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Recommendation Rules

OVERVIEW

What are they?

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.

How do they work?

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.

ClosedSet Types

If you look at the image below, a recommendation rule is running that makes Service Type and Server read-only.


ClosedManaging 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.


ClosedAuto Lock

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).

For example:

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.

ClosedMultiple 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):

  1. Descending order by where the rule is defined in the product hierarchy (Model level first and All Product Families level last)
  2. Descending order by number of attribute inputs for an advanced action’s function. For example:
    1. Advanced action function with 5 attribute inputs
    2. Advanced action function with 3 attribute inputs
    3. Advanced action function with 1 attribute input
    4. Simple action
  3. Ascending order by the order number in the Recommendation Rules List.

    See the Reordering Rules section in the topic Configuration Rule Overview.


ClosedMultiple 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.


ClosedRecommendation 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.


ADMINISTRATION

ClosedManaging Standard Actions

  1. ClosedNavigate to the Recommendation Rules List page.

    1. Click Admin to go to the Admin Home Page.
    2. Click Catalog Definition in the Products section.

      The Supported Products page appears.

    3. 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.

  2. Click Add to create a new rule.
  3. Enter the Properties of the rule.
  4. Select your Condition Type.

  5. Choose to apply the rule to either Configuration, Selection or both. Configuration is the default selection.
  6. Choose the Action type: 
  7. Choose an attribute whose value needs to be set. Under Values to Set: 
    1. Choose attribute values from the Select Values menu, OR
    2. Click Define BML Function to set values through a BML script.\
  8. Choose the Set Type
  9. Enter text into the Message to Display on User Side text box. Enter a Static Text message to the user by entering text into the
    1. Click the Define BML Button and write a script that returns a string. This string is displayed as the comment. See Pricing Rules for an example.
  10. Click Update and Back to save and return to the Recommendation Rule List page.

ClosedMulti-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:


NOTES

RELATED TOPICS

Related Topics Link IconSee Also