Leverage layout rules to customize workflow
Layout rules in Zoho Sprints primarily aim to customize the field layout of your creation forms to meet complex requirements. But it doesn't stop there. Its customization can push the boundaries of how your fields behave, how data is gathered, how processes are branched out, and how workflow is channeled.Based on conditions, you can tailor field behavior, direct the life cycle of an item, mandate specific actions, restrict the field options, or auto-assign users. The possibilities are aplenty.
We've tried to provide a few sample scenarios that help you automate your data collection and progress tracking flow. If you have any specific requirements, please state them in the comments, and we'll find out if layout rules can help you.
Use case 1: Restricting item statuses based on work item types
With layout rules, each item type can have its own workflow. This means it can have its own unique set of statuses that align with its specific lifecycle.
Let's assume you have three item types: Bug, Story, and Task.
Each type follows its own lifecycle, represented by the following statuses.
- Bug goes through the To Do, In Progress, Bug Fixing, Bug Testing, and Done statuses.
- Story has To Do, Ideation, In Progress, Development, Review, and Done.
- And Task moves through a simple To Do, In Progress, and Done.
To align with these flows, certain statuses should not be available to specific item types. For instance, a story or a task should not be moved to the Bug Fixing status. Similarly, a bug or a task should not be moved to the Development status.
To enforce this, we can create layout rules that control which statuses are available based on the item type.
So, we'll create three conditions with each item type as the primary field.
- If the item type is Bug, specify the condition with the trigger action to restrict the status pick list to To Do, In Progress, Bug Fixing, Bug Testing, and Done.
- If the item type is Story, specify the condition with the trigger action to restrict the status pick list to To Do, Ideation, In Progress, Development, Review, and Done.
- If the item type is Task, specify the condition with the trigger action to restrict the status pick list to To Do, In Progress, and Done.
Together, these conditions control the status progression for each item type. So, when you create a bug, it will only progress into the statuses that belong to the Bug lifecycle.
Use Case 2: Restricting future statuses based on the item's current status
When your team requires a pre-defined strict workflow where an item can be moved from a specific status to only a few statuses, layout rules can help implement this. For example, an item in the Bug Fixing status should only move to Bug Testing, and no other status. This way, each status controls the next status in the workflow.
To ensure this, create layout rules specifying conditions for each of the item status:
- If the status is To do, specify the condition with the trigger action to restrict the status pick list to In progress and Rejected.
- If the status is In progress, specify the condition with the trigger action to restrict the status pick list to In progress and Development.
- If the status is Development, specify the condition with the trigger action to restrict the status pick list to Review Level 1.
- If the status is Review Level 1, specify the condition with the trigger action to restrict the status pick list to Reopen and Review Level 2.
- If the status is Reopen, specify the condition with the trigger action to restrict the status pick list to In progress.
Use case 3: Making a field mandatory based on item status or item type
Let's assume you want a field to be made mandatory only when the item is moved to one particular status. Which implies the field will remain non-mandatory during other statuses and will be mandatory only at that particular status. So, the progress to that status must be allowed only when the mandatory field is updated.
For instance, when an item is moved to the Done status, the Approver field must become mandatory to record completion approval. To ensure that this process is executed, you can create a layout rule where the primary field is the Status Name. If the status field is updated to Done, specify the condition with the trigger action to set the Approver field as mandatory.
Use case 4: Showing or hiding a section or field based on item types
Layout rules enable you to show or hide fields or sections based on item type conditions.
Let's say a section with fields related to a new feature should only be visible when the item type is New Feature.
Similarly, when the item type is Security Issue, the section with fields related to Security issue must be visible.
To achieve this, create a layout rule with Item Type as the primary field.
- Create a condition for the New Feature item type with a trigger action to show the New Feature Details section.
- Create a condition for the Security Issue item type with a trigger action to show the Security Issue Details section.
Use case 5: Selecting specific assignees for item types and priorities
Layout rules can help you assign users based on the item type and priority. Let's say your team has a group of developers with varied levels of experience and expertise. You want to assign the high priority items to a more experienced member like John, while assigning low priority items to a novice like Peter.
