Configuring Inclusion Rules
Inclusion rule use case: You have a product A and product B. You want to
set up an inclusion rule such that when a user selects Product A, a warning message is
displayed to include Product B.
Note:
CPQ provides support for maximum products to be added to cart using Inclusion Prompt Rule. Hence, you need to set minimum and maximum both values in order to add products and CPQ disables all remaining option products that go beyond the maximum number post selection. If you select less than the maximum value, you have to manually close the prompt as the prompt closes automatically only when the maximum number is reached.
To enable checkboxes in the prompt, select Show Checkbox In Rule Dialog in Configuring Configuration Engine Settings.
- On the Constraint Rule Condition Detail page, in the Criteria section, from Product Scope, select Product.
- In Product, enter Product A as the product and in the Match Conditions section, select Match in Primary Lines and click Save.
- On the Constraint Rule Action Detail page, in Message, type {0} requires {1}. {0} denotes the condition product and {1} denotes the action product.
- From Action Type, select Inclusion and from Action Intent, select Show Message.
- From Action Disposition, select Warning.
- From Product Scope, select Product and in Product, enter Product B as the product.
- In the Match Conditions section, select Match in Primary Lines and click Save.