Learn how to create a new rule in Zuora Quotes by navigating to the Rules tab, specifying field values, and setting conditions and actions.

1. In the Rules tab, click New or New Rule.
2. In the RULE section, specify the following field values.

   • Name: Specify a name to identify this rule. The name of each rule must be unique in your org.

   • Active: Select to activate the rule and have it applied to the quoting process. You can create a rule without initially activating it.

   • Description: Give a description of what the rules does.

   • Priority: Specify an ordinal number. A rule with the higher Evaluation Priority value is evaluated after a rule with the lower Evaluation Priority value.

3. 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 the Profile , User Role , or User object first. Then select a Field on the that object to filter on.

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

      • Rollup Value : Select the Object and Rollup Type fields.

        • Optionally, click No Filter in the Filter field to select or create a filter. You can create filters in the Filter Conditions tab prior to this step.

      • Object Field Value: Click and select a field on the Quote object. To select a field on the Account, Contact, or Opportunity object, select the lookup reference, e.g. Account >.

   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.

      • Rollup Value: Select the Object and Rollup Type fields.

        • Optionally, click No Filter in the Filter field to select or create a filter. You can create filters in the Filter Conditions tab prior to this step.

      • Object Field Value : Click and select a field on the Quote object. To select a field on the Account, Contact, or Opportunity object, select the lookup reference, e.g. Account >.

      • 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.
4. In the ACTIONS section, click Add Action... and specify the following field values. A rule can have one or more actions.
   1. In the Action Type field, click and select a type of action to trigger when the above condition met.

      • Update Product

        • Object : Select the object to be updated.

        • Field : Select the field to be updated.

        • Filter : Optionally, click No Filter to select a predefined filter or to create a new filter. This further filters the records to be updated.

        • New Value Type: Select the value type. See above for the description of each value type.

        • Message: Specify the text to be displayed to the user when this action executes. This field value is optional.

      • Remove Product

        • Filter: Optionally, click No Filter to select a predefined filter or to create a new filter. This filter defines which rate plans are to be removed from the quote.

        • Message: Specify the text to be displayed to the user when this action executes. This field value is optional.

      • Add Product

        • Product: Select a product to be added.

        • Rate Plan : Select a rate plan to be added.

        • Removal Behavior: Click and select one of the following options to instruct the Rules Engine what to do when a user tries to remove the product added to a quote by this rule. Your selection is not preserved when the quote is saved. All products on a quote will be re-evaluated when the page is refreshed.

          • Remove and Re-Add: First, the product is removed from the quote, and the rule condition is re-evaluated. If the rule condition is still true, the product is added back to the quote.

          • Require: The product added by this rule cannot be removed by a user. The product can only be removed by other rules.

          • Remove: When a user removes the product added to a quote by this rule, the product is removed from the quote and is not added back to the quote even by another rule.

            Note: At present, regardless of the option chosen for removal behavior, the system consistently executes a "Remove and Re-Add" action. To illustrate, if the "Remove" option is selected in the "Removal Behavior" field, the respective product is removed from the quote. Subsequently, the rule condition is re-evaluated, and if it remains true, the product is added back to the quote. We are actively addressing this behavior, and we are in the process of developing updates to rectify the issue. These updates are scheduled for release in the near future.

        • Allow Immediate Actions: Select to allow the details of the product added by this action be manipulated by rules that happen immediately after. For example, if you want to add a product then immediately set its price with another action. Gathering the details of added charges has a performance cost, so we recommend using this option only when absolutely necessary.

        • Message: Specify the text to be displayed to the user when this action executes. This field value is optional.

      • Show Validation Message

        • Message Type: Select the message type. For the Error type messages, users will not be able to save or submit a quote if the rule condition is evaluated to be true. The Info and Warn type messages display informational messages to the user.

        • Message: The text to be added to the log.

      • Custom Action

        • Class Name: Specify the class name of your Custom Action Plugin that you have implemented.

        • Attribute: The key name of the attribute as defined in the Custom Action Plugin. The key name must match as defined in the plugin code.

        • Value : The values for the attribute key.

   2. Click Add Action... if you want to add another action for the rule.
5. Click Save to save the rule and exit. Alternatively, click Quick Save to save the rule and stay on the page.