Rule Builder

Shopware's Rule Builder allows you to define rules that you can use to customize various settings and features.

Overview

The Rule Builder module can be found under Settings > Shop > Rule Builder.

Here you will find a table with all available rules. You can show and hide columns and sort rules by columns.

Available columns	Description
Rule	Contains the name stored for the rule. For instance this name is used in the administration for assigning the rule in other modules.
Priority	The priority indicates whether a rule is applied before another rule, if relevant. The higher the priority, the sooner it is executed.
Description	Shows the (optional) description of the rule, which may contain more information about the use case.
Updated at	The rule was updated on this date.
Creation date	The rule was created on this date.
Status	Indicates whether the rule is valid, only valid rules can be used. Rules created through the administration are checked for validity and can only be saved if all mandatory fields are filled with valid values.

These columns are hidden in the default view. Use the context menu to activate them.

Available columns	Description
Product price assignments	Shows how often the rule was used to individualize product prices.
Shipping method price assignments	Shows how often the rule was used to individualize a price within a shipping price matrix.
Shipping method price matrix assignments	Shows how many times the rule was used to individualize a shipping price matrix.
Shipping method assignments	Shows how often the rule was used to determine the availability of shipping methods.
Payment method assignments	Shows how often the rule was used to determine the availability of payment methods.
Promotion customer rule assignments	Shows how often a rule related to customers was used to determine the availability of discount promotions.
Flow assignments	Shows how many times the rule has been used in flows.
Promotion order rule assignments	Shows how often a rule relating to orders has been used to determine the availability of discount promotions.
Promotion cart rule assignments	Shows how often a rule related to the cart has been used to determine the availability of discount promotions.
Discount assignments	Shows how often the rule was used to individualize discounts.
Promotion set group rule assignments	Shows how many times the rule was used to define product groups for discount promotions.
Tax Provider assignments	Shows how often the rule was used to individualize tax providers.
Warehouse Group assignments	Shows how often the rule was used to individualize warehouse groups.

Components of a rule

A rule consists of general information and conditions. Conditions decide whether a rule applies during evaluation or not.

General information

Name: Give a name to your rule.

Description: Describe the function of your rule so that it is understandable for all users.

Priority: Define the priority to determine in which order rules are applied when more than one rule applies.
(A rule with priority 2 is applied before a rule with priority 1, but after a rule with priority 3).

Type: Define a type if you want to limit the assignment possibilities of your rule.

Tags: Add tags to your rules to organize them. You can use tags to search and filter in the overview.

Conditions

Component	Description	Example
Condition (1)	The condition defines the parameter you are querying.	Grand total: This condition checks if the grand total of the shopping cart meets certain criteria.
Operator (2)	Depending on the condition, one or more operators are available. The operator is used to compare the condition with the input value.	Greater than: The condition is true if the cart value is greater than the input value.
Input value (3)	The input value is compared with the condition via the operator.	20: The condition applies if the cart value is greater than 20 €.
AND connection (4)	When multiple conditions are linked with "AND", all conditions must be fulfilled for the rule to apply.	The customer group is "Standard customer group" AND The payment method is "Invoice".
OR connection (5)	If several conditions are linked with "OR", only one condition must be fulfilled for the rule to apply.	The customer group is "Standard customer group" OR The payment method is "Invoice".
Subcondition (6)	Subconditions are created automatically when you switch between AND and OR connections. A rule with one condition and two subconditions is true if two of the total three conditions are met: Condition 1 must be fulfilled. Condition 2 or 3 must be fulfilled.	The rule applies if the cart value is greater than 20 € AND the customer group is “Standard customer group” OR the payment method used is "Invoice".

Here you will find an overview of all conditions.

Here you will find an overview of all operators.

In our tutorial, you will find example rules.

Preview mode

Preview mode allows you to verify that your rule works as you intend.

Preview mode checks conditions in real-time, so it's especially effective to use it while building your rule.

Note: Preview mode is available for Shopware Rise and higher plans.

Activate the preview mode(1)
Select an order(2). The rule's conditions are now checked against data from the selected order. By the statements TRUE / FALSE (3), you can see whether the conditions are true or not.
If your rule contains conditions that query a specific point in time, you can simulate this point in time using the Time and date field (4).

Create rules

In the Shopware Administration, go to Settings > Shop > Rule Builder.
Click on Create Rule.
Fill in the general information of the rule.
Select at least one condition that must be met for the rule to apply.
Choose an operator you want to use to check the condition.
Specify at least one input value.
Save the rule to be able to assign it.

Delete rules

In the Shopware Administration, go to Settings > Shop > Rule Builder.
Click on the context menu in the far right column.
Click on the Delete entry.

