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.
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Understand page layouts with a scenario Here is a simple scenario in which we will demonstrate the use of page layouts in Zoho CRM. With this as an example, you will be able to implement page layouts for your organization depending on your company’s ...
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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.
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 ...