Kaizen #63 - Layout Rules in Zoho CRM

Kaizen #63 - Layout Rules in Zoho CRM

Hello and welcome to another week of Kaizen!

This week, we will be discussing Layout Rules in Zoho CRM.
If you need to modify the layout of a module based on user inputs, or to show or hide sections based on the value of a specific field, we have got just the perfect solution for you.

What is a Page Layout?

In simple terms, a page layout is a template where you can add, choose and arrange the fields and sections that will be displayed in a module. Depending on your application requirement, you can either edit the standard layout, or create custom layouts.

What are Layout Rules and why you need them?

Layout rules are a set of criteria that you define to modify the layout of a module. These rules help you keep your layouts clean and clutter-free. Often, you may need to set up dynamic layouts, where the value selected for one field determines the subsequent sections and fields. 
For example, in an automobile rental company, the field requirements for a two-wheeler will differ from the ones for a car. By using layout rules, you can display only the relevant sections and fields based on the type of vehicle being rented. This article will use an automobile rental company as an example to explain Layout Rules.

Who can access Layout Rules feature?

Only users with permission to Customize Zoho CRM profile can access this feature.

How and when are Layout rules triggered?

You can trigger the rule when the chosen primary field meets one of the following conditions.
  • is
  • isn't
  • contains
  • doesn't contain
  • starts with
  • ends with
  • is empty
  • is not empty
You can trigger the following actions when the criteria are met:
  • Show Fields - To show specific fields. For example, show the Number of Helmets field only if the Helmets Required is YES.
  • Show Sections - To show specific sections. For example, display the Four wheeler section only if the vehicle type is Four wheeler. 
  • Set Mandatory Fields - To set specific fields mandatory. For instance, make the car type field mandatory if the vehicle type is Four wheeler.
  • Show Subforms - To show specific subforms. For example, to show the Accessories Required only if the user chooses to rent accessories.

How to create Layout Rules?

  1. Go to Setup > Customization > Modules.
  2. Select the module.
  3. Go to the Layout Rules section and + New Layout Rule.
  4. In the New Layout Rule pop-up, enter the following details:
    1. Rule Name
    2. Rule Description
    3. Select the Layout to which the rule is applicable.
    4. Choose the primary field that controls the rule.
    5. Choose a condition to initiate the rule.
  5. Click Next.
  6. In the Rule Page, click + Trigger an action.
  7. Select the action and choose the corresponding section/field/subform according to the action you have selected.
  8. Click Save.


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.



Layout Rules in action


The image illustrates the effects of the layout rules. Two-wheeler or Four-wheeler sections are shown depending on the value of the Vehicle Type field. The Number of Helmets required field becomes mandatory if Helmet Required field is checked. If the car type is MUV or SUV, AND the Maximum seating capacity is more than 5, then the Number of seating rows field is displayed.

API support for Layouts and Layout Rules

If you do not specify the layout while creating a record using API call, the standard layout will be applied by default. If you specify a layout, the record will be assigned to it along with mandatory field check configured for that specific layout. In either scenario, the Show Field/Section/Subform layout rules applicable will be applied to the view record page in the UI. 

Mandatory Field Layout Rules

In order to apply the mandatory field rules, you must include the apply_feature_execution key in the input JSON. This is supported for Insert, Update and Upsert Records API from v2.
Currently API support is only available for Mandatory Field Layout Rules, during inserting or updating a record. 
Here is the sample JSON to create a record applying the layout rules.


 {
    "data": [
        {
            "Email": "patricia.boyle@zoho.com", 
            "Name": "Patricia",
            "Name1" : "Matt",
            "Mobile_Number" : "999999999",
            "Vehicle_Type": "Two wheeler",
            "Bike_Type": "Standard",
            "Helmets_Required": true,
             "Layout": {
                "name": "Standard",
                "id": "4876876000002670001"
            }
        }
    ],
     "apply_feature_execution": [
       {
           "name": "layout_rules"
       }
   ]
 }


In this example, the system will throw the following MANDATORY_NOT_FOUND error since we have made the Number of Helmets field mandatory if the Helmets Required field is True.


