Create a rule entity filter

task brazil Updated Sep 10, 2026 1 min read som-create-rule-entity-filter.md
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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 CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.

  2. Navigate to Context Rule Management > Rule Entity Filter.

  3. Select New.

    On the form, fill in the fields.

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.

Related topics

Using product catalogs

Product Catalog Management

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