Layout Rule Exceptions

Layout Rule Exceptions

Layout Rule Exceptions

  • Layout Rules - Details of the 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 precedence 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 Email address 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 used in a layout rule will not be available for mass update.



    • Related Articles

    • Points to Note While Updating a Field Used in a Validation Rule

      Points to note while updating a field used in a validation rule. Updating a primary field using a validation rule Updating a secondary field using a validation rule Validation Rules are effective on creating a record manually. However, when fields ...

    • Customising the User Layout

      Customising the User Layout Add custom fields Manage custom fields The CRM allows you to customise the layout where you fill a user's details. Usually, while adding a user in the CRM, you will be prompted to add basic information such as name, email ...

    • Creating Conditional Layouts

      Creating Conditional Layouts How to Create a Conditional Layout Points to Remember Conditional layouts in the CRM offer an interface for you to seamlessly manage dependency between fields in a layout.  Your sales data are often interdependent. ...

    • Working with Page Layouts

      Working with Page Layouts Layout Assignment Choose layouts on record creation Understand the layout field Setting up workflow rules Create reports based on multiple layouts Understand page layouts with a scenario  Here is a simple scenario in which ...

    • Working with Validation Rules

      Working with Validation Rules Create a validation rule Example Scenarios Delete a validation rule One of the most challenging tasks in CRM system is ensuring the validity of data in it. A poorly maintained set of data can cost a company in more ways ...