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What's New in CPQ Documentation
This section lists changes in the documentation to support each release.
Document | Publication Date | Topic | Description |
---|---|---|---|
202407.2.0 |
| Managing Catalog | New Topic. |
Managing the Products | Updated topic to re-structure the task topics. | ||
Managing the Product Groups | Updated topic to re-structure the task topics. | ||
Managing Price Lists | Updated topic to re-structure the task topics. | ||
Creating a Field Expression | Added a note for objects like Line Item, Product, and Attribute in the expression builder. | ||
Configuring Price Matrix Entries | Added Field Expression steps for adding price matrix entries. | ||
Adding Details to a Price List Item | Added Filter Expression steps for related pricing. | ||
Configuring Column Settings | Added Price Waterfall column settings. | ||
Associating Attribute Groups with a Product | Create new attribute directly on the associated attributes page under products. | ||
Associating Feature Sets with a Product | Create new feature set directly on the associated feature set page under products. | ||
Associating Product Groups with a Product | Create new product group directly on the associated product group page under products. | ||
Associating Categories with a Product | Create new category directly on the associated categories page under products. | ||
Associate an Attribute to an Attribute Group | Create new attribute directly on the associated attributes page under attribute group. | ||
Associating Dimension to the Dimension Set | New Feature | ||
Managing Catalog | Added actions available. | ||
Managing the Product Groups | Added export feature under available actions. | ||
Managing the Feature Sets | Added export feature under available actions. | ||
Managing Field Expressions | Added export feature under available actions. | ||
Managing the Constraint Rules | Added export feature under available actions. | ||
Managing Price Lists | Added export feature under available actions. | ||
Deleting a Price List | Added multiple deletion. | ||
Deleting a Price Dimension | Added multiple deletion. | ||
Managing Price Dimensions | Added export feature under available actions. | ||
Managing the Price Waterfall | Added export feature under available actions. | ||
Deleting the Price Waterfall | Added multiple deletion. | ||
Managing the Promotions | Added export feature under available actions. | ||
Deleting a Promotion | Added multiple deletion. | ||
Deleting a Price Waterfall Ruleset | Added multiple deletion. | ||
Managing Price Waterfall Rulesets | Added export feature under available actions. | ||
Managing Deal Guidance | Added export feature under available actions. | ||
Deleting Color Bands | Added multiple deletion. | ||
Deleting Dimension | Added multiple deletion. | ||
Deleting Dimensions Sets | Added multiple deletion. | ||
Deleting Guidance Rule | Added multiple deletion. | ||
Configuring Storefront Settings | Added export feature under available actions. | ||
Configuring Flow Settings to Override Global Settings | Added export feature under available actions. | ||
Deleting Storefront Settings | Added multiple deletion. | ||
Managing Price Rulesets | Added export feature under available actions. | ||
Deleting a Price Ruleset | Added multiple deletion. | ||
Deleting a Price Rule Entry | Added multiple deletion. | ||
Creating Price Rule Entries | Added formula builder for adjustment amount source. | ||
Creating Price Waterfall Ruleset Entry | Added formula builder for adjustment amount source. | ||
Asset Features | Updated the parity table to indicate the availability of creating personalized views on Installed Products page. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202407.1.1 |
| Creating an Attribute | Added List Views for Picklist and Multi Picklist. |
Managing the Attributes and Attribute Groups | Added Attribute Views and Attribute Group Views. | ||
Managing Product Attribute Rules | Added Product Attribute Rule Views. | ||
Managing the Option Groups | Added Product Option Groups Views. | ||
Asset Settings | Added Asset Restore Settings under General settings. | ||
Asset Settings | Added Renewal fields for Asset in Global settings. | ||
Managing the Views | New topic. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202406.2.0 |
| Creating a Constraint Rule | Multi-Select Picklist for "Match In" in Constraint Rule Creation. |
Associating Categories with a Price List | Associated Category Sequence in Pricelist. | ||
Configuring a Constraint Rule Using the Advanced Rule Setup | Removed RelatedLines value from Match In field. | ||
Creating a Price Dimension | Added Custom Context Type for Price Dimension. | ||
Cloning a Price Dimension | Added Custom Context Type for Price Dimension. | ||
Associating Price Lists with a Product | Added "Price List Item column" in the Product Association page. | ||
Creating Price Waterfall Charts | Added User Role Criteria for Waterfall Chart. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202406.1.0 | Configuring a Constraint Rule Using the Advanced Rule Setup | Added Match In Assets for Inclusion and Exclusion Action Types. | |
Associating Products with an Option Group | Added mass export action feature. | ||
Exporting Promotions | New feature. | ||
Deleting a Promotion | Added mass delete action feature. | ||
Config Settings | Added Horizontal Attribute Group View configuration. | ||
