Example 1: Exclusion rule use case: You have a product A and product B. You want to set up an exclusion rule such that when a user selects Product A, an error message is displayed to exclude Product B.

To set up an exclusion rule

  1. On the Constraint Rule Condition Detail page, in the Criteria section, from Product Scope, select Product.
  2. In Product, enter Product A as the product and in the Match Conditions section, select Match in Primary Lines and click Save.
  3. On the Constraint Rule Action Detail page, in Message, type {1} is excluded on the addition of {0}. {0} denotes the condition product and {1} denotes the action product.
  4. From Action Type, select Exclusion and from Action Intent, select Prompt.
  5. From Action Disposition, select Error.
  6. From Product Scope, select Product and in Product, enter Product B as the product.
  7. In the Match Conditions section, select Match in Primary Lines and click Save.

The exclusion type rule is saved and added. On the catalog page, when the Sales Rep selects Product A, and then selects B. The system shows an error message that Product B is excluded in the addition of Product A.

Hide excluded options at rule or product level

You can hide the disabled options at an individual product level in addition to the global level wherein it is applied on all products.

You can hide the product options that are excluded by using the Exclusion type constraint rule.

Suppose you have a product, Bundled ABC Software and Hardware with the following options:

  1. 24x7 Same Day Onsite Response
  2. 24x7 Support for Sev 1
  3. Proactive Support Services
  4. Remote Account Manager

Then you can select option 1 and disable options 2 to 4. You have the flexibility to hide disabled options at product level. This enables you to use the product configuration for the targeted product.

Example 2: Exclusion rule use case: You have Asset A, Service A. You want to set up an exclusion rule such that when a user selects Asset A on the Installed Product page, on the Service Catalog Service A must be disabled.

To set up an exclusion rule

  1. On the Constraint Rule Condition Detail page, in the Criteria section, from Product Scope, select Product.
  2. In Product, enter Asset A as the product, and in the Match Conditions section, select Match in Service Assets and click Save.
  3. On the Constraint Rule Action Detail page, in Message, type {1} is excluded on the addition of {0}. {0} denotes the condition product and {1} denotes the action product.
  4. From Action Type, select Exclusion and from Action Intent, select Disable Section.
  5. From Action Disposition, select Error.
  6. From Product Scope, select Product, and in Product, enter Service A as the product.
  7. In the Match Conditions section, select Match in Primary Lines and click Save.

The exclusion type rule is saved and added. On the Installed page, when the Sales Rep selects Asset A, Service A is disabled on the Service Catalog.