Managing compatibility rules
View, enable, prioritize, edit, and delete your compatibility rules — and understand how conflicts are resolved.
Overview
The Compatibility Rules list is where you keep your rule set organized. From here you can search rules, turn them on or off, review their priority and description, and open any rule to edit or delete it.
Viewing your rules
Open Rules Engine → Compatibility Rules in Quotivity Studio. The list shows each rule's name, active status, priority, and description. Use the search box to find a rule by name or description text.
Enabling and disabling a rule
Each rule has an active toggle in the Status column. Turn it off to pause a rule without deleting it — disabled rules never filter product pickers. Turn it back on when you're ready. This is useful for testing a new rule or seasonal product pairings.
Setting priority
Each rule has a priority from 1 to 100 (default 50). When multiple rules could apply to the same product, higher priority wins — a rule at priority 80 outranks a rule at priority 50.
This is the opposite of Quote Rule priority, where a lower number means higher priority. If you manage both rule types, keep that difference in mind.
Set priority in the rule editor when you create or edit a rule. Give related rules distinct priorities so their order is unambiguous when conditions overlap.
Editing and deleting
- Edit: click a rule's name to open the editor, make your changes, and click Update Compatibility Rule.
- Delete: hover a rule and click Delete. Deleting permanently removes the rule and can't be undone. Disable instead if you might need it later.
You can also edit a rule from a bundle option product's Related Products Compatibility Rules panel.
Conflict and impact warnings
When you save a rule, Quotivity checks two things:
- Conflicts with existing rules — overlapping IF/THEN filters that could produce contradictory results. If conflicts are found, a dialog lists the affected rules and their conflict type. Higher-priority rules take precedence. You can cancel and adjust, or Save Anyway.
- Critical impact — a THEN side so broad that at least one bundle option would have zero selectable products. This doesn't block save, but the dialog warns you so you can reconsider before reps hit a dead-end picker.
While editing, the live impact preview below the condition blocks estimates how many bundle options are affected. A red banner means at least one option would be emptied out entirely.
Tips
- Disable rather than delete while you're experimenting — toggling off is reversible; deleting isn't.
- After changing priority or conditions, run Test Compatibility Rules on an affected bundle to confirm the new order behaves as expected.
- Name rules after the business policy they enforce, not the property names in the conditions. Your teammates will thank you.