What is a Page Layout?

How to trigger more than one action with a condition?

With a single condition, you can trigger more than one action by repeating steps 6 to 8. For instance, if the vehicle type is two-wheeler, you can show the two-wheeler section, and make the bike-type field mandatory.

How to add more criteria to a condition?

To add more than one criteria to the condition, click on Edit Condition after initiating the rule. For example, you can show the Number of seating rows field only if the car type is MUV/SUV AND the seating capacity is greater than 4.

Note : You can add a maximum of five criteria in each condition, combined using AND or OR. You can use the primary field for only one criterion, and this criterion can only have AND operator with others.

How to add more conditions?

To add more conditions and actions depending on the same primary field, click on Choose an option and add them. For example, if the Vehicle Type is Four-wheeler, show the Four wheeler section of the layout.

How to make a field mandatory?

Apart from showing specific fields, sections or subforms, you can also make a field mandatory depending on a condition. For example, you can make the Number of Helmets field mandatory if the Helmets Required field is checked.

Mandatory Field Layout Rules

Points to remember

• You can include the primary field of one layout rule in the "Show Field" and "Set Mandatory Fields" actions for other layout rules, but not as a primary field for another rule.
  
• The Record Owner field or a multi-select picklist field cannot be the primary field for a rule.
  
• Layout rules are active when creating a record manually and when creating a record through the API. However, when using the API, only mandatory field rules are applied. Layout rules are not available for records generated via import, webforms or lead convert page. Refer to Layout Rule Exceptions for more details.
  
• When you edit a primary field associated with a layout rule, and if the actions triggered include making one or more fields mandatory, the system will capture these mandatory fields via a pop-up prompt. For example, when you edit a record, and change the Helmets Required from No to Yes, the Number of Helmets Required field will be captured via a pop-up prompt.
  
• You cannot use Layout Rules on Auto Number, Lookup, Multi Select Lookup, User Lookup, Formula, File Upload and Multi Line field types.
  
• Layout Rules are applicable for create, edit and view pages.