Rules engine

  • Updated

This article describes the ways in which Rule Types and the Rules Engine works within Optimizely Configured Commerce.  

Configured Commerce has six basic rule types by default:

  • Category
  • Persona
  • Promotion
  • Shipping
  • User
  • Customer

Each rule type has a combination of rule type options. These options define the "IF" statement of the rule. New rule types and rule type options are created in the Admin Console, and require custom development in order to assign the rule types to the entity.

You can find the rules engine under a Category's Products tab (for assigning Dynamic Rules) or in the Personas, PromotionsShipping & Fulfillment > Carriers, Page Variants, and Catalog > Restriction Groups sections. While each instance of the engine contains different selectable options, the basic functionality remains the same.

Begin by choosing to match All or Any of the following rules. All requires that each rule be true for the results to execute, while Any allows any one of the rules to be true to render the result.

Select a Rule Type using the dropdown list, and fill out the remaining fields as applicable. See the Rule Type Options article for a list of all options. Rule types that require numbers use the decimal control type. The Maximum Value field is optional for Ordered Product rule types.

Finally, select if the rule requires an additional Rule Group. Add a rule group to reveal an additional dropdown with AND/OR logic options. If the rule requires all/any of the rules in the first group and all/any of the rules in the second group to be true, select AND. If the rule can execute with either all/any of the rules in the first group or all/any of the rules in the second group, select OR.

While multiple rule groups may be added to one rule, all groups must use either the AND or the OR logic option; both options may not be used on the same rule.