Posted: 22 Mar 2021 15:16 EDT Last activity: 12 Apr 2021 10:59 EDT
Using SR properties in when rules (of proposition filters)
Is there a way to pass in the property values of an action when we check it against eligibility criteria (when rules) within a proposition filter?
For example: my action (iPhone) has property (Cost) of value ($1000). I have a requirement that would check to make sure that it is only eligible for customers that are greater than age 18 and their balance is greater than the .Cost (from the action).
@AndrewN0 Hi Andrew! There are two ways to achieve what you are describing, in Customer Decision Hub 8.5.
If you are within an Action rule or Next-Best-Action Designer, this ability to compare against SR properties is built-in to the condition builder. Select the balance property in the left-hand dropdown, then click the cog next to the right-hand text field. This will open up a "Select values" overlay where you can specify properties from any available context, including a StrategyResult page context for SR properties. Provided your .Cost property is flagged as a relevant record for the SR class, it should be available here.
Alternatively, if you already have a When rule which compares against the balance property and has an input parameter defined, you may also pass in SR property values from the "Edit parameters" link which appears when that When rule is selected within the criteria row.
@HARMN hi! I finally got around to trying this but observed two things, when passing in another field (similar to your example) and saving the NBA designer form (engagement policy), the parameter is lost after checking out the engagement policy rule again. Secondly, I am not so sure that the value is being passed in properly as a simple condition to check against the when rule parameter (SR property being passed in) is not yielding the results I am expecting.