Enhancement for layout rules

Dear All,

We've introduced a minor change related to layout rules: mandatory fields to be checked for APIs.

Using layout rules, you can configure conditions and define actions to be taken, like showing fields, showing sections, showing subforms, and setting mandatory fields for contextual data collection.

For example, if a lead in an organization is from the USA, "SSN" could be a mandatory field. However, if the lead is from a different country, the field shouldn't show up. This can be achieved using a layout rule that determines that the "SSN" field should only show up when the "Country" is set to "USA". The field can also be set as mandatory.

With this enhancement, the "Set Mandatory Field" action of Layout Rules will be supported in APIs with version 2.0 and above. Henceforth, while adding or updating records through APIs, if the criteria for a layout rule are met, the fields will be defined as mandatory and it will not be possible to add or update the record.

That's it for the enhancement. Read our help docs to learn more about creating layout rules.

Thanks!

P.S. These enhancements are available for all users in all DCs.

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
The Canvas module view gets an exciting face-lift
Announcement moderated on: 4th July,2023 The Canvas module view revamp has been successfully opened for all users in all DCs today. Dear All, We hope you're well! When it comes to business productivity, data organization and accessibility play a crucial
In-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,
Introducing a new home page view and UI enhancements for Dashboards
Hello everyone, In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's
New Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all