Configuring the Price Lists | Added clone feature. | ||
Managing Price Lists | Mentioned about clone action. | ||
Creating Price Waterfall Charts | Removed Is Editable field. | ||
Managing the Products | Added info icon information which provides details of the associated entity.. | ||
Associating Feature Sets with a Product | Removed info icon information which provided details of the associated feature set. | ||
Associating Option Groups with a Product | Removed info icon information which provided details of the associated option group. | ||
Associating Attribute Groups with a Product | Removed info icon information which provided details of the associated attribute group. | ||
Configuring the Products | Edited the Add New Product pop-up to New Product. | ||
Associating Option Groups with a Product | Added remove associated option group with product feature. | ||
Associating Feature Sets with a Product | Added the resequencing feature for Associated feature sets. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202405.2.0 | Managing Deal Guidance | Added Navigating Deal Guidance Rule. | |
Creating Guidance Rules | New feature. | ||
Deleting a Dimension | Added creating dimension section. | ||
Configuring the Products | Updated with uploading picture for a product. | ||
Creating Price Waterfall Charts | Updated with clone function. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202405.1.0 | Defining Coupons | Added price dimension field to defining coupons for a promotion. | |
Associated Products under Attribute Groups | New Feature | ||
Asset Settings | Added the values for Asset application settings. | ||
Creating the Option Groups | "Where used" option for Option Groups | ||
Configuring Product Groups | "Where used" option for Product groups |
Document | Publication Date | Topic | Description |
---|---|---|---|
202404.2.0 | Adding Details to a Price List Item | Updated Price List Item with Related Price List Item. | |
Creating an Attribute Value Matrix | Added Scope and Matrix details for Attribute Value Matrix. | ||
Managing Views | Added the Asset Views for Asset Page. | ||
Configuring Action Settings | Added the Price Waterfall Page configuration. | ||
Creating a Color Band | Updated the fields as mandatory. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202404.1.0 | Asset Pricing Criteria | New Feature | |
Adding Details to a Price List Item | Updated the List price field. | ||
Configuring the Price Lists | Removed the Cost Model field. | ||
Creating the Price Waterfall | Updated Manage Price Points topic to enable the checkbox element against the row when the row is disabled. | ||
Cart Settings | Updated topic to remove Disable Cart Activity History and Disable Cart Asycn Notification settings as they are not supported in the Conga Platform flow. | ||
Pricing Settings | Updated topic to remove Enable Keyed Matrix Pricing setting as it is not supported in the Conga Platform flow. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202403.3.0 |
| Managing Price List Items | Added a note about how the products with multiple charge types are sequenced and displayed on the catalog page. |
Managing the Promotions | Re-structured topic for a better documentation flow. | ||
Defining Limits of a Promotion | Updated topic with new UI and procedure. | ||
Defining Coupons of a Promotion | New Topic. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202403.2.0 |
| Creating Price Waterfall Ruleset Entry | New Feature |
Managing the Price Waterfall | Updated topic to add view option. | ||
Cart Features | Updated parity table to indicate the availability of the following features.
|
Document | Publication Date | Topic | Description |
---|---|---|---|
202403.1.0 |
| Creating Price Waterfall Rulesets | New Feature |
Defining Benefits of a Promotion | New Feature | ||
Cart Features | Updated parity table to indicate the availability of the following features.
| ||
Creating the Option Groups | Updated topic to add a new section creating sub-option groups. | ||
Config Features | Updated parity table to indicate the availability of the following features.
|
Document | Publication Date | Topic | Description |
---|---|---|---|
202402.2.1 |
| Managing Price Waterfall Rulesets | Added the deletion feature. |
Creating the Price Waterfall | Added a note. | ||
Configuring Column Settings | Added a note | ||
Creating Price Waterfall Ruleset | Creating and adding conditions to the price waterfall ruleset. | ||
Creating the Price Waterfall | Delete waterfall charts. | ||
Managing the Option Groups | Clone Option Groups. |
Document | Publication Date | Topic | Description |
---|---|---|---|
202402.1.0 |
| Managing the Promotions | Added the summary screen for promotions. |
Creating the Price Waterfall Charts | Added the price point management for waterfall creation. | ||
Associating Option Groups | Added a note for sequencing option groups. | ||
Managing Price Waterfall Rulesets | New Topic. | ||
Cart Features | Updated Revalidation feature parameters. | ||
Pricing Features |
|
Document | Publication Date | Topic | Description |
---|---|---|---|
February' 24 |
| Associating an Attribute to the Attribute Group | Added a note about the reordering attribute. |
Configuring a Constraint Rule Using the Advanced Rule Setup | Added a note for condition criteria in Action Criteria field. | ||
Cart Features | Updated parity table to indicate the availability of the following feature.
