Layout Rules
Layout Rules
Customization
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Layout Rules
Sometimes few fields in a layout are dependent on the other fields, for example in an insurance form the details of the dependents are needed only when the applicant chooses to add nominees. If the nominee field says "No", then the dependent details need not be shown.
Layout rules, also known as Conditional Layouts, provide an option to show fields based on the values entered in another field. Using layout rules you can maintain a decluttered form which has only the requisite fields at a given time and dynamically shows or hides fields depending on users' entries.
In this video, you will learn when and how to use layout rules.
Useful link: Using Layout Rules
While creating a layout rule, what actions can you create?
Show Fields
Incorrect
Sorry! This is only one among many actions that you can create.
Show Sections
Incorrect
Sorry! This is only one among many actions that you can create.
Set Mandatory Fields
Incorrect
Sorry! This is only one among many actions that you can create.
Show Subforms
Incorrect
Sorry! This is only one among many actions that you can create.
All of the above
Correct
Well done! You can create all the actions as mentioned above.
Layout Rules are applied on:
Create/edit and view pages
Correct
Well done! Layout rules are applied on create/edit and view pages.
Only create
Incorrect
Sorry! Layout rules are applied on create/edit and view pages.
View Pages
Incorrect
Sorry! Layout rules are applied on create/edit and view pages.
Layout Rules can be applied to all fields.
True
Incorrect
Sorry! Layout Rules cannot be applied to all fields.
False
Correct
Well done! Layout Rules cannot be applied to all fields.
When should you use the layout rules?
When you want to reduce the number of fields in a layout.
Incorrect
Sorry! They are used to ensure that certain fields are shown depending on the value entered in the previous field.
When you want to ensure that certain fields are shown depending on the value entered in the previous field.
Correct
Well done! They are used to ensure that certain fields are shown depending on the value entered in the previous field.
When you want to prevent incorrect data from entering your CRM system.
Incorrect
Sorry! They are used to ensure that certain fields are shown depending on the value entered in the previous field.
Layout rules can be used on all field types:
True
Incorrect
Sorry! They cannot be used on all field types.
False
Correct
Well done! They cannot be used on all field types.
When you select 'Show Subforms':
The subform will be shown irrespective of the criteria.
Incorrect
Sorry! The subform will be shown only when the prescribed criteria are met.
The subform will be shown when the prescribed criteria are met.
Correct
Well done! The subform will be shown only when the prescribed criteria are met.
A list of existing subforms will be displayed.
Incorrect
Sorry! The subform will be shown only when the prescribed criteria are met.
Layout rules are not available for records created via import, webforms, and APIs.
True
Correct
Well done! They are not available for records created via import, webforms, and APIs.
False
Incorrect
Sorry! They are not available for records created via import, webforms, and APIs.
While choosing trigger actions, the Show Subform option will be available:
Only if a subform is present in the chosen layout
Correct
Well done! It will be available only if the subform is present in the chosen layout.
At all times
Incorrect
Sorry! It will be available only if the subform is present in the chosen layout.
When you edit a primary field used in a layout rule, if there are mandatory fields associated to the rule, these mandatory fields will be captured via a pop-up prompt.
True
Correct
Well done! The mandatory fields will be captured via a popup prompt.
False
Incorrect
Sorry! The mandatory fields will be captured via a popup prompt.
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