Rules engine – Actions

The list of available actions depends on the type of the target column.

Mapping vs Formulas

The rules engine provides two complementary tools that share a common set of concepts (conditions, actions, templates, operators) but behave differently:

• Rules Engine mappings

  • Configured in the Product‑Live UI, between a source table and a target table.
  • Mainly used to transfer and transform data between partners (supplier → retailer, internal → external, etc.).
  • Rules are executed asynchronously (on demand or scheduled, for example nightly) on the whole target table or a subset of items.
  • Actions available in the UI correspond to the internal actions SET_TEXT, SET_NUMBER, SET_IMAGE, SET_ATTACHMENT, SET_CATEGORY, etc.

• Formulas

  • Configured at table schema level, usually via Data Factory (XML) on a single table (no source/target tables, the table is both the source and the target).
  • Mainly used to compute or maintain fields inside one table (identifiers, derived attributes, validation helpers, cascading select, composite keys, etc.).
  • Rules are executed immediately (or very shortly) when an item is created/updated or when items are imported.
  • Use the same actions under the hood (SET_TEXT, SET_NUMBER, SET_SELECTABLE_OPTIONS, REMOVE_VALUE, etc.) and the same template engine (Twig).

The rest of this page focuses on what you can do per target column type; whether you use mappings or formulas, the underlying actions and allowed source types are the same (except when explicitly noted).

Text target column

INFO

In this page, we will refer as "Text" target column the following column types:

• Identifier
• Single line text (SINGLE-LINE-TEXT)
• Long text (LONG-TEXT)
• HTML text (HTML-TEXT)

Available actions

• Use a value from another field
• Use a default value
• Apply a template

Templates allow you to build advanced formulas using the Twig language. See the dedicated page: Templates (advanced formulas).

Allowed source column types

For a Text target column, you can use source columns with type:

• Identifier
• Single line text (SINGLE-LINE-TEXT)
• Long text (LONG-TEXT)
• HTML text (HTML-TEXT)
• Number (NUMBER, the . is used as a decimal separator and cannot be customized)
• Single select (SINGLE-SELECT, you must choose between using the key, the title or the title-local of the option)
• Multiple select (MULTIPLE-SELECT, you must choose between using the key, the title or the title-local of the option, the final value will be joined by ;)
• Multiple select (with quantity) (MULTIPLE-SELECT-QUANTIFIED, same as above, joined with ; using template [quantity] :[value])
• Multiple select with comments (MULTIPLE-SELECT-QUANTIFIED-WITH-COMMENTS, same as above, joined with ; using template [quantity] :[value],[comment])
• Classification (you must choose between using the key, the title or the title-local of the category)
• Image (IMAGE, the public URL of the file is used)
• Attachment (ATTACHMENT, the public URL of the file is used)

Number target column

Available actions

• Use value from another field
• Use a default value
• Use a formula

Formulas on Number columns also use the template (Twig) syntax. You can reference fields with source() and target(). See Templates (advanced formulas) for more details.

Allowed source column types

For a Number (NUMBER) target column, you can use source columns with type:

• Number (NUMBER)

If you need to use a Text column as source, see the advanced tutorial Map a Text column to a Number column.

Units

When the target column is a Number with units, you can set the unit to be applied with the value. A single unit can be set per rule.

If you need to automate a number with distinct units:

• Either use conditions on the unit (suffix), see Conditions
• Or create one rule per target unit

Rounding methods

For rounding methods, see: Rounding methods.

Single or Multiple Select target column

Available actions

• Use value from another field (you will be able to map each option)
• Use a default value

Allowed source column types

For a Single select (SINGLE-SELECT) or Multiple select (MULTIPLE-SELECT) target column, you can use source columns with type:

• Single select (SINGLE-SELECT)
• Multiple select (with quantity and with comment) (MULTIPLE-SELECT-QUANTIFIED-WITH-COMMENTS)
• Classification

Archived options and categories are displayed by default so that you can check if one of them has to be updated. You can hide them to focus on relevant values only.

You can explicitly mark options that must not be mapped to better see which ones remain to automate.

If you need to use a Text or Number column as source, see Advanced mappings.

Classification target column

Available actions

• Use value from another field (you will be able to map each category)
• Use a default value

Allowed source column types

For a Classification target column, you can use source columns with type:

• Single select (SINGLE-SELECT)
• Multiple select (with quantity and with comment) (MULTIPLE-SELECT-QUANTIFIED-WITH-COMMENTS)
• Classification

Archived options and categories are displayed by default so that you can check if one of them has to be updated. You can hide them to focus on relevant values only.

You can explicitly mark categories that must not be mapped to better see which ones remain to automate.

If you need to use a Text or Number column as source, see Advanced mappings.

Image target column

Available actions

• Use value from another field

Allowed source column types

For an Image target column, you can use source columns with type:

• Image (IMAGE)

You can transform the size of images with the Resize image option.

Attachment target column

Available actions

• Use value from another field

Allowed source column types

For an Attachment target column, you can use source columns with type:

• Attachment (ATTACHMENT)

Date and Date time target column

Available actions

• Use value from another field

Allowed source column types

For a Date or Date time target column, you can use source columns with type:

• Date (DATE)
• Date time (DATE-TIME)