Layout Rule Exceptions

Layout Rule Exceptions

Layout rules are effective when creating a record manually. However, when a field used in a layout rule is updated through other ways such as workflow update, and APIs, the field update takes precedence over both these rules.

These instances are explained with further examples below:

Layout Rules - Details of the exceptions  

Example:  
You have a layout rule for the Candidates module that says,
<<If Job Location is Overseas, make the Willing to Relocate mandatory.>>

This layout rule will work when you manually create or edit a record in Zoho Recruit and update the Job Location to Overseas. However if the Job Location is updated as Overseas via the following means, Willing to Relocate will NOT be made mandatory and as a consequence, the Willing to Relocate field value will be empty.

Means of field update in Recruit

Field update details

Import

Updated on importing new candidates or overwriting existing records

Workflow rules

Updated as a result of workflow action

APIs

Updated via API updateRecords method

Mass update

Primary field used in a layout rule will not be available for mass update.


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