---
title: "Define conditional triggers"
slug: "define-conditional-triggers"
updated: 2024-11-22T18:12:31Z
published: 2024-11-22T18:12:31Z
canonical: "docs.zilliant.com/define-conditional-triggers"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Define conditional triggers

Conditional triggers are rules that execute when their defined conditions are met. These triggers are configured per product knowledge base. The different types of conditional triggers include:

- Trigger Assign DA Value
- Trigger Assign DA Default Value
- Trigger Copy Attribute Values
- Trigger Change DA Meta Attribute (meta attributes control the visibility, editability, or mandatory status of an attribute)
- Trigger Assign Business Type
- Trigger Product Recommendation
- Validation Trigger

These triggers are part of the configuration engine and primarily work on the configuration of a line item.

A common use case is setting the value of one dynamic attribute based on the value of another, or modifying the visibility, editability, or mandatory status of an attribute depending on another DA's value. This functionality can be achieved using Trigger Assign DA Value, Trigger Assign DA Default Value, and Trigger Change DA Meta Attribute.

Another use case involves product recommendations, where the Trigger Product Recommendation suggests additional products for up-sell or cross-sell opportunities.

The execution sequence of triggers is managed first by the group they belong to, and then by their order within the group.

## Define a conditional trigger from the UI

#### Prerequisites

To define a trigger, your product must have:

- [Knowledge base](/v1/docs/create-a-knowledge-base)
- [Dynamic attributes](/v1/docs/add-dynamic-attributes-to-products)

#### Procedure

1. From the application left navigation area, select **Products**.
2. Select a product.
3. From the top navigation bar, select **Knowledge Base**.
4. Select a knowledge base.
5. On the **Triggers** tab, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) to define a new trigger group.
6. On the **New Trigger Group** dialog, enter information or make selections:
  - **Name**—Enter a name for the trigger group.
  - **Type**—Select **Conditional**.
7. Select **Create**.
8. Select the trigger group from the list.
9. On the **Attributes** sub-tab, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D), select attributes to add to the trigger group, then select **Add**.
10. On the **Triggers** sub-tab, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) to create a trigger.
11. Select the trigger.
12. On the **Conditions** tab, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) to create a condition. In the new row, enter information or make selections:
  - **Name**—Enter the name for the condition.
  - **Search Expression**—Enter the search expression (a query) to obtain the dynamic attribute value or URI. For example, enter `SalesItem().getDAValue('DDA')[0]` to get the dynamic attribute value or `SalesItem().getDAUri(‘DDA’)[0]` to get the dynamic attribute URI.

Alternatively, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_open%20the%20search%20window.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) to open the list of dynamic attributes, then select an attribute from the list.
  - **Operator**—Select an operator.
  - **Condition Value**—Enter a literal value (for example, 1 or true) or select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_open%20the%20search%20window.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) to select a value from the attribute's ranges.
13. On the **Actions** tab, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D), select the needed trigger type, and then select **Create**.
14. [Create a knowledge base snapshot](/v1/docs/create-a-knowledge-base-snapshot) to apply the trigger.

Explore the following sections for configuration details for specific conditional trigger types.

### Trigger Assign DA Value

Use this trigger to assign a value to a dynamic attribute (DA) that cannot be changed by the user. To define this trigger, follow [these steps](/v1/docs/define-conditional-triggers#define-a-conditional-trigger-from-the-ui) with specific instructions as follows:

1. At Step 13, on the **Actions** tab, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D), select **Trigger Assign DA Value**, and then select **Create**. Available actions appear in the list.
2. In the needed action row, proceed based on the **Attribute** column value.
  - If the value is **toSearchExpression**, in the **Expression Based Value** column, enter a search expression (a query) to obtain the DA to be assigned or select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_open%20the%20search%20window.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) to select a DA from the list of options.

**toSearchExpression** means the target attribute to which the value will be assigned. The target attribute must be the starting object (for example, the sales item triggering the action).
  - If the value is **toSearchExpressionValue / toValue**, define one of the following columns:
    - In the **Literal Value** column, enter a literal value or select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_open%20the%20search%20window.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) to select a value from the attribute's ranges.
    - In the **Expression Based Value** column, enter a search expression to obtain a value to be assigned, or select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_open%20the%20search%20window.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) to select a value from the list of options.

