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

# Simple Conditions

> Build no-code eligibility and pricing logic with Simple Conditions and their Condition Lines, then attach them to price books, tax products, or renewal paths.

## Overview

Simple Conditions leverage Condition Lines for their logic and can handle less complex use cases. They can be created by an admin user or a standard user in the Salesforce user interface.

A Simple Condition has two parts: the **Condition** record itself, and the **Condition Lines** that hold its no-code logic. Create the Condition record first, then add its lines.

## Create a Simple Condition

<Steps>
  <Step title="Fill out the Simple Condition information">
    Enter the appropriate **Simple Condition information**:

    * **Name**
    * **Record/Product Connection**
    * **Record Logic**
    * **Record Custom Logic** — only required if you choose Custom for **Record Logic**
    * **Description**
  </Step>

  <Step title="Save the Condition">
    Click **Save**.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/4u-JGPkRA8QDMGYi/images/end-user-guides/4849762333/Screenshot_2025-01-03_at_12.30.31-PM.png?fit=max&auto=format&n=4u-JGPkRA8QDMGYi&q=85&s=75a77d7cac65592281bd437bdab02146" alt="The New Simple Condition form with the Name, Record/Product Connection, Record Logic, and Description fields" width="838" height="801" data-path="images/end-user-guides/4849762333/Screenshot_2025-01-03_at_12.30.31-PM.png" />
    </Frame>
  </Step>

  <Step title="Add Condition Lines">
    Once the Simple Condition has been created, add its **Condition Lines** — see [Condition Lines](#condition-lines) below.
  </Step>
</Steps>

<Info>
  Once your condition records have been created, add them to a [Price Book](/end-user-guides/products/product-set-up/price-books), a [Tax Product](/end-user-guides/products/taxes/index), or a [Renewal Path](/end-user-guides/subscriptions/subscription-renewal/renewal-paths). To configure conditions specifically for taxes, refer to the [Taxes End User Guide](/end-user-guides/products/taxes/index) for setting up tax-related condition lines.
</Info>

## Condition Lines

Condition lines are the criteria that drive a Simple Condition's logic. Each line evaluates a field, value, and operator to decide whether a pricing or business rule applies, so membership, event registration, sponsorship, and other services align with your organization's policies.

* **Definition:** detailed criteria determining when a pricing or business rule applies.
* **Combination:** multiple condition lines can be combined with logical operators (AND/OR) to define complex scenarios.
* **Application:** applied to pricing rules, product configurations, discounting, or quote logic.

Here are some examples of how you might use Condition Lines for your organization:

* **Membership Discount Rules:** Members get discounted pricing for conference registration.
  * Condition Lines:
    * Field: `Account Membership Type`\
      Operator: `Equals`\
      Value: `Member`
    * Field: `Product`\
      Operator: `Equals`\
      Value: `Conference Registration`
    * Logical Operator: `AND`
* **Early Bird Event Pricing:** Discounted rates apply for registrations before a specific date.
  * Condition Lines:
    * Field: `Registration Date`\
      Operator: `Less Than`\
      Value: `2025-03-01`
    * Field: `Event Type`\
      Operator: `Equals`\
      Value: `Annual Conference`
    * Logical Operator: `AND`
* **Bulk Discounts for Group Purchases:** Discounts apply if more than 10 event tickets are purchased.
  * Condition Lines:
    * Field: `Quantity`\
      Operator: `Greater Than`\
      Value: `10`
    * Field: `Product`\
      Operator: `Equals`\
      Value: `Event Ticket`
    * Logical Operator: `AND`

### Add Condition Lines

<Steps>
  <Step title="Open the Conditions app">
    Click the **App Launcher** and type in **Conditions**.

    * The App Launcher is the nine dots at the top left-hand side.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/EW_gg4_8FJ-921wF/images/end-user-guides/3857645599/Screenshot_2025-01-03_at_9.59.51-AM.png?fit=max&auto=format&n=EW_gg4_8FJ-921wF&q=85&s=0d79041f39e2cea5d60bbe048b6e049d" alt="The App Launcher search box with Conditions typed in to open the Conditions app" width="395" height="335" data-path="images/end-user-guides/3857645599/Screenshot_2025-01-03_at_9.59.51-AM.png" />
    </Frame>
  </Step>

  <Step title="Open the Condition Lines editor">
    Choose a **Condition**, scroll down to the Condition Lines component, and click **Edit Conditions**.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/EW_gg4_8FJ-921wF/images/end-user-guides/3857645599/image-20251006-191637.png?fit=max&auto=format&n=EW_gg4_8FJ-921wF&q=85&s=359e25b5a424011d817d1afd8ead89d4" alt="The Condition Lines component on a Condition record with the Edit Conditions button" width="1904" height="769" data-path="images/end-user-guides/3857645599/image-20251006-191637.png" />
    </Frame>
  </Step>

  <Step title="Add or remove condition lines">
    From here, you can freely add or remove condition lines by clicking **Add Row** for either Record or Product Conditions.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/EW_gg4_8FJ-921wF/images/end-user-guides/3857645599/image-20251006-192747.png?fit=max&auto=format&n=EW_gg4_8FJ-921wF&q=85&s=64132aee2a6551276e76c6e7a51fe887" alt="The condition line editor with Add Row buttons for Record and Product Conditions" width="1878" height="764" data-path="images/end-user-guides/3857645599/image-20251006-192747.png" />
    </Frame>
  </Step>
</Steps>

### Condition Line Fields

* **Attribute** - What the Condition Line looks at when evaluating
  * For Product Conditions, the Attributes are **Owned**, **In Cart**, or **Owned/In Cart**
    * Owned looks at Purchase Activities related to the current customer for the Product
    * In Cart looks at whether the Product is in the current cart
    * Owned/In Cart looks at either
  * For Record Conditions, the Attributes are **Order**, **Opportunity**, **Ship to Account**, and **Ship to Contact**
    * Order and Opportunity are best for use cases such as taxes
      * These look at the related Order or Opportunity
    * Ship to Account and Ship to Contact are best for use cases such as location-based pricing
      * These look at the Account or Contact the order ships to
* **Field** - The field on the Attribute that you wish to evaluate
  * Only for Record Condition Lines
* **Operator** - How the Condition will evaluate. Things such as Equals, Not Equals, Greater Than, Less Than, etc.
* **Value** - That for which you want to evaluate the Condition Line

<Note>
  The **Record/Product Connection** setting on the Condition controls how the Record condition lines and the Product condition lines are combined: **AND** requires both groups to pass, while **OR** requires only one of them. If you configure just one group of lines (only Record, or only Product), either setting works — the group you leave empty is ignored.
</Note>

## Limitations and Common Pitfalls

* **Product condition lines are always combined with OR.** You cannot require multiple Product condition lines together with AND; only Record condition lines honor the **Record Logic** setting (AND / OR / Custom).
* **The Record/Product Connection only matters when both groups exist.** AND vs OR between the Record and Product groups only changes the outcome when you have configured both kinds of lines.
