Download page Validation Rules and Visibility Rules.
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 vice-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
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.