Conga Product Documentation

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Working with the Cart Page

The cart is a virtual representation of the products that you selected from the catalog page.

Features available on the Cart page:

  • Cart level actions on the top-right corner: A system displays the primary cart level actions on the top right corner of the page with Finalize action as a default. The other user actions such as Reprice, Apply Promotion, Create/View Rebates, Analyze Quote, Submit for Approvals, and so on are made available based on the user scenarios.
  • Action buttons, such as Add More Products, Installed Products, Reprice, Finalize, Submit for Approval, and more are available as picklist values.
  • Mass actions, such as Delete Product, Save as Favorite, Mass Update, and Product Collaboration at the line item level are available as picklist values. The Copy action is available at the cart header level only, which you can use to copy a single line item or perform the mass update. Any change using Mass Update performs the calculation on the client side for faster execution.
  • Easy and type-ahead search functionality on the top of the line item table.
  • A Quick view of the Grand Total amount on the top-right corner. Also, Show Totals, and Total Adjustments are displayed on the page header. The right arrow next to Grand Total shows you the detailed calculations at the line item level.
  • The cart page now displays the green check mark icon next to the products that are auto included by the constraint rules. This update also aligns the cart page icon with the inclusion icon used on the configuration page.
  • You can sort cart line items by any available line-item fields, excluding look-up fields in ascending or descending order. The sorting feature applies to primary lines and supports grouping including carts with custom views and filtered results.
  • You can group line items by standard, custom, or lookup fields, improving performance and usability for large carts. The API also returns group metadata such as RecordsPerGroup, GroupKeys, and associated LineNumbers to support UI-level pagination and group-specific operations.
  • Ad-hoc group re-sequencing: you can now re-sequence groups within the same cart to control the order in which they appear. When you update the sequence of a group, the system automatically adjusts all associated line items to reflect the new order, ensuring consistency across the cart. While creating a new group, you can specify its sequence. Once you define this sequence, the system recalculates and updates the positions of all other groups and their corresponding line items, maintaining the correct hierarchy. After any sequencing changes, the system provides an updated response containing the revised grouped lines. This ensures that the Cart UI can immediately display the correct order without requiring additional calls or manual refresh.
  • Alerts Panel Feature:
    • Viewing and Managing Configuration Alerts: During product configuration, you may encounter system or rule-based errors that prevent you from proceeding. When the system returns a success, informational, warning, or resolution response from the API, you can view a Success icon displayed at the top of the page in the Alerts section, located next to the mass action icons. If the system triggers multiple informational messages, the number displayed next to the Alerts icon and the number increases accordingly.
    • When you click the Alerts section, the Alert Panel opens on the side of the page. This panel displays the total count of alerts along with each corresponding message. If the number of messages exceeds the available page length, the panel automatically enables a scroll bar so you can navigate through all alerts.