Managing Plan Rules: Deactivate or Select Plans

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.

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.