If the item type is Bug and the priority level is Critical, you can assign the bug to John. If the priority level is High, it goes to Peter.
To meet this requirement, you can create a layout rule with Item Type as the primary field.
- Create a condition for the item type Bug with a subcondition where the priority level is Critical and the trigger action has the Set Field Value Assignee as John.
- For the same condition, add a subcondition where the priority level is High and the trigger action has the Set Field Value Assignee as Peter.
Similarly, say you want the Task item type with a medium priority level to go to Helen, and a low priority level should go to James.
- Create a condition for the item type Task with a subcondition where the priority level is Medium and the trigger action has the Set Field Value Assignee as Helen.
- For the same condition, add a subcondition where the priority level is Low and the trigger action has the Set Field Value Assignee as James.
These are just a few examples of how layout rules can streamline your project management. Do you have any particular scenario that needs resolution? Please share it with us.
Thanks,
Zoho Sprints Team
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Neethinila R
Sticky Posts
Tip #28 - Plan less and deliver more using WIP limit in Zoho Sprints
Hello, It's been a while since we met with a quick, interesting tip. As the saying goes, "Too much of anything is good for nothing", today the focus is on delivering your outcomes with the right amount of planning. Your plan should be practical, calculative, and achievable for driving a qualitative success. Laura's plan Laura has a habit of planning her project deliverables before assigning work to her team-mates. Once the plan is finalized, she schedules a general meeting with her team andTip # 3- Working on the Scrum board
Continuing from our Tip #2 on leading to a sprint, let's see how to manage the work items on the Scrum board. Once you start the sprint your work items are automatically displayed on the Scrum board where you will actually manage the work items. It is a snapshot of the backlog items identified for the current sprint. The layout of the Scrum board Simply put, the scrum board is just like a physical board with sticky notes on which the work items of the active sprint are displayed. The scrum boardTip#2- Leading you to a Sprint
Product Backlog After the user stories are written and finalized, they are sorted to create the Product Backlog for the project during the Backlog Grooming meeting. This is a master list of all the work items that have been identified for the project and sorted by priority. Requirements are not constant during this period.The Product Backlog is dynamic and is an ongoing process. Every user story in the Product Backlog is customer centric. The Product Backlog includes: User centric stories based onTip #1- Why swimlanes?
Lanes define a clear path to reach your destination. In Agile, swimlane is one such concept that sets a simple and clear process of the work that you do. The concept of swimlane can be related to the pool, where the swimmers gather in their respective lanes to start off. Similar to the pool, work items are grouped in different categories. Each category is referred as a lane and is displayed in horizontal format. Swimlanes are effective in categorizing the work items with respective to specific
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Every time an event is updated, all participants receive an update email. How can I deactivate this?
Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening3/18 オンライン勉強会のお知らせ Zoho ワークアウト （無料）
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。Conversion Rate – Won Deals over Assigned Prospects
Hello, I would like assistance configuring a KPI in Zoho Analytics titled: Objective of the calculation: Number of Won Deals divided by Total number of assigned prospects (not only converted prospects). Important clarification: The denominator must includeFeature Request – Conditional Visitor Information Request in Zoho SalesIQ
We would like to request the ability to conditionally ask for visitor details based on the communication channel used in Zoho SalesIQ. Specifically: When a visitor initiates a conversation through the live chat widget on the website, we want to continueApple Messages for Business in Omnichannel communications?
Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account
Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsZOHO.CRM.UI.Record.open not working properly
I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",【Zoho CRM】通貨機能のアップデート：為替レートの自動更新やデータ更新オプションなど
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から通貨機能のアップデートをご紹介します。 CRMの複数通貨機能を使うと、地域ごとに通貨を管理し、顧客の現地通貨で記録したデータを自国通貨に自動換算して分析やレポートに活用できます。 従来は、為替レートを管理者が手動で定期更新する必要があり、各データには作成時点のレートが固定されるため、その後の市場変動は反映されませんでした。 本記事では、この問題を解消する「為替レートの自動更新」をはじめ、さまざまな新機能をご紹介します。AI Bot and Advanced Automation for WhatsApp
Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:Can we add zoho sign to a custom module?
