Creating Constraint Rules for a Product
You can create more than one constraint rules for a product.
To create a constraint rule for a product
- Go to Admin Setup> Product Administration > Products > Click on a Product name.
- On the Product Details page, click the setup icon in the Constraint Rule section. The Constraint Rules page is displayed.
- Click Create New. The New Constraint Rule pop-up is displayed.
Enter the following details:
FieldDescriptionRule Name Enter a name for the constraint rule. It is populated based on the product name. Rule Type Select a rule type. Supported values are:
- Inclusion: Enforces selection of certain products as specified by the product scope specification or criteria specification in the inclusion rule.
- Exclusion: Enforces exclusion of certain products from the shopping cart.
- Validation: Displays the error message when the criteria conditions are fulfilled.
- Recommendation: Product recommendations are displayed when the condition is fulfilled.
- Replacement: Product replacements are suggested when the condition is fulfilled.
Condition Scope The condition scope for the constraint rule is auto-populated and you cannot change it as the field is disabled. Condition Item
The condition item for the constraint rule is auto-populated and you cannot change it as the field is disabled. Match In Select an option where the condition match must happen. Supported values are:
- MatchInOptions: Selecting this means the condition is fulfilled only when the condition products are in the option line items of the shopping cart.
- MatchInPrimaryLines: Selecting this means the condition is fulfilled only when the condition products are among the primary lines (bundle or standalone) of the shopping cart.
Action Intent Select the intent of the action. Supported values are:
- Auto Include: Adds selected products automatically. When the number of products selected by the rule action is more than the number mentioned in the Match Rule condition, auto-inclusion of products is not triggered. A message is displayed from the rule action instead.
Note: Auto Include will not apply when the match rule value is Include All. - Prompt: Displays a message with choices of products that you can select or remove.
- Show Message: Displays a message.
- Check on Finalization: Applies rule action on finalization of the shopping cart. This action intent does not enable the recommendation rule.
- Disable Selection: Disables selection of excluded products.
- Hide: Hides the selection of excluded products.
Action Scope Select the action scope. Supported values are:
- Product: In the Product field, click to select a product to be included or excluded. You search the product using product name or code.
- Product Family: In the Product Family field, enter a product family. One or more of the products from the product family will be included or excluded based on rule type and match rule specifications.
- Product Group: In the Product Group field, enter a product group. One or more of the products from the product group will be included or excluded based on rule type and match rule specifications.
- Action Criteria:
Action Item Enter a keyword to search the action item. From the displayed search result, select an action item. - Click Save. The constraint rules details page is displayed.
On the Details tab, enter the following details:
FieldDescriptionRule Name Enter a name for the constraint rule.
Description
Description for the constraint rule. Effective Date Select the date from which the constraint rule is in effect. Expiration Date Select the date until which the constraint rule is valid. Is Active Turn this setting on to indicate whether the constraint rule is active.
Is Bundle Context Turn this setting on to indicate whether the constraint is evaluated within a bundle. On the Conditions & Actions tab:
- Create a constraint rule condition.
- Create a constraint rule action.
- Click Save.
A constraint rule for the product is created and saved.