Layout Rules

Autoplay

Layout Rules

Customization

Autoplay

Start Watching

Take a simple quiz to test your knowledge about Your tasks before getting data into CRM

Skip Take Quiz
Replay

  • Contents
  • Overview
  • Quiz
  •  

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.

 

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.

Question: 1 of

Skip Next

You scored /

Retake QuizWatch Next