i understand out of the box it works with 8 modules. is it possible to add it to a custom module?This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Selected date present employees roster
=CHOOSECOLS(FILTER(A2:E5;(INDEX(C2:E5;0;MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0))<>"OFF")*(INDEX(C2:E5;0;MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0))<>"EL"));1;2;2+MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0)) This way sheet looks lCredit Card Terminal for Zoho Books
Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank YouFiltering in Help Center
Hi, our ticket system is based on a set of structured status categories. The customer must be able to filter by these status. How can we add "Status" as filter to the help center. In the same moment we do not need filters e.g. as "channel". How can weOn Edit Validation Blueprint
Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint willGoogle Fonts Integration in Pagesense Popup Editor
Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google FontsCan multiple agents be assigned to one ticket on purpose?
Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currentlyWhere is the settings option in zoho writer?
hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regardsWhen Does WorkDrive integrate with Books?
When Does WorkDrive integrate with Books?CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),Zoho Sign Not Delivering
I have sent several contracts out via Zoho Sign. They do not seem to be getting delivered. I had one person receive it, but the others have not. I had one person tell me they sent it back to me and never got it and doesn't show as signed. I've sentBank Feeds Breaking Constantly
Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while andAutomatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In theseZoho Payroll's USA and KSA editions are available in Zoho One!
Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in ZohoOutlook/Hotmail Blocking Zoho SMTP IPs (S3150)
We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,Tip #63- Exploring Technician Console: Elevate to Admin Mode (Windows & Mac)- 'Insider Insights'
Hello Zoho Assist Community! Ever been in a remote support session where you couldn’t complete a task because you didn’t have admin privileges? Maybe installing software, accessing secure system areas, or rebooting into Safe Mode just didn’t work becausePrevent accidental duplicate entry of Customer Ordersome
Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platformsPermissões granulares por usuário além do modelo baseado exclusivamente em perfis
Atualmente, o modelo de segurança do Zoho CRM é fortemente baseado em perfis. Embora funcional, esse modelo apresenta limitações quando equipes possuem variações individuais de acesso dentro do mesmo grupo operacional. Em cenários reais, é comum que usuáriosEvolução do modelo de ambientes: Dev, Homologação e Produção com pacotes versionados
Hoje o Zoho CRM já oferece Sandbox, o que é um avanço importante para organizações que trabalham com customizações mais complexas. No entanto, na prática, o modelo atual ainda apresenta limitações significativas quando múltiplas equipes ou consultoriasZoho Mail - Email Reminder template (default)
Zoho Mail Users, Does anybody here use the email reminder template? I'm asking Zoho to allow and add us to select which one of our many templates will be our default. It allows us to operate more efficiently. It's a Checkbox. If you feel this can benefitWindows Desktop App - request to add minimization/startup options
Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menusCanva Integration
Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,Announcement integration between Zoho People and Zoho Connect
As we're using these 2 products, there're areas of overlapping especially in the Announcement. When there's a new announcement in Zoho People, can it push to the company wall in Zoho Connect?Does Zoho Mail Have Popout windows?
I recently switched my work email over to Zoho and everything I read said that you can popout the draft email as you're writing, however, all the pictures or info I've seen show the typical popout arrow in the top right, which I can not for the life ofCan I reorder how the staff are displayed on the booking page?
As the title suggests, can I change this? Either reorder manually reoreded to my preference, or automatically (a-z, z-a etc.)Bulk upload image option in Zoho Commerce
I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enterEnhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting
Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicableSubheaders for Sections in forms
Currently, every form section has a field name, which one can choose to show/hide to the end user. It would be great if there was an option to show a SUB-HEADER in addition to a header. It would be useful for explaining to the end user what the sectionCustom view inconsistencies
Why is "is not" missing from criteria, along with other comparison operators ??? It makes it almost impossible to build required custom views, I don't want "void" invoices listed & why on earth would "Void" invoices be showing when the criteria includesNext Page