1. Selecting the primary field on which the rule must be applied
   
2. Specifying the condition that must be satisfied for the rule to be executed
   
3. Selecting the trigger actions that result in the expected behavior of the field in the layout

Trigger actions

1. Show fields: Select specific fields to be displayed in the layout only if the condition matches.
   
2. Hide fields: Hide certain fields from the layout only if the condition matches.
   
3. Disable fields: Make the field read-only if the condition matches.
   
4. Set mandatory fields: Set certain fields as mandatory to ensure that those data are available to complete the work item.
   
5. Mark fields as non mandatory: Mark a mandatory field in the layout as non mandatory only if the condition matches.
   
6. Show sections: Displays a section if the condition matches.
   
7. Hide sections: Hides a section if the condition matches.
   
8. Set field value: Adds value to the field if the condition matches.
   
9. Set field and lock: Adds value to the field and locks it to protect from making any changes if the condition matches.
   
10. Restrict pick list: Allow only selected pick list values to be displayed if the condition matches.

Feature Availability:  Premier Plan

Accessibility: Users with profile permission to Manage Custom Fields can create, edit, and delete layout rules.

 

Supported module: Work Items

Benefits

1. Optimize your layout using conditional field behavior.
   
2. Diversify and enhance your data capturing process using rule-based fields.
   
3. Use the trigger action options to tailor your layout according to your varied requirements.
   
4. Automate field visibility and define preset values. 

Example

1. Assign work items to users based on the item type.
   
2. Show sections based on the item type.
   

3. Update a field value and lock it based on the item type selected. 

Feature behavior 

1. Layout rules will be applied on create, edit, and view pages.
   
2. Layout rules cannot be used on the following field types:
   
1. Auto Number
   
2. Lookup
   
3. Rollup
   
4. Formula
   
3. Layout rules will not be applied for the records generated via import.
   
4. Layout rules will not execute if records are created or edited via APIs.
   
5. You can add up to 200 actions in the conditions (inclusive of both primary condition and sub condition). 

Create layout rules   

1. Click in the top-right corner to navigate to the Settings page.
   
2. Navigate to Layout and Rules > Layout Rule.
   
   
3. Click + Layout Rules in the top-right corner.
   
4. Select a layout to create a layout rule, then click Proceed.
   
5. Enter the Rule Name and Description.
   
6. Choose the condition to initiate the rule. This will be the primary condition. The primary condition requires a Primary field and a value. For example, Status type is Open.
   
   
7. Once the primary condition is set, click Proceed.
   
8. Adding to the primary condition, you can add sub conditions if needed. For example, you want the assignee to be 'Monica' for this condition to be executed. Click Save after adding the sub condition.
   
9. Select a trigger action for the condition.
   
   
10. Once an action is set for a condition, you can create the next condition.
    Note: You cannot add another condition unless an action is set for the previous condition.  
11. After creating the conditions, the layout rule will be saved automatically.
    

When a layout rule modifies a field value, and that field value meets the condition set in another layout rule, the second layout rule will be triggered and executed.

Example: 
Layout rule 1: 
Primary condition: Item type is Task
Sub condition: Update the user group field value to the Development team. 

Layout rule 2: 
Primary condition: User group is the Development team. 
Sub condition: Update the start date as Today and end date as Next week. 

After Rule 1 is executed and modifies the User group field to the Development team, Rule 2 will immediately be triggered and its actions (updating the Start date and End date) will be carried out.

Apply a layout rule to work items  

1. Click in the top-right corner to navigate to the Settings page.
   
2. Navigate to Layout and Rules > Custom Layouts.
   
3. Hover over an existing layout and click + Associate Projects.
   
4. Select a project to associate with the layout.
   
5. Click Associate. 
   

Edit layout rule

1. Click in the top-right corner to navigate to the Settings page.
   
2. Navigate to Layout and Rules > Layout Rule.
   
3. Hover over the layout rule and click Edit.
   
4. Update the layout rule.

Enable or disable layout rule  

1. Click in the top-right corner to navigate to the Settings page.
   
2. Navigate to Layout and Rules > Layout Rule.
   
3. Toggle the status button to enable or disable the layout rule.