Recipe: Work with Child Tables and Item Calculations#

Child tables (such as Sales Order Items, Purchase Invoice Items, or Quotation Items) contain multi-row details. Automating line item calculations requires looping through rows and applying transformations visually.

In this recipe, you will build a rule that iterates through Sales Order Items, checks line item properties, and applies discounts.

Scenario Overview#

Business Goal: Apply a 10% promotional discount to all line items belonging to the "Electronics" item group in a Sales Order before saving.

• Target DocType: Sales Order
• Trigger Event: DocType Event -> Before Save
• Visual Nodes: Start -> Repeat (Loop) -> Check -> Set Value

Step-by-Step UI Instructions#

Step 1: Create the Rule#

1. Navigate to FlexiRule -> Rule List -> New.
2. Set Rule Name to SO - Electronics Item Discount.
3. Set Document Type to Sales Order.
4. Set Trigger Event to Before Save.
5. Click Save and open the Rule Builder.

Step 2: Add and Configure the Repeat (Loop) Node#

1. Connect a Repeat (Loop) node from the Start node’s outbound port.
2. In the Repeat configuration panel:
   • Click the Collection Source field and type @ to open the Smart Value Selector.
   • Search for Items and select Sales Order → Items (Child Table).
   • Set Item Alias to item (this creates a temporary loop variable for the active row).

Step 3: Add Check Node Inside the Loop Body#

1. From the Loop (True/Body) outbound port of the Repeat node, connect a Check node.
2. In the Check configuration panel:
   • Click the left value field and type @ to open the Smart Value Selector.
   • Navigate to Loop Context (item) and select item → Item Group.
   • Set the Operator dropdown to Equals.
   • In the right value field, enter Electronics.

Step 4: Calculate Line Discount using Set Value#

1. From the True outbound port of the Check node, connect a Set Value node.
2. In the Set Value configuration panel:
   • Click Add Assignment.
   • Click the Target Path field, type @, navigate to Loop Context (item), and select item → Discount Percentage.
   • Set Operator to Set.
   • In the Value field, enter 10.
3. Drag a connection from the outbound port of the Set Value node back to the Repeat node to continue the loop for remaining items.

Step 5: Test and Save#

1. Click Test Run in the action bar and select a Sales Order containing Electronics items.
2. Click Run Test and observe the visual execution path looping through line items.
3. Enable the rule and save.

Key Takeaways#

• Loop Connections: Always connect the final node in a loop body back to the Repeat node to continue processing remaining rows.
• Loop Variables: Use the Smart Value Selector to pick fields on the current loop row under Loop Context ().