Option Groups

Option groups are a type of category that is used to group option products together to be associated with bundles. Options group can also be used as categories.

There are two types of option groups:

Option Group: Option Groups categorize multiple option products. Option products are associated to option groups, and option groups are further associated to bundle products, thus associating options to a bundle product.
Offering and Option Group: This category type groups products that are of type Standalone and Option. For example: A keyboard can be sold as a standalone product and also as an option along with a bundle product (such as Desktop PC).

Option groups are further categorized into two types Shared Option Group and Standalone Option Group. You can create these option groups on the STRUCTURE tab on the products details page in CPQ Admin. All the option Group you create in the Manage Options Group menu are by default standalone.

Shared Option Groups can be associated with multiple bundles. Whereas, Standalone Option Groups are bundle specific. Though, you can associate standalone options groups with other bundles. However, only the option group structure that you saved for the first time while creating the standalone option groups is associated with another bundle. The changes you make to the option group structure after saving the first time are not reflected whenever you associated the same option group with other bundles.

When you click New Shared Option Groups or New Standalone Option Groups a pop-up opens in which you create a new option group. Follow the steps in the To create an Option Group below to after you click New Shared Option Groups or New Standalone Option Groups. When you create an option group in the structure page of a bundle, that option group is automatically associated with the bundle. Shared option groups are also associated with the bundles. Any change structural changes you make are reflected on all the bundles the shared option group is associated with. For example, if you change the options in the option group, the changes are reflected in all the bundles the shared option group is associated with.

Creating an Option Group

On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
On the Products menu, click Manage Option Groups.
Click New Option Group. Create New Option Group pop-up is displayed.
Enter a mandatory Name and Label.
Select Active to activate the category. By default, the Active check box is already selected.
Select one of the following from the Type picklist.
- Option Group
- Offering and Option Group
Click Save.

Based on your Type selection; an Option Group or Offering and Option Group type options group is created and added.

You can create option group hierarchies based on your business requirement. Select a Parent Option Group when you create a new option group.

Modifying an existing Option Group

On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
On the Products menu, click Manage Option Groups.
Search and click the option group to open the option group details page.

Modify desired fields as required.


Field Name	Description
Name	Enter a name for the options group.
Label	The label name is populated automatically.
Description	Enter a description of the options group.
Default Search Category	When selected, Default Search Category displays the product by default under the category or sub-category in the catalog page. If not, the user has to first select the category from the category panel or the browse section to see the product.
Expanded By Default	Indicates that the hierarchy is expanded at all times on the catalog page
Include In Totals View	Indicates that the mode is displayed in the totals view on the shopping cart
Hide All Search Filters	Indicates that all the search filters on the catalog page in Narrow Your Search and Refine Your Search sections are hidden.
Search Filter Fields	Selected filter fields are displayed in the Refine Your Search section. Select fields from the dropdown menu, click anywhere on the screen once selected all the desired fields.
Long Description	The Long Description is displayed for categories that have bundle products on the Options page.
Catalog's Image(s)	You can add an image like a symbol or an icon for the sub-category. Click Browse to select an image from your local machine.

Click Save.

The option group is modified and saved. After creating or modifying the options, you must run the Category Maintenance batch job.

Note:

In the Salesforce Classic user interface select the Cascade Group Changes field on the Product Option Group details page to enable a warning message when you modify any shared option group.

Use Case: Deleting Bundle Options from Product Structure

Business Context

In Conga CPQ, bundle products frequently share option groups to standardize configurations and reduce administrative effort. A single option group may support multiple bundles, each with different business use cases. When an administrator removes an option from a bundle, the system must balance flexibility with data integrity. To prevent accidental removal of shared options that could impact other bundles, Conga CPQ applies different deletion rules based on how the option group is used.

Understanding this behavior helps administrators safely manage bundle configurations and avoid unintended changes across products.

Overview

This use case explains how Conga CPQ handles option deletion when an administrator removes an option from a bundle using the Product → Structure tab.

The system evaluates whether the option group is:

Used by only one bundle product, or
Shared across multiple bundle products

Based on this evaluation, Conga CPQ decides whether to delete the option entirely from the system or only remove it from the selected bundle.

Key Concepts

Bundle Product: A product that contains configurable options.
Option Group: A container that organizes options within a bundle.
Hierarchy Object: Stores the structural relationship between bundles, option groups, and options.
Product → Structure Tab: Used to manage bundle composition for a specific product.
Manage Option Groups Page: Used to manage option groups globally across bundles.

Scenario

An administrator is updating a bundle product and decides that a specific option is no longer needed. The administrator deletes the option from the Product → Structure tab and expects the option to be removed from the system.

However, the actual outcome depends on whether the option group is exclusive to that bundle or shared with other bundles.

Prerequisites

A bundle product exists in the catalog.
The bundle includes at least one option group with options.
The option group is associated with:
- Only one bundle product, or
- Multiple bundle products.

Behavior of Deleting Option

Case 1: Option Group Used by One Bundle

When an administrator deletes an option from the Product → Structure tab, the system removes the option completely. The system deletes the option from the Hierarchy object and removes it from the Option Group because only one bundle uses the option group. The option no longer appears in any bundle and cannot be used for future configurations.

Case 2: Option Group Used by Multiple Bundles

When an administrator deletes an option from the Product → Structure tab of one bundle, the system removes the option only from that bundle. The system keeps the option in the Hierarchy object because multiple bundles share the option group. This behavior prevents changes to other bundles that still use the option. The option remains available for those bundles.

Deleting Option from the Hierarchy

You can permanently remove an option from the hierarchy when it is no longer required by any bundle. Removing the option from Manage Option Groups ensures the system cleans up all related bundle references before deletion.

Navigate to Manage Option Groups.
Open the option group that contains the option.
Verify that removing the option will not impact other bundles.
Remove the option from the option group.
Click Save.
Note:
The system deletes the option from the Hierarchy object only after it is removed from all associated option groups.

The option is fully removed from the hierarchy.
The option no longer appears in any bundle configuration.

Conga Product Documentation

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