Set Conditional and Dependent Rules for Issues in Zoho Projects

An Issue Layout is a customizable form to add and update information about a specific issue. The fields in the issue layout can be changed dynamically based on user requirement using the issue layout rules.

Consider a scenario where an electrical fluctuation issue is reported after an appliance installation. This issue is being assigned to the engineering team who would coordinate with a third-party electrical technician. For security reasons, only technical details should be visible to the technician, while internal fields remain hidden.

Using issue layout rules, you can create a conditional rule by setting a condition where the Associated Team is Engineering Team. After creating the condition, you can show the section that displays all the electrical details and hide the non-technical fields such as Severity, Phase details etc.

Condition: Associated Team is mapped as Engineering Team.

Action: Show sections - to display all electrical details.

Action: Disable Fields - to hide non-technical fields.

This ensures that only relevant information is displayed to the technician, maintaining data privacy.

If you have any questions, you can comment below or email to us at support@zohoprojects.com.

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