Option Groups in the Conga platform are categories used to organize and group option products for association with bundles. They facilitate the process of configuring product bundles. Option Groups can also be used as categories, and they are divided into two types: Shared Option Groups and Standalone Option Groups.

Types of Option Groups

  1. Shared Option Groups:
    Shared Option Groups can be associated with multiple bundles. These groups are ideal for option products that are common across various bundles. Using Shared Option Groups ensures that updates to the group structure reflect across all associated bundles.
  2. Standalone Option Groups: Standalone Option Groups are specific to a single bundle. These groups are suitable for unique option products tailored to a specific bundle. While Standalone Option Groups can be associated with other bundles, only the initial group structure is retained. Any changes made after the first save are not reflected in subsequent associations. Standalone Option Groups allow for tailored configurations for individual bundles.

Use Cases

  1. Product Configuration: Structuring and management of option products within bundles for various product configurations.
  2. Consistency Across Bundles: Using Shared Option Groups to ensure consistent option offerings across multiple bundles.
  3. Tailored Bundles: Employing Standalone Option Groups for unique, bundle-specific option configurations.

Navigating the Option Groups Page

When you launch the Options Group page on the UI, all the existing option groups and their details are listed on this page. There are various functionalities available for you to manage the option groups.

Managing Views

You can manage column width, control which columns are displayed in the grid, freeze/pin a column range, or rearrange the column order. You can also filter the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic. For more information, see Managing the View Settings and Filtering the Records.

Actions available on this page

  • Click Create New to create a new option group.
  • Click the ellipsis icon () next to the option group name to Clone or Delete an existing option group.
  • Click the option group name link to open the Option Group details page.
  • Export the selected option groups. For more information, see Exporting Records.
  • On the Products tab, associate products with the option group.

  • Click the parent option group name in the parent option group column to view the details.

This section provides information on configuring option groups.

Refer to the following topics for more information.