Create a rule entity filter
Create a rule filter for the product entity to be used in a product eligibility matrix. The rule filter defines how the rule is applied, for example to a product catalog, category, or offering.
Before you begin
Determine the entity to which the filter applies, for example a particular product catalog, category, or a product offering.
Role required: sn_prd_pm_product_catalog_admin and sn_prd_pm_product_catalog_manager
Procedure
- In the CSM Configurable Workspace, select the List
Image omitted: list-outline-24.svg
view.
view.
Navigate to Context Rule Management > Rule Entity Filter.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Filter Name | Name of the filter, for example `Ineligible offers for CA`. |
| Entity | Product entity for the rule:- Product catalog - Product offering category - Product offering |
| Filter type | Type of filter to be applied:- Static: Use a particular list to filter the product entity. - Dynamic: Set the conditions to filter the entity. |
| Code | System-generated alphanumeric number based on the filter name. |
| Product <catalogs, categories, or offerings> | The product catalog, category, or offering to be filtered, based on the Entity selected. This field appears only when Static is selected as the Filter type. |
| Condition | Condition to be used to filter the entity. Use the Set conditions builder to specify the conditions. This field appears only when Dynamic is selected as the Filter type. |
Select Save.
The rule filter can now be used in a product eligibility matrix.
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