Cascading Layout Rules

You should never require more than a user needs or might have at the time. So, it helps to create these cascading layout rules.

In this use case…

  • create an “Individual Deal Focus” picklist with options ‘Stocks’, ‘IRAs’, and ‘Bonds’
  • create an additional layout rule to show “Total Amount in IRAs” when the ‘IRAs’ deal focus is selected

But, the “Individual Deal Focus” field is only shown and required when the deal type is ‘Individual’. Thus, the cascading layout rules that make the experience really intuitive for all users.