Product Configurator’s Rule Builder allows you to design and execute rules such as setting values, displaying messages, and hiding/showing options or choices based on specified conditions. Each rule consists of a rule definition with definition lines and action lines. The rule definition is linked to the configuration option.

When the Configurator BOM Designer page loads an item category or existing item, the related rules execute for all configuration options. When a configuration option changes, the related rule executes for the specific configuration option.

Complete the following to create, edit, or delete the rule definition in the Product Configurator:

1. Navigate to the Configurator Item Categories page in Business Central.
2. Select the item category.
3. Select Configurator Options.
4. Complete one of the following in the Rule Action field:
   1. Create: Select Create… and select Yes when prompted.
   2. Edit: Select Edit…, select Edit, select OK, and make changes as needed.
   3. Delete: Select Edit…, select Delete, select OK, and select Yes.

The Rule Definition Builder page contains the definition lines (evaluation conditions) and the related action lines to execute when the condition evaluates to true or false.

The definition line can be a group or variable. The first definition line in each rule definition must contain a group, this is called the main group. Each group must contain at least one variable or nested group and each variable must be inside a group.

Definition Line Group

The definition line group can be one of the following types:

Definition Line Variables

Definition line variables can evaluate to either text or numeric values. Specifically for the Product Configurator, the variables consist of the choice code (text) and quantity per (numeric) for the configuration options. For example, if the configuration includes two options with the names LENGTH and WIDTH there are variables for LENGTH.CHOICE, LENGTH.QTY, WIDTH.CHOICE, and WIDTH.QTY. Both LENGTH.CHOICE and WIDTH.CHOICE evaluate to text values; both LENGTH.QTY and WIDTH.QTY evaluate to numeric values.

The variable line creates the condition to evaluate. It includes a “value on the left”, a “value on the right”, and a comparison operator in between. The condition result is either true or false.

Definition line variables can also be set to [USER PROMPT], which opens a confirmation message for the user to select Yes or No. Selecting Yes evaluates the condition to true; selecting No evaluates the condition to false.

When creating a new rule definition, the first definition line defaults to a group, called the main group, and the second definition line defaults to a variable. Complete the following to set the group or variable in the Rule Definition Builder page:

1. Add the main group and initial variable lines:
   1. Set the Variable / Group Name to the required group type for the main group line.
   2. Set the Variable / Group Name to the required configuration option variable for the variable line or delete the line if a nested group is required.
2. Select the existing group and choose the Insert Group Below action from the ribbon.
3. Set the Variable / Group Name to the required group type.
4. Select the existing group or previous variable and choose Insert Condition Below (adds a definition line for the variable).
5. Set the Variable / Group Name to the configuration option variable (acts as the “value on the left” in the condition).
6. Set the Line Condition to the comparison, or relational, operator to use to evaluate the condition.
7. Set the Comparison Value to the value to compare against the configuration option variable (acts as the “value on the right” in the condition).

Line Condition

When the Variable / Group Name is [USER PROMPT], the Line Condition must be blank and the Comparison Value set to the text displayed in the confirmation message.

The Line Condition can be one of the following:

Action Lines

Action lines are set for when the condition result is true or false. Action lines reference the definition line and can be set on the group or variable. When actions are set on the group, the condition result is based on the condition results for all variables and nested groups inside it. When actions are set on the variable, the condition result is based only on the variable. In both cases, the actions for the definition line execute based on its condition result.

If actions are specified for a group definition line, they execute based on the group condition result. See the Group Type table from above for information on when group condition results evaluate to true or false.

If actions are specified for a variable definition line, they execute based on the variable condition result.

Complete the following to set the action lines in the Rule Definition Builder page:

1. Select the definition line where the actions apply and will execute based on its condition result.
2. Add the actions to execute when the condition result for the definition line is true in the When Condition is True section.
3. Add the actions to execute when the condition result for the definition line is false in the When Condition is False section.
4. Initiate the action line for the condition result.
5. Set the Rule Action to the action type to execute (see the table below for available actions).
6. Set the Execution Order for the action to execute relative to the other actions for the condition result.
7. Set the Variable Name to the configuration option choice or quantity affected by the action (if applicable).
8. Set the Value to the parameter required by the action line (if applicable; see the table below on how Value is handled).
9. Set the Target Rule ID to another rule to execute (if applicable).

The Rule Action can be one of the following: