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Managing Rule Running Modes for Quotes

Overview​

When working with quotes that contain multiple discounting rules and custom total calculations, you now have the flexibility to control when these rules are executed. This feature is particularly useful when making multiple updates to quote items, allowing you to batch your changes before recalculating discounts and totals.

Rule Running Modes​

Rules Switch Enabled (Automatic Mode)​

When the rule running switch is enabled, rules will run:

  • Upon opening a quote
  • On every quote change
  • Upon submitting a quote (pressing Next)

Rules Switch Disabled (Manual Mode)​

When the rule running switch is disabled, rules will run:

  • Upon opening a quote (automatically)
  • Upon submitting a quote by pressing Next (automatically)
  • For all changes that occur on the quote between these two time points, you must manually press the "Run Rules" button to execute the rules

Sales Representatives​

Changing the Rule Running Mode​

  1. Navigate to your workflow run
  2. Access the Settings menu
  3. Enable or disable automatic rule running

Once disabled, you'll see a "Run Rules" button that allows you to manually trigger rule calculations.

Key Benefits​

  • Make multiple quote updates without waiting for rules to recalculate after each change
  • Run rules once for all changes using the manual "Run Rules" button
  • Save time when updating multiple items in complex quotes

Administrators​

Setting Default Rule Running Mode​

  1. Access the Workflow Builder
  2. Navigate to the Quotes tab
  3. Configure the default rules mode setting

Best Practices​

  • Use manual rule running when making multiple sequential updates to quote items
  • Always verify final calculations by running rules before proceeding to document creation
  • Consider setting workflow-wide defaults based on your team's typical usage patterns

Testing and Troubleshooting​

Disabling automatic rule running in Workflow Builder provides additional benefits:

  • Simplifies rule testing processes
  • Eliminates the need to disable individual rules