| ||
Customizing CPQ on Conga Platform using Callback Classes | New Topic. | ||
Validation Callback Class on Conga Platform | New Topic. | ||
Recommendation Callback Class on Conga Platform | New Topic. | ||
Option Filter Callback Class on Conga Platform | New Topic. |
Document | Publication Date | Topic | Description |
---|---|---|---|
January' 24 |
| Managing Price Waterfall | New Feature |
Overriding Global Settings at a Flow Level | Added Use Enhanced CSS for Override Settings at Flow Level. | ||
Configuring Column Settings | Added Cart Line Item as Display Type for Cart Page. | ||
Configuring Action Settings | Added the Asset page in the Action Settings. | ||
Configuring Column Settings | Added Asset Page column settings. | ||
Pricing Settings | Removed Multi Currency Management from the Advance Pricing section. | ||
Managing the Promotions | New Feature. |
Document | Publication Date | Topic | Description |
---|---|---|---|
December '23 |
| Configuring Price Matrices | Added a pop-up which shows dimension info when hovered upon dimension name. |
Configuring Column Settings | Removed Display Type column. | ||
Configuring Action Settings | Removed Display Type column. | ||
Pricing Settings | Removed Defer Pricing and External Pricing from Global Pricing. | ||
Pricing Settings | Removed Custom Deal Guidance Page from Advanced Pricing. | ||
Config Settings | Removed Constraint Rules section. | ||
General Settings | Removed Run Finalization Task in Async Mode field form Finalization and Approvals table. | ||
Creating a Promotion | New Feature | ||
| Adding Miscellaneous Settings to A Price List Item | Added a note for sorting according to Period Number. | |
Creating Price Rulesets | Added a note for info icon for Enable Date Range field. | ||
Overriding Global Settings at a Flow Level | Added new fields for the override settings table. | ||
Cloning A Price Dimension | New Feature | ||
Configuring the Installed Product Page | New Feature |
Document | Publication Date | Topic | Description |
---|---|---|---|
November '23 |
| Config User Preferences | Added a new field Pin Option Group by Default |
| Config Settings | Updated topic to add new setting Collapse All Leaf Option Groups. | |
Creating the Option Groups | Updated topic to add a new setting Expanded by Default and Attaching an Image features. | ||
Configuring the Products | Updated topic to add details about creating a new product using the clone feature. | ||
Cart Settings | Updated topic to add details about Column Render Threshold option. | ||
Managing the Constraint Rules | New topic. | ||
Managing Product Attribute Rules | Updated topic to add details about UI enhancements. |
Document | Publication Date | Topic | Description |
---|---|---|---|
October '23 |
| Configuring Price Matrices | Searching/Sorting a Matrix in the PLI. |
Creating a Price Rule | Searching/Sorting/Filter feature added to Price Rules. | ||
Associating Price Lists with a Product | Added an info for charge type button. | ||
Promotions | New Feature | ||
| Cart Features | Updated parity table to indicate the availability of the following features.
| |
Associating Feature Sets with a Product | New Topic |
Document | Publication Date | Topic | Description |
---|---|---|---|
September '23 | Creating a Color Band | New Feature | |
September '23 | Creating a Price List Item | Added a note to mention a requirement under To Create a Price List Item. | |
September '23 | Pricing Features | Updated parity table to indicate the availability of the following features.
|
Document | Publication Date | Topic | Description |
---|---|---|---|
August '23 | Managing the Rollup | New Feature | |
Cart Features | Updated parity table to indicate the availability of the following features.
| ||
Catalog Features | Updated parity table to indicate the availability of the following features.
| ||
Pricing Features | Updated parity table to indicate the availability of the following features.
| ||
Managing the Feature Sets | New Feature |
Document | Publication Date | Topic | Description |
---|---|---|---|
July '23 |
| Cart Features | Updated parity table to indicate the availability of the following features.
|
Catalog Features | Updated parity table to indicate the availability of the following features.
| ||
Config Features | Updated parity table to indicate the availability of the following features.
| ||
Pricing Features | Updated parity table to indicate the availability of the following features.
