With Dynamic Layout Rules you can configure a Page Layout to respond to a user's input as a record is created or edited. Depending on how you set it up, the page can:
- Show or hide fields
- Show or hide sections (groups of fields)
- Make individual fields required
For example, we might want to show a part number field only when a service writer indicates a parts sale, and show a rate field only when they indicate a service charge.
In this case, there will be two rules with one condition each:
The service writer selects "Parts."
The service writer selects "Service."
Each rule will have one action:
When Parts is selected, display a Part Number field.
When Service is selected, display the Opportunity Value fields.
The rules will apply when a user is in the create/edit page in their browser (not when editing inline or on a mobile app or add-on).
Rules can be applied to any object and any layout in Insightly and they can be much more complex than this example, with multiple conditions and actions.
To set up the Dynamic Page Layout Rules, Advanced Permissions must be enabled on the Insightly account.
Rules
Before we get into how to prepare a layout for these, let's cover some of the rules about rules.
- You can have up to 15 rules per page layout.
- You can enter up to 8 conditions per rule.
- You can enter up to 8 actions per rule.
- When a condition is based on a multi-select dropdown, you can only use one value from the list.
- Conditions can use relative dates like "this week" or "last year," so they always run at the time the record is edited.
Planning Page Layout
Try to keep it relatively simple when you're setting up layout rules. If it gets too complex, you'll have a difficult time figuring out what the problem is among all the moving parts.
When planning your layout rules, start with the layout that you'll set up.
Do you want to make a field required when the conditions are met? Then that field will have to be in the layout and not hidden.
Do you want to hide fields or sections when the conditions are met? Then those fields or sections will have to be in the layout and not hidden.
Do you want to show fields or sections when the conditions are met? Then those fields or sections will have to be hidden in the layout. In other words, you'll hide them in the layout you've customized and the rule's action will show them when conditions trigger it.
You can mix and match these questions to help you design the layout for your rule.
Once you've got a plan and a layout, set up your rules.