Configure Constraint Rule Using Advanced Rule Setup

This section provides information on how to configure a constraint rule using the Advanced Rule Setup. When you click Advanced Rule Setup on the rule creation modal, the rule details page with the Details and Conditions & Actions tab is displayed. You must configure a condition and an action to complete constraint rule creation and activate the rule. Inclusion rules can automatically associate or disassociate service products during product configuration based on defined conditions.

Adding Constraint Rule Details

The Constraint Rule Details page lets you define the basic configuration and lifecycle settings for a constraint rule, including identification, activation, sequencing, and bundle evaluation behavior.

Fill the following fields for the constraint rule details:


Field	Description
Rule Name	Enter a name for the constraint rule. When you create a rule directly from the Product Details page, the system pre-populates this field.
Rule Type	Select the type of rule. This field is used only for categorization and filtering and does not affect allowed actions or rule behavior.
Description	Enter a brief description to explain the purpose of the constraint rule.
Sequence	Enter the display sequence number for the constraint rule. This value is for display purposes only and does not control rule execution order.
Effective Date	Select the date from which the constraint rule becomes effective.
Expiration Date	Select the date until which the constraint rule remains valid.
Is Active	Turn this on or off to control whether the constraint rule executes at runtime for users.
Bundle Context	Turn this on to evaluate the constraint rule within a bundle context. This is primarily used for rules in sub-bundles where the same options may appear in multiple bundle locations.

Click Save.

Creating a Constraint Rule Condition

You can create a Constraint Rule Condition to control when a rule applies based on products, product groups, families, attributes, or other criteria in the shopping cart. This process lets you define the products or attributes to evaluate, set match rules and logic for multiple conditions, and ensure the rule triggers only under the desired conditions. Once conditions are defined, you can proceed to create corresponding actions.

Note: The system evaluates inclusion-type constraint rules across all configuration pages and line types. Based on defined conditions, the system automatically includes or removes associated service products. These rules support both product-based and line context conditions.

On the Conditions & Actions tab, under the CONDITIONS section, click Add Condition.

Use the options in the Scope dropdown to define which product or products in the cart the rule evaluates when checking whether the condition is met. The last column updates based on the selected scope; enter the appropriate value in that column.


Option	Description
Product	This implies that the product must be present in the shopping cart to fulfill the condition. From the Scope drop-down, select Product. From the Operator drop-down, select Equals To. In the Product field, search and select a product. Note: You need to use Product and Product Field Set scope when configuring MatchInRelatedLines constraint rules for service and equipment combinations. The system does not support other scopes for these inclusion scenarios.
Product Family	This implies that one or more products from the specified product family must be present in the shopping cart to fulfill the condition. The number of products that should be present depends on the Match Rule. From the Scope drop-down, select Product Family. From the Operator drop-down, select Equals To. In the Product Family field, search and select a product family. Note: Product Family scope now supports inclusion rules for related line items involving service products with associated equipment. For these scenarios, ensure that Match In = Options is selected in Advanced Setup. Only supported Action Intents are Auto Include, Prompt, and Show Message.
Product Group	This implies that one or more products from the specified product group must be present in the shopping cart to fulfill the condition. The number of products that should be present depends on the Match Rule. From the Scope drop-down, select Product Group. From the Operator drop-down, select Equals To. In the Product Group field, search and select a product group. Note: Product Group scope supports exclusion rules for related line items involving service products and associated equipment. For these scenarios, configure Match In = Options in Advanced Setup.
Product Field Set	This implies that when the value of the field specified in the product scope matches the value of the field on the cart, the constraint rule condition is fulfilled. You must add at least one product field. After selecting Product Field Set on the Scope drop-down, the + Add Field button is displayed to add product fields. From the Scope drop-down, select Product Field Set. Click Add Field. Enter the following details: Product Field: Select a product field from the drop-down. Operator: Select an operator. Value: Enter the value of the product field. Each product field has one picklist value from the product object. Note: Each product field used in a Product Field Set must have a single valid value. If you later change the available value for that product field, you must update the corresponding constraint rule condition to reflect the new value. The Match Rule setting does not apply to Product Field Set–based constraint rules. In these cases, CPQ automatically evaluates the condition as Match Any in Group.
Product Option Group	This implies that one or more products from the specified product option group must be present in the shopping cart to fulfil the condition. The number of products that must be present depends on the Match Rule. From the Scope drop-down, select Product Option Group. From the Operator drop-down, select Equals To. In the Product Option Group field, search and select an option group ID associated with the bundle. Note: This condition evaluates the product option group, not the option group definition itself. If the option group is of type Standalone, the corresponding product option group may differ. Ensure you select the correct product option group ID associated with the bundle.

