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Set Up Context Definitions
Update the extended SalesTransactionContext context definition and set up a custom asset context definition.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions of Revenue Cloud with the Revenue Cloud Growth license or the Revenue Cloud Advanced license |
Update the Extended SalesTransactionContext Context Definition
To use the custom ConstraintEngineNodeStatus field, update the extended SalesTransactionContext context definition that's configured for the default pricing procedure on the Revenue Settings page.
Add Attributes
Edit the extended SalesTransactionContext context definition and add these attributes.
| Add Attribute To | Attribute Name | Type | Data Type |
|---|---|---|---|
| SalesTransactionItem node | ConstraintEngineNodeStatus | INPUTOUTPUT | STRING |
| AssetActionSource | AssetConstraintEngineNodeStatus | INPUTOUTPUT | STRING |
See Edit Context Definitions and Add Attributes.
Map Attributes
If you're using Business Rules Engine and want to set up Constraint Rules Engine, or wish to use the both engines, the TransactionType attribute mapping is used to switch between the rules engines at the transaction level.
Open the extended SalesTransactionContext context definition, go to the Map Data tab, and map the necessary attributes.
Before you map these attributes, turn on Transaction processing for quotes and orders on the Revenue Settings page.
| Mapping Name | Attribute | Map To |
|---|---|---|
| QuoteEntitiesMapping | ConstraintEngineNodeStatus | ConstraintEngineNodeStatus__c field on the QuoteLineItem object |
| QuoteEntitiesMapping | TransactionType on the SalesTransaction node | TransactionType field on the Quote object |
| OrderEntitiesMapping | ConstraintEngineNodeStatus | ConstraintEngineNodeStatus__c field on the OrderItem object |
| OrderEntitiesMapping | TransactionType on the SalesTransaction node | TransactionType field on the Order object |
| AssetEntitiesMapping | AssetConstraintEngineNodeStatus | ConstraintEngineNodeStatus__c field on the AssetActionSource object |
Additionally, edit AssetToSalesTransactionMapping. Select the data source as Context Definition, select your extended Sales Transaction context definition, and find the SalesTransactionItem node listed. Then, map the AssetConstraintEngineNodeStatus attribute to the ConstraintEngineNodeStatus__c field on the SalesTransactionItem node.
See Add Context Mapping.
Set Up Custom Asset Context Definition
Set up an asset context definition to get asset data based on the selected context. Use this asset data when you configure asset-based rules and constraints in the CML Editor, and apply additional filters on the data as needed.
An asset context is required to create asset-based configuration rules and constraints. If you don't define one, Constraint Rules Engine doesn't fetch any asset data.
Create Custom Asset Context Definitions
To fetch assets for a specific account, product, or a custom or standard field of the asset, define a custom asset context definition.
- Extend the standard AssetContext__stdctx context definition.
- Customize the mappings according to your requirements.
Select an Asset Context for Constraint Rules Engine
Select the asset context for Constraint Rules Engine to apply asset-based configuration rules and constraints.
- From Setup, in the Quick find box, enter Revenue Settings, and then select Revenue Settings.
- In the Set Up Asset Context for Product Configurator section, select the asset context definition that you want to use.
After you select the asset context definition, filter the asset data directly in the CML Editor based on your requirements when you define configuration rules and constraints.
To learn about creating rules and constraints by using Constraint Rules Engine, see Use Constraint Builder With Constraint Rules Engine.
