Like any Quote Rule, you can set conditions that determine when an outcome is run. When you choose the Update Line Items outcome, you'll see two new sections appear in the Rule Builder: Line Item Selection Criteria and Line Item properties to modify.
Line Item Selection Criteria
The Quote Rule Conditions determine when an Outcome is run. The Line Item Selection Criteria determine which line items will be updated. You describe the criteria that line items must match in order to be updated.
Line Item properties to modify
If the Quote Rule Conditions are true and the Line Item Selection Criteria find matching line items, the Update Line Items outcome will set the Line Item properties to the values you specify. You can choose to set properties to either a static value or to copy the value from a property on the Deal or Company.
Additionally, the Admin can elect to make
Set a property to a static value
Set a property to the value from either the Deal or Company
Additional Details
Rule Priority
All Quote Rules are evaluated after every quote change. All Update Line Item rules will be evaluated, and all rules with matching Rule Conditions will be run in order of priority. This means multiple Update Line Item rules may run, each of which may update one or more properties. If multiple rules update the same property, the rule with the highest priority (1 = Highest) will take precedence.
Re-evaluating Rule Conditions
If a rule with the Update Line Item outcome is triggered, updates a property, and marks it as read-only, that property will remain locked only as long as the rule conditions continue to be met.
If the quote changes and the conditions are no longer true, the previously read-only property will become editable again. However, the property’s value will not be restored to its original value.