Click the Condition Criteria icon to define the products or attributes that trigger the rule. Use criteria when you want to base conditions on product characteristics instead of selecting individual products by name.
This action opens the Add Criteria dialog, where you can define one or more criteria for the condition. For example, you can create criteria for products in the Software family or for products with values greater than 1000.
1. On the Conditions tab, click Add Criteria and enter the following details:
  - Object: Select an object from the dropdown. Supported values are Attribute, Line Item, and Product.
  - Field: Select a field on the product.
    Note:
    When you select Attribute as the object, you can search by both API Name and Display Name. The dropdown shows both for easy selection.
    The Admin UI may display additional objects in the Object drop-down; however, only Attribute, Line Item, and Product are supported for constraint rule evaluation.
  - Operator: Select an operator.
  - Value: Enter a value.
2. Click Add Criteria to add more criteria.
3. Click the Remove icon to delete a criteria.
4. Click Remove All to remove all criteria.
5. Turn the Logic toggle on when you define more than one criterion. Use the Logic field to control how the criteria are evaluated by specifying logical expressions such as AND or OR (for example, 1 AND 2 or 1 OR 2). If you leave the Logic toggle off, the system evaluates all criteria using the default logic.
6. Click Save.
Click the Advanced Setup icon to define advanced conditions. The Advanced Setup pop-up is displayed. You can define advanced logic if there is more than one conditions.
1. On the Conditions tab, enter the following details:
  - Condition Name: The system populates this field automatically. You can edit the name if required.
  - Match In: Select where the condition match must occur. Supported values are:
    - Primary Lines: The condition is met only when the matching products appear as primary line items in the cart, including standalone products and bundle parent lines.
    - Options: The condition is met only when the matching products appear as option line items within a bundle.
    - Cart Options: The condition is met when the matching products appear anywhere in the cart, including both primary lines and option line items.
    - Location: The condition is met based on the selected cart location. This option is supported and is used to evaluate products within a specific cart location.
      Note: For service and equipment related line item scenarios (inclusion and exclusion), the system supports Match In = Options only. Primary Lines, Cart Options, and Location are not supported for these scenarios.
  - Match Rule: Select one of the following choices. There is no default value, which means that the rule condition is met if any one of the products in the product scope is selected. It is treated as Min/Max with Match Min Products as 1. Match count is done before applying the criteria.
    - Match Any In Group The condition is met if any one of the matching products is present.
    - Match All In Group means that all of the products from the group must be present in the shopping cart to meet the condition. This is applicable only to the product group and Product Family.
    - Min/Max also requires you to specify a min/max range.
      Min Products: Enter a value for minimum products.
      Max Products: Enter a value for maximum products.
2. On the Actions tab, define the action. For more information, see Creating a Constraint Rule Action.
3. Click Save.
Click Add Condition to add more conditions.
Click the Remove icon to delete a condition.
Click Remove All to remove all conditions.

Turn the Logic button on and enter a value in the Logic field when you add multiple conditions.

When a constraint rule contains more than one condition, this field defines how one or more conditions are evaluated using AND / OR associations. The sequence number defined in the Condition column acts as the identifier for each condition.

