Rule actions

The builder’s Then dropdown shows the five common actions first. Most rules only ever need these. Click More actions under the actions to see the rest. A rule that already uses one of the others opens with them showing.

Common actions

Action	What it does	Value
Add a part	Puts a part on the quote. If the part is already there, the quantities add up.	Qty: a fixed number or a formula.
Hide a question	Removes the question from the page.	None.
Grey out an answer	Takes one answer option out of play. With a Message, it stays visible but greyed out, with your message beside it, for example “Requires an automatic door”. Without a message it disappears completely. Pick the question first, then the answer.	None.
Add a fee or credit	Adds a separate line to the quote total, labelled with the rule’s name. Enter a negative amount for a credit.	Amount, for example 150 or -50.
Change the total by %	Adds a percentage of the parts subtotal as a line, labelled with the rule’s name. Use a negative number for a discount.	Percent, for example 10 or -5.

If the customer had already picked an answer that gets greyed out, their answer is cleared and they see a notice explaining why.

Prefer greyed-out over hidden. A greyed-out answer with a reason tells customers why they can’t have it. An answer that disappears looks like a bug.

Change the total by % is calculated from the final parts and prices on the quote, including parts other rules add, whatever its run order.

Fee or part? Use a fee for charges that aren’t a product, like “Rush scheduling” or “Out-of-area travel”. Use a part when the item has a SKU and you’d want it on a line-item export.

More actions: questions

These act on a question. Pick the target question after choosing the action.

Action	What it does	Example
Show question	Shows a question that another rule hid. Every question starts visible, so you only need this to undo a hide.
Require question	Makes an optional question required.	Openings is greater than 4 → require Site contact phone.
Unrequire question	Makes a required question optional.	Customer type equals Builder → unrequire Project location notes.
Clear answer	Empties the question’s answer. The customer sees a short notice under the question. You rarely need it: a hidden question’s answer already stops counting. Use it when a visible question’s answer should be reset.	Door size changes to Oversize → clear Opener horsepower so they re-pick.
Set default answer	Fills in an answer while the question is unanswered. The customer can change it.	Door size equals Oversize → default Opener horsepower to three_quarter.
Disable question	Keeps the question on screen but locks it, marked Locked with the line “Set by your other choices.” Its answer still counts toward the price, but the customer can’t change it, and it never stops them continuing.	Door size equals Oversize → disable Opener horsepower.
Enable question	Unlocks a question that an earlier rule disabled.

Hide or disable? Hide a question that doesn’t apply. Disable one whose answer is decided for the customer, so they can see what was chosen. To lock a question to a specific answer, put Set default answer and Disable question in the same rule.

Default answer values. Type the value the question expects:

• Pick one: the option’s key, for example three_quarter. The key is shown in the option’s editor.
• Yes/no: true or false.
• Number: the number, for example 2.
• Pick many: a list of option keys in square brackets, for example ["remote", "keypad"].

A default only fills in an empty answer. It never overwrites something the customer chose. If the customer clears a default, it isn’t filled in again while the rule keeps applying. If a rule both clears and sets a default on the same question, the clear wins.

More actions: answer choices

Action	What it does
Restrict to options	Shows only the answers you restrict to. Use one Restrict to options action per answer you want to keep. All the others are hidden.
Include option	Undoes a grey-out, or adds an answer back into a restricted list. Useful in a later-running rule that makes an exception.

More actions: parts and prices

Remove part takes a part off the quote, wherever it came from.

The others fine-tune a single part on the quote. Parts are always added first, by answers, categories and every rule, before any of these run, so the rule that adds the part can run at any time. If nothing adds the target part, the action does nothing and Test this rule shows a warning.

Action	What it does	Value	Example
Set qty	Replaces the part’s quantity.	Qty	Door size equals Double → set TRACK_KIT qty to 2.
Adjust qty	Adds to the quantity. Use a negative number to subtract.	Add	Include windows → adjust HARDWARE_KIT by 1.
Multiply qty	Multiplies the quantity.	Times	Commercial job → multiply SAFETY_SENSORS by 2.
Override price	Replaces the part’s unit price on this quote. Shows as the new price, with no separate line.	Price	Contractor account → override INSTALL price to 199.
Apply surcharge to part	Adds a fixed amount as a separate line, labelled with the rule’s name.	Amount	Oversize door → surcharge DOOR_STEEL by 120.
Apply discount to part	Subtracts a fixed amount as a separate line, labelled with the rule’s name.	Amount	Bundle with opener → discount INSTALL by 50.

Summary of how the total is built

1. Parts from answer options, yes/no answers and categories.
2. Rules, in fixed steps, whatever their run order:
   1. parts added
   2. parts removed (a removed part stays removed, even if another rule adds it)
   3. quantities set, adjusted or multiplied
   4. prices overridden
   5. surcharges, discounts, fees and percentage lines added. A percentage is worked out on the final parts and prices.
3. Parts subtotal = each part’s unit price × quantity.
4. Fees, credits, surcharges, discounts and percentage lines are added to that.
5. The store-wide discount from Settings, if turned on.

The total never goes below zero.