Rule type options

  • Updated

Rule types let you customize the rules applied to dynamic categories, promotions, personas, and shipping rules, as well as define custom rule types. Optimizely Configured Commerce contains four collections of rule types. However, you can create other types to meet specific business needs.

Users can create custom rule types and rule type options to further use the Rules Engine. Custom development may be required to employ added Rule Types and Rule Type Options.

Configured Commerce has multiple rule types by default:

  • Badge
  • Category
  • ContentItem
  • Customer Restrictions
  • Page
  • Product Restrictions
  • Product Visibility
  • Promotion
  • Segment
  • Shipping
  • WishList
  • WishList Customers

Each rule type has a combination of rule type options. These options define the "IF" statement of the rule. You can create new rule types and rule type options in the Admin Console. These require custom development to assign the rule types to the entity.

To use custom properties in the rules engine, add a Custom Property Rule Type option for the desired rule type in Administration > Rule Types.

Valid rule type options

Below is a list of valid rule type options. Although other rule type options may be visible, they do not create valid rule type option without custom development.

Badge

  • Product in Category
  • Product Custom Properties
  • Product Fields

Category

  • Product Custom Properties
  • Product Fields

ContentItem

  • Customer Custom Properties
  • Authenticated
  • Product Custom Properties
  • User Custom Properties
  • Category Fields
  • Customer Fields
  • User Fields
  • Product Fields
  • Current Segment
  • Brand Fields

Customer Restrictions

  • Customer Bill To Fields
  • Customer Ship To Fields
  • Custom Property
  • Customer fields

Page

  • Current Language
  • Product Line Fields
  • Authenticated
  • Customer fields
  • Customer Custom Properties
  • User Fields
  • User Custom Properties
  • Product Fields
  • Category Fields
  • Current Segment
  • Product custom properties
  • Brand details

Product Restrictions

  • Product Fields
  • Product in Category
  • Product in Warehouse
  • Product from Vendor
  • Custom Property
  • Product in Category Branch
  • Attribute value

Product Visibility

  • Customer Ship To Fields
  • Customer Bill To Fields

Promotion

  • Ordered Product From Category Branch
  • Ordered Product List
  • Order Bill To List
  • Current Segment
  • Customer Custom Properties
  • Customer Order Custom Properties
  • Customer Fields
  • Customer Order Fields
  • Order Bill To
  • Order Carrier Service
  • Order Currency
  • Order Product
  • Order Product From Category
  • Order Product With Product Code
  • Order Product From Vendor
  • Order Line Count
  • Order Product Total
  • Order Contains/ Does Not Contain a Promotion
  • Order Shipping Weight
  • Order Ship To Country
  • Order Ship To State/Provence
  • Order Total
  • Promotion Maximum Times Used Per Customer
  • Promotion Maximum Times Used
  • Requested Ship Date Is Day of Week
  • User Role
  • Order Product From Brand
  • Order Product From Product Line

Segment

  • Customer Custom Properties
  • Current Location
  • Distance from a Point
  • Customer Fields
  • Authenticated
  • UserCustomProperty

Shipping

  • Ordered Product From Category Branch

  • Current Segment

  • Customer Order Custom Properties

  • Customer Fields

  • Customer Order Fields

  • Ordered Product

  • Ordered Product From Category

  • Ordered Product With Product Code

  • Ordered Product From Vendor

  • Order Line Count

  • Order Product Total

  • Order Shipping Weight

  • Order Ship To Country

  • Order Ship To State/Province

  • Requested Ship Date Is Day of Week

  • CustomerCustomP

WishList

  • Product Fields
  • Product Attributes
  • Product Custom Properties

WishList Customers

  • Customer BillTo fields
  • Customer Custom Properties

Create a rule type

  1. Go to Admin Console > Administration > Rule Types.
  2. Click Add Rule Type. You can edit existing rule types and add additional rule type options to them.
  3. Enter the name of the Rule Type.
  4. Click Save.

Now that a Rule Type is created, the next step is to add Rule Type Options to Rule Type.

Create rule type options

  1. Go to Admin Console > Administration > Rule Types.
  2. Click Edit on the Rule Type.
  3. Click the Rule Options finger tab.
  4. Click Add Rule Type Options.
  5. Add a description of the Rule Type Option.
  6. Select the Criteria Type from the drop-down list.
    • Criteria Types are coded plug-ins and define the rules around a particular rule type option. The intent is to allow the user interface to be derived automatically from the criteria type so that partners can develop additional rules without having to modify the user interface.

  7. When applicable, select the Criteria Object and Criteria Property from the contextual drop-down lists.

    Selecting Object as a Criteria Type, will provide a super-set of all Criteria Objects available - it is up the Implementer to ensure that the Criteria Object is available at the time a rule is being invoked.

  8. Click Save.