Rule Based Assemblies

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Rule Based Assemblies

For advanced scenarios you can add rules to your assembly components. These "rule based" assemblies allow more flexibility about when your components are added.

 
Set a Rule

 

1.Click Catalogues arrow > Assemblies from the top menubar
 
Catalogues button menu

 

2.Locate the assembly and click the + to expand the list of components
 

3.Right-click on the component and pick Configuration
 

4.Click on the Advanced Settings tab. You will see the rule to add the component is "Always".
 

5.Click on the edit pop-up contents icon
rule_assemblies
 

6.Click addAdd to create a new rule and give it a title to describe the rule.
 

7.You now need to add the criteria for the rule into the Rule Logic box at the bottom.
 

8.You can type into the box and/or you can right-click the box to show shortcuts to the most commonly used code,.
 
See the example scenarios below to base your rule on these.

 

Example Scenarios

 

Add the component when.....

 

When a product width is between 300 and 500mm

 

BETWEEN(Contents.pd_width,300,500)
 
Change the values as needed and use either pd_width, pd_height, pd_depth

 

When own heading 1 of a quote displays YES

 

#OWNHEAD1 = "Yes"

 

Alternatively, mline(orders.ownheads,1)="Yes"

 

Change to any word you may use in headings. Change to #OWNHEAD2, #OWNHEAD3 etc

 

When the furniture range (in the heading screen) is a set range OR another set range

 

orders.st_style="Range 1" OR orders.st_style="Range 2"

 

Change to the EXACT test of the range name, including capitals where used in the range name

 

When the furniture range (in the heading screen) is a list of ranges

 

INLIST((orders.st_style),"Range 1","Range 2","Range 3","Range 4","Range 5")

 

This is a quicker method to adding a long list of ranges, for when the component product should be added.

 

When a specific door catalogue has been used

 

orders.o_door=1234

 

You will need to contact support to obtain the door catalogue number for the catalogue you wish to use.

 

 

Make sure you click update_small Update.each of the assembly windows as you save and close them.

 

Begin a new quote to test your rules work correctly.