Layout Rules

• Supports setting the dynamic display of the layout. When the field reaches a certain condition or when creating or editing data, different dynamic changes can be produced according to different situations.
• Applicable Scope: Layout rules only take effect when manually creating/editing and displaying the details page, and do not take effect for import, openAPI, post-workflow action field changes, and batch updates.
• Entry: Preset Object Management/Custom Object Management -> Layout Rules

1. New Layout Rules

• Each layout rule is specific to one layout.

• Each layout can set up to 10 layout rules.

• Layout rules are divided into field control and page control

1.1 Field Control**

• Select a [main field] for each layout rule, and the optional field types of the main field: drop-down radio, single-line text, multi-line text, multiple selection, number, amount, date, time, date time, mobile phone, email address, URL , boolean, percentage, and locale targeting components.

• The relationship between conditions in different groups is "or", and the relationship with other conditions in the same group is "and".

  • Multiple sets of conditions can be set for each layout rule, and up to 20 sets of operations can be set.

  • The control between fields can be controlled in a line, but cannot be controlled in a loop.

  • Actions triggered after conditions are met:

    • [Displayed Field]: Multiple fields can be set

      Optional Range: Non-mandatory fields in the layout (filter out system fields, person in charge, department of the person in charge, life status, lock status, business type, master-slave relationship, payment component, sign-in component, auto-increment code, calculation field , statistical fields, fields with parents).

    Effect: It is not displayed by default, and the field is displayed when the condition is met.

    • [Set Required Fields]:

      Optional Range: Non-mandatory and non-read-only fields in the layout (filter out system fields, person in charge, department of the person in charge, life state, lock state, business type, master-slave relationship, payment component, sign-in component, auto-increment coded, calculated fields, statistical fields, fields with parents).

    Effect: The condition field is set as required

    • [Set Read-only Field]:

      Optional Range: Non-mandatory fields in the layout (filter out system fields, person in charge, department of the person in charge, life status, lock status, business type, main-sub relationship, payment component, sign-in component, auto-increment code, calculation field , statistical fields, fields with parents).

    Effect: Set the conditional field to read-only

1.2 Page Control**

• Set the layout rules of which fields can be [hidden/read-only] based on the user's conditions on different pages [new page/edit page].

• Business Scene:

  1. The content of the after-sales processing field of the work order object does not need to be filled in when creating a new one. It only needs to be displayed and processed in the after-sales process. [Hide fields that do not need to be filled when creating a new one]

  2. Under the quotation application object, you can fill in the basic information when creating a new one, and you are not allowed to modify the content of the basic information when editing, but other information can be modified when editing. 【It is only allowed to modify the field content when creating a new one, and lock the content when editing】

• Configuration Entry:

  A new type of [Page Control] rule can be added to object layout rules

• How to configure:

  ①When the page is a new page, only hidden fields can be set

  ②When the page is an edit page, you can set hidden and read-only fields

  Optional Range of Fields: Non-required fields in the layout (filter out system fields, person in charge, department of the person in charge, life status, lock status, business type, master-slave relationship, payment component, sign-in component, auto-increment code, calculation fields, statistics fields, fields with parents).

2. Layout Rules List

• Support search by rule name.

• Support filtering by layout: all by default.

• List Displayed Fields: rule name, main field (status of display field: disabled, deleted), layout rule type, API Name, trigger method, operation.

• Actions:

  New
  Edit: Rules where the main field is disabled/removed and the "Edit" button is not shown.
  Enable: state=disabled
  Disable: state=enabled
  Delete: status=disabled
  When the state is enabled, the operation will prompt: "Disabled layout rules can only be deleted".
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