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.