Creating a Quantity Rule

This task shows you how to create new quantity rules for features.

Before you begin: Access the Quantity Rules page for a feature. For details, see Viewing Quantity Rules.

  1. To create a new quantity rule, do one of the following:

    • From the page Actions menu or page toolbar, click Create .
    • To edit an existing quantity rule, click at the end of the row for the rule you want to edit.

    The Create New Quantity Rule page opens.

  2. Type details as necessary. The following can be defined:

    Name. Type the name of the new quantity rule or check Autoname for the system to assign a name automatically.

    Usage Quantity. Type a numerical value for the usage amount. This number is inserted into the completed rule, indicating the amount to increase the quantity dependent on the rule.

    Description. Type details that describe the rule

    Design Responsibility. Click to assign the organization or project that has design responsibility for the rule. By default, the design responsibility is populated with the design responsibility associated with the feature in context. See Assigning Design Responsibility.

    Vault. Click to select a different vault than the default to specify where the information is stored in the database. See Selecting a Vault

    Policy. The policy is Rule.

  3. The Basics table and the Feature Selector tables in the Create Boolean Compatibility Rule page can be collapsed and un-collapsed to provide additional space for creating rules. Any data entered in the tables is saved when the table is collapsed and reappears when the table is un-collapsed.

  4. Click to search for and select the source objects for the rule. Only one object from the search results can be selected at a time. This object is added to Context drop-down list. You can search for and select an object to add to the list as many times as needed. Each object remains in the list.

  5. The feature structure of the object selected from the Context drop-down list is shown. Select filter criteria for the feature structure:

    1. From the Context drop-down list, select the object to display it's feature structure.
    2. From the Level drop-down list, select a number from 1 through 10 to show associated features or select All to show features for all possible levels.
    3. From the Feature drop-down list, select the type of features you want to show: marketing, technical or manufacturing.The default is All.
    4. Click Filter.

  6. Check the Insert with Feature and Option box if you want features to insert in the expression fields in full context.

  7. Select one or more features from the Feature Selector and click in the Right Expression field. The feature is added to the right expression.

    Additionally, you can use the selector next to a feature to view and add that feature's subfeatures to either the left or right expression in the rule:

    1. Use the Name and Limit filter criteria. Click Refresh.
    2. Click either Add to Left or Add to Right to add the subfeature to the rule.

      Each time the rule is modified, the Completed Rule field is updated.

  8. Click any of the following buttons to form the left expression:

    1. Click one of the boolean operators: , , . Use and to form the boolean expression.
    2. Click to remove an item from the expression.
    3. Click or to navigate through the expression.
    4. Click to remove a feature.
    5. Click to remove option.
    6. Click to clear the expression.

  9. Repeat steps 7 and 8 until the required rule is formed.

  10. Click Done.