Power of Automation :: Design your Ideal Task form with Task Layout Rules.

Power of Automation :: Design your Ideal Task form with Task Layout Rules.

Hello Everyone,

Use case:-

One of our customers, who is managing their entire workflow in Zoho Projects wanted to dynamically display task fields based on the type of task being created.
 
For instance, if a task falls under the "Shipment" category, only the fields relevant to shipment should be visible within that task. This can be achieved using Task layout rules.

To implement this:-
 
#1. A custom picklist field named "Task type" was created, containing various task categories as values.
 
#2. Custom fields relevant to each category (e.g., Shipment) were added to the task layout and grouped into separate sections.
 
#3. Using Task Layout Rules, these sections are configured to show or hide based on the value selected in the "Task type" field.
 
Below is a quick video demonstration outlining the steps to achieve this functionality.
 

We hope you found this post useful. If you have any questions, feel free to share them in the comments below.



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