Creating a Constraint Rule
This section provides information on creating a constraint rule.
- Go to ADMIN SETUP > Product Administration >
Constraint Rules. The Constraint Rules page is displayed.
- Click Create New button. If you want to create a specific type of rule,
select the required rule type from the dropdown beside Create New button.
- The system displays a modal where you can enter basic information to create a rule quickly. Fill in the following details:
Field
Description
Rule Name
CPQ populates a constraint rule name based on the product name by default, but here you can enter a different name for the constraint rule.
Rule Category Select the type of rule to define the intended configuration logic.
Constraint Rule (default) applies standard product or service configuration logic.
Service Eligibility Rule controls product or service eligibility.
Important: Once selected, you cannot change the rule category to ensure the correct rule logic is enforced.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.
Note:If you create a specific type of rule directly from the drop-down arrow next to the Create New button, this field is populated with your selection. However, you can change the selection if required.
Condition Scope
Select the condition scope. This defines what must be present in the shopping cart to fulfill the condition.
- Product: This implies that the product must be present in the shopping cart to fulfill the condition.
- 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.
- 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.
- Product Option Group: This implies that one or more products from the specified product option group must be present in the shopping cart to fulfill the condition. The number of products that must be present depends on the Match Rule.
Condition Item
Search and select a condition item based on your selection in Condition Scope.
Note:You must enter minimum three characters to perform search.
Match In
Select one or multiple options where the condition match must happen. Supported values are:
- Match In Options: Selecting this means the condition is fulfilled only when the condition products are in the option line items of the shopping cart.
- Match In Primary Lines: 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 how you want the rule to execute for the user based on the rule type. The 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 is not applicable 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.
- Disable Selection: Disables selection of excluded products.
- Hide: Hides the selection of excluded products.
Rule Type Selected
Options Available on the Action Intent Drop-Down
Inclusion
- Auto Include
- Prompt
- Show Message
- Check on Finalization
Exclusion
- Prompt
- Show Message
- Check on Finalization
- Disable Selection
- Hide
Recommendation
- Prompt
- Show Message
- Check on Finalization
Replacement
- Prompt
- Show Message
- Check on Finalization
Validation - Show Message
- Check on Finalization
Clone Clone 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 Item
Enter a keyword to search a product, product family, or product group on which the action must be applied. From the displayed search result, select a product.
Note: You can go directly to the full Constraint Rule page by entering only the Rule Name and selecting Advanced Rule Setup. For more information, see Configuring a Constraint Rule Using the Advanced Rule Setup. - You can now:
- Create the rule with more conditions, actions, additional scopes, or additional criteria by clicking Advanced Rule Setup. The rules details page with the Conditions & Actions tab is displayed.
- Save the rule by clicking Save. The system creates only the constraint rule header and does not auto-activate the rule. The Rule Details page opens and displays the Details tab.