Using Mobileforce CPQ you can define validation rules in Quote Templates for individual products when products are added for a proposal. A product rule is activated when the quote that includes the product meets a specific criteria and is triggered by a specific event, such as saving a proposal or validating a proposal. Once this happens, CPQ executes the action specified in the rule.
Another kind of rule that Mobileforce CPQ supports is a product configuration rule, which is specified as a part of the product definition for a "configurable" product.
The general structure of Mobileforce Rules is described Rules
For example, if you are selling a set of bolts that must be sold with a set of washers, you could create a rule that when sellers add bolts to a quote, Mobileforce CPQ automatically adds the washers to the quote when the proposal is validated.
Product rules are specified as a part of a product. To create a product rule, click the Add Rule button from the Configuration tab of a Product page.
Specify an alphanumeric name (without spaces) for the rule and optionally add a description for it.
When you save the rule, Mobileforce CPQ automatically populates the metadata values (such as Created Time) for the rule.
Use Trigger options to specify the actual rule expression that is evaulated at the selected event. If this expression evaluates to true, then Mobileforce CRM executes the action specified from the Response options.
Triggered By Click the drop-down menu and select the event that triggers Mobileforce CRM evaulating the rule:
- Page Load
- Update Line Items
- User Action
- Price Computation
- Approval Check
Trigger Condition: This is actual rule expression that is evaluated at run-time. If this expression evaluates to true then the response action is triggered.
Rule Evaluation Order: If you have multiple rules, enter a number to specify when the rule is to be triggered:
- Mobileforce CPQ evaulates product rules based on their Rule Evaulation Order from lowest to highest.
- Mobileforce CPQ evaulates all of the product rules before evaluating all of the pricing rules, and the finally evaluating all of the approval rules.
Skip Later Rules After Trigger: If you have multiple product rules, set this option to Yes to have Mobileforce CPQ skip evaluation of all subsequent product rules once a rule is activated. Mobileforce CPQ evaulates rules in order, based on their Rule Evaluation Order. Ensure this option is set to No to have Mobileforce evaulate subsequent product rules.
For more information about trigger conditions and watched inputs in Mobileforce CRM, please refer to the Mobileforce Expressions guide which describes the correct syntax as well as providing a comprehensive list of available functions and system variables that can be specified.
Use Response options to specify the action that Mobileforce CPQ is to perform when the specified trigger condition is evaluated as true. Click the Action Performed drop-down list to select the desired action. The other available Response options change based on the selected Action:
- Show Errror Message
- Show Warning Message
- Show Informational Message
- Add Product
- Delete Product
- Add/Delete Product
- Restrict Line Item Table Entries
- Set Quantity
- Set Line Item Input for Product
Access Control options
Specify the following options:
Active: Specify whether the product rule is currently active. By default, the setting is set to Yes. To deactivate the product, the setting should be set to No.
Effective Date: Click the field to select the date after which users can select the product rule.
Expiration Date: Click the field to select the date after which users can no longer select the product rule.