How option sets work
An option set is a named group of options that you assign to products together.
Sets exist so you configure a group of fields once and reuse it. A jewellery shop typically has one Engraving set covering every engravable product, rather than a copy of the same two fields on each.
The pieces
Section titled “The pieces”| Term | What it is |
|---|---|
| Option set | The named group. Has a status (draft or published) and a list of assignments. |
| Option | One field a customer fills in — a dropdown, a text box, or another available option type. Belongs to exactly one set. |
| Pricing rule | Optional. Attached to an option, it decides what that answer adds to the price. |
| Assignment | Which products the set applies to. One set can have many. |
| Conditional rule | Optional. Shows, hides, requires or un-requires one option based on another’s answer. |
A product can match more than one set
Section titled “A product can match more than one set”That is expected — a product might get both a Gift options set and an Engraving set. Each matching published set renders its own fields.
Where two assignments compete to cover the same product, the most specific one wins:
A product assignment beats a collection, which beats a tag, then type, then vendor, then every product.
See Assigning to products for what each scope does.
Options are ordered
Section titled “Options are ordered”The order of options inside a set is the order the customer sees them. Put the choice that drives your conditional logic above the options it reveals — a customer should not watch fields appear above the field they just answered.
Required options
Section titled “Required options”An option can be marked required, which blocks add-to-cart until it is answered. Two things soften this:
- A hidden option is never required. A customer cannot answer what they cannot see.
- A conditional
make_optionalrule beats arequirerule, so a cart is never blocked on a field the customer has no way to reach.
Nothing here creates a variant
Section titled “Nothing here creates a variant”Options, choices and prices live in Optivo and are attached to the cart line as line item properties. Adding twenty options to a set does not add a single variant to the product. See What Optivo does.