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  • Change or set information needed, give the rule a name

  • Define conditions of the rule

A few hints for the setup of Tab rules:

  • If you need to have a condition always true you can user User > IsActive > equals > True

  • If you need to compare something with a blank value use Field X > equals > NULL

  • Please note that the starting object “User” requires at least the permission “View Setup and Configuration“ for your users, otherwise it won’t be applied.

  • Define the consequences that should be applied when conditions are met.

  • After that press Confirm Changes and press Save and Back.

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