Layout Rule Exceptions
Layout rules are effective on creating a record manually. However, when a field used in a layout rule is updated through other ways such as workflow update, and APIs, the field update takes precendence over both these rules.
These instances are explained with further examples below:
Layout Rules - Details of the exceptions
Example:
You have a layout rule for the Leads module that says,
<<If Lead Source is Tradeshow, make the Emailaddress mandatory.>>
This layout rule will work when you manually create or edit a record in CRM and update the Lead Source to Tradeshow. However if the Lead Source is updated as Tradeshow via the following means, Email address will NOT be made mandatory and as a consequence, the Email address field value will be empty.
| Means of field update in CRM | Field update details |
| Import | Updated on importing new leads or overwriting existing records |
| Workflow rules | Updated as a result of workflow action |
| APIs | Updated via API updateRecords method |
| Mass update | Primary field that has been used in a layout rule with the condition as "Set mandatory" will not be available for mass update. |
Macro | Layout rule primary fields are allowed in macros |
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Adding Layouts Rules
Layout Rules in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. Your sales data are often inter-dependant. Consider the following examples. In a real estate company, the particulars required from a ...Points to note while updating a field used in a validation rule.
Validation Rules are effective on creating a record manually. However, when fields used in a validation rule (whether primary or secondary) are updated through other ways such as workflow update, and APIs, the field update takes precendence over the ...Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...Setting Assignment Rules
A sales success is closely coupled with the everyday activities of the reps, such as - number of follow-ups, promptness in getting back to the customers, offering quick answers to their queries, and responding to the support tickets. All these ...Working with Validation Rules
Creating and keeping high-quality data is difficult, but it's even harder to identify and fix a dataset full of mistakes. Faulty CRM data can lead to negative consequences for a company, including impeding operations, generating unreliable reports, ...