Instances when layout rules will not be executed
Layout rules in Zoho CRM help you manage the dependency between fields in a layout. When you create a record in a module, based on a particular field value that is entered, you can show/hide fields and sections as well as set mandatory fields. This way, you can make your layouts dynamic using layout rules.
See also: Conditional layouts
However, currently conditional layouts are applicable only on adding individual records in CRM, manually. Layout rules are currently not extended for records updated automatically.
You have a layout rule for the Leads module that says,
<<If Lead Source is Tradeshow, make the Emailaddress mandatory.>>
This layout rule will work when you manually create or edit a record in CRM and update the Lead Source to Tradeshow. However if the Lead Source is updated as Tradeshow via the following means, Email address will NOT be made mandatory and as a consequence, the Email address field value will be empty.
|Means of field update in CRM||Field update details|
|Import||Updated on importing new leads or overwriting existing records|
|Workflow rules||Updated as a result of workflow action|
|Approval Process||Updated on approval or rejection of a record|
|Blueprint||Updated as a result of the After Transition settings|
|APIs||Updated via API updateRecords method|
|Mass update||Primary field used in a layout rule will not be available for mass update.|