Creating Visibility Rules

Follow the steps below to create a visibility rule.

1. On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
2. On the Catalog menu, click Manage Visibility Rules.
3. Click New Visibility Rule button. DETAILS page is displayed.

4. Fill in the information as explained in the table below.

   Field Name	Description
   Name	Enter a name for the visibility rule.
   Filter Type	Select the type of filter you want to define. You can filter the products or categories. This field determines the values in the Business Object dropdown. You must use Salesforce Classic UI to define Product Attributes Value or Product Attributes Value Extension objects in Product Visibility Rules. For more information about Product Attributes Value Extension objects, refer to About Product Attribute Value Extensions.
   Business Object	Select which object you to apply the filter on. This field controls the values available in the Filter Criteria field.
   Value Object	Select which object you want to use to control the fields available for Inclusion Criteria.
   Sequence	Enter a number to define a sequence in which the visibility rules are evaluated.
   Description	Describe the visibility rule.
   Active	Select the toggle button to activate the visibility rule.
   Inclusion Criteria	This is fields is visible after you select Value Object. Select the fields and expressions you want to use as entry criteria for the filter. You can use a maximum of three fields. If you use multiple fields, the relationship between them is an AND relationship, meaning each expression must evaluate as true. You can use Advanced Options to define a more complex formula. Click expression icon(). Click Add New Criteria. Fill in the following information to define an inclusion rule. Row Num Field Operator Value Click Save.
   Filter Criteria	Select the fields and expressions you want to use to control which products will be visible when the Inclusion Criteria is met. You can have a standard AND relationship between the expressions or use Advanced Options to the fields together in a more complex formula. Click expression icon(). Click Add New Criteria. Fill in the following information to define an inclusion rule. Row Num Field Operator Map To Value Click Save.

5. Click Save.

When someone goes to configure products, the products and the category that are visible to them will be limited to those defined by the Filter Criteria when the Inclusion Criteria is met.