You are here:
Create Rule Sets
A rule set is a logical grouping of one or more context rules. A rule set enables you to designate how the grouped context rules are expressed in a logical expression and how they are used in Industries Cart. To create a rule set, you define general properties and then specify one or more context rules as child rules.
Context rules, rule sets and rule conditions are cached in the org cache of the CPQPartition. In order to see your changes reflected at runtime, run the Clear Managed Platform Cache job in the CMT Administration Maintenance jobs page.
-
In Vlocity Product Console, in the Rules list, next to Rule Set, click Create
.
-
On the New Rule Set tab, enter the following information.
Property
Value
Description
Name
String value
The rule set name. This name is displayed in rule selection dialog boxes and in related lists when assigned to products, promotions, price lists, and price list entries.
Rule Type
-
Qualification
-
Penalty
-
Evaluation
The rule type property controls how the rules are used in Industries Cart. See Types of Context Rules.
Rule Purpose
n/a
The rules engine does not currently use this field.
Expression Mode
-
AND
-
OR
-
Custom
-
If Else If
-
If
Use expression mode when there are multiple context rules contained in the rule set. It describes how the rules engine compiles the child context rules into a logical expression. See Expression Modes and Custom Expressions.
Expression
-
Use AND and OR operators to create custom expression.
-
Refer to child context rules using rule codes.
-
Use spaces to delimit each rule code.
-
Use parentheses to sequence order of operations for the expression.
-
Expressions are case-sensitive.
Specifies a custom logical expression. Used when Expression Mode is set to Custom. See Expression Modes and Custom Expressions.
Failure Message
String value
Text specified in this property appears in the Disqualified subtab of Industries Cart when the rule set is applied to a product or a promotion. It is not used when applied to a price list or price list entry. See Failure Messages.
Header Rule
Select a context rule using the Header Rule Lookup dialog box.
Specify a header rule for the rule set. See Header Rule.
Active
Click to select
The context rule service evaluates only active rule sets.
Effective Start Date
Select a date
The start date of the period during which the object-level rule is effective.
Effective End Date
Select a date
The end date of the period during which the object-level rule is effective.
-
- Click Save.
-
Specify one or more context rules as child rules of the rule set.
- In the sidebar, click Children Rules.
-
In the Children Rules facet, click New Child Rule.
Property
Value
Description
Rule
Select a context rule using the Entity Filter Lookup dialog box.
Specifies the child context rule to include in the rule set.
Sequence
Numeric value
Specifies the child rule sequence. Use a sequence of 10, 20, 30, and so on to allow for easier sequence changes in the future.
Action Taken
-
Policy Action
-
No Action
-
Qualify
-
Do Not Qualify
Specifies the action to take when the child context rule passes or evaluates to true.
For penalty rules, select Policy Action or No Action. If you select Policy Action, specify a Context Action in the next property.
For qualification rules, select Qualify or Do Not Qualify. When used with products or promotions, these actions correspond to the Qualified and Disqualified tabs in the Products and Promotions lists in Industries Cart.
Context Action
Select a context action using the Context Action Lookup dialog box.
Specifies a Context Action. Used when Action Taken property is set to Policy Action. See Creating Context Actions.
-
- Click Save.