Note

Rules cannot be deleted as long as they are assigned.
Attention: Deleted rules cannot be restored.

Assign rules

Use your rules to individualize the following settings:

Availability of payment methods
Availability of shipping methods
Calculation of shipping costs
Availability of promotions
Calculation of discounts
Calculation of advanced prices
Define flows
Product visibility (requires Dynamic Access)
Category visibility (requires Dynamic Access)
Visibility of Shopping Experience Blocks (requires Dynamic Access)

Advanced selection

If you need more control when assigning rules, you can use Advanced Selection (1) to filter and select multiple rules simultaneously.

Overview of all conditions

The evaluation context describes the moment when a rule is evaluated.

Example: Order status > is one of > Open

In this example, there can be two different evaluation contexts:

A buyer has purchased something in the storefront of your online store.
An administrator has set the status of an order to "Open" in the order module.

General

Name	Description	Example	Special features	Input format
Triggered by Admin API	Checks whether the evaluation context was triggered by the Admin API	Yes		Selection
Date range	Compares a specific date range with the date range used in the evaluation context	2012-03-08 to 2012-04-12 2012-03-08 12:00 to 2012-04-12 14:00	Can be used with or without time frame	Text (yyy-mm-dd) Text (yyyy-mm-dd hh:ii)
Always valid	Is always fulfilled
Language	Compares a specific language with the language used in the evaluation context	English		Multi-selection
Tax display	Compares a specific Tax display with the Tax display used in the evaluation context	Gross		Selection
Sales Channel	Compares a specific Sales Channel with the Sales Channel used in the evaluation context	Storefront		Multi-selection
Currency	Compares a specific Currency with the Currency used in the evaluation context	Euro		Multi-selection
Day of the week	Compares a specific Day of the week with the Day of the week used in the evaluation context	Monday		Selection
Time range	Compares a specific Time range with the Time range used in the evaluation context	12:00 to 14:00		Selection / Text (hh:ii)

Orders

Name	Beschreibung	Beispiel	Besonderheiten	Eingabeformat
Order status	Compares an order status specified by the user with the order status used in the evaluation context	Open		Multiple selection
Order created by admin	Checks whether the order was created by the administrator in the evaluation context	Yes		Selection
Delivery status	Compares a delivery status determined by the user with the delivery status used in the evaluation context	Shipped		Multiple selection
Payment status	Compares a payment status determined by the user with the delivery status used in the evaluation context	Paid		Multiple selection

Flow Builder

Name	Description	Example	Special features	Input format
Order with Tag	Compares a specific tag with the order tag used in the evaluation context			Multi-selection