### Trigger Assign DA Default Value

The trigger assigns a value to a dynamic attribute (DA) if the specified conditions are met. However, unlike in the Trigger Assign DA Value case, the assigned value is editable by the user. If the user deletes the value they assigned, the default value (the trigger-assigned value) is reapplied.

The steps to configure Trigger Assign DA Default Value are the same as those for configuring [Trigger Assign DA Value](/v1/docs/define-conditional-triggers#trigger-assign-da-value). The only difference is selecting **Trigger Assign DA Default Value** during the action creation process.

### Trigger Change DA Meta Attribute

The trigger changes the DA’s meta attribute value. Use this trigger to control the visibility, editability, or mandatory status of an attribute. The trigger executes if all its conditions are met.

To define this trigger, follow [these steps](/v1/docs/define-conditional-triggers#define-a-conditional-trigger-from-the-ui) with specific instructions as follows:

1. At Step 13, on the **Actions** tab, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D), select **Trigger Change DA Meta Attribute**, and then select **Create**. Available actions appear in the list.
2. In the needed action row, proceed based on the **Attribute** column value.
  - If the value is **toSearchExpression**, in the **Expression Based Value** column, enter a search expression to obtain the DA to be assigned or select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_open%20the%20search%20window.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) to select a DA from the list of options.
  - If the value is **toAttribute**, in the **Literal Value** column, define the target attribute.
  - If the value is **toBooleanValue**, in the **Literal Value** column, set the switch to **YES** or **NO** to assign the Boolean value.

### Trigger Copy Attribute Value

This trigger copies the value of a dynamic attribute (DA) from a configuration or config item of a sales item and makes it available at the sales item level. It can be used to map assigned, calculated, or system-derived values from a configuration (config item) to the sales item level. For example, it can change the sales item's name based on a DA value or adjust the quantity of the sales item and its children based on a DA value.

However, note that this trigger cannot update child items if they do not yet exist through the parent’s trigger.

To define this trigger, follow [these steps](/v1/docs/define-conditional-triggers#define-a-conditional-trigger-from-the-ui) with specific instructions as follows:

1. At Step 13, on the **Actions** tab, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D), select **Trigger Copy Attribute Value**, and then select **Create**. Available actions appear in the list.
2. In the needed action row, proceed based on the **Attribute** column value.
  - If the value is **fromSearchExpression**, in the **Expression Based Value** column, enter a search expression to obtain the DA whose value you want to copy or select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_open%20the%20search%20window.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) to select a DA from the list of options.
  - If the value is **toSearchExpression**, in the **Expression Based Value** column, enter a search expression to obtain the target DA into which to paste the value or select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_open%20the%20search%20window.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) to select a DA from the list of options.
  - If the value is **toAttribute**, in the **Literal Value** column, define the target attribute (for example, http://www.inmindcloud.com/application/schema.owl#objectName%29)

### Trigger Product Recommendation

This trigger facilitates up-selling and cross-selling insights. It allows a specific product to be recommended for a given line item. The recommended products can then be added as subline items.

To define this trigger, follow [these steps](/v1/docs/define-conditional-triggers#define-a-conditional-trigger-from-the-ui) with specific instructions as follows:

1. At Step 13, on the **Actions** tab, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D), select **Trigger Product Recommendation**, and then select **Create**.  

Available actions appear in the list.
2. In the needed action row, in the **Literal Value** column, define the value for the attribute key. Use `,` as a separator for multiple values (for example, EASY400A,803).

### Validation Trigger

This trigger helps to validate configuration attributes of a sales item based on the defined conditions. It sends the predefined validation message to users as a notification.

To define this trigger, follow [these steps](/v1/docs/define-conditional-triggers#define-a-conditional-trigger-from-the-ui) with specific instructions as follows:

1. At Step 13, on the **Actions** tab, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_add.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D), select **Trigger Product Recommendation**, and then select **Create**. Available actions appear in the list.
2. In the needed action row, proceed based on the **Attribute** column value.
  - If the value is **messageType**, in the **Literal Values** column, enter the message type.
  - If the value is **validationMessage**, in the **Literal Values** column, enter the label key in the message.properties file. For example, **trigger.validation.general.max.threshold = {0}:{1}->{2}. Value exceeds the maximum threshold.** Where {0} is the item’s position, {1} is the sales item name, {2} is the trigger name.

