--- schema_version: "1" id: b0df5571a5e7e1eb1e1c47d761c8eebe0c083fe6c1c588f951b461aa1404377b title: Create Qualification Rule Sets collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_create_qualification_rule_sets.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_create_qualification_rule_sets.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6a4dd7fea9839489386abd9fdeb8e1463c895ef68100723d32fb7e3c3c5bfd82 description: Create qualification context rules as rule sets in Vlocity Product Console using reusable context rule components. products: - Communications - Media - Energy and Utilities release: "264" --- # 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](https://help.salesforce.com/s/articleView?id=ind.comms_creating_context_scopes.htm&release=264.0.0&type=5 "If context scopes have not been created in your environment, you must create them before defining context rules. This process is performed once as part of the initial context rule setup."). 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](https://help.salesforce.com/s/articleView?id=ind.comms_create_context_dimensions.htm&release=264.0.0&type=5 "Context dimensions are variables that describe the values that can be used in a context rule condition."). 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](https://help.salesforce.com/s/articleView?id=ind.comms_context_rules.htm&release=264.0.0&type=5 "Context rules determine when a rule set applies in Industries Cart. Context rules are analogous to entity filters in the advanced rules framework."). 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. - **[Qualification Rules - Assigning](https://help.salesforce.com/s/articleView?id=ind.comms_qualification_rules___assigning.htm&release=264.0.0&type=5)** There are multiple ways to assign rule sets with qualification rules. - **[Qualification Rules - Deleting](https://help.salesforce.com/s/articleView?id=ind.comms_qualification_rules___deleting.htm&release=264.0.0&type=5)** There are multiple ways to delete rule sets with qualification rules. - **[Creating a Qualification Rule to Disable Pricing Adjustments](https://help.salesforce.com/s/articleView?id=ind.comms_creating_a_qualification_rule_to_disable_pricing_adjustments.htm&release=264.0.0&type=5)** In some implementations, you might want to prevent users from making manual pricing adjustments. You can configure the card templates of Industries Cart to remove this capability, or you can create a context rule to not allow pricing adjustments. - **[Qualification Rules for Pricing Adjustments - Assigning or Deleting to the AdjustmentData Virtual Object](https://help.salesforce.com/s/articleView?id=ind.comms_qualification_rules_for_pricing_adjustments___assigning_or_deleting_to_the_adjustmentdata_virtual_object.htm&release=264.0.0&type=5)** To assign a qualification context rule to the AdjustmentData virtual object, follow these steps.