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            Set Up Mapping Table for Quote Member Binding with Product Attributes (Managed Package)

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            Set Up Mapping Table for Quote Member Binding with Product Attributes (Managed Package)

            Use the Quote Member Binding feature to automatically assign quote member field values to product attributes. This allows you to create site-specific or subscriber-specific configurations, tailoring each offer to meet the unique needs of each customer. You can assign quote member field values to product attributes by using the Business Rules Engine (BRE).

            Required Editions

            Managed Package Icon This feature is part of the Communications Cloud managed package.

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create a decision table: Rule Engine Designer AND Rule Engine Runtime

            Make sure that you have these two add-ons:

            • BREDesignerAddOn
            • BRERuntimeAddOn
            1. Create a decision table with these settings:
              Page Field and Value
              Basic Details Decision Table Type: Medium Volume
              Condition & Results

              Select CSV as source, and follow these steps:

              In the Conditions section, add a condition with these settings:

              • Column Name: ProductCode.
              • Data Type: Text.
              • Operator: Equals.

              In the Results section, add these results:

              • Column Name: ProductAttributeCode and Data Type: Text
              • Column Name: QuoteMemberFieldName and Data Type: Text
              • Column Name: QuoteMemberType and Data Type: Text

              Upload the CSV file. You can download a sample CSV file while creating the decision table. Your data in the CSV file must be in a format similar to this:

              QuoteMemberFieldName,QuoteMemberType,ProductCode,ProductAttributeCode

              • QuoteMemberFieldName: The member field name whose value is mapped to the attributes.
              • QuoteMemberType: The values can be either Location or Subscriber.
              • ProductCode: The product for which the attribute mapping is required.
              • ProductAttributeCode: Attribute code of the product that’s mapped with the member data.

              You can find the values for these fields by searching for the corresponding products and attributes in the Vlocity Product Console.
              Behaviors
              • Filter Result By: Select Output Order.
              • Sort By: Select ProductAttributeCode.
              • Sort Order: Select Ascending with Blank Values Last.
              Note
              Note For more information on how to create a decision table, see Create a Decision Table.
            2. To configure b2bSampleAppCard, get the value of the quoteMemberBindingDecisionTableId session variable.
              1. From the App Launcher, find and select Lookup Tables.
              2. Open the decision table you created earlier.
                Note
                Note Make sure that the decision table is in active state.
              3. From the URL in the address bar, copy the decisionTableId value. In the next step, you will enter this value for the quoteMemberBindingDecisionTableId session.
                For example, in the URL https://<domain_name>/c_decisionTableId=<value>, copy the value after c_decisionTableId=.
            3. Configure b2bSampleAppCard.
              1. From the App Launcher, find and select Vlocity Cards.
              2. On the OmniStudio Layouts & Cards page, open b2bSampleAppCard.
              3. In the Layout pane, under Session Variables, find the quoteMemberBindingDecisionTableId session variable and update its value with the ID of the decision table you created.

            See Also

             
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