Configuring Profiles and Sourcing Strategies: A Step-by-Step Guide

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Author:

Yulia Andreyanova

Changed on:

18 Dec 2025

Key Points

The Sourcing Profiles interface delivers a clear and user-friendly experience, enabling business users to configure and manage sourcing strategies with ease.
Full functionality requires several settings that define default values.
This guide outlines the configuration steps with examples from a reference solution.

Prerequisites

Responsive Sourcing Framework Overview

Create Custom Sourcing Criterion

Create Custom Sourcing Condition

Settings Creation and Editing Mutations

Add colours to statuses to highlight important information

Steps

Configure Status Colors for Profiles and Strategies

Add JSON settings at the ACCOUNT/RETAILER level to enable colored status dots in the Sourcing Profiles interface.For Profiles statuses, configure the setting `fc.sourcingprofile.list.status.column` with the following mappings:

Active → Green (`#16782C`)
Draft → Blue (`#82BBFF`)
Inactive → Grey (`#999999`)

1[
2    {
3      "name": "ACTIVE",
4      "color": "#16782C" 
5    },
6    {
7      "name": "INACTIVE",
8      "color": "#999999" 
9    },
10    {
11      "name": "DRAFT",
12      "color": "#82BBFF" 
13    }
14  ]

For strategy and fallback strategy statuses, configure the setting `fc.sourcingprofile.details.strategy.status.column` with the following mappings:

Active → Green (`#16782C`)
Inactive → Grey (`#999999`)

1[
2    {
3      "name": "ACTIVE",
4      "color": "#16782C" 
5    },
6    {
7      "name": "INACTIVE",
8      "color": "#999999" 
9    }
10  ]

Configure Labels and Descriptions for Custom Conditions and Criteria

When custom conditions or criteria are introduced (see Getting Started with Custom Sourcing Conditions and Getting Started with Custom Sourcing Criteria for details), both labels and descriptions should have translations to ensure clarity in the strategy drawer.

Labels may be defined in the setting or, if omitted, are auto-generated. Without translations, labels may appear as raw technical identifiers in the UI.
Descriptions follow the same logic: they may be defined in the setting or auto-generated if missing. Without translations, descriptions also surface raw identifiers, reducing usability.

Best practice

Always add translations for newly created conditions and criteria to make the UI user-friendly and business-oriented.

Templates for Descriptions
Templates allow values to be displayed consistently on condition and criterion cards. The following options are available:

`placeholderText`
`placeholderDate`
`placeholderArray`

A default configuration is provided out of the box, but can be overridden if needed. For more details on how these templates work and how to customize them, see UX Configuration – Common Concepts.

Define UI Components for Conditions and Criteria

Custom conditions and criteria also require UI components to be configured to define how fields are rendered in the Configure Condition/Criterion drawer. This ensures that users interact with the correct input types and that mandatory values are enforced.Configuration is done through the `params` object, where each parameter specifies:

component – the UI element used for rendering (e.g., `integer`, `fc.field.filterComplex`)
mandatory – whether the field must be filled (`true`/`false`)
extensions – advanced settings such as GraphQL queries, chip configuration, `onChange` handlers, and excluded fields

Clarification: path and operator are not UI fields

Because `path` and `operator` are system-defined parameters, they do not require UI rendering.
Do not assign `component` or `mandatory` attributes to these fields.

1{
2  "name": "locationDailyCapacityExclusion",
3  "type": "fc.sourcing.criterion.locationDailyCapacityExclusion",
4  "tags": ["exclusion"],
5  "params": [
6    {
7      "name": "value",
8      "component": "integer",
9      "mandatory": true
10    }
11  ]
12}
13

1{
2  "name": "pickupLocationAllNetworksIn",
3  "type": "fc.sourcing.condition.path",
4  "tags": ["Pickup Location"],
5  "params": [
6    {
7      "name": "path",
8      "value": "fulfilmentChoice.pickupLocation.networks"
9    },
10    {
11      "name": "operator",
12      "value": "in"
13    },
14    {
15      "name": "value",
16      "component": "fc.field.filterComplex",
17      "mandatory": true,
18      "extensions": {
19        "query": "query ($networks_first: Int) { networks(first: $networks_first) { edges { node { id ref type } } } }",
20        "variables": { "networks_first": 100 },
21        "searchItemConfig": {
22          "component": "fc.card.product",
23          "props": { "title": "{{node.ref}}", "attributes": [] }
24        },
25        "chipItemConfig": { "label": "{{node.ref}}" },
26        "onChangeValues": {
27          "value": "node.ref",
28          "variableName": "networks_ref"
29        },
30        "exclude": ["createdon", "updatedon", "type", "status"]
31      }
32    },
33    {
34      "name": "conditionScope",
35      "value": "ALL"
36    }
37  ]
38}
39

Best practice

Always specify UI components and mandatory fields for custom conditions and criteria. This ensures correct rendering and prevents incomplete or invalid configurations.

Important: Custom settings must start with the correct root property

Always ensure that your custom configuration starts with the appropriate root property:

`conditions` (for condition-based configurations)
`criteria` (for criterion-based configurations)

If the JSON does not start with the correct root property, the system will not load the configuration.Check the examples below to understand how correct conditions and criteria settings should look:

Related artifacts

fc.rubix.order.sourcing.criteria

fc.rubix.order.sourcing.conditions

Related content

Responsive Sourcing Framework Overview

Edited 314 days ago

The Responsive Sourcing Framework is a configurable, scalable alternative to custom Workflows and Rules for managing sourcing strategies. You’ll learn how to define and optimize sourcing logic using Sourcing Profiles, Strategies, Conditions, and Criteria. The Framework empowers both technical and business users with faster implementation, greater control, and transparency into how sourcing decisions are made and why.

