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Create the Account Status Context Dimension

These instructions use the CustAcctStatus_PKL which has been previously created.

To create the Account Status context dimension:

  1. In the Vlocity Product Console, the Rules section, click the Plus icon next to Context Dimensions.
  2. In the General Properties section, complete the following fields:

    Field Name

    Sample Value

    Description

    Name

    AccountStatus

    You cannot use spaces in the name of a context dimension.

    Code

    VAR0005

    Channel code must be a unique value.

    Description

    Status of an account.

    Describe the purpose of the context dimension.

    Condition Weight

    1

    Acceptable values are 1 to 62. The higher the number, the higher the weight.

    To learn more about condition weights, refer to Condition Weights.

    Data Type

    Text

    Select the data type that matches the data type of the context dimension.

    Domain Type

    Picklist

    Available values include: [Picklist | Object Lookup | Type In ].

    Object

    N/A

    Since using a picklist, the object value is not used.

    Vlocity Picklist

    CustAcctStatus_PKL

    This example assumes that you have previously created a picklist, The CustAcctStatus_PKL is the name of the picklist used in this example,

    Picklist Selection Mode

    Single

    At this time only the Single value is supported.

    The Multiple value is reserved for future use.

    Active

    Select the checkbox

    Only active picklists can be associated with context dimensions.

    Effective From Date

    Select a date

    The start date of the period during which the context dimension can be used in rules.

    Effective to Date

    Select a date

    The end date of the period during which the context dimension can be used in rules.