Constraint Rules are configuration rules used to conditionally include, exclude, recommend, replace, or validate a product or set of products based on other products or set of products added to the cart. For example, when Product A is added to the cart, Product B can be automatically added based on an auto-inclusion type rule. Similarly, when Product B is added to the cart, the sales rep can be prevented from adding Product C.

The constraint rule consists of three associated Objects:

  • Constraint Rule Object: Header level object that links the condition with the action. There are only three significant properties in this object, the active flag, action association, and condition association. To configure a constraint rule, you must first create a constraint rule header. You can create a constraint rule for a product or product group.
  • Constraint Rule Condition: Captures the condition that triggers the rule.
  • Constraint Rule Action: Captures the rule action that is applied to the cart when the rule condition is satisfied.

The Constraint Rule Execution mode is mutually exclusive, and only one value may be selected via the global system property. Mixing different modes through custom code customization is strongly discouraged, as it can result in unpredictable behavior. Please ensure adherence to this guidance for consistent and reliable system performance.

Navigating the Constraint Rules Page

When you launch the Constraint Rules page on the UI, all the existing constraint rules are listed on this page along with their details. There are various functionalities available for you to manage the constraint rules.

Managing Views

You can manage column width, control which columns are displayed in the grid, freeze/pin a column range, or rearrange the column order. You can also filter the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic. For more information, see Managing the View Settings and Filtering the Records.

Actions available on this page

  • Click the ellipsis icon below the Edit Page button to create a new constraint rule.
  • Click the constraint rule name link to open the constraint rule details page and edit the constraint rule details.
  • Click the ellipsis icon  next to the constraint rule name to delete a constraint rule.
  • At the top of the page, you can see different rule types along with a total count of constraint rules under that rule type. To view the constraint rule based on rule type, click the specific Rule Type on top of the page.
  • Use the Active switch to activate or deactivate a constraint rule.
  • Export the selected constraint rules. For more information, see Exporting Records.

Items per page

At the bottom of the page, you can see the total count of constraint rules available. You can control the number of constraint rules to be displayed on each page. You can select the number of constraint rules from a predefined list. You cannot configure this list. By default, you see 20 records on each page.

By default, you can sort 10, 20, 30, 50, and 100 constraint rules per page using the Rows per page drop-down. This feature works in association with the search and filter functions to display search records per page. You can use the < and > buttons to move to the next or the previous pages. You can also jump to a certain page using the page search component.

This section provides information on managing constraint rules.