Lay out conditional field article easily
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How to lay out conditional field article
Hello and welcome to the video on Conditional layouts. In this video, you will learn why you need conditional layouts and how to create them. Often, it so happens that though you have created several fields in a particular layout, you dont need to fill all of them while creating a new record. The need for a set of fields and sections depends on a previous field value entered. So, your CRM data is interdependent. For instance, heres a layout for an insurance company that offers life insurance, auto insurance, and travel insurance policies. While entering a life insurance policy details for an applicant, an insurance agent does not require auto insurance and travel insurance details in his layout. Yet, you see all of the sections here regardless of the type of insurance chosen, even if they are irrelevant. Similarly, in your own business, you may have the need to show or hide certain fields and sections depending on certain previous field values. When you dont organize fields in sect
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