A Layout Rule specifies: a trigger field (the field whose value controls the rule), trigger values (the values that activate the rule), and the resulting action (show or hide specific fields or sections). For example, if the “Deal Type” field is set to “Renewal”, the Layout Rule can show a “Previous Contract Number” field and hide the “Competitor” field, which is irrelevant for renewals.
Layout Rules control field visibility. Blueprint Field Mandates control field requirement at a specific process stage. They are complementary: a Layout Rule can ensure the right fields are visible, while a Blueprint Field Mandate ensures they are filled before moving to the next stage.
A Layout Rule conditionally shows or hides fields and sections in a CRM record based on the value of another field. It makes record forms adaptive, displaying only relevant fields depending on the record’s context without needing separate layouts for each variation.
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