Customers

Name	Description	Example	Special features	Input format
Affiliate code	Compares a specific Affiliate code with the Affiliate code used in the evaluation context			Text
Customer logged in	Checks whether the customer is logged into the evaluation context	Yes		Selection
Count of orders	Compares a specified number with the number of completed orders contained in the evaluation context	10		Text
Commercial customer	Checks whether the customer in the evaluation context is a corporate client	Yes		Selection
Guest account	Checks whether the customer in the evaluation context is a commercial customer	Yes		Selection
Total value of completed (done) orders	Compares a specific total value with the total value of all completed orders contained in the evaluation context	200		Text
Requested customer group	Checked which customer group was requested during registration.			Selection
Campaign code	Compares a specific Campaign code with the Campaign code used in the evaluation context			Text
Customer salutation	Compares a specific Customer salutation with the Customer salutation used in the evaluation context	Mrs		Multi-selection
Customer is active	Checks whether the customer is active in the evaluation context	Yes		Selection
Customer is newsletter recipient	Checks whether the customer in the evaluation context is a newsletter recipient	Yes		Selection
Customer with deviating shipping address	Checks whether the customer has a deviating delivery address in the evaluation context	Yes		Selection
Customer with default payment method	Compares a specific payment method with the customer's default payment method used in the evaluation context
Customer with tag	Compares a specific tag with the customer tag contained in the evaluation context			Multi-selection
Customer with custom field	Compares a specific custom field with the customer custom field contained in the evaluation context			Selection
Customer created by admin	Checks whether the customer in the evaluation context was created by the administrator	Yes		Selection
Customer email address	Compares a specific email address with the customer email address used in the evaluation context	customer@example.com *@example.com	"*" can be used as a placeholder in the input value. For the example "@example.com" the condition applies to all email addresses of the domain "example.com".	Text
Customer age	Compares a specific age with the customer age contained in the evaluation context	36		Text (yyyy-mm-dd hh:ii)
Customer date of birth	Compares a specific date with the customer birthday contained in the evaluation context	1980-03-11 12:00		Text
Customer group	Compares a specific customer group with the customer group used in the evaluation context	Standard customer group		Multi-selection
Customer surname	Compares a specific name with the customer surname contained in the evaluation context	Meyer		Text
Customer number	Compares a specific number with the customer number contained in the evaluation context	10060		Text
Shipping address: State	Compares a specific state with the state of the delivery address contained in the evaluation context	North Rhine-Westphalia		Multi-selection
Shipping address: Country	Compares a specific country with the country of the delivery address contained in the evaluation context	Germany		Multi-selection
Shipping address: Postal code	Compares a specific postal code with the postal code of the delivery address contained in the evaluation context	48624	Alphanumeric / Numeric Multiple values possible (press Enter to enter multiple values)	Text
Shipping address: City	Compares a specific city with the city of the shipping address contained in the evaluation context	Schoeppingen		Text
Shipping address: Street	Compares a specific street with the street of the delivery address contained in the evaluation context	Ebbinghoff 10		Text
New customer	Checks whether the customer in the evaluation context is a new customer. This applies if the date of the first application is the same as the current date.	Yes	This condition will be removed with the next major release. Use Days since first login instead, so you can specify exactly how long a customer should be considered a new customer.	Selection
Billing address: State	Compares a specific state with the state of the billing address contained in the evaluation context	North Rhine-Westphalia		Multi-selection
Billing address: Country	Compares a specific country with the country of the billing address contained in the evaluation context	Germany		Multi-selection
Billing address: Postal code	Compares a specific postal code with the postal code of the billing address contained in the evaluation context	48624	Alphanumeric / Numeric Multiple values possible (press Enter to enter multiple values)	Text
Billing address: City	Compares a specific city with the city of the billing address contained in the evaluation context	Schoeppingen		Text
Billing address: Street	Compares a specific street with the street of the billing address contained in the evaluation context	Ebbinghoff 10		Text
Days since first login	Compares a certain number of days with the number of days since the first login (registration) contained in the evaluation context.	5	With e.g. <= 5 you get all customers who have logged in for the first time five days ago until today. This allows you to determine how long a customer counts as a new customer for you.	Text
Days since last log in	Compares a specified number of days with the number of days since the last login contained in the evaluation context	2		Text
Days since last order	Compares a specified number of days with the number of days since the last order contained in the evaluation context	4		Text

Marketing & Promotions

Name	Description	Example	Special features	Input format
Quantity of discounts	Compares a specific number with the number of discounts contained in the evaluation context	1		Text
Promotion	Compares a specific discount action with the discount action contained in the evaluation context			Multi-selection
Promotions with code option	Compares a specific code option with the code option of the discount action contained in the evaluation context	Fixed promotion code		Selection
Subtotal of all discounts	Compares a specified amount with the subtotal of all discounts contained in the evaluation context	8		Text

Items in shopping cart

Name	Description	Example	Special features	Input format
Quantity of distinct items	Compares a specific number with the number of different items contained in the evaluation context	4		Text
Item is marked as "new"	Checks whether an item is marked as "new" in the evaluation context	Yes		Selection
Item with clearance sale	Checks whether an item in the evaluation context is an item in clearance sale	Yes		Selection
Item in dynamic product group	Compares a specific dynamic product group with the dynamic product group of an item contained in the evaluation context			Multi-selection
Item in category	Compares a specific category with the category of an item contained in the evaluation context			Multi-selection
Item is promoted	Checks whether an item is promoted in the evaluation context	Yes		Selection
Item with average rating	Compares a specific value with the average rating of an item contained in the evaluation context	4,5		Text
Item with free shipping	Checks whether an item in the evaluation context has no shipping costs	Yes		Selection
Item with width	Compares a specific width with the width of a position contained in the evaluation context	500 mm		Text
Item with purchace price	Compares a specific price with the purchase price of an item contained in the evaluation context	20		Text
Item with release date	Compares a specific date with the release date of an item contained in the evaluation context	2023-03-22 12:00		Text (yyyy-mm-dd hh:ii)
Item with creation date	Compares a specific date with the creation date of an item contained in the evaluation context	2023-03-06 08:00		Text (yyyy-mm-dd hh:ii)
Item with weight	Compares a specific weight with the weight of an item contained in the evaluation context	2,5 kg		Text
Item with manufacturer	Compares a specific manufacturer with the manufacturer of an item contained in the evaluation context			Multi-selection
Item with height	Compares a specific height with the height of a position contained in the evaluation context	200 mm		Text
Item available	Compares a specific number with the stock of an item contained in the evaluation context	130		Text
Item with length	Compares a specific length with the length of an item contained in the evaluation context	400 mm		Text
Item with price/list price percentage ratio	Compares a specific decimal value with the price/list price percentage ratio of a position contained in the evaluation context	0,4		Text
Item with tax rate	Compares a specific tax rate with the tax rate of a position contained in the evaluation context			Multi-selection
Item with list price	Compares a specific price with the list price of a position contained in the evaluation context	12		Text
Item with tag	Compares a specific tag with the tag of a position contained in the evaluation context			Multi-selection
Item in stock	Compares a certain number with the available stock of a position contained in the evaluation context	36		Text
Item with volume	Compares a specific volume with the volume of a position contained in the evaluation context	800 mm³		Text
Item with variant or property value	Compares a specific variant or property value with the variant ot property value of an item contained in the evaluation context	Color: Red		Multi-selection
Item with custom field	Compares a specific custom field with the custom field of an item contained in the evaluation context			Selection
Item of type	Compares a specific type with the type of an item contained in the evaluation context	Discount / surcharge		Selection
Items in cart	Compares a specific number with the number of all items in the shopping cart contained in the evaluation context	6		Text
Item quantity	Compares a specific number with the quantity of an item in the shopping cart contained in the evaluation context	2		Text
Item unit price	Compares a specific price with the unit price of an item in the shopping cart contained in the evaluation context	14,99		Text
Item subtotal	Compares a specific amount with the subtotal of an item in the shopping cart contained in the evaluation context	29,98		Text
Subtotal of all items	Compares a specific amount with the subtotal of all items in the shopping cart contained in the evaluation context	89,94	Condition with optional Filter	Text
Total of all purchace prices	Compares a specific amount with the total of the purchase prices of all items in the shopping cart contained in the evaluation context	60		Text