If you define conditions with sequence numbers 1, 2, 3, 4, 5, and 6, the following examples illustrate different condition associations:


Condition Association	Description
(1 AND (2 OR 3))	Either Conditions 1 and 2, or Conditions 1 and 3, must be satisfied in the cart.
1 AND NOT 2	Condition 1 is present in the cart, while Condition 2 is not.
1 AND NOT(2)	Condition 1 is present in the cart, while Condition 2 is not.
1 AND 1	Only Condition 1 is evaluated. If multiple conditions exist, CPQ does not evaluate the remaining conditions.
NOT(5 OR 6)	Neither Condition 5 nor Condition 6 is present in the cart.
NOT 5 AND 6	Condition 5 is not present in the cart, but Condition 6 is present.

It is recommended that you use the AND operator when you want the rule to apply only if all specified conditions are true. For example: (1 OR 2) AND (3 OR 4) AND 5

If you enter an invalid condition association, the system displays an error when you save the constraint rule.

Note: You can use condition sequence numbers along with logical operators (AND, OR, NOT) and parentheses to define how multiple conditions are evaluated. Each condition is referenced by its sequence number.

The constraint rule conditions are created.

You can now define a constraint rule action.

Click Save on the Conditions & Actions tab.

Creating a Constraint Rule Action

You can create a Constraint Rule Action to define how products in the cart are acted upon when a condition is met. This includes specifying the Action Type (such as Inclusion, Exclusion, Recommendation, Replacement, or Validation), selecting the Action Intent (for example, Auto-Include, Prompt, Show Message), defining the Scope of products to be acted upon, and configuring Action Criteria and Match Rules. These settings control product behavior, messages, and enforcement in the cart, ensuring that the rule triggers the intended actions based on the defined conditions.

On the Conditions & Actions tab, under the ACTIONS section, click Add Action.

From Action Type, select one of the following:


Rule Type	Description	Example
Inclusion Rules	Add or remove required or complementary products (including service products) based on defined conditions. The system evaluates these rules across all configuration pages and line types.	When Laptop Computer is added, automatically include Standard Warranty.
Exclusion Rules	Prevent incompatible or conflicting products from being selected together.	When Basic Service Plan is in the cart, prevent adding .
Recommendation Rules	Suggest additional products to the sales rep without enforcing selection.	When Smartphone is added, recommend Phone Case and Screen Protector.
Replacement Rules	Substitute a product with a better or more appropriate alternative.	When Outdated Software v1.0 is selected, replace it with Current Software v2.0.
Clone Rules	Create duplicate copies of products with identical configurations.	When User License – Standard is added, automatically create additional copies for bulk licensing.
Validation Rules	Check that product combinations meet business requirements and display warnings or errors if they don't.	Ensure Enterprise Database is always paired with Database Administrator License.

Action Type selection impacts the options available for Action Intent as shown in the following table:


Rule Type Selected	Options Available on the Action Intent Drop-Down
Inclusion	Auto Include Prompt Show Message Check on Finalization Note: When using Inclusion rules for related line items (service products with associated equipment) within Product Family scope, only the following Action Intents are supported: Auto Include Prompt Show Message
Exclusion	Prompt Show Message Check on Finalization Disable Selection Hide
Validation	Show Message Check on Finalization
Recommendation	Prompt Show Message Check on Finalization
Replacement	Prompt Show Message Check on Finalization
Clone	Clone

Constraint rules of Action Types = Inclusion and Exclusion supports Match In Assets .
Constraint rules of Action Types = Recommendation and Replacement do not support Condition Criteria and work only for the Scope.

From Action Intent, select one of the following:


Option	Description
Auto Include	Defines how action products behave when a condition is met. Auto-Include automatically adds action products to the cart. Prompt displays a message with selectable action products, allowing you to choose which products to add or remove. Disable prevents the selection of action products, while Hide removes the action products from view. Note: Auto Include is not applicable when the Match Rule value is Include All. Note: For Inclusion rules configured for related line items (service and associated equipment) within Product Group scope: Supported Action Intents: Auto Include, Prompt, Show Message Not Supported: Check on Finalization, Disable Selection, Hide
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.
Disable Selection	Disables selection of excluded products.
Hide	Hides the selection of excluded products.

Note: For exclusion rules configured for related line items (service products with associated equipment) within Product Group scope, only Disable Selection and Hide action intents are supported. These actions apply to option line items when Match In = Options is configured.

