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Version: 3.x

Build a rule

Version
3.x
Updated
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Audience: store admins · Scope: the rule editor · Last reviewed: 2026-07-20

What this does — Makes a question or answer conditional: it shows (or hides) only when the conditions you build here are met. Customers then only ever see valid, relevant choices.

Before you start​

  • Decide the sentence you want, in words: "Show the Engraving text question if the answer in Add engraving is Yes." If you can say it, you can build it.
  • The questions/answers the rule refers to must already exist.

Steps​

  1. Open the question or answer, expand its Rule section, and click Change. The rule editor opens:

    The rule editor

  2. At the top, pick the rule's meaning: Show the question if these conditions are met or Hide the question if these conditions are met — whichever reads more naturally.

  3. Build conditions from the Condition Types tabs:

    • Answers to questions — pick a question in the dropdown to see its draggable conditions (for a choice question: one per answer; for value questions: its entered value, and its price). Drag one into the rule area at the top.
    • Results of calculations — drag in a calculation's result to compare against a number.
    • Customer — conditions on the customer's group.

  4. Set each condition's operator by clicking it: is, is not, is below, is or below, is above, is or above — and type the value to compare against where the condition takes one.

  5. Combine multiple conditions by dragging in the AND / OR combinators (top right). To control precedence, select conditions and click Put in parentheses — e.g. (Use is Indoor OR Use is Covered) AND Material is Steel.

  6. Housekeeping: Remove selected deletes marked pieces; Limit condition width compacts long chips for readability.

  7. Save in the editor, then save the question/answer form.

What happens next​

The rule evaluates live on every selection change. When it stops applying, the question/answer hides or greys out — and what happens to an already-made selection is governed by the companion behaviors.

Good to know​

  • Copy/paste: the Rule section's buttons copy a whole rule between questions/answers — build once, reuse, adjust. Delete reverts to "always show".
  • Rules on answers are how you thin out a choice list per context; rules on questions remove whole inputs.
  • Copying a product re-points all rule references to the copy automatically — rules don't leak across products.
  • Rules re-evaluate on every change across the product; hundreds of deep rules can slow the configurator — keep conditions focused.
  • A rule only decides visibility. Requiring an answer stays with the question's "has to be answered" switch; prices stay with pricing.
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