Rule Engine
Prerequisites
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To use the Rule Engine, you need the following licenses:
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To use the Rule Engine, you must:
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To use the Rule Engine, you need:
Basics
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The Rule Engine is a core feature of the FX CPQ module.
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The Rule Engine builds quotes and tickets automatically by enforcing rules based on contracts agreed with customers.
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The Rule Engine maximizes revenue, ensures contract compliance, and reduces the administrative burden on field personnel.
Rules
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The Rule Engine features a series of rules.
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There are two types of rule:
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Rules run when you add or update a record.
Rules don’t run if a record is read-only.
Rules don’t run in FieldFX Back Office if a record’s status has Sync selected.
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Rules have criteria that triggers rule actions if a record meets the criteria.
Rule Actions
Basics
Rule actions can do the following:
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Add required items
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Add recommended items
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Remove disallowed items
| Permissions determine whether an item only exists once on a Quote or Ticket or each rule that requires the item adds an additional copy of the item. |
Required Items
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A rule action adds a required item if you add or update a record to meet rule criteria.
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A rule action removes a required item if you update a record to no longer meet rule criteria.
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You can’t remove a required item if a record meets the criteria for the rule that added the item.
Recommended Items
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A rule action adds a recommended item if you add a record to meet rule criteria.
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A rule action doesn’t add a recommended item if you update a record to meet rule criteria.
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You can remove a recommended item at any time.
Disallowed Items
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A rule action removes a disallowed item if you add or update a record to meet rule criteria.
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You can’t add a disallowed item if a record meets the criteria for the rule that disallowed the item.
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A rule action stops disallowing an item if you update a record to no longer meet rule criteria.
Parent & Child Items
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A rule action doesn’t add a child item if its parent item isn’t already on the record.
How it Works
When a Rule Triggers
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The Rule or Rule Action must be
Active. -
Using the Rule Processor, the Rule’s
IsCriteriaDirtyfield must befalse. -
The object record’s
Sync__cfield must be false for Quotes or Tickets. -
The user must have an FX CPQ license assigned and have the required FX CPQ minimum permissions.
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The rule’s criteria must be valid.
FieldFX Back Office
Here are graphics that shows how the Rule Engine works in FieldFX Back Office:
FieldFX Mobile
Here are graphics that shows how the Rule Engine works in FieldFX Mobile.
