Glossary Item Box

Squirrelcart v6.1.0

Adding a Rule Filter

Overview

This topic only applies to Rules of type "Orders (completed - cumulative)". See the Rule Types topic for an explanation of each Rule type.

Orders (completed - cumulative) type Rules match conditions against cumulative data from all orders that a customer has placed. A Rule filter can be added to this type of rule to narrow down the orders that are looked at.

Example

Take this example. You create an Orders (completed - cumulative) type Rule to offer a discount to all customers that have spent more than $1,000 total. Customer Fredrick Flintstone, has placed 3 orders in the past with the following Grand Totals:

 

The total spent is $1,050, so your Rule evaluates to true.

Now, assume that Order 3 was actually refunded to the customer. If we don't change anything about this Rule, the Rule will still apply because the sum of the Grand Totals still match our condition. In order to narrow down the orders to orders that are not refunded, we can add a Rule Filter. A Rule filter is basically a special Order (completed) type of Rule which is used only to limit the scope of the Orders (completed - cumulative) Rule that it is added to. Here is how to add a Rule Filter that matches this example.

Adding a Rule Filter

Using the example above, here is how to add a Rule Filter. The Rule looks like this when we start:

 

  1. Click the Add Rule Filter button. A blank Filter section will appear inside your Rule, as seen below.

  2. Change the Apply When field to Status (anytime assigned)
  3. Change the 2nd field from is to is not
  4. Leave the 3rd field (the Operator) set to One of the Following
  5. Click on the Refund Issued option in the Value field. The Condition in the filter should now look like this:
  6. Click Save Changes

 

 


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