Select one of the following options from the Scope drop-down. The last column changes based on the scope you select. Enter a value name in the last column accordingly.


Scope Option	Description
Product	From the Scope drop-down, select Product. In the Product field, search and select a product to be acted upon. Field Update and Filter Expression fields appear when you select Action Type as Inclusion, Action Intent as Auto Include, and Scope as Product, allowing you to configure the value to apply and any filter criteria for the line item field.
Product Family	From the Scope drop-down, select Product Family. In the Product Family field, search and select a product family to be acted upon. One or more products from the family will be acted upon based on the rule type and match rule specifications.
Product Group	From the Scope drop-down, select Product Group. In the Product Group field, search and select a product group to be acted upon. One or more products from the group will be acted upon based on the rule type and match rule specifications.
Action Criteria	Click Edit Action Criteria or the Condition Criteria icon to define the action criteria for the constraint rule. The action will only fire if the logic defined in the Action Criteria matches. Note: The Condition Criteria icon appears only when the Action Type is set to Validation.

Click the Condition Criteria icon to define a constraint rule action based on criteria. The Add Criteria pop-up is displayed. You can enter more than one criteria.
1. On the Actions tab, click Add Criteria and enter the following details:
  - Field: Select a field on the product.
  - Operator: Select an operator.
  - Value: Enter a value.
2. Click Add Criteria to add more criteria.
3. Turn the Logic button on if you have more than one criteria and enter a value in the Logic field.
4. Click Save.
Click the Advanced Setup icon to define advanced actions. The Advanced Setup pop-up is displayed.
1. On the Conditions tab, update the conditions if required.
2. On the Actions tab, enter the following details:
  1. Action Name: The name is populated automatically. You can edit the name if required.
  2. Match In: Select an option where the action match must happen. Supported values are:
    - Primary Lines: Select this option to include or exclude the products that are primary line items (offering) based on your Action Type selection.
    - Options: Select this option to include or exclude products that are bundle options. You must enable this option for Inclusion rules that involve service and equipment product combinations.
    - Cart Options: Select this option to include or exclude the products that are cart line items based on your Action Type selection.
    - Assets: Select this option to include or exclude the products that are assets based on your Action Type selection.
  3. Match Rule: Applies to inclusion and exclusion type rule action only, and that has product scope as Product Family, Product Group, or Action Criteria. Select any one of the following to complete the rule action:
    - None: No product selection is allowed.
    - For inclusion type constraint rule:
      Include Any: Allows selection of up to one product. Rest of the products in the prompt are disabled.
      Include All: Allows selection of all products within the Product Group or Product Family. Note: Only this match rule works with Action Intent Auto Include.
      Include Min/Max: Requires a minimum number of products specified in the Min Products field.
    - For exclusion type constraint rule:
      Exclude All: All the products are excluded.
      Exclude After One: Allows selection of only one product. Any other selection will trigger the rule action.
      Exclude After Max: Allows selection of a maximum number of products specified in the Max Products field. Any other selection over and above the specified number will trigger the rule action.
  4. Message Type: Select one of the following values:
    - Error: If you select Error, you cannot finalize the cart unless you satisfy the constraint rule
    - Warning: If you select Warning, you can finalize the cart but the warning message is displayed on the cart until you satisfy the constraint rule.
  5. Message Details: Enter text to be displayed when the rule action is effective. These messages can also be translated into multiple languages. For inclusion and exclusion type rule actions product name substitution parameters {0}, {1} can be used. For example: {0} requires {1}. For validation type rule actions only {0} will be substituted by triggering products.
  6. Click Save.
  Note:
  Inclusion rules now support related line items for service products with associated equipment within the Product Family scope. You can configure these rules using Match In = Options and select Auto Include, Prompt, or Show Message as the supported action intents.
  Exclusion rules now support related line items for service products with associated equipment within the Product Group scope. You can configure these rules using Match In = Options and select Disable Selection and Hide as the supported action intents.
3. Click Save on the Conditions & Actions tab.

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Configure Constraint Rule Using Advanced Rule Setup

Adding Constraint Rule Details

Creating a Constraint Rule Condition

Creating a Constraint Rule Action

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