You can configure system flows to make specific actions available on the cart page.
The following are the minimum required settings (display actions, column settings, etc.) that you must configure to make them available on the cart page.
To configure the flow settings
Log into the Conga Platform as a revenue admin user.
Click the App Launcher () icon from the top-left corner and go to Revenue Apps. A Products page is displayed.
Go toADMIN SETUP > Application Settings > Flow Settings. A list of flows is displayed.
Click System. A Flow Settings page is displayed. By default, a Cart Page is selected.
In the Action Settings tab, enter the following minimum settings required to load the cart page.
ClickAdd Newor the add icon ()to add an action (custom button).
Click the delete icon ()to delete an action. The delete icon is visible only for custom actions added by you.
Drag the display actions using the iconnext to a display type to rearrange the cart action sequence for the cart page.
Action
Action Label Name
Display As
Action Area
Is Enabled
Always Display
GenerateDocument
GenerateDocument
Action
Center
Yes
Yes
EditPriceAgreement
EditPriceAgreement
Action
Center
Yes
Yes
Finalize
Finalize
Action
Center
Yes
Yes
Abandon
Abandon
Action
Center
Yes
Yes
Save
Save
Action
Center
Yes
Yes
QuickSave
QuickSave
Action
Center
Yes
Yes
Click Save.
Click the Column Settings tab. The following column settings are displayed.
Cart Line Item
Total Columns
Price Ramp
Usage Price Tier
Tiered Price
Related Price
Adjustment Line Item
Mass Update
Agreement Price Rule
In the Cart Line Item settings, enter the following and click Save.
Field Name
Style
Style Class
Is Editable
BasePrice
text-align:right
aptCurrency
Yes
Quantity
text-align:right
aptQuantity
Yes
SellingTerm
text-align:right; width:60px;
aptQuantity
Yes
NetPrice
text-align:right
aptCurrency
Yes
StartDate
text-align:right
Leave blank
Yes
EndDate
text-align:right
Leave blank
Yes
ExtendedPrice
text-align:right
aptCurrency
Yes
In the Total Columns settings, enter the following and click Save.
Field Name
Style Class
Is Editable
AdjustmentType
aptAdjustmentType
Yes
AdjustmentAmount
aptAdjustmentAmount
Yes
In the Price Ramp, enter the following and click Save.
Field Name
Is Editable
Quantity
Yes
Selling Term
Yes
SellingFrequency
Yes
ExtendedPrice
Yes
AdjustmentTyoe
Yes
AdjustmentAmount
Yes
StartDate
Yes
EndDate
Yes
In the Usage Price Tier, enter the following and click Save.
Field Name
Is Editable
TierStartValue
Yes
TierEndValue
Yes
UsageRate
Yes
FlatPrice
Yes
IsIncluded
Yes
In the Tiered Price, enter the following and click Save.
Field Name
Is Editable
Sequence
Yes
TierStartValue
Yes
TierEndValue
Yes
In the Related Price, enter the following and click Save.
Field Name
Is Editable
Related ChargeType
Yes
In the Adjustment Line Item settings, enter the following and click Save.
Field Name
Is Editable
Type
Yes
AdjustmentAppliesTo
Yes
AdjustmentType
Yes
AdjustmentAmount
Yes
BenefitQuantity
Yes
RunningTotalAdjustedPrice
Yes
In the Mass Update settings, enter the following and click Save.
Field Name
Is Editable
Quantity
Yes
AdjustmentType
Yes
AdjustmentAmount
Yes
StartDate
Yes
EndDate
Yes
In the Agreement Price Rule settings, enter the following and click Save.