How To Create Constraint Rule In Apttus CPQ ?

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About the Author | Shubham Shah

A constraint rule is a business rule. They let you to include, exclude, validate, recommend, and replace products based on business logic. At the very centre of it, a constraint rule is like if/then statement. It comprises of three things.

Rule Header – a brief summary about the rule.
Rule Condition – This is the ‘if’ part. It lets you define your business rules.
Rule Action – This is the ‘then’ part. It includes the action to be performed when ‘if’ part gets evaluated to true.

There are various types of Constraint rules:

Inclusion Rules
Exclusion Rules
Validation Rules
Recommendation Rules
Replacement Rules

Here, we will focus only on first on i.e. Inclusion Rule.

Use Case:

A company manufactures and sells smart phones. It includes a plan in which a user can buy the phone in less price but needs to buy a fixed carrier option for period of 3 years. If a user buys the phone, a carrier provider’s sim card will be automatically prompted.

Now we have got the requirement, let’s create the rule for this.

Open all tabs
Click on “Constraints Rule”.
Open the rule.
Create New Rule, fill the following fields.
- Name – Name of the rule
- Sequence – Shows the sequence in which the rule will get executed
- Currency – Currency of the product
Mark Active and Save the rule.
Now from the same page, click on Create Rule Condition button from related list.
On the Constraint Rule Condition Detail page, in the Criteria section, from Product Scope, select Product.
In Product, enter Smart Phone as the product and in the Match Conditions section, select Match in Primary Lines
Click Save.
Open the same rule and scroll down to related list “New Constraint Rule Action”.
On the Constraint Rule Action Detail page, in Message, You must add {1}.
{0} equals the condition product and {1} means the action product.
From Action Type, select Inclusion and from Action Intent, select Show Message.
From Action Disposition, select Error.
From Product Scope, select Product and in Product, enter Sim Card as the product.
In the Match Conditions section, select Match in Primary Lines and click Save.