 {
    "data": [
        {
            "code": "MANDATORY_NOT_FOUND",
            "details": {
                "layout_rule": {
                    "name": "Helmet Mandatory Rule",
                    "id": "4876876000002695023"
                },
                "api_name": "No_of_Helmets"
            },
            "message": "required field not found",
            "status": "error"
        }
    ]
 }


You can use apply_feature_execution key in the Update and Upsert Record APIs to apply mandatory field rules to those records created without apply_feature_execution key.

Show Field/Section/Subform Rules 

API support is currently not extended to these rules. When using API calls, you can add values to all fields, even if they are hidden by layout rules.  Get Records API returns all the fields in the layout. In other words, using APIs bypasses layout rules for Show Field/Section/Subform.

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.
We hope you found this post useful. We will meet you next week with another interesting topic!
If you have any questions let us know in the comment section.

Related Links





      • Sticky Posts

      • Kaizen #197: Frequently Asked Questions on GraphQL APIs

        🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

      • Kaizen #198: Using Client Script for Custom Validation in Blueprint

        Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

      • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

        Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

      • Kaizen #193: Creating different fields in Zoho CRM through API

        🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

      • Client Script | Update - Introducing Commands in Client Script!

        Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

        • Recent Topics

        • How to update "Lead Status" to more than 100 records

          Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

        • Analytics for notes created

          Is there a way I can see how many notes were created per day? Via reporting or analytics?

        • Add Custom Reports To Dashboard or Home Tab

          Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

        • Cannot update Recurring_Activity on Tasks – RRULE not accepted

          Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"

        • Add image to report...

          Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add

        • More controls for User Fields in CRM

          Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain

        • Calls to accounts rather than leads or contacts?

          So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for

        • Image Upload Field | Zoho Canvas

          I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building

        • Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date

          Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

        • Lead Blueprint transition in custom list view

          Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed

        • Range names in Zoho Sheet are BROKEN!

          Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet

        • Can Zoho Flows repeat Actions more than once?

          I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions

        • Has anyone integrated SMS well for Zoho Desk?

          Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing

        • populate email address and name in zoho desk?

          Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,

        • Are there default/pre-built dashboards in Zoho Desk?

          Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you

        • Enable Locations for Expense

          Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.

        • Adding branded signature to tickets reply

          Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .

        • Zoho Calendar not working since a few days

          Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a

        • Zoho Marketing Automation 2.0 - Landing Page function not working

          Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

        • WebDAV / FTP / SFTP protocols for syncing

          I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.

        • Zoho Mail Android app update: Manage folders

          Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

        • How to share ticket numbers across different ticket types

          I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main Event

        • Adding Social Media Buttons to Basic Campaigns

          Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!

        • Hide Inactive Social Sign-In Providers from Login Screen

          Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,

        • Zoho Cliq not working on airplanes

          Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

        • [Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect

          Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

        • Ship via Carrier Not Working Since Commerce Update

          Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening

        • automations: Can I execute a step on a specific date?

          I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending

        • Zoho Expense - The ability to add detail to a Trip during booking

          As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the

        • Adding Folders in Android App

          Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

        • Schedule Exports for Regular Project Updates

          Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly

        • Question about custom fields using Pivot Tables.

          I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?

        • Request for Light/Dark Mode

          Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm

        • Signature field is showing black

          Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

        • Journey Email - Ignored Contacts

          I have a journey setup which simply sends a string of emails over time. For some reason I am getting large amounts of the contacts who enter the first email being ignored and I can't find anywhere in reports or audit logs why these contacts are not

        • Involved account types are not applicable when create journals

          { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":

        • Zoho Books - Include Payment Terms as a Custom View filter

          It would be great if you could created a custom view based on Payment Terms. This would be really handy for seeing a list of customers who have credit terms. A workaround is not required. I could do something with a creditor checkbox, but it would be

        • How to update changed purchase account of item in invoice

          I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the

        • Help - Zoho CRM notification on mobile (IOS/Android)

          Hello Community! Can I get the IOS/Andoid CRM app to notify me of events, calls, etc. due as I can with MANY other apps?   I am running the free Zoho I would like this to be native to the Zoho CRM app. I do not want to write a sep. mobile app

        • Zoho Books Idea - Include another field in Bank Details for Address

          Hi Books team, Currently use the Description field in the Bank Details to store the bank's address. This works fine but it would be great if you could add another field for Bank Address, so that other notes about the bank account could be stored in the

        • Next Page