| ||
Lookup Fields | New topic. | ||
Creating a Lookup Field | New topic. | ||
Configuring Action Settings | Updated the topic with the availability of the Add New button. | ||
Configuring Column Settings | Updated the topic with the availability of the Add New button. | ||
Associating Attribute Rules with a Product | New topic. | ||
Creating a Constraint Rule | Added information about creating a specific type of rule directly from the drop-down arrow next to the Create New button. | ||
Configuring a Constraint Rule Using the Advanced Rule Setup | Added information about removing criteria. | ||
Managing Field Expressions | New topic. | ||
Creating a Field Expression | New topic. | ||
Adding Charge Type Criteria to a Product | Added information about selecting custom fields. | ||
Configuring Price Matrices | Added information about the Dimensions section. | ||
Configuring Price Matrix Entries | Added information about selecting custom fields. | ||
Creating a Price Dimension | Added information about selecting custom and formula fields. | ||
Creating a Price Ruleset | Added information about updating a price ruleset with Condition & Charge Type Criteria. | ||
Creating Price Rule Entries | Added information about selecting custom fields. | ||
Managing Deal Guidance | New topic. | ||
Creating a Dimension Set | New topic. | ||
Creating a Dimension | New topic. |
Document | Publication Date | Topic | Description |
---|---|---|---|
June '23 |
| Assigning the Configuration to the Collaborator or Queue | Added a note for the attachment field in the Quote Collaboration table. |
| Catalog Settings | Removed the settings that are not supported. | |
Config Settings | Removed the settings that are not supported. | ||
Cart Settings | Removed the settings that are not supported. | ||
Pricing Settings | Removed the settings that are not supported. | ||
Favorite Settings | Removed the settings that are not supported. | ||
General Settings | Removed the settings that are not supported. | ||
Object Summary View Settings | Removed the settings that are not supported. | ||
Configuring Action Settings | New topic. | ||
Configuring Column Settings | New topic. | ||
Managing Views | New topic. | ||
Associating Price Lists with a Product | Added information about adding charge type, charge type criteria, and matrices to PLI. | ||
Managing the Attributes and Attribute Groups | New topic. | ||
2024-07-25_06-11-25_.Creating an Attribute vJune-23 | New topic. | ||
2024-07-25_06-12-10_.Creating an Attribute Group vMay-23 | New topic. | ||
Associating an Attribute to an Attribute Group | New topic. | ||
Managing Product Attribute Rules and Attribute Value Matrices | New topic. | ||
Creating a Product Attribute Rule | New topic. | ||
2024-07-25_07-16-19_.Managing Attribute Value Matrices vJune-23 | New topic. | ||
Creating an Attribute Value Matrix | New topic. | ||
Managing Price List Items | New topic. | ||
Adding Charge Types to a Product | New topic. | ||
Adding Charge Type Criteria to a Product | New topic. | ||
Creating a Price List Item | New topic. | ||
Adding Default Pricing to a Product | New topic. | ||
Adding Details to a Price List Item | New topic. | ||
Adding Miscellaneous Settings to a Price List Item | New topic. | ||
Configuring Price Matrices | New topic. | ||
Configuring Price Matrix Entries | New topic. | ||
Managing Price Dimensions | New topic. | ||
Creating a Price Dimension | New topic. | ||
Managing Price Rulesets | New topic. | ||
Creating a Price Rule | New topic. | ||
Creating a Price Ruleset | New topic. | ||
Creating Price Rule Entries | New topic. | ||
Cart Features | Updated parity table for View cart read-only, Update Existing View, Delete Cart View, useAdvancedApproval, Mass update, and View summary group totalling. Updated parity table to indicate the availability of the following features.
| ||
Catalog Features | Updated parity table to indicate the availability of the following features.
| ||
Config Features | Updated parity table to indicate the availability of the following features.
|
Document | Publication Date | Topic | Description |
---|---|---|---|
April '23 |
| Cart APIs | Added documentation for the following APIs:
Updated documentation for the following APIs:
|
Catalog APIs | Added documentation for the following API:
| ||
Cart Features | Updated Supported features table with the following newly supported features.
| ||
Config Features | Updated Supported features table with the following newly supported feature
| ||
Catalog Features | Updated Supported features table with the following newly supported features.
