Benefits

1. Optimize your layout by removing unnecessary fields.
   
2. Show specific fields or sections based on your requirements.
   
3. Create a customized flow using dependent layout rules.

Feature Availability:  Enterprise Plan

Create Layout Rule

1. Click   in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Tasks > Layout Rules tab.
   
3. Click New Layout Rule in the upper right corner.
   
4. Enter the Rule Name, Description, and choose an existing Layout. If there are not any created layouts, the system will only list the default layout in the drop-down.
   
5. Select the Rule Type and create a rule.
   
1. Conditional Layout Rule: Use conditional layout rule to change the property of a custom field.
   
2. Dependent Layout Rule: Use dependent layout rule to change the value of the custom picklist fields.
   
6. If you have selected Conditional, choose a condition to initiate a rule. If you have selected Dependent, choose the Primary Field and the Dependent.
   
7. Click Save.
   
   

Priority, Start Date, End Date, and Completion Percentage are the default fields that can be used in Layout Rules.

Edit Layout Rule

1. Click   in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Tasks > Layout Rules tab.
   
3. Hover over a layout rule and click    to view options.
   
4. Click Edit.
   
5. Modify layout rule information.
   
6. Click Save.
   
   

Delete Layout Rule

1. Click   in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Tasks > Layout Rules tab.
   
3. Hover over a layout rule and click  to view options.
   
4. Click Delete.
   
5. Confirm your action.

Create Action

Show fields

1. Click   in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Tasks > Layout Rules tab.
   
3. Click on the rule which you would like to add action.
   
4. Click Add action and select Show fields.
   
5. Select the fields you would like to display.
   
6. Click Save.
   
   

Show sections

1. Click   in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Tasks > Layout Rules tab.
   
3. Click on the rule which you would like to add action.
   
4. Click Add action and select Show sections.
   
5. Select the sections you would like to display.
   
6. Click Save.
   

The default section will not be displayed under "Show sections".

Set mandatory field

1. Click   in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Tasks > Layout Rules tab.
   
3. Click on the rule which you would like to add action.
   
4. Click Add action and select Set Mandatory Fields.
   
5. Select the fields which you would like to set as mandatory.
   
6. Click Save. 

Remove mandatory field

1. Click  in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Tasks > Layout Rules tab.
   
3. Click on the rule which you would like to add action.
   
4. Click Add action and select Remove Mandatory Field.
   
5. Select the mandatory fields which you would like to remove.
   
6. Click Save.

Disable field

1. Click   in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Tasks > Layout Rules tab.
   
3. Click on the rule which you would like to add action.
   
4. Click Add action and select Disable Field.
   
5. Select the fields which you would like to disable.
   
6. Click Save.
   

If a field is set as mandatory, it cannot be disabled.