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Recommendation Rules can be used to help buyers configure your products by offering suggested attribute values. For each configuration where a model (or part) would likely have certain attribute values, you can create a recommendation. For example, a Meat Lovers pizza has only pepperoni and sausage as toppings and this can't be modified by the user. A recommendation rule can achieve this.
When recommendations trigger, they appear to buyers on the Model Configuration page. By default, recommendations display as text next to the configurable attributes with recommended values. They also use set-types, that when enabled, can auto-populate the recommended values in the attribute fields.
|None||The selected value for the action attribute in the rule will be recommended value for the attribute. It will show as a message and it can be modified by the user.|
|Set||The setting of a recommended value can be prevented by locking the attribute, in which case, only the recommended values message is shown. This can be modified by the user.|
|Forced Set||The rule will set the attribute value to the value chosen in the rule. This value is read-only and cannot be modified by the user.|
If you look at the image below, a recommendation rule is running that makes Service Type and Server read-only.
Managing Set Types
The Set Type that defines how a Recommendation rule will set an attribute can be defined in three places:
When a Recommendation rule is fired, the system will look at all three of these locations to determine the Set Type. The “strongest” Set Type (with Forced Set being the strongest, Set being in the middle, and None being the weakest) will be used, regardless of where it is defined.
If one location says “Forced Set,” one says “Set,” and one says “None,” the attribute will be Forced Set. If two places say “Set” and one says “None,” the attribute will be Set, and so on and so forth.
When Auto Lock is on, user selections made to an attribute after a Recommendation rule “Set” the attribute to a different value will be retained if the Recommendation Rule is fired again (such as upon an Update).
Recommendation rule 1 runs and sets Attribute X to A. The user then sets Attribute X to B. The user then clicks Update, and Attribute X retains its value of B. The recommendation message defined in Recommendation rule 1 for option A will appear.
Auto Lock is on by default for all Recommendation rules that have a set type of “Set.” The Admin can turn Auto Lock off within an attribute by selecting “Set” for the set type and by not selecting Auto Lock. If this were done to Attribute X, the user would experience the following:
Recommendation rule 1 runs and sets Attribute X to A. The user then sets Attribute X to B. The user then clicks Update, and Recommendation rule 1 runs and sets Attribute X to A.
Multiple Recommendation Rules Firing Simultaneously on an Attribute
If multiple Recommendation rules fire simultaneously on the same attribute, and if the attribute is not a Multi-Select Menu attribute, then only one Recommendation rule will set the value of the attribute. Recommendation rules are sorted for precedence according to the following criteria (in order):
Ascending order by the order number in the Recommendation Rules List.
Multiple Recommendation Rules Firing Simultaneously on a Multi-Select Menu Attribute
For any Text, Float, or Integer attribute that has Multi-Select Menu selected for its attribute type, it is possible that multiple Recommendation rules could fire simultaneously and act on different selections within the same attribute. For example:
In this case all three options, A, B, and C will be force set. The strongest set type will apply to all Recommendation Rules if there are multiple rules acting on the same multi-select attribute at the same time.
Recommendation Rules and Search Flows
Recommendation Rules are applicable in Search Flows. If a Recommendation Rule is defined at the Product Family level, then you are given an option to specify the area of application of the rule. See Editing Recommendation Rules.
Managing Standard Actions
Navigate to the Recommendation Rules List page.
Click Catalog Definition in the Products section.
The Supported Products page appears.
For the Product Family for which you want to create a Recommendation rule, select Recommendations in the Navigation column and click List.
The Recommendation Rules List page appears.
Select your Condition Type.
Multi-Select Menu Recommendation Messages
When a user configures a Quote and a Recommendation Rule is firing, Recommendation Messages appear for recommended values that are not currently selected from the Multi-Select Menu. Once a recommended value is selected from the Multi-Select Menu, the following will occur within the below Recommendation Rule Set Types: