Knowledge Base

Conditional layout

Module Configuration #

Once you install the module, you need to configure it to make it active. To configure JoforceConditionalLayout,

  • Go to User Profile icon → Settings → JoforceConditionalLayout.
  • Click on the module.
  • Make it as Enable to keep the module active in JoforceCRM.
  • Conditional Layout List: displays all previously created Conditional Layouts. You can either edit or delete the layouts from list view.


  • Select ‘Add Record’ at the top right corner to create new layout rules.
  • Provide a name for the layout, description and select the target module for which you want to create the rules.
  • Set the status as ‘Active’. If you set the status as ‘InActive’ then the layout doesn’t work when a certain condition is met.

Layout Designer Create View

  • In the ‘Layout Condition’, select ‘Add Condition’ and enter a condition for when the fields to be shown, hide or made mandatory.
  • The conditions can be set based on the AND, OR rules.


  • Layout Action – Select ‘Add Task’ to execute certain actions when conditions are met.


It opens the ‘Add Tasks’ window. Here add the following,

  • Give a title for tasks.
  • Click ‘Add Field’ in Set Field Values.
  • Select the fields, and choose the field availability in the module. You can select ‘Make Field Mandatory’, or ‘Make Field Read Only’, ‘Hide Field’ or ‘SUM’.
  • You can add as many fields by using the ‘Add Field’ button.
  • To delete one field, simply tap the delete icon of the appropriate field.
  • Finally click Save.