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Build a Rule Set

Last updated: 01. January 2026

The rule set controls which feature combinations are valid. Invalid combinations are automatically hidden or blocked — customers can only order what is actually producible.

Why a Rule Set?

Without rules a customer can select combinations that are technically impossible — for example a colour that is only available for a specific material, or a size that can only be combined with a specific drive.

The rule set takes over the logic of a sales advisor: it ensures that every configuration is correct and producible.

Rule Types

Blacklist

Hides options or features when a specific condition is met.

Example: If Drive = Solar → hide option White for Colour

Predefine

Automatically sets a default value when a condition is met.

Example: If Model = Basic → set Colour = White as default

Creating a Rule — Step by Step

  1. Open the component → Rules tab in the left panel
  2. Click + Add rule
  3. Give the rule a name (optional, helps with many rules)
  4. Choose the rule type: Blacklist or Predefine
  5. Define the condition:
    • Which feature? (e.g. "Drive")
    • Which value? (e.g. "Solar")
  6. Define the action:
    • What should be hidden/blocked? (e.g. colour option "White")
    • Or: which value should be preset? (for Predefine)
  7. Save
  8. Test in Preview mode: set Drive to "Solar" → check that "White" disappears

Practical Example: Roller Blind

Product: roller blind with features Drive (Manual, Electric, Solar) and Colour (White, Anthracite, Bronze).

Rule: Solar drive cannot be combined with White colour.

  1. Rules tab → + Add rule
  2. Type: Blacklist
  3. Condition: Feature = "Drive", Value = "Solar"
  4. Action: Feature = "Colour", Option = "White" hide
  5. Save → test in preview

Multiple Conditions

Rules can combine multiple conditions:

  • All conditions apply (AND) — rule only fires when all conditions are met
  • At least one condition applies (OR) — rule fires when any condition is met

Example: If Material = Aluminium AND Width > 200 cm → hide "Manual" option for Drive

Rule Order

Rules are evaluated in the defined order. When multiple rules affect the same feature, the last evaluated rule applies. Sort more specific rules before general ones.

Testing Rules

Use Preview mode (toggle at the top centre) to test your rule set. Click through various combinations and check whether options appear and disappear correctly.

Note: Preview requires an active HTML5 integration under Settings → Integrations.

Use Undo (top right) to revert accidental rule changes.

AI Agent for Rules

Instead of creating rules manually you can describe them via chat:

"If the material is wood, the colour option RAL 7016 should not be available."

The AI agent automatically creates the blacklist rule. More: AI Agent: Define Rules via Chat

Next Steps


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