In my journey to enhance our CRM tools, I have found that customization is not just an option; it’s a necessity. Today, I want to share with you an incredible tool that has been a game-changer for us here at Boru – the Boru Control Layout Fields for Vtiger open source. This powerful extension transforms the way we manage layouts, fields visibility, and mandatory field settings within Vtiger.
A Detailed Look at Boru Control Layout Fields
Boru Control Layout Fields is an innovative extension available for purchase, designed to empower Vtiger users much like myself. With it, I can dictate the visibility of fields and mandate them when needed. Our development team worked tirelessly to ensure compatibility with various Vtiger versions, including 5.x, 6.x, as well as the newer 7.x and 8.x.
Upon installation of this extension, a new page named Boru Control Layout Fields emerges within the settings for admin users. This page is a neatly organized list view of all rules you’ve established – It’s truly a testament to clear and concise management.
Configuring Rules and Conditions
Creating a conditional layout is a breeze. First, I select a target module and assign a rule name for easy identification later on. Once set, the entire settings panel unfolds before me. In the first section, I input conditions similar to workflows, with conditions sets that require all or any to be met.
Controlling Field Changes
Below the conditions area, the field modifications segment is where the true magic happens. Here, I can tailor the fields to adapt dynamically – such as hiding or making a field mandatory based on certain triggers. Let me give you a practical example emphasizing how this functionality improves efficiency.
Real-world Scenario: Improving Ticket Flow
One of our clients leverages the Boru Control Layout Fields to streamline their ticketing process. If a ticket is categorized under a product with a serial number, the serial number field becomes mandatory, ensuring no detail is missed. It’s simple: the category dictates the necessity of the serial number, ensuring accurate and complete records.
Streamlined Data Input and Security
This revolutionary extension also allows for optimization of data input, enabling me to hide unrelated fields and focus user attention where it’s most needed. Conversely, it can protect vital fields by setting related ones to read-only when necessary.
Dynamic Field Adaptation
What excites me is how effortlessly fields can adapt to the data input. For example, if a status field is set to ‘In Progress,’ the ‘Expected Shipment Date’ can be fixed as read-only, while ‘Actual Shipment Date’ is hidden. Once the status updates to ‘Shipped,’ these fields dynamically update to reflect the new status – it’s that flexible.
Embracing Efficiency with Boru
These examples are just a taste of what the Boru Control Layout Fields can achieve within Vtiger. It’s a solution that we at Boru take pride in, as it not only simplifies data management but also ensures our client workflows are as seamless as possible.
In conclusion, the Boru Control Layout Fields extension is not just an add-on, it’s an essential element that amplifies the capabilities of Vtiger CRM. For anyone eager to optimize their CRM experience, enhance data accuracy, and ensure process efficiency, this tool is a must-have. It’s a testament to our commitment to not only meet your CRM needs but to exceed them by providing innovative, customizable solutions.