Shopping cart

Name	Description	Example	Special features	Input format
Total quantity of all products	Compares a specific number with the total quantity of all products in the shopping cart contained in the evaluation context	8	Condition with optional Filter	Text
Total quantity of distinct products	Compares a specific number with the total quantity of distinct products in the shopping cart contained in the evaluation context	4	Condition with optional Filter	Text
Total weight of all products	Compares a specific weight with the total weight of all products in the shopping cart contained in the evaluation context	16 kg		Text
Grand total	Compares a specific amount with the grand total of all items in the shopping cart contained in the evaluation context. The grand total is made up of the total and the shipping costs	120		Text
Total volume of all products	Compares a specific volume with the total volume of all products in the shopping cart contained in the evaluation context	1600 mm³		Text
Total	Compares a specific amount with the total contained in the evaluation context. The total is composed of the item subtotals and discounts	114,5		Text
Shipping costs	Compares a specific number with the shipping costs included in the evaluation context	4,5		Text
Applied shipping method	Compares a specific shipping method with the shipping method used in the evaluation context	Express		Multi-selection
Applied payment method	Compares a specific payment method with the payment method used in the evaluation context	Invoice		Multi-selection

Conditions with optional filter

Some conditions offer the possibility to limit the input value by applying additional conditions. You can recognize these conditions by the filter symbol (1) in the input field.

Examples of use for conditions with optional filter

Subtotal of all items

As part of a promotion, customers are to receive a discount if the subtotal of all items in their cart totals at least 250 euros. However, it should only apply to products in the ‘Food’ category.

In this case, we use the condition ‘Subtotal of all items’ to check for a predefined value. This condition can now be narrowed down further using the filter symbol, e.g. to items from a specific category.

Total quantity of all products

If there are a total of at least 10 products in the shopping basket, the shipping method "logistics" should be made available in the checkout. In this case, however, only products for which the tag "logistics" is stored may be taken into account.

In this case, we check for a predefined value using the condition ‘Total number of all products’. This condition can now be narrowed down further using the filter symbol, e.g. to items with a specific tag.

Total quantity of distinct products

If the total number of different products in the shopping basket is at least 10, shipping costs should no longer be charged. However, this condition should only apply to products for which there is no list price.

In this case, we check for a predefined value using the condition ‘Total number of distinct products’. This condition can now be narrowed down further using the filter symbol, e.g. to items without a list price.

Overview of all operators

Name	Description
At least one	At least one value applies
All	All values apply
Is equal to	The condition is fulfilled if the value in the evaluation context matches the input value
Is not equal to	The condition is fulfilled if the value in the evaluation context does not match the input value
Is one of	The condition is fulfilled if the value in the evaluation context matches one of the input values
Is not one of	The condition is fulfilled if the value in the evaluation context does not match one of the input values
Is greater than	The condition is fulfilled if the value in the evaluation context is greater than the input value
Is greater than / equal to	The condition is fulfilled if the value in the evaluation context is equal to or greater than the input value
Is less than	The condition is fulfilled if the value in the evaluation context is lower than the input value
Is lower than / equal to	The condition is fulfilled if the value in the evaluation context is equal to or lower than the input value