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How to Create Conditional Layout

Create Conditional Layout

The conditional layout plays a vital role in Zoho CRM. It manages dependency between fields in layouts You can have a look here.

For Instance: In The Lead information the particulars required for Interviewers may have a different dependency on the interview type-

Pre-interview form or a Post-interview form.

If you will Choose the Pre-interview form then it will show the form for only Pre-interview form Instead of both types of form. Then the structure of the form looks fine and this will create less space rather than more space.

Steps of layout rules:

Firstly Go to setup then Customization choose Modules and Fields

From the list of modules, select the required module. Select Leads Module

Go to the Layout rules then click New Layout Rule.

  • Enter a  name for the rule.
  • Choose the layout for which this rule is applicable. For example, Interviewers Choose a condition field that controls this rule. Example, Type of Interview
  • Choose a condition to initiate the rule. For example, the Type of Interviews Pre-interview form.