Build your product configurator.

How to build your product configurator

1. 1

   Describe the job

   Build product choices around explicit compatibility rules and quote requests.

2. 2

   Review the first version

   Choose how the customer records the option and how the product specialist reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your product configurator

• Keep the option in context

  Keep option, compatibility rule, configuration, quantity, quote request and review together so the next person can understand the request or record.

• When the next step needs a decision

  A buyer selects two incompatible sample options. Show the conflict and leave the configuration unsubmitted until a permitted combination is chosen.

• Keep review visible

  Keep incompatible options visible and the configuration unsubmitted until corrected.

• Choose what each person needs

  Give the customer a working view and the product specialist a review view. Keep option and compatibility rule attached to the decision as the work moves between them.