Assignment Rules Reference

Assignment rules connect charts to products. This page is the full reference — for a first-time walkthrough see Assign charts to products.

Anatomy of a rule

A rule has three parts:

1. Chart — what gets assigned.
2. Match mode — whether ALL conditions or ANY condition must match.
3. Conditions — a flat list of field + operator + value (one level, no nested groups).

Condition fields

Field	Best for	Notes
Collection	Department-level charts (“Tops”, “Footwear”)	Handles are matched
Tag	Ad-hoc groups (“hoodie”, “sale”)	Case-insensitive
Vendor	Brand-specific sizing	Exact vendor name
Product type	Category sizing (“T-shirt”)	Case-insensitive
Title	Catching specific items	Use contains / starts with
SKU	Exact items	Works with is / contains / starts with
Metafield	Custom attributes	Any product metafield value

Operators

Operator	Behaviour
is	Exact match (case-insensitive)
is not	Matches everything except the value
contains	The value appears within the field
starts with	The field begins with the value

ANY vs ALL

• ALL conditions — every condition must hold. Example: collection is Tops and tag is not accessory — this can’t be expressed as two separate rules (a product matching either one alone would still get a chart).
• ANY condition — one match is enough. Example: tag is hoodie or tag is sweatshirt — replaces two identical rules.

Priority

Rules apply top to bottom; the first matching rule wins. Reorder with Move up / Move down.

A typical setup keeps specific rules on top:

1. Leather jackets   (collection is leather-jackets)   → chart "Leather"
2. Hoodies           (tag is hoodie)                   → chart "Hoodies"
3. All tops          (collection is tops)              → chart "Tops (default)"

Simple vs complex rules

The distinction decides how a rule is applied:

• Simple rule — exactly one condition, field is collection/tag/vendor/product type, operator is. Marked “No product writes needed”: it’s resolved from a shop-level map at page-render time. Nothing is written to products, and the rule’s effect is instant.
• Complex rule — anything else (multiple conditions, ANY mode, is not/contains/starts with, title/SKU/metafield fields). On publish, the app resolves matching products in the background and writes the chart reference to each product; a progress indicator tracks the run, which retries automatically if interrupted.

Preview matches

Preview matches shows what a publish would do — the first matching products with Product / Matched by / Chart now / Chart after columns, a total of how many products will change, and an overwrite warning when products already carrying a different chart will be switched. Previewing writes nothing.

Pinning a chart to one product

A pinned chart always beats every rule for that product. Use it for one-off items (e.g. a product with unique sizing that shares a collection with others). Removing the pin returns the product to rule-based assignment.

How changes propagate

Event	What happens
You publish a rule	Simple rules: instant. Complex rules: background job writes matching products, with progress
You edit a product or collection	The app re-checks that product/collection’s assignments in the background automatically
You publish a new theme	Nothing changes for assignment — but re-add the app block on the new theme (see below)
You delete a chart	Charts already on products keep showing until removed; the widget disappears after the next sync

The product count per chart (in Charts and on Home) is a snapshot from the last publish, not a live figure.

Video Tutorial

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Related Docs

• Assign charts to products — quick-start walkthrough
• Add the block to your theme
• Chart not showing on my store