Conditional Layouts
Personalize Vtiger CRM with VTExperts’ Fields and Layouts tools
March 7, 2025
Article
CRM systems are designed for managing and tracking customer interactions for businesses. A significant advantage of using CRM software is its capacity to store and systematize customer data in a centralized database. However, every business is different and has different data requirements, and that is where fields and layout tools become essential. Although Vtiger CRM provides default tools for fields and layouts, but extensive customization may require additional support. VTExperts is here to help you personalize Vtiger CRM with VTExperts’ Fields and Layouts tools Fields and layout tools are crucial components of a CRM system that enable businesses to personalize their CRM based on their specific requirements. Let’s check what fields and layout tools are, how they work, and the benefits they offer. Benefits of using fields and layout tools Customizability: By customizing the fields and layouts of Vtiger CRM, businesses can tailor the system as per their requirements. This can
Hide Assigned To Field In VTiger 7
May 11, 2018
Article
Conditional Layouts is an Extension with which you can configure unique layouts for different types of records. It allows the system administrator to systematize what fields/blocks to show based on other field values. It has an intuitive interface to configure conditions as well as fields to be shown, hidden and made mandatory. How to Hide Assigned To Field Go to Menu >> Settings >> CRM Settings >> Extension Pack >> Conditional Layouts. Click on the “Add Conditional Layouts” button. Select a Module. Add a Condition on which Conditional Layout will trigger. Add a task and select the Field and its Value. Here you can see when the Condition is true the field gets Hidden. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Make Fields Mandatory/Required Based On Other Field Conditions In VTiger 7
January 13, 2018
Article
Admin can configure unique layouts for different types of records by using VTiger Conditional Layouts. It allows the system administrator to systematize what fields/blocks to show based on other field values. How to Make Fields Mandatory/Required Go to the “Menu” and select “CRM Settings“ Under “VTiger Premium” select “Conditional Layouts“ Click on the “+ New Conditional Layouts” button or you can edit an old one. On the 3rd tab click on the “Add Task” button to add a new field in the Conditional Layout. Then select the “Field Value” and set it to “Make Field Mandatory“. Summary It has an intuitive interface to configure conditions as well as fields to be shown, hidden and made mandatory. Having this ability to dynamically Show, Hide & Make Fields Mandatory will greatly improve data accuracy. For further help, contact us on help@vtexperts.com. We’ll be glad to be of
Make Fields Read Only/Not Editable Based On Other Field Conditions In VTiger 7
January 11, 2018
Article
Admin can configure unique layouts for different types of records by using VTiger Conditional Layouts. It allows the system administrator to systematize what fields/blocks to show based on other field values. How to make Fields Read Only Go to the “Menu” and select “CRM Settings“ Under “VTiger Premium” select “Conditional Layouts“ Click on the “+ New Conditional Layouts” button or you can edit an old one. On the 3rd tab click on the “Add Task” button to add a new field in the Conditional Layout. Then select the “Field Value” and set it to “Make Field Read Only“. Summary: It has an intuitive interface to configure conditions as well as fields to be shown, hidden and made mandatory. Having this ability to dynamically Show, Hide & Make Fields Mandatory will greatly improve data accuracy. For further help, contact us on help@vtexperts.com. We’ll be
VTiger Tip: How to hide fields based on other field conditions/values?
September 28, 2017
Article
If you are looking to hide field in VTiger based on another field value e.g “Hide Contact.Billing_Country if Contact.Type is “Local Supplier” or any other field – you can do that utilizing Conditional Layouts VTiger Extension, which helps to transform standard VTiger layouts into powerful forms. It only takes few seconds to setup such forms, here are the steps: 1. Open Conditional Layouts Area Go to Menu > Settings > Go to Extension List > Conditional Layouts 2. Hit “+New Conditional Layouts” This is where all conditional layouts that have been setup are shown. 3. Select Module Select any module and name the condition e.g “Hide XXX,AAA,BBB” 4. Add Conditions You can add as many conditions as needed, the action(hide fields), will only be triggered once conditions have been met. 5. Add Tasks This is where all your tasks are,