules.
Click "+ Add" to add one or more conditions.
If left empty, the Then action always applies at runtime.
Then (Action)
Select Sheet: Choose the target sheet from the dropdown.
Action: Choose Show or Hide for the selected sheet.
Click "+ Add" to add multiple sheet action rows.
Multiple sheets can be configured within a single rule
Rule Based
The sheet visibility is controlled by the When condition defined above.
Show
The selected sheet is always shown.
Hide
The selected sheet is always hidden.
Map Section
Conditional Locking gives designers control over when and how data is editable within a grid or form map at runtime. Rules can be defined to automatically lock or unlock cells, rows, or columns based on data conditions or formulas. Lock states update dynamically as underlying data changes.
How to add a Map rule:
Enter a Task Name
Select the Map Section tab.
Click "+ Add Rule". A "RULE OF : MAPS SECTION" pop-up opens.
Enter a Rule Name.
Configure the When (condition) and Then (action) as needed.
Click Save to apply the rule.
Maps Rule Configuration
When (Condition) — Optional
Uses the same condition builder as existing Fusion Rules.
Click "+ Add" to add one or more conditions.
If left empty, the locking action always applies at runtime.
Then (Action)
A dropdown allows selection of the locking type:
Lock Cell
Lock specific individual cells based on Salesforce data, spacer column values, or conditional formatting colors.
Lock Row
Lock entire rows of data when a defined condition is met. Useful for preventing edits on approved, closed, or read-only records.
Lock Column
Lock entire columns either permanently (always locked) or conditionally based on defined rules.
After selecting the lock type, a "Select Value Type" dropdown appears to specify how the target cell, row, or column is identified.
Click "+ Add" to add multiple locking action rows within a single rule.
Last updated
Was this helpful?