Rule Engine :: FieldFX Documentation

Introduction

The Rule Engine is a core feature of the FX CPQ module.

The Rule Engine builds quotes and tickets automatically by enforcing rules based on contracts agreed with customers.

The Rule Engine maximizes revenue, ensures contract compliance, and reduces the administrative burden on field personnel.

To setup and use the rule engine, you need to:

Have these user licenses	Have these permissions	Complete these tasks and review these topics before continuing
FieldFX Base Package FieldFX E-Ticketing FieldFX CPQ	FX CPQ minimum permissions	Set up the FX E-Ticketing module Set up the FX CPQ module Set up the Rule Engine

Have these permissions

Complete these tasks
and review these topics
before continuing

The Rule Engine features a series of rules.
There are two types of rule:
1. Quote rules build quotes automatically.
2. Ticket rules build tickets automatically.
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.
Rules have criteria that triggers rule actions if a record meets the criteria.

Rule actions can do the following:

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.

A rule action adds a required item if you add or update a record to meet rule criteria.
A rule action removes a required item if you update a record to no longer meet rule criteria.
You can’t remove a required item if a record meets the criteria for the rule that added the item.

A rule action adds a recommended item if you add a record to meet rule criteria.
A rule action doesn’t add a recommended item if you update a record to meet rule criteria.
You can remove a recommended item at any time.

A rule action removes a disallowed item if you add or update a record to meet rule criteria.
You can’t add a disallowed item if a record meets the criteria for the rule that disallowed the item.
A rule action stops disallowing an item if you update a record to no longer meet rule criteria.

A rule action doesn’t add a child item if its parent item isn’t already on the record.

The Rule or Rule Action must be Active.
Using the Rule Processor, the Rule’s IsCriteriaDirty field must be false.
The object record’s Sync__c field must be false for Quotes or Tickets.
The user must have an FX CPQ license assigned and have the required FX CPQ minimum permissions.
The rule’s criteria must be valid.

Here are flow diagrams that show how the Rule Engine works in FieldFX Back Office:

For a Quote	For a Ticket	For a Job
Adding a Quote Updating a Quote Adding a Quote Item Updating a Quote Item	Adding a Ticket Updating a Ticket Adding a Ticket Item	Updating a Job

For a Quote

For a Ticket

For a Job

Here are graphics that shows how the Rule Engine works in FieldFX Mobile:

For a Quote	For a Ticket	For a Job
Adding a Quote Updating a Quote Adding a Quote Item Update a Quote Item	Adding a Ticket Updating a Ticket Adding a Ticket Item Updating a Ticket Item	Updating a Job

For a Quote

For a Ticket

For a Job