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Configure layout rules ​

Layout rules dynamically show, hide, require, or lock fields when users manually create, edit, or View Details.

Overview ​

Layout rules apply only to manual creation, editing, and details pages. They do not apply by default to bulk import, OpenAPI, workflow field changes, or bulk updates.

Before you begin ​

  • Configure the default layout.
  • Identify the controlling field.
  • Define each controlled field's behavior and ensure it is visible in the layout.

Rule Type and procedure ​

Go to Standard Object / Custom Object Management > Layout Rules, and click Create.

Enter the rule's Basic Info before configuring conditions.

1. Field control rule ​

This rule changes other fields based on a controlling field.

Step 1: Configure the field and conditions ​

  • Supported Field Type values include picklist, Single-Line Text, Multi-Line Text, multi-select, number, amount, date, time, Date Time, mobile, email, URL, Boolean, percentage, and Region Location.
  • Condition groups use OR. Conditions within one group use AND.

Step 2: Configure actions ​

Each rule supports up to 20 action groups:

  • Show Field: The field is hidden by default and appears when conditions match.
  • Set Required Field: Makes an optional field required.
  • Set Read-Only Field: Makes a controlled field read-only.

IMPORTANT

Controlled fields must be optional and editable in the layout. The system excludes system fields, owner fields, Life Status, Lock Status, Record Type, Master-Detail Relationship, payment and Check-In components, auto-number fields, Formula, Roll-Up Summary, and fields with a parent relationship.

2. Page control rule ​

A page control rule uses the page type instead of a controlling field.

  • On a create page, it can only hide fields.
  • On an edit page, it can hide fields or make them read-only.
  • Detail objects do not support page control rules.
  • The rule requires an enabled Form Page layout.

Manage layout rules ​

  • Search by Rule Name or filter by layout.
  • Enable, disable, delete, or copy rules.
  • You can delete only a disabled rule.
  • If the controlling field is disabled or deleted, the Edit button is unavailable.