Supporting Layout Rules on Mobile Devices
Customers can define layout rules for objects to create dynamic layouts based on the data within a record, ensuring records only display relevant data for end users. For example, a field can be made read-only or required, depending on the value of another field.
Who can use this feature?
- Admin Users - Browser
- Creating layout rules
- End Users - iPad, iPhone
- Viewing and editing records with layout rules
- Users do not require an additional license
Creating Layout Rules as
Admin Users
Admin users can create layout rules on Vault Platform. See Creating Layout Rules for more information.
Vault CRM supports the following Display Effects:
- Hide – Do not display a section or field on the layout. Supported for fields and sections.
- Display as Read-Only – Do not allow end users to edit this field. Supported for fields.
- Display as Required – Ensure end users populate this field before saving. Supported for fields.
Any layout rule with an unsupported Display Effect or field/section is skipped during execution.
Layout rules are not supported for the following objects:
- Action Item
- Call Clickstream
- Call Detail
- Call Discussion
- Call Expense
- Call Followup Task
- Call FollowUp Template
- Call Key Message
- Call Objective
- Call Samples
- Call
- DCR Field Type
- Expense
- Inventory Monitoring Line
- Inventory Monitoring
- Medical Discussion
- Medical Event
- Medical Inquiry Fulfillment Response
- Medical Inquiry Fulfillment
- Medical Inquiry
- Order Line
- Order
- Question Response
- Survey Question
- Survey
- Survey Target
Viewing and Editing Records with Layout Rules as
End Users
For layout rules to execute correctly, end users must have at least Read field permission to all fields referenced in a layout rule. Otherwise, the layout rule is skipped during execution.
When end users create or edit records in Vault CRM on a mobile device, layout rules are executed as end users enter data. For example, when editing a record, selecting a specific picklist value can display a new section or make another field required.
If all sections and fields on a page are hidden due to layout rules, an error message displays.