Create or Update Sourcing Profile

Edited 63 days ago

The `createSourcingProfile` mutation creates a Sourcing Profile (or its newer version, i.e., updates) for a Retailer:

If the provided `ref` is unique, it creates the first version with `ACTIVE` status
If a `SourcingProfile` with the same `ref` already exists, it creates a new version with `DRAFT` status

Knowledge Tracks Related To This Topic

All about Responsive Sourcing

Responsive Sourcing Framework Overview

How Sourcing Profile GraphQL API works

How Sourcing Utilities work

How Sourcing Conditions work

How Sourcing Criteria work

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Configure Multi-Region Sourcing Logic

Setting Up Country-Specific Sourcing Logic

Configure Multi-Country Sourcing Logic

Setting Up Customer-Specific Sourcing Logic

Configure Multi-Customer-Tier Sourcing Logic

Sourcing Profiles Interface

Configuring Profiles and Sourcing Strategies: A Step-by-Step Guide

Getting Started with Fluent OMS

Getting Started Configuring Fluent OMS (webapps)

Configuring the Unified View of Inventory: A Step-by-Step Guide

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Configuring Profiles and Sourcing Strategies: A Step-by-Step Guide

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Configuring Change Address

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Activity Component

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Configure Status Colors for Profiles and Strategies

Active → Green (`#16782C`)
Draft → Blue (`#82BBFF`)
Inactive → Grey (`#999999`)

1[
2    {
3      "name": "ACTIVE",
4      "color": "#16782C" 
5    },
6    {
7      "name": "INACTIVE",
8      "color": "#999999" 
9    },
10    {
11      "name": "DRAFT",
12      "color": "#82BBFF" 
13    }
14  ]

For strategy and fallback strategy statuses, configure the setting `fc.sourcingprofile.details.strategy.status.column` with the following mappings:

Active → Green (`#16782C`)
Inactive → Grey (`#999999`)

1[
2    {
3      "name": "ACTIVE",
4      "color": "#16782C" 
5    },
6    {
7      "name": "INACTIVE",
8      "color": "#999999" 
9    }
10  ]

Define UI Components for Conditions and Criteria

component – the UI element used for rendering (e.g., `integer`, `fc.field.filterComplex`)
mandatory – whether the field must be filled (`true`/`false`)
extensions – advanced settings such as GraphQL queries, chip configuration, `onChange` handlers, and excluded fields

Clarification: path and operator are not UI fields

Because `path` and `operator` are system-defined parameters, they do not require UI rendering.
Do not assign `component` or `mandatory` attributes to these fields.

1{
2  "name": "locationDailyCapacityExclusion",
3  "type": "fc.sourcing.criterion.locationDailyCapacityExclusion",
4  "tags": ["exclusion"],
5  "params": [
6    {
7      "name": "value",
8      "component": "integer",
9      "mandatory": true
10    }
11  ]
12}
13

1{
2  "name": "pickupLocationAllNetworksIn",
3  "type": "fc.sourcing.condition.path",
4  "tags": ["Pickup Location"],
5  "params": [
6    {
7      "name": "path",
8      "value": "fulfilmentChoice.pickupLocation.networks"
9    },
10    {
11      "name": "operator",
12      "value": "in"
13    },
14    {
15      "name": "value",
16      "component": "fc.field.filterComplex",
17      "mandatory": true,
18      "extensions": {
19        "query": "query ($networks_first: Int) { networks(first: $networks_first) { edges { node { id ref type } } } }",
20        "variables": { "networks_first": 100 },
21        "searchItemConfig": {
22          "component": "fc.card.product",
23          "props": { "title": "{{node.ref}}", "attributes": [] }
24        },
25        "chipItemConfig": { "label": "{{node.ref}}" },
26        "onChangeValues": {
27          "value": "node.ref",
28          "variableName": "networks_ref"
29        },
30        "exclude": ["createdon", "updatedon", "type", "status"]
31      }
32    },
33    {
34      "name": "conditionScope",
35      "value": "ALL"
36    }
37  ]
38}
39

Best practice

Always specify UI components and mandatory fields for custom conditions and criteria. This ensures correct rendering and prevents incomplete or invalid configurations.

Important: Custom settings must start with the correct root property

Always ensure that your custom configuration starts with the appropriate root property:

`conditions` (for condition-based configurations)
`criteria` (for criterion-based configurations)

If the JSON does not start with the correct root property, the system will not load the configuration.Check the examples below to understand how correct conditions and criteria settings should look:

Configuring Profiles and Sourcing Strategies: A Step-by-Step Guide

Key Points

Prerequisites

Responsive Sourcing Framework Overview

Create Custom Sourcing Criterion

Create Custom Sourcing Condition

Settings Creation and Editing Mutations

Add colours to statuses to highlight important information

Steps

Configure Status Colors for Profiles and Strategies

Configure Labels and Descriptions for Custom Conditions and Criteria

Define UI Components for Conditions and Criteria

Related artifacts

fc.rubix.order.sourcing.criteria

fc.rubix.order.sourcing.conditions

Related content

Responsive Sourcing Framework Overview

Create or Update Sourcing Profile

Yulia Andreyanova

Knowledge Tracks Related To This Topic

Building Blocks

By Type

Helpful Resources

Quick Links

Configure Status Colors for Profiles and Strategies

Configure Labels and Descriptions for Custom Conditions and Criteria

Define UI Components for Conditions and Criteria