01Customer choice
02Rule matches
03Show or hide target
04Recalculate
Recommended approach: Prefer a small number of understandable rules over a dense rule web.
Think in trigger and action pairs
A rule watches an earlier selection and applies an action to a step, option, or price. Keep dependencies moving forward through the journey to avoid circular experiences.
- Show a monogram step when personalization is selected.
- Hide incompatible finishes for a selected material.
- Add an oversize surcharge when a large size is selected.
Test the path that does not trigger
Most rule defects appear after a customer changes an earlier answer. Confirm hidden selections stop affecting summaries, mockup layers, and authoritative pricing.
Common questions
What happens to an answer when its step becomes hidden?
Hidden choices must not continue affecting pricing or rendering. Always test changing the trigger after completing the dependent step.