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Create custom criteria for Proposition Filter rules by using the condition builder (8.3)

Proposition filters now use the condition builder to define the criteria that a proposition or group of propositions must match in order to be offered to the customer. The condition builder provides a simple, flexible tool to select and group the entry criteria.

On the Default criteria tab of a Proposition Filter rule, specify the conditions that apply to all propositions that belong to a business issue by selecting Using custom criteria. You can also specify how you want to evaluate groups of conditions. The following example shows how to select criteria and then change the evaluation to Group ORs so that conditions grouped by the OR operator are evaluated together. That is, only propositions that are active and have results from either Exclude Accepted or Capture Feedback are offered to the customer.

Conditions that are evaluated as a group are displayed on a single block of gray background, so you can identify them more easily.
Using the condition builder to select business issue level criteria and grouping them by the OR operator
Using the condition builder to select business issue level criteria and grouping them by the OR operator

In addition to specifying criteria for all propositions in a business issue, you can define individual criteria for one or more propositions on the Specific criteria tab. By default, any criteria defined on the issue level are inherited by these propositions. You can exclude a proposition from being evaluated under the issue-level criteria if you clear the Include check box in the Inherited from section.

The following example shows how to select criteria for an individual proposition, in addition to criteria inherited from the business issue level. Inherited criteria are visible in the Inherited from section.

Using the condition builder to create criteria for individual propositions
Using the condition builder to create criteria for individual propositions

For more information about the condition builder, see Defining conditions with a condition builder.

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