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Creating a Compatibility Rule

Define which products can't be selected together and turn the rule on for every bundle configuration.

Overview

Creating a compatibility rule means naming it, setting the IF and THEN product filters, and saving it active. Once saved, the rule applies to every bundle where those products appear.
Prerequisites

  • An Admin role in Quotivity Studio
  • An Enterprise plan with Compatibility Rules enabled
  • Products in your HubSpot catalog with the properties you want to filter on (for example, tier, series, or product type)

Steps

  1. Open Rules Engine → Compatibility Rules. In Quotivity Studio, go toRules Engine and select Compatibility Rules.
  2. Click Create New Rule. This opens the rule editor.
  3. Name the rule. Give it a clear, specific name — for example,"Standard engine excludes Pro accessories" — so teammates know what it does at a glance.
  4. Set priority. Choose a number from 1 to 100 (default 50). Higher numberswin when rules overlap. See Managing compatibility rules.
  5. Add a description (optional). Leave this blank to use the auto-generateddescription, or write your own. The auto-generated text summarizes the IF and THEN filters in plain language.
  6. Set Selected Products ("IF"). Add condition groups that describe when therule should fire — the products already selected on the bundle that trigger the exclusion. See Setting compatibility rule conditions.
  7. Set Excluded Products ("THEN"). Add condition groups that describe whichproducts to block from selection when the IF side matches.
  8. Review the live impact preview. As you build conditions, Quotivityshows how many bundle options the rule affects and the worst-case reduction in selectable products. A red warning means at least one option would have zero products left — adjust the THEN side before saving.
  9. Turn the rule on and click Create Compatibility Rule. The rule is nowactive and filters product pickers wherever those products appear.

You can also start from a bundle: open a bundle option product and click Create Compatibility Rule in the Related Products Compatibility Rules panel. The editor opens in a dialog with the same fields.

Example

To prevent Professional accessories from being added when a Standard engine is selected:

  • IF: product property Engine Tier equals Standard
  • THEN: product property Accessory Tier equals Professional
  • Priority: 50

When a rep picks a Standard engine, Professional accessories disappear from add-on and swap pickers for that bundle.

Tips

  • Start with one IF condition and one THEN condition. Add groups only when you need to cover multiple distinct triggers or exclusions.
  • Use Drafting compatibility rules with AI to describe the rule in plain English and let Quotivity fill in the filters.
  • After saving, open the bundle in the editor and run Test Compatibility Rules to confirm the behavior. See Testing compatibility rules.