Defining dialog triggers

In each dialog design, a Trigger tab is displayed where you can specify the display of a column, a section, or a group. A trigger configuration must have a trigger event, conditions, and the setter.

Note: Triggers and user-defined data are applicable to M3 CLM Web and Mobile only.
  1. Select System Configuration > Dialog design.
  2. Select a dialog.
  3. Select Trigger tab.
  4. In the Trigger section, click New.
  5. Specify this information:
    Event
    Select an event from the list. These are the supported events:
    • Onload: This event applies the defined setter when the specified conditions are met upon displaying, saving, or refreshing the entity dialog.
    • Onchanged: This event applies the defined setters when the specified conditions are met.
    Operator
    Select from these operators:
    • AND: Select the AND operator to combine two or more conditions, all of which must be satisfied.
    • OR: Select the OR operator to combine two or more conditions, and only one condition must be satisfied.
  6. In the Condition section, click New.
  7. Specify this information:
    Column
    Select from list of columns.
    Note: Date field column is not yet supported.
    Operator
    Select from list of operators:
    Operator Description

    Equal

    Not Equal

    		 The column value must match or should not match the defined value.

    Greater than

    Less than

    		 The selected column value must be greater than or less than the defined value.

    Greater than or equal

    Less than or equal

    		 The column value must be equal or greater than or must be equal or than with the defined value.

    Is null

    Is not null

    		 The column value is empty or not empty.
    Note: The term empty means that the column is set to null, empty string, or spaces in the database.
    Value
    Select or define a value for the column that must be satisfied to meet the condition.
  8. In the Setter section, click New.
  9. Specify this information:
    Type
    Select any of these types:
    • Group: Select this option to list all groups for this dialog.
    • Section: Select this option to list all sections for this dialog.
    • Column: Select this option to list all table columns for this dialog.
    Group/Section/Column

    Select from the list. The listed values depend on the option you selected in the Type field.

    True Action

    Select the action that are triggered when the conditions are met. The value in this field depends on the option you selected in the Type field.

    Actions defined in False Action are triggered when condition is not met.

    These are the available actions based on the selected Type:
    Action Group Section Column Description
    Enable X X X
    Disable X X X
    Hide X X X
    Show X X X
    Makemandatory X
    Hidemandatory X
    Setvalue X Defined value will populate the selected column.
    Clearvalue X
    None X X X
    Note: When a column, group, or section is hidden or disabled by ochanged events, the original value is saved. Unsaved changes made before the event are not retained.
    Value
    Field is displayed when Type selected is Column and Action is SetValue.
  10. Proceed to Dialog tab.
  11. Click Yes to save the data.