{"id":4047,"date":"2026-05-29T19:46:42","date_gmt":"2026-05-29T19:46:42","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4047"},"modified":"2026-05-29T19:46:42","modified_gmt":"2026-05-29T19:46:42","slug":"layout-rule","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/layout-rule\/","title":{"rendered":"Layout Rule"},"content":{"rendered":"<style>\n.gt-body { font-family:'Poppins',sans-serif; color:#111; line-height:1.75; }\n.gt-def { border-left:4px solid #E8650A; padding:16px 20px; background:#fff8f4; border-radius:0 8px 8px 0; margin:0 0 32px; font-size:1.05rem; }\n.gt-section { margin:0 0 36px; }\n.gt-section h2 { font-family:'Fraunces',serif; color:#0A1628; font-size:1.5rem; margin:0 0 12px; }\n.gt-section p { margin:0 0 12px; }\n.gt-example-box { background:#f0f4ff; border-radius:10px; padding:20px 24px; margin:0 0 32px; }\n.gt-example-box strong { color:#2563EB; }\n.gt-related-pills { display:flex; flex-wrap:wrap; gap:10px; margin:0 0 32px; }\n.gt-related-pill { background:#f7f4ef; border:1px solid #ddd8cf; border-radius:20px; padding:6px 16px; font-size:0.875rem; color:#0A1628; text-decoration:none; transition:all .2s; }\n.gt-related-pill:hover { background:#0A1628; color:#fff; border-color:#0A1628; }\n.gt-faq-item { border:1px solid #ddd8cf; border-radius:10px; padding:16px 20px; margin:0 0 12px; }\n.gt-faq-item h3 { font-size:1rem; color:#0A1628; margin:0 0 8px; }\n.gt-faq-item p { margin:0; font-size:0.9rem; color:#444; }\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">A Layout Rule in Zoho CRM is a conditional display rule within a Page Layout that shows or hides specific fields, sections, or subforms based on the value of another field on the same record. Layout Rules make forms adaptive, showing only the relevant fields for each scenario without requiring multiple layouts.<\/div>\n<div class=\"gt-section\">\n<h2>How Layout Rules Work<\/h2>\n<p>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 &#8220;Deal Type&#8221; field is set to &#8220;Renewal&#8221;, the Layout Rule can show a &#8220;Previous Contract Number&#8221; field and hide the &#8220;Competitor&#8221; field, which is irrelevant for renewals.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Layout Rules vs Blueprint Field Mandates<\/h2>\n<p>Layout Rules control field visibility. <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/blueprint-field-mandate\/\" class=\"sp-content-link\">Blueprint Field Mandates<\/a> 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.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Insurance Broking:<\/strong> An insurance broker uses Layout Rules on the Deals module. When &#8220;Insurance Type&#8221; is set to &#8220;Life Insurance&#8221;, fields for nominee details and medical history become visible. When set to &#8220;General Insurance&#8221;, those fields are hidden and property or vehicle details appear instead. One layout handles all insurance types dynamically, reducing administrator maintenance compared to maintaining a separate layout per product category.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/page-layout\/\" class=\"sp-content-link gt-related-pill\">Page Layout<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/custom-field\/\" class=\"sp-content-link gt-related-pill\">Custom Field<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/blueprint-field-mandate\/\" class=\"sp-content-link gt-related-pill\">Blueprint Field Mandate<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/kiosk-studio\/\" class=\"sp-content-link gt-related-pill\">Kiosk Studio<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\">\n<h3>What is a Layout Rule in Zoho CRM?<\/h3>\n<p>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&#8217;s context without needing separate layouts for each variation.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A Layout Rule in Zoho CRM is a conditional display rule within a Page Layout that shows or hides specific fields, sections,\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Layout Rule | Zoho Glossary","seo_description":"A Layout Rule in Zoho CRM is a conditional display rule within a Page Layout that shows or hides specific fields, sections, or subforms based on the value","seo_keyword":"layout rule","seo_faqs":"[{\"q\": \"What is a Layout Rule in Zoho CRM?\", \"a\": \"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.\"}]","term_type":"Technical","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4047","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4047","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4047"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4047"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}