Learn how to create and configure filter conditions to manage rules and criteria in the Zuora Rules Engine.

1. In the Filter Conditions tab, click New or New Filter Condition.
2. Alternatively, you can create Filter Conditions on the Rules configuration page.
3. Specify the following field values:

   • Name: Assign a name to identify the filter. This name will appear in Zuora Rules Engine configuration. The name must be unique across all Filter Conditions in your org.

   • Object Type : Select the object this filter is on.

4. In the CONDITION section, click Add Criteria... and specify the following field values.
   1. Conjunction: Toggle between OR and AND to join condition criteria.
   2. Attribute Type of the first operand: Click and select a type. The next input fields depend on the type you select in this field.

      • System Value : Select Profile , User Role, or User object first. Then select a Field on the selected object to filter on.

      • Calculated Value: Click -Select Value- to specify a predefined Formula or create a new Formula.

      • Object Field Value: Click and select a field on the object you selected in the Object Type field.

   3. Comparison Operator: Click is equal to and select a comparison operator.
   4. Attribute Type of the second operand: Click and select a type. The next input fields depend on the type you select in this field.

      • System Value: Select Profile, User Role, or User object first. Then select a field on the selected object.

      • Calculated Value: Click -Select Value- to specify a predefined Formula or create a new Formula.

      • Object Field Value: Click and select a field on the object you selected in the Object Type field.

      • Static Value: Specify a constant for the first operand to be compared against.

5. Click Add Criterion... if you want to add another condition criterion.
6. Click Save to save the filter condition and exit. Or Click Quick Save to save the filter condition and stay on the page.

   You can create a Filter Condition to query the Amendment Type field (zqu__Quote_Amendment_Type__c) on Quote Rate Plan (zqu__QuoteRatePlan__c) to determine whether a charge is new, updated, or original. The values you can query in filter conditions are:

   • NewProduct: This rate plan was added on a new subscription quote or as a new product on an amendment quote.

   • UpdateProduct: This rate plan was updated on an amendment quote.

   • OriginalProduct: This is an existing rate plan that has not been changed on an amendment quote.