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Create Context Rules

Context rules determine when a rule set applies in Industries Cart. Context rules contain rule conditions, which are made up of context dimensions, context scopes, and context mappings. Context rules are analogous to entity filters in the Advanced Rules framework.

Starting in Summer '18, 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.

Prerequisites:

  • CPQPartition exists and has appropriate org and session cache allocations.

To create a context rule, define the rule's general properties and then specify one or more rule conditions:

  1. In the Product Console, in the Rules list, next to Rule, click Create. The plus icon for Create
  2. Enter the following information:

    Property

    Value

    Description

    Name

    String value

    The context rule name

    Code

    String value

    The code by which you refer to this context rule. Use the rule code when creating custom expressions. For more information, see Expression Modes and Custom Expressions.

    Important
    Important

    Because rule code is used when creating custom expressions, the rule code should be unique, descriptive, and contain no spaces.

    Description

    String value

    Describe the context rule's purpose.

    Expression Mode

    • AND

    • OR

    • Custom

    Use expression mode when the rule contains multiple conditions. It specifies how the rules engine compiles the rule conditions into a logical expression. For more information, see Expression Modes and Custom Expressions.

    Expression

    • Use AND and OR operators to create custom expressions.

    • Refer to conditions using condition codes.

    • Use spaces to delimit each code.

    • Use parentheses to sequence the operations for the expression.

    • Expressions are case-sensitive.

    Use expression when the expression mode is set to Custom. It enables you to specify a custom logical expression. For more information, see Expression Modes and Custom Expressions.

    Failure Message

    String value

    This message is not currently displayed in Industries Cart. Instead, set the failure message on the rule set. For more information about failure messages, see Failure Messages.

    Active

    Click to select

    The context rule service evaluates only active context rules.

    Effective Start Date

    Select a date

    The start date of the period during which the rule is effective.

    Effective End Date

    Select a date

    The end date of the period during which the rule is effective.
  3. Save your changes.