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Use cases & principle of conditions and actions
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Use cases for rules
Rules are part of the workbench and are available in every FoxBase license. The feature enables the implementation of many use cases in the areas of calculation and generation of dynamic text modules.
Rules are basically an addition to the filter and matrix logic, but you can also use them to influence the number of products and exclude recommendations from the result page depending on user-defined conditions.
Below you will find a selection of different use cases:
Calculation of prices and quantities
Calculation of sizes, areas, thickness, weight, delivery time, etc.
Display of information texts depending on the previous user response in the questionnaire
Generation of individual offer texts
Generation of dynamic texts containing results from calculations and / or User Inputs from the questionnaire
and many more.
Rules allow you to implement more and complex use cases for your selector and offer your users an individual consulting experience with customized results.
đź’ˇ Do you have questions about your use case?
Are you unsure whether you can cover your use case with the rules? Get in touch with your personal CSM support. We will be happy to help you!
How rules work: If-then principle
The logic of the rules follows the if-then principle: If a condition is fulfilled, then an action takes place. Conditions and actions are configured within a rule, which is executed by the FoxBase platform when the selector is used.
Conditions can look like this:
IF …
the user clicks on answer A for question X in the questionnaire
the user clicks on answer A for question X AND / OR on answer B for question Y in the questionnaire
the user enters a text containing a specific word within a text input field
the user enters a value in a number input field that is <, ≤, >, ≥ or = to a numerical value Y
a specific product in column X of the product data contains a specific text or numerical value
and many more.
Of course, you can also specify that an action is always executed and is not bound to a specific condition.
Actions can look like the following:
… THEN …
the quantity of a specific product is calculated and displayed on the result page.
the prices of the recommended products are calculated and displayed on the result page.
an addition/subtraction/multiplication/division is performed with fixed numerical values and/or numerical values specified by the user in the questionnaire and/or numerical values contained in the product data.
a text is displayed on the result page informing users about special conditions.
an offer text with the individual user requirements is displayed on the result page
and many more.