Attribute-Based Configuration Rules consist of Attribute Constraint Rules and Attribute Value Matrix. It also supports the following to make navigation easier:

  • Support Lookup Attributes for Product Configuration that allows to configure and select attributes of type lookup (reference fields) for standalone and bundle products/options

  • Lookup component that can be used as an input field for single select or multi-select lookup fields. For example Account Selection, Product Selection, Primary Contact Selection, Ship to Selection, Bill To Selection (Single Select), and Lookup Attributes on the product details page

  • Lookup Quick View Popup for Selected Lookup Value shows a quick preview for lookup fields for the selected lookup values. For example Account Selection, Primary Contact Selection, Ship to Selection, Bill To Selection (Single Select), Order Header, Quote Header, and Product Details.

Attribute Constraint Rules

You can execute the Attribute-based constraint rules on the template for Standalone products and bundles that have attributes. This enables you to select the right configuration.

You can use one or more of the following Attribute Constraint Rules: 

  • Attribute Rules for Standalone product with attributes

  • Attribute Rules for Bundle level attributes

  • Attribute Rules for Bundle Option level attributes

The scope type for Attribute-Based Configuration Rules are:

  • Product Family
  • Product Group
  • Product

The action type (constraint type) for Attribute-Based Configuration Rules are:

  • Allow - Restricts the visibility of values on the target field.
  • Default - Adds a default value on the target attribute. This value can be changed later.
  • Hidden - Hides the target attribute.
  • Disabled - Makes the target attribute as a read-only field.
  • Required - Makes the target attribute as a required field.
  • Reset - Auto-populates a default value on the target attribute if the field is left blank. This is the same as default and changes disabled.

Attribute Value Matrix

You can execute the Attribute Matrix-based constraint rules on the template for Standalone products and bundles with attributes. This enables you to select the right configuration.

You can use one or more of the following Attribute Value Matrix criteria: 

  • Attribute Value Matrix for Standalone product with attributes

  • Attribute Value Matrix for Bundle level attributes

  • Attribute Value Matrix for Bundle Option level attributes

The scope type for Attribute Value Matrix is:

  • Product Family
  • Product Group
  • Product

The application type for Attribute Value Matrix is:

  • Default: Sets the default value of an attribute when criteria are met and the user selects the attributes
  • Constraint: Restricts picklist, Multipicklist values of attributes based on the matrix
  • ForceSet: Sets single or multiple values of the attributes based on the matrix