To Create a Product Attribute Rule
-
On App
Menu, click Apttus CPQ
Admin and then click the CPQ Admin tab.
The new admin console is launched.
- On the Products menu, click Manage Products.
- Search and click any product, preferably the one you want to associate Product Attribute Rule with.
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Click Rules.
The page displays different rules tab.
-
Click Product Attribute Rule icon (
) next to the title, RULES.
Product Attribute Rule tab is displayed. -
Click the menu icon (
) next to New Constraint Rule and click New Product Attribute Rule.
-
Fill in the required details.
Field Name
Description
Rule Name
Enter the Name of Product Attribute Rule.
Active
Flags whether the product attribute rule is active.
Effective Date
Select the date when the product attribute rule is in effect. Leave this field blank if you want this product attribute rule to be always effective.
Expiration Date
Select the date when the product attribute rule will become invalid. Leave this field blank if you want this product attribute rule to be always effective.
- Select the product attribute rule you just created from the RULES section.
-
Fill in the required details under the IF(scope)... section. You can leave them blank if the fields are not required.
Field Name
Description
Product Family
A multi-select field. Click in the text box to view the available product families and select the appropriate ones. You can also enter a keyword and search for a product family.
Product Group
A multi-select field. Click in the text box to view the available product groups and select the appropriate ones. You can also enter a keyword and search for a product group. The product groups are filtered on the basis of product families that you select.
Products
A multi-select field. Click in the text box to view the available products and select the appropriate ones. You can also enter a keyword and search for a product. The products are filtered on the basis of product families and product groups that you select.
Criteria
Enter the formula to be evaluated. When this formula evaluates to true, the rule is executed.
Note:The Scope value for Product, Product Family, and Product Group can be left blank instead of the default value All. Leaving the field blank prevents the rule from searching across all records of that type, improving the scalability performance of product attribute rules. For example, the Product scope can be specific for product value, while leaving Product Family and Product Group blank, so that they are not queried because they are not needed.
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Fill in the fields under the THEN(statements)... to define the Product Attribute Rule.
Field Name
Description
Target Attribute
Select the target attribute. Use type ahead to display a list of applicable fields or attributes.
Action Type
Select the action that you want to perform on the product attribute. Available options are:
- Allow - To restrict the visibility of values on the target field.
- Default - To add a default value on the target attribute.
- Hidden - To hide the target attribute.
- Disabled - To make the target attribute as a read-only field.
- Required - To make the target attribute as a required field.
- Reset - To auto-populate a default value on the target attribute if the field is left blank.
Note:Click the relevant link to see the individual examples.
Value Expression
Enter the Value Expression. You can use the methods such as JOIN and DISCRETEINTERVAL.
DISCRETEINTERVAL(start, stop, interval): This method returns a discrete array of values from start to stop separated by interval.
Params:
- start - the first element of the specified dimension in the array
- stop - the last element of the specified dimension in the array
- interval - the distance between two elements in the array
JOIN(array, separator): This method returns a concatenated text string of all the elements of an array, using the specified separator between each element.
Params:
- array - an array that contains the elements to concatenate.
- separator - the string to use as a delimiter between values.Separatoris included in the returned string only if the value has more than one element. If no separator is specified, the default will be a comma (,).
For example, if you want to limit the deductible amount (an attribute) for California state from 200 to 1000, with an interval of 100, use the expression as:JOIN(DISCRETEINTERVAL(200,1000,100),';')
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Click Save.
Note:
Once you save your record, update the Target Attribute with the prefix Apttus_Config2__ProductAttributeValue__c. For example, if your Target Attribute is ProductAttributeValueId1__r.Ext1Multiselect__c, after the update, your Target Attribute should be Apttus_Config2__ProductAttributeValue__c.ProductAttributeValueId1__r.Ext1Multiselect__c. This upgrade is required to work with PAV Extension Objects.
