How can I associate records created via webforms to a layout?
While creating the webform, you will have an option to choose the default layout to which records created via webforms should be assigned. All records created via webforms will then be assigned to the chosen layout here.
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Troubleshooting Webforms
1. If the Submit button in the webform is not working. Check if it works in other browsers. Re-embed the code from Zoho CRM on to the website. Make sure that the Submit functionality attributes are not removed from the source code, ...
How will records created via APIs be associated to different layouts?
Records that are created via APIs will be associated to the default layout specified for that module.
How is a page layout different from using multiple sales pipelines?
Page layouts are used to capture details of different records in a single module. For example, you need to gather different details from customers who purchase a mobile device than for customers who have a mobile device service. So, though both the ...
Can assignment rules be triggered for records created using workflow rules?
No, you cannot apply assignment rules to records that are created through workflow rules. The assignment rules automation only applies to records that are imported or enter CRM through webforms or from third-party applications via APIs. There is an ...
Layout Rule Exceptions
Layout rules are effective on 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 precendence over both these rules. These instances are ...