Rule: Plan Selection & Deactivation

Deactivating a Product Example

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.

Automatically Selecting a Plan Example

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.