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Manage Rules#

🔒 Product.Edit

Overview#

This operation is used to manage the Rules of the Characteristics of the Product.

Setup#

No specific setup is required other than to meet the precondition of the transaction.

Preconditions#

  • Product exists in the system and it is Created.

Sequence of Steps#

The Manage Rules wizard can be called from the Product page by selecting Characteristics and Rules from the section menus on the right, and then selecting the Rules tab.

Step 1: Context#

  1. Specify as many contexts as you need by using . You can also delete or order information, and use the Search to find a specific Step.

  2. Specify the Context Details by providing the following for each:

    • Step
    • Logical Flow Path (optional)
    • Context (BOM, Checklist, Data Collection, Document, Durables, Recipe, Recipe Parameter, Service, and Inspection Plan)

    Info

    For the same Step, there cannot be two Rules where one Rule defines a Logical Flow Path and another does not. Hence, for the same Step, either all Rules define a Logical Flow Path or all Rules do not define one.

    Info

    The Step and Logical Flow Path Order is defined by you and you can choose to change the Step Order, which will affect all Rules of that Step and Logical Flow Path combination.

  3. Select Next to continue.

Screenshot showing a management interface with rule settings, including "Conse" and "Coear Geet".

Step 2: Rules#

  1. Specify as many Rules as you need by using . You can also delete or order information, and use the Search to find a specific Step or Context.

  2. Specify the Rules Details by providing the Condition:

    • If needed use the Help Condition

      Screenshot showing a help condition for managing rules.

    • The Product Characteristic Rule Condition supports a subset of the JSONata query syntax. If needed use the icon to view supported expression format as follows:

      • Equal to/Not equal to comparison operators ('='/'!=').
      • Less than/Less than or equal to comparison operators ('<'/'<=').

      • Greater than/Greater than or equal to comparison operators ('>'/'>=').

        Info

        These operators work with strings and numbers, so on writing the conditions, you must ensure you understand when you want to compare strings and when you want to compare numbers (do not use inverted commas).
        Additionally, if you intend to compare numbers, guarantee that the source Lookup Table only has numeric values.

      • And/Or boolean operators ('and'/'or').

      • Boolean values for ensuring a expression are always true or false ('true'/'false').
      • Quotation marks to define Product Characteristic values (for example, "Dark Blue" or 'Soft Blue').
      • Reference to Product Characteristic without whitespaces (for example, Color = 'Blue').
      • Reference to Product Characteristic with whitespaces or special characters (for example, `Wheel color` = 'Blue')
      • Parentheses for precedence in compound expressions (for example, Color = "Blue" and (Size = "Small" or Size = "Medium") ).

    Note

    The system validates only characteristic values defined in Lookup Tables, and autocomplete suggestions during condition editing are available only for characteristics linked to those Lookup Tables.

  3. Specify other mandatory information depending on the selected contexts.

    Screenshot showing a management interface for setting up rules.

  4. Select Update to complete the operation.