Rules Overview
Use this topic to understand the types of rules you can define in the Launch application when creating offers or specifications.
What's a rule
Rules are different types of conditions that you can set for product offers. These conditions are applied during the ordering process to ensure that the validations and checks are in place.
You can view, confirm, edit, or revise rules based on the lifecycle status of the related offer.
How do I create rules
You can define rules from either the Rules landing page or through the guided flow for offer creation depending on your role. Creating rules using the guided flow for offer creation is available to both administrators and product managers. If you're an administrator, you can use the Rules card on the home page to navigate to the Rules landing page to create rules.
Considerations when creating rules:
- Rules are top-level resources in the Launch application. You can define these rules using REST APIs and also from the Launch application UI. See Use REST APIs to Create Catalog Entities to create rules using APIs and Product Offer Guided Flow to create rules using the Launch UI.
- Validations are in place to detect contradicting rules.
- Some of the rules may need logical operators to specify criteria that you must set carefully. These criteria include specifying whether a product requires another product, a product line excludes a product, and so on.
- You can't edit rules for an offer that's retired.
Types of Rules
You can set the following types of rules when creating product offers or product specifications:
- Eligibility rules: Defines the eligibility criteria of a user to buy a product offer or service. For more information, see Eligibility Rules.
- Compatibility rules: Specifies the inclusion or exclusion of a combination of products in an offer. For more information, see Compatibility Rules.
- Recommendation rules: Provides cross-sell and up-sell opportunities for offers. For more information, see Recommendation Rules.
- Upgrade and downgrade migration rules: Defines the permissible offers that the customers can migrate to or migrate from along with the terms. For more information, see Migration Rules.
- Constraint rules: Defines the relationship between any two items in a product offering. For more information, see Constraint Rules.