Automate rule creation with smart defaults.
Overview #
The Rule Behaviors tab contains settings that automate repetitive tasks when creating discount rules.
| Setting | Purpose |
|---|
| Auto-fill category from product selection | Automatically populate categories |
Auto-fill Category from Product Selection #
What It Does #
When you select products in a rule, this setting automatically fills the category field if all selected products share a common category.
| Status | Behavior |
|---|
| ✅ On (default) | Category auto-filled when products share one |
| ❌ Off | Category field stays empty |
How It Works #
Step-by-step:
| Step | Action | Category Field |
|---|
| 1 | You start creating a rule | Empty |
| 2 | Select “Blue T-Shirt” (Clothing) | Clothing (auto-filled) |
| 3 | Select “Red T-Shirt” (Clothing) | Clothing (still matches) |
| 4 | Select “Running Shoes” (Footwear) | Cleared (no longer matches) |
Scenario Examples #
Scenario 1: All products in same category
| Products Selected | Categories | Auto-fill Result |
|---|
| Blue T-Shirt | Clothing | Clothing |
| Red T-Shirt | Clothing | Clothing |
| Black Jeans | Clothing | ✅ Clothing |
Scenario 2: Products in different categories
| Products Selected | Categories | Auto-fill Result |
|---|
| Blue T-Shirt | Clothing | Clothing (initially) |
| Running Shoes | Footwear | ❌ Cleared |
Scenario 3: Product in multiple categories
| Product | Categories | Auto-fill Result |
|---|
| Summer T-Shirt | Clothing, Summer Sale | ❌ No auto-fill (multiple categories) |
When to Use #
| User Type | Recommended Setting |
|---|
| Frequently create category-based rules | ✅ On |
| Want full manual control | ❌ Off |
| Products often share categories | ✅ On |
| Products span many categories | Either (low impact) |
Benefits #
| Benefit | Description |
|---|
| Time saving | No need to manually select category |
| Consistency | Category matches products automatically |
| Error reduction | Prevents category/product mismatch |
Important Notes #
Category Field is Still Editable #
- Auto-fill is a suggestion, not a lock
- You can always change the category manually
- Auto-fill only triggers when category field is empty
Doesn’t Work With #
| Situation | Auto-fill Works? |
|---|
| Products with no category | ❌ No |
| Products in multiple categories | ❌ No |
| Category field already has value | ❌ No (respects existing) |
