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Create Qualification Rule Sets

Create qualification context rules as rule sets in Vlocity Product Console using reusable context rule components.

To create new qualification context rule sets:

  1. Choose a context scope for the rule. If the context scope does not exist, create it. For more information about creating context scopes, see Creating Context Scopes.
  2. Choose a context dimension for the rule. If the context dimension does not exist, create it. For more information about creating context dimensions, see Creating Context Dimensions.
  3. Choose a context rule to use in the rule set. If the context rule does not exist, create it. For more information about creating context rules, see Creating Context Rules.
  4. Create a qualification rule set.
    1. In Vlocity Product Console under Rules, click the create icon next to Rule Set.
    2. In the New Rule Set dialog box, enter the following information:

      Property

      Sample Value

      Description

      Name

      String value

      The name of the rule set. This name is displayed in rule selection dialog boxes and in related lists when assigned to products, promotions, price lists, price list entries, and pricing adjustment objects.

      Rule Type

      Qualification

      The rule type property controls how a rule set is used in Industries Cart. This property determines whether a rule set is a qualification rule set, a penalty rule set, or an evaluation rule set.

      Rule Purpose

      n/a

      This field is not currently used by the rules engine.

      Expression Mode

      AND | OR | Custom | If Else IF

      Expression Mode is used 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. For more information, see Child Rules and Expression Modes.

      The If Expression mode is not used with qualification rule sets.

      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

      Expression is used when Expression mode is Custom, to enable you to specify a custom logical expression. For more information, see Child Rules and Expression Modes.

      Failure Message

      String value

      This message is displayed in the Disqualified subtab of Industries Cart when the rule set is applied to a product or a promotion. If the rule set is applied to a pricing adjustment, it is displayed as a toast message in Industries Cart. It is not used when applied to a price list or price list entry. For more information, see Failure Messages.

      Header Rule

      Select a context rule using the Header Rule Lookup dialog.

      Enables you to specify a Header Rule for the rule set. For more information, see Header Rule.

      Effective Start Date

      Select a date

      The start date of the period during which the rule set will be effective.

      Effective End Date

      Select a date

      The end date of the period during which the rule set will be effective.
    3. Click Save.
    4. In the sidebar, click Children Rules.
    5. In the Children Rules facet, click New Child Rule.
    6. Enter values for the property fields:

      PropertyField Name

      Sample 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

      10 | 20 | 30 ...

      Specifies the child rule sequence. Use a sequence of 10, 20, 30, etc. to allow for easier sequence changes in future.

      Action Taken

      Qualify

      By default only Qualify will work. We currently don't support any other input values for the Action Taken field.

      Context Action

      n/a

      Context Action is not used when Action Taken is Qualify or Do Not Qualify.
    7. Save your work.

This procedure creates a new qualification rule set. The next step is to assign it to a product, promotion, price list, price list entry or pricing adjustment object.