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  1. Display of an existing tabs table with their names.

  2. Creation, modification and deletion of field and column settings.

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2a. Enabling Availability Check in the Campaign Builder

By default you might not see the “Check Availability” button in the Campaign Builder. To add it just add the custom field called “Availability” to one of your tabs. After that the button will be shown and you can perform your availability checks.

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3 - Tab Rules

With Tab Rules you can set rules to control the visibility and accessibility of fields under certain conditions, such as making them hidden, read-only or required. If you hide all fields of a column, it will disappear from your view.

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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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