Managing Plan Rules: Deactivate or Select Plans
Edited
Deactivating a Product Example
When the Bronze plan is chosen as the primary product, automatically disable the Silver and Gold Support products in the secondary options.
Event to Trigger the Rule: Plan Selected
IF:
Id = [Insert ID] (or Name = [Insert Name])
AND Selected = True
THEN:
Deactivate Plans: Choose all Silver and Gold products from the drop-down list.
Automatically Selecting a Plan Example
When the Silver plan is chosen as the primary product, automatically include the Silver Support product in the secondary options.
Event to Trigger the Rule: Plan Selected
IF:
Id = [Insert ID] (or Name = [Insert Name])
AND Selected = True
THEN:
Select Plans: Choose the Silver Support product from the drop-down list.
deactivate plan
select plan
plan rules
product rules
Was this article helpful?
Sorry about that! Care to tell us more?