Create a rule entity filter

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a rule filter for the product entity to be used in a product eligibility matrix. The rule filter defines how the rule is applied, for example to a product catalog, category, or offering.

    Before you begin

    Determine the entity to which the filter applies, for example a particular product catalog, category, or a product offering.

    Role required: sn_prd_pm_product_catalog_admin and sn_prd_pm_product_catalog_manager

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Context Rule Management > Rule Entity Filter.
    3. Select New.
      On the form, fill in the fields.
      Table 1. Rule Entity Filter
      Field Description
      Filter Name Name of the filter, for example Ineligible offers for CA.
      Entity Product entity for the rule:
      • Product catalog
      • Product offering category
      • Product offering
      Filter type Type of filter to be applied:
      • Static: Use a particular list to filter the product entity.
      • Dynamic: Set the conditions to filter the entity.
      Code System-generated alphanumeric number based on the filter name.
      Product <catalogs, categories, or offerings> The product catalog, category, or offering to be filtered, based on the Entity selected. This field appears only when Static is selected as the Filter type.
      Condition Condition to be used to filter the entity. Use the Set conditions builder to specify the conditions. This field appears only when Dynamic is selected as the Filter type.
    4. Select Save.
      The rule filter can now be used in a product eligibility matrix.