Sample Onload trigger for M3 CLM Web
In this scenario, onload trigger takes effect if the opened account is an M3 customer. Fields defined in Setter are disabled.
This is not a standard trigger and serves solely as an example.
Section
| Event | Operator |
|---|---|
| Onload | Or |
Condition
| Column | Operator | Value |
|---|---|---|
| Account.Status | Lessthan | 21 |
Setter
| Type | Name | True action | False action |
|---|---|---|---|
| Column | Account.Name1 | Disable | None |
| Column | Account.AccountNUmber | Disable | None |