Replacement Rules
Replacement rule automatically replaces or suggests alternative products when specific conditions are met. It ensures that the right product is chosen based on set criteria. You must create a replacement rule for desired standalone products, bundles, and options in CPQ and publish it to use in the commerce platform.
For more information, see Creating a Constraint Rule and Configuring a Constraint Rule Using the Advanced Rule Setup.
The following are the supported product types for the scope Product, Product Family, and Product Group:
- Standalone → Standalone
- Standalone → Bundle
- Multiple Standalone → Standalone
- Multiple Standalone → Bundle
- Bundle → Bundle
- Bundle → Standalone
- Multiple Bundle → Bundle
- Multiple Bundle → Standalone
- Option → Option
- Multiple Option → Option
- Default Option → Option
- Product Group → Product Group
- Product Family → Product Family
- Standalone → Product Group
- Standalone → Product Family
- Option → Option in the Option Group
The following are the supported types of Action Intent:
|
Action Intent |
Description |
|---|---|
|
Prompt |
Displays a modal with choices of products that you can select or remove. |
|
Show Message |
Displays a message. |
Based on the configuration, replacement type rules are displayed on the product details page, product catalog page, and cart.
Prompt
Show Message
- When you add a product configured with a replacement rule set to
'show message,' the application displays a message to replace the product and shows a
validation message icon next to the profile icon. Click Replace Product to replace the product in the cart.
- Validation Message
Bundle to Bundle
Multiple Bundle to Standalone
Option to Option in Bundle
When you select an option from Bundle Configuration, the rule gets triggered to replace with another option.
Product Group to Product Group
- When you select a product group, the rule gets triggered to replace
with another product group. When you click View Details, the Validation Message appears
on the right side to replace product.
- Prompt
Product Family to Product Family
- Show Message
- Prompt
Option to Option in the Option Group
Auto-Inclusion with Automatic Product Replacement
Auto-inclusion of a product prevents its removal but allows automatic replacement of other products.
Example:
- Auto-include "Cotton Silk" DC_OP-2 prevents you from auto-removing the DC_OP-1.
- Auto-include "Cotton Silk" DC_OP-2 allows you to auto-replace it with DC_OP-3.
Product Replacement Selection Options
Product replacement rules allow you to swap selected products based on predefined conditions. The ShowCheckboxInRuleDialog flag determines how users interact with product selection in replacement rules. When enabled, it allows users to select multiple products using checkboxes. When disabled, it displays buttons for individual product replacements, offering flexibility in the user interface.
Administrators can set the ShowCheckboxInRuleDialog flag to control product selection behavior in replacement rules. Enable the flag using the provided API. For more information, click Update custom settings associated with a flow API.
PUT https://<URL_of_the_Instance>/api/revenue-admin/v1/flows/system/settings/configSelectConfigProductsSettings
{
"ShowCheckboxInRuleDialog": true
}| Flag = True | Flag = False |
|---|---|
|
Note: You must select at least one product to enable the Replace Product button.
|
|
| Validation Messages | |
|
Note: You must select at least one product to enable the Replace Product button.
|
|