Layout Rule Exceptions
Layout rules are effective on creating a record manually. However, when a field used in a layout rule is updated through other ways such as workflow update, and APIs, the field update takes precendence over both these rules.
These instances are explained with further examples below:
Layout Rules - Details of the exceptions
Example:
You have a layout rule for the Leads module that says,
<<If Lead Source is Tradeshow, make the Emailaddress mandatory.>>
This layout rule will work when you manually create or edit a record in CRM and update the Lead Source to Tradeshow. However if the Lead Source is updated as Tradeshow via the following means, Email address will NOT be made mandatory and as a consequence, the Email address field value will be empty.
| Means of field update in CRM | Field update details |
| Import | Updated on importing new leads or overwriting existing records |
| Workflow rules | Updated as a result of workflow action |
| APIs | Updated via API updateRecords method |
| Mass update | Primary field that has been used in a layout rule with the condition as "Set mandatory" will not be available for mass update. |
Macro | Layout rule primary fields are allowed in macros |
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Points to note while updating a field used in a validation rule.
Validation Rules are effective on creating a record manually. However, when fields used in a validation rule (whether primary or secondary) are updated through other ways such as workflow update, and APIs, the field update takes precendence over the ...Adding Layouts Rules
Layout Rules in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. Your sales data are often inter-dependant. Consider the following examples. In a real estate company, the particulars required from a ...Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...Working with Validation Rules
One of the most challenging tasks in CRM system is ensuring the validity of data in it. A poorly maintained set of data can cost a company in more ways than one - your activities are slowed down, you will have inaccurate reports and it's plain ...Multiple Scoring Rule
What are scoring rules? Scoring rules help qualify prospects based on various parameters such as their behavior, demography, or other key details of their persona. The higher the score, the more likely the prospect is to become a customer. Scoring ...