| ||
Deal Maximizer Setup APIs | Added documentation for the following APIs:
Updated documentation for the following APIs:
| ||
Creating Constraint Rules for a Product | Added the "Navigating the Constraint Rules Page" section. | ||
Associating Categories with a Product | New topic. | ||
Managing the Product Groups | Added information about editing the layout. | ||
Creating Constraint Rules for a Product Group | Added the "Navigating the Constraint Rules Tab" section. | ||
Managing the Constraint Rules | Added information about editing the layout. | ||
Managing the Categories | New topic. | ||
Managing the Option Groups | New topic. | ||
Associating Products with an Option Group | New topic. | ||
Creating an Option Group | New topic. | ||
Managing Price Lists | Updated the "Navigating the Price Lists Page" section. | ||
Associating Categories with a Price List | New topic. | ||
Creating a Price List Item | New topic. |
Document | Publication Date | Topic | Description |
---|---|---|---|
March '23 |
| Revenue Admin User Interface | New topic |
Configuring Application Settings | New topic | ||
Configuring Global Settings | New topic | ||
Catalog Settings | New topic | ||
Config Settings | New topic | ||
Cart Settings | New topic | ||
Pricing Settings | New topic | ||
Favorite Settings | New topic | ||
General Settings | New topic | ||
Object Summary View Settings | New topic | ||
Configuring Flow Settings to Override Global Settings | New topic | ||
Configuring the Flows | New topic | ||
Overriding Global Settings at a Flow Level | New topic | ||
Product Administration | New topic | ||
Managing the Products | New topic | ||
Configuring the Products | New topic | ||
Associating Price Lists with a Product | New topic | ||
Creating Constraint Rules for a Product | New topic | ||
Associating Categories with a Product | New topic | ||
Associating Product Groups with a Product | New topic | ||
Associating Attribute Groups with a Product | New topic | ||
Associating Option Groups with a Product | New topic | ||
Managing the Product Groups | New topic | ||
Configuring Product Groups | New topic | ||
Associating Products with a Product Group | New topic | ||
Creating Constraint Rules for a Product Group | New topic | ||
Pricing Administration | New topic | ||
Managing Price Lists | New topic | ||
Configuring the Price Lists | New topic | ||
Cart APIs | Added documentation for the following APIs:
Updated documentation for the following APIs:
| ||
Catalog APIs | Updated documentation for the following APIs:
| ||
Catalog Setup APIs | Added documentation for the following APIs:
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Deal Setup APIs | Added documentation for the following APIs:
|
Document | Publication Date | Topic | Description |
---|---|---|---|
February '23 |
| Cart APIs | Added documentation for the following APIs:
Updated documentation for the following APIs:
|
Catalog APIs | Added documentation for the following APIs:
Updated documentation for the following API:
| ||
Pricing Setup APIs | Updated documentation for the following API:
| ||
Deal Setup APIs | New topic | ||
Integrating CPQ with the Conga Platform | New topic | ||
Use Case: User Authentication to Conga Platform | New topic | ||
Use Case: Getting the Application Context | New topic | ||
Use Case: Browsing the Catalog | New topic | ||
Supported Features in CPQ | New topic | ||
Cart Features | New topic | ||
Catalog Features | New topic | ||
Config Features | New topic | ||
Pricing Features | New topic |
Document | Publication Date | Topic | Description |
---|---|---|---|
January '23 |
| Cart APIs | Added documentation for the following APIs:
Updated documentation for the following APIs:
|
Catalog APIs | Updated documentation for the following API:
| ||
Catalog Setup APIs | Added documentation for the following APIs:
| ||
Pricing Setup APIs | Updated documentation for the following APIs:
| ||
Settings APIs | Added documentation for the following APIs:
Updated documentation for the following APIs:
| ||
Use Case: Building Quotes | New topic | ||
Use cases: Working with Order APIs | New topic | ||
Use Case: Updating an Order | New topic |
Document | Publication Date | Topic | Description |
---|---|---|---|
December '22 |
| Cart APIs | Added documentation for the following APIs:
Updated documentation for the following APIs:
|
Catalog APIs | Added documentation for the following API:
| ||
Catalog Setup APIs | Added documentation for the following APIs:
Updated documentation for the following APIs:
| ||
Pricing Setup APIs | Added documentation for the following APIs:
Updated documentation for the following APIs:
| ||
Settings APIs | New topic | ||
Use Case: Interacting with the Cart | New topic | ||
Use Case: Retrieving Product Details | New topic |
Document | Publication Date | Topic | Description |
---|---|---|---|
October '22 |
| Cart APIs | New topic. |
Catalog APIs | Added documentation for attributes in the GET/products/{productId} API. | ||
Catalog Setup APIs | Added documentation for the following APIs:
| ||
Pricing Setup APIs |
| ||
Order APIs | New topic |
Document | Publication Date | Topic | Description |
---|---|---|---|
September '22 |
| Order APIs | Removed the topic. |
| All topics | New guide |