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Setting compatibility rule conditions

Build IF and THEN product filters with properties, operators, and groups — the same condition model Quote Rules use, scoped to products.

Overview

Compatibility rule conditions work like Quote Rule conditions — a property, an operator, and a value — but every condition tests product properties. There is no quote-level or deal-level context; the rule looks only at products already selected on the bundle and products offered in each option.

The two condition blocks

Each rule has two separate condition blocks:

Block

Label in the editor

Role

Source

Selected Products ("IF")

Fires the rule when matching products are already on the bundle

Target

Excluded Products ("THEN")

Defines products to hide and block from selection

Both blocks use the same condition-building UI as Quote Rules. If you've set Quote Rule conditions before, the layout will feel familiar.

How conditions are built

Each condition has three parts:

  • Property — a HubSpot product property, such as SKU, product type, or a custom field like Engine Tier or Series.
  • Operator — how you're comparing it: equals, is greater than, contains, is known, is any of, and so on. Available operators depend on the property type.
  • Value — what you're comparing against, such as a tier name or a list of SKUs.

Conditions always evaluate against product data. Make sure the properties you reference are populated on the products in your bundle options — empty properties won't match.

Grouping conditions

Conditions live inside condition groups, and each block can hold multiple groups:

  • Within a group, conditions combine with AND or OR depending on the group's operator.
  • Between groups, the block-level operator (AND / OR at the top of the block) decides how groups relate.

Use groups to express distinct scenarios in one rule. For example, one IF group for Engine Tier equals Standard and another for Engine Tier equals Economy, both leading to the same THEN exclusion.

Examples

Exclude by SKU

  • IF: SKU equals ENG-STD-100
  • THEN: SKU is any of [ACC-PRO-01, ACC-PRO-02, ACC-PRO-03]

Exclude by custom property

  • IF: Chassis Series equals MX
  • THEN: Processor Model is not one of [X100, X200]

Multiple trigger tiers

  • IF (group 1): Engine Tier equals Standard
  • IF (group 2, OR): Engine Tier equals Economy
  • THEN: Accessory Tier equals Professional

Tips

  • Filter on properties your team actually maintains on products. A condition on an empty field never matches.
  • Be specific on the THEN side. Broad exclusions — for example, "exclude everything except X" — are harder to maintain than targeted property filters.
  • Check the auto-generated description below the form. It's a quick sanity check that your IF and THEN blocks say what you intend.
  • If you need help translating a policy into filters, use Drafting compatibility rules with AI.