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Table-Based Rules


CPQ Cloud provides a point-and-click editor to define recommendation and constraint rules that access Data Tables, without resorting to BMQL. Table-based rules enable:

Table-based rules fire on the user side when the condition is met. However, if no results are returned from the query then there is no impact on the action attributes. When multiple rows are returned for an action attribute, all returned values are recommended or constrained.


ClosedCreating a Table-based Rule

  1. ClosedNavigate to the Supported Product Families 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. Confirm that Product Families is listed in the Navigation column, and click List.

      The Supported Product Families page appears.

  2. For the Product Family for which you want to create a Table-based rule, select Recommendations in the Navigation column and click List.

    The Recommendation: Rules List page appears.

  1. Click Add to create a new rule.
  2. Enter the Properties of the rule.
  3. Select the Condition Type.
  4. Choose to apply the rule to either Configuration, Selection or both. Configuration is the default selection.

  5. Select Table Lookup as your Action Type. A field of four tabs opens.

      If you are creating a Recommended Item rule, there will be an option Split Items.
  1. In the Select Table tab, select the Data Table from which you would like to retrieve data.
  2. Click the Specify Filter for Table Rows tab and select to Evaluate the Row with:

    • Static Entry: You define a static value under the Value header.
    • Attribute: You select a configurable attribute to map the Table Column to in a drop-down that appears under the Value header.

      Array attributes used in the filter will execute for each array index. Also, array attributes with the same control attribute can be used in the same filter.
  3. Enter the order of operations in the Row Grouping section.

      If you only have one condition, you will still need to enter the value of 1 in this field.
  4. Click into the Value cell and select attribute values from the drop-down or enter a static value. This is based on what you selected in Step 8.
  5. Click on the Select Attributes to Populate tab.
  6. Click Add Row to add: 

      For Recommendation Rules: Specify the action attribute and the table column from which the recommendation value will be chosen. In addition, select a Set type for the rule.

      For Constraint Rules: Specify the action attribute(s) and the constrained value. For menu-type action attributes, choose the constraint type: Constrain or Allow.
  1. Click the Test Table Results tab.
  2. Select the Column and Value to test and click Run.

      The Output is the information from the table that will be returned when a user selects Meat Lovers as the Specialty Type (in this case).

ClosedCreating a Recommended Item Table-based Rule

Creating a Recommended Item Table Based rule is similar to how you'll use tables in Recommendations and Constraints. The main difference is instead of the 3rd tab being Select Attributes to populate, you'll have a Map Item Properties tab.

  1. Follow Steps 1-10 from Creating a Table-based Rule.
  2. Click the Map Item Properties tab. Here you will map attributes, static values or table columns to the item, quantity, comment and price (for example, return string columns).

      HTML and Date attributes cannot be used as inputs for Map Items Properties.

      Array attributes can only be mapped to a return column when at least one array attribute with the same control was specified in the filter. The same index used in the filter will also be used to populate the mapping results
    Property (Rec Item Display Columns) Property Source Option Property Value
    Item Table Column You must map directly to a table column, such as Part.

    Table Column

    Static Entry


    You can map to a table column, you can define a value, or you can map to a configurable attribute.

    Note: If you map the Quantity field to a Table Column,the table column MUST be of an integer data type.


    Table Column

    Static Entry


    You can map to a table column, you can define a value, or you can map to a configurable attribute.

    Table Column


    Item Master

    You can map to a table column, you can map to an attribute, or you can map directly to the items master (parts database).
  3. Click the Test Table Results tab.

    In the Input Section, the Table Column will already be set (and read-only).

  1. Enter the Value to test and click Run.

ClosedAction Attributes in Table-based Rules

The supported action attributes are Text, Integer, Float, Currency, HTML and Data type configurable attributes.

ClosedArray Attributes in Table-based Rule Actions

Recommendation and Constraint table-based rule functionality allows arrays to be used in actions. Use recommendation rules to set values or use constraint rules to constraint values of individual array indexes. Use the value(s) of an array set to pull information from a Data Table by mapping an array attribute to a Data Table column. The column will be used in the filter to evaluate the array attribute value. For a single array attribute, each index will be evaluated individually against the Data Table.

ClosedNotes about Recommendation Rules

ClosedNotes about Constraint Rules

ClosedNotes about Behavior



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