Skip to main content
Version: 4.0 preview

Rule recipes

Version
4.0 preview
Updated
View markdown

Audience: store admins · Scope: common rule patterns, ready to adapt · Last reviewed: 2026-07-20

What this does — A cookbook. Each recipe names the situation, the rule to build, and the companion settings that make it feel right. Build them in the rule editor; the wording matches its labels.

1. The dependent question​

"Engraving text" should only appear when engraving was chosen.

  • On the Engraving text question: Show if — Answer in "Add engraving" is "Yes".
  • Companion: Display while disabled = hide (no point greying out a text box), and on the engraving question itself nothing else to do.

Recipe 1 in the rule editor: show "Engraving text" if the answer in "Add engraving" is "Yes"

2. Thin out choices that don't fit​

Raw finish has no color choice; glossy and matte do.

  • On the Color question: Hide if — Answer in "Finish" is "Raw".
  • Companion: Behavior on inconsistency = deselect, Behavior on changes = confirm — a customer switching to Raw after picking a color is asked before the color resets.

Recipe 2: hide "Color" if the answer in "Finish" is "Raw"

3. The either/or bundle​

Steel is only available for indoor or covered use.

  • On the Steel answer: Show if — (Answer in "Use" is "Indoor" OR Answer in "Use" is "Covered").
  • Multiple such answers? Put the rule on each steel-dependent answer, or reconsider the page order so "Use" is asked first.

Recipe 3 on the "Steel" answer: show if "Use" is "Indoor" OR "Covered" — one bracket, one OR

4. Upsell visibility (grey-out marketing)​

Show the premium option to everyone, selectable only where it applies.

  • On the premium answer: Show if — its availability condition.
  • Companion: Display while disabled = grey out — customers see what a different choice would unlock ("Reinforced frame — pick Steel to enable").

Recipe 4 on the "Reinforced frame" answer: show if "Material" is "Steel" — pair it with grey-out

5. Trade-only options​

Only trade customers may pick bulk packaging.

  • On the Bulk packaging answer: Show if — Customer group field … is … (the Customer tab), matching your trade group's field.
  • Pair with customer-group permissions for the bigger buy-vs-quote split; use rules for option-level differences.

Recipe 5 on the "Bulk packaging" answer: a Customer-tab condition on the customer group

6. React to size, weight or total (via a calculation)​

Spans above 4 m need reinforcement.

  • Build a calculation "Total span" (how).
  • On the Reinforcement question: Show if — Result of "Total span" is above "4" (the Results of calculations tab).
  • Companion: Behavior on activation = select default, so the reinforcement question never sits unanswered when it appears mid-configuration.

Recipe 6: show "Reinforcement" when the result of calculation "Total span" is above 4

7. Progressive disclosure for long configurators​

Keep page 3 clean until the choices that matter are made.

  • Give page-3 questions Show-if rules on the key earlier answers; combined with Block continuing if selections are missing (Settings/product), customers meet a short, relevant page instead of twenty greyed inputs.

Working habits that pay off​

  • Say the sentence first ("show X if Y is Z"), then build it — if the sentence needs "unless", you probably want Hide-if or parentheses.
  • Put the deciding questions early (page order), so rules cascade forward, not backward.
  • Copy/paste rules between similar answers, then adjust the value — faster and less error-prone than rebuilding.
  • Walk the toggle paths on the storefront after each batch of rules: flip the deciding answer back and forth and watch what appears, disappears, resets or prompts.
Last updated on