Zoho - Zoho CRM - Layout Rules

Layout Rules allow fields to be shown or hidden under specific conditions, creating a more intuitive and focused working environment.

What do they do?

• Show or hide fields based on specific criteria

• Adapt the record layout for different user roles

• Simplify the form interface by removing unnecessary fields

Configurations:

Conditional Display, such as Status, Stage, or Role
Multiple Layout Rules within one module
Combination with Workflow or Automation

Layout Rules improve the user experience, make data entry easier, and help prevent errors.