Validation Rules and Visibility Rules

You can set visibility or validation rules for page header actions, page tabs, sections within a detail page, and fields. For example, configure validation rules for contracts such as:

If a user enters a currency value, they must select a currency type, or the system displays an error message.
For contracts with the "MSA" agreement type, display the "Additional Information" section.
If the contract number is not provided, display an error message in the contract number field.
Display or hide actions and custom actions on the UI based on defined rule criteria.

For more information about how to add rules to actions, sections of the record detail page, fields of the record detail page, and tabs, see Applying Rules.

Examples of Validation Rules and Visibility Rules in CLM

You can fulfill the following validation and visibility scenarios using rule configuration:

Make an optional field mandatory or vis-a-versa (through field-level error message) if the condition is met
Disable or enable a field depending on the condition outcome
Display or hide a field depending on the condition outcome
Specify a default value for a field if there is no existing value (through JSON rule)

Business Scenario	Add Criteria Option	Configuration in the IF section	Configuration in the Then section	Configuration in the Else section
Hide the Contract Start Date and Contract End Date if the Contract Term Type is "Perpetual"	Field Criteria	Field = Contract Term Type Operator = Equals Value = Perpetual	Action = Hide Component = Field Field = Contract Start Date Action = Hide Component = Field Field = Contract Start Date
On the new contract creation page, disable the Total Contract Value field if the Contract Category is "Others", else enable it	Field Criteria	Field = Contract Category Operator = Equals Value = Other	Action = Disable Component = Field Field = Total Contract Value	Action = Enable Component = Field Field = Total Contract Value
On the contract details page, hide the Payment Terms section for guest users if the total contract value is greater than $10000, else display it	Field Criteria	Field = Total Contract Value Operator = Greater Than Value = 10000	Action = Hide Component = Section Section = Payment Terms	Action = Show Component = Section Section = Payment Terms
	User Criteria	Field = Permission Groups Operator = Equals Value = GuestPermissionGroup	Action = Hide Component = Section Section = Payment Terms	Action = Show Component = Section Section = Payment Terms
On the contract details page, show a message saying "Please note that our company policy allows a maximum contract term of 36 months for contracts of type "NDA".	Field Criteria	Field = Contract Type Operator = Equals Value = NDA	Action = Show Message Component = Page Level Field = Error Message = Please note that our company policy allows a maximum contract term of 36 months for contracts of type "NDA
On the contract details page, auto-populated the Notice Period field with "60" if the user selects "Fixed - Manual Inactivate" in the Contract Term Type field.	Field Criteria	Configure a Rule Condition JSON to check the value of Contract Term Type field Configure a Rule Action JSON to insert "60" in Notice Period field value

Note

You can configure conditions with a combination of Field Criteria and User Criteria.