Value Rules

Value Rules

Overview

Value rules let you automatically set an option's value when certain conditions are met. Instead of the customer filling in a field manually, the calculator can pre-fill it, override it, or lock it to a specific value. This is useful for enforcing business logic, providing smart defaults, and simplifying the customer experience. Open any option in the calculator editor and switch to the Value Rules tab to configure them. Value rules are not available for File Upload or Font Picker option types.

Steps

  1. Set a Fallback formula result (optional) — this value is used whenever a formula on the option can't be evaluated (e.g., a referenced field is empty). Think of it as a safe default.
  2. Click Add rule to create a new value rule.
  3. Add conditions — define when this rule should fire using the same condition system as visibility rules (see Rule Conditions).
  4. Set the value — configure what the option should be set to when the conditions match. The available "set to" options depend on the option type (see Details below).
  5. Choose an apply mode (choice types only): Once (auto-fills the value one time; the customer can change it afterward) or Lock while matched (sets the value and prevents changes as long as the conditions are met).

Details

Option Type Set To Value
Number / Slider / Quantity / Measurement A formula result (can reference other option keys)
Text / Text Area / Email A text string
Switch True or False
Date Picker A specific date with an optional relative offset (± days, weeks, months, or years from today)
Time Picker A time string (e.g., "09:00 AM")
Color Picker A hex color value (e.g., #FF5500)
Content Block / Modal A content string (HTML or plain text)
Dropdown / Radio / Button / Checkbox / Color Swatch / Image Swatch One or more selected values, with apply mode (Once or Lock while matched)
Dimensions A value for each named dimension entry

Examples

  • Auto-selecting a size — A Dropdown "Size" has values Small, Medium, and Large. A value rule sets Size to "Medium" (apply mode: Once) when the customer hasn't made a choice yet, giving them a sensible default they can still change.
  • Locking shipping date — A Date Picker "Ship by" is set to "today + 7 days" and locked while a Switch "Express processing" is False. When the customer turns on Express processing, the lock releases and the date rule no longer applies, allowing the customer to pick an earlier date.

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