Editing Variant/Option Effectivity of an Instance

You can define variant/option effectivity configured instance of a product based on variants and option groups from multiple models. You can also edit previously defined variant/option effectivity.

Important: When you are editing or defining variant/option effectivity and there is no evolution effectivity criteria defined, you can only select variant and options associated with model versions that are common to the configuration context models and that are not in a frozen lifecycle state.

Before you begin: Ensure that:
  • Variant/option and evolution effectivity are decoupled. They are decoupled by default, but your Administrator may have changed the setting. You cannot edit legacy, coupled effectivity using this method.
  • The root object has at least one model attached as a configuration context. For more information, see Editing the Configuration Context.
  • The root object's configuration context model is not in the Private state (unless you are its owner). You can only edit the variant/object effectivity of an instance when the model is in the Private state if you are the model's owner.
  1. Select the instance whose variant/option effectivity you want to define or edit.
  2. From the action bar, click Edit Variants and Options Effectivity.
    The Edit Variants and Options dialog box opens.
    Note: If you have already defined evolution effectivity for the instance, when you define its variant/option effectivity, the variants, variant values, option groups, and options are automatically filtered to include only those that are available based on the instance's evolution effectivity.
  3. If there is more than one model defined as a configuration context for the instance's parent product, from the Configuration context list, select the model you want to use to define variant/option effectivity.
  4. To select the variant/option criteria for the effectivity expression, do one or both of the following:

    • In the text field, enter the display name of a variant, variant value, option group, or option to automatically filter the list, then select the item to add it as variant/option criteria.
    • From the toolbar, click Add Variants Options, then select the check boxes in the Selection column of the variants, variant values, option groups, and options that you want to add as variant/option criteria.

    Each selected item appears as a row in the effectivity matrix. If you selected a variant, each of its variant values are added to the matrix as a row, grouped under the variant's row. If you selected an option group, each of its options are added to the matrix, grouped under the option group's row. If you selected a single variant value or an option, only the selected variant value or the option is added to the matrix as a row, grouped under its variant's or option group's row. The combined criteria selected in each column of the matrix creates an AND condition in the effectivity expression.
  5. To add an OR condition to the effectivity expression, from the toolbar click Add OR conditions.
    A column is added to the matrix. The criteria selected in each added column defines an OR condition in the effectivity statement.
  6. To define the criteria combinations in the effectivity expression, do the following.
    1. In each row, right-click in the matrix cell for each variant value and option.
    2. From the list, select on of the effectivity criteria for that variant value or option:
    OptionDescription
    Reject Rejects a default criteria in the instance's variant/option effectivity expression. A red appears in the matrix cell. This criteria is included in the instance's variant/option effectivity expression as a NOT condition.
    Select Selects the criteria in the instance's variant/option effectivity expression. A green appears in the matrix cell. This criteria is included in the instance's variant/option effectivity expression as an AND condition.
    Deselect Clears the criteria in the matrix cell. The previous criteria is removed from the instance's variant/option effectivity expression.
  7. To duplicate the criteria already selected in a column, select the check box in its column header, then from the toolbar, click Duplicate Effectivity conditions.
    The row, with its selected criteria, is duplicated below it. The criteria selected in each duplicated row defines an OR condition in the effectivity statement.
  8. To remove an OR condition from the effectivity expression, select the check box for the column, then from the toolbar, click Delete OR conditions.
  9. After you have selected all criteria to define the AND, NOT, and OR conditions, click OK to save the variant/option effectivity expression.

The variant/option effectivity is saved for the instance.