          Note

          

The parameters {0}, {1}, {2} are fixed in the code to show the item position, sales item name and the trigger name to the user.

This trigger will be triggered after saving the line items.

          Note

          

- The label key will be displayed if it is not found in the message.properties.
- To open the **message.properties** file, go to CMIS localization > ui-customization folder.

## Define a conditional trigger from the knowledge base Excel spreadsheet

#### Prerequisites

To define a trigger, your product must have:

- [Knowledge base](/v1/docs/create-a-knowledge-base)
- [Dynamic attributes](/v1/docs/add-dynamic-attributes-to-products)

#### Procedure

Use one of these methods to define a conditional trigger from the Excel spreadsheet:

- [Define a standard conditional trigger](/v1/docs/define-conditional-triggers#define-a-standard-conditional-trigger)
- [Define a simplified conditional trigger](/v1/docs/define-conditional-triggers#define-a-simplified-conditional-trigger)

### Define a standard conditional trigger

The standard conditional rule is primarily designed for advanced users familiar with [IMCScript](/v1/docs/about-imcscript) syntax. Users must write the IMCScript syntax in the **Conditions** and **Actions** properties.

1. [Download a product knowledge base](/v1/docs/download-a-knowledge-base).  

On the **Download Options** dialog, on the **Trigger Groups** tab, select a checkbox next to **Conditional** and in the **No. of Sheet(s)** column specify the number of range trigger groups.
2. In the downloaded file, on the new trigger group sheet with the RULE_X name, define conditions and actions. Depending on the selected action type, the corresponding action cells will be highlighted for the modeler to specify the actions.
          Note

          

Details of the action value, based on the action type, can be found in the _ConditionalTriggersMasterData sheet.
3. In Zilliant CPQ, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_upload.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) and then select the filled out spreadsheet to upload.
4. Confirm the upload.
5. [Create a knowledge base snapshot](/v1/docs/create-a-knowledge-base-snapshot) to apply the trigger.

### Define a simplified conditional trigger

The simplified conditional trigger is designed for straightforward use cases where a product modeler wants to define a simple condition, such as: if [DA1] value is EQUAL TO [Value 1], then assign [DA2] value to [Value 2]. This feature is exclusively available through Excel spreadsheet.

1. [Download a product knowledge base](/v1/docs/download-a-knowledge-base). On the **Download Options** dialog, on the **Trigger Groups** tab, select a checkbox next to **Conditional Simple (using direct names and values)** and in the **No. of Sheet(s)** column specify the number of range trigger groups.
2. In the downloaded file, on the RULE_X (where X is the trigger group sequence number) sheet, define information about the trigger group:
  - **Name**—Enter a name for the trigger group.
  - **Sequence ID**—Enter the trigger group's sequence ID. This ID helps to maintain the order of sheets inside the knowledge base spreadsheet when a user downloads it again.
3. Select the attribute name and attribute value as a condition.
4. Select the action type. Available types:
  - ASSIGN_DA_VALUE
  - ASSIGN_DA_DEFAULT_VALUE
  - HIDE_ATTRIBUTE
  - SHOW_ATTRIBUTE
  - MARK_READ_ONLY
  - MARK_MANDATORY
  - MARK_PRICING_RELEVANT
  - UNMARK_READ_ONLY
  - UNMARK_MANDATORY
  - UNMARK_PRICING_RELEVANT
5. Depending on the action type, a product modeler can select the TO ATTRIBUTE NAME and TO ATTRIBUTE LITERAL VALUE options.
6. In Zilliant CPQ, select ![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/CPQ-icon_upload.png?sv=2026-02-06&spr=https&st=2026-11-02T14%3A47%3A12Z&se=2026-11-02T15%3A47%3A12Z&sr=c&sp=r&sig=gu0YCS9NgAChLBF7eOv3zbox5OiVmSZ4NjqrCwVvXJE%3D) and then select the filled out spreadsheet to upload.
7. Confirm the upload.
8. [Create a knowledge base snapshot](/v1/docs/create-a-knowledge-base-snapshot) to apply the trigger.

          Note

          

The EQUAL operator is only supported for simple conditional triggers, and the assignment of a DA value must be done using a range value. Assigning a DA value derived from another DA is not supported. To handle such cases, the standard conditional trigger sheet must be used, as it provides advanced features through the [IMCScript](/v1/docs/about-imcscript) capability.