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Rule Actions
Rule actions define the changes that a rule makes on qualified objects. A rule action can be an offering procedure, a product relationship, a calculation procedure, or another procedure, such as a call to Apex code. Different rule types use different rule actions.
You can specify the sequence in which rules execute rule actions. You can associate rule actions with evaluation entity filters. If the rule action in an entity filter evaluates to false, then the action will not be executed. The available rule actions vary by rule type.
Rules can perform the following actions:
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Require: If a customer adds Product A, require that she also adds Product B.
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Recommend: If a customer adds Product A, recommend that he also adds Product B.
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Exclude: If a customer adds Product A, stop her from adding Product B.
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Order add, or automatically add: If a customer adds Product A, automatically add Product B.
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Order replace, or switch: If a customer adds Product A, replace it with Product B.
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Order remove, or automatically remove: If a customer adds Product A and Product B, automatically remove Product B.
The rule actions on eligibility and availability rules are offering procedures, special procedures for presenting products and offers. Offering procedures are Exclusions or Inclusion. SeeCreate Offering Procedure Rule Actions.
Create Offering Procedure Rule Actions
The rule actions on eligibility and availability rules are offering procedures. These are special procedures for presenting products and offers. Offering procedures include Exclusions or Inclusions.
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Exclusions: Exclude all products qualified by the entity filter in the rule action.
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Inclusions: Include all products qualified by the entity filter in the rule action.
To create offering procedures:
- Click the Vlocity Offering Procedures tab in your org. If it is not visible, click Vlocity Offering Procedures in the App Launcher.
- Click New.
- In the Offering Procedure Name box, enter Exclusion.
- Click Save & New.
- In the Offering Procedure Name box, enter Inclusion.
- Click Save.
