An Option is associated with a bundle product only through an Option Group to give the end user an additional choice for a product. To create an Option product, create a new product and from configuration type select Option. You must associate an Option Group that contains Options to a Bundle. After associating Options to an Option Group, you must associate the option group to a Bundle.

Prerequisite

Has Options in the Details tab must be selected. Otherwise, the Structure tab is not displayed. For more information refer to Creating Products.

To associate option groups to a bundle

  1. On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab. The new admin console is launched.
  2. On the Products menu, click Manage Products.
  3. Search and click the bundle you want to associate options with.
  4. Click Structure. The page displays all the options and option group associated with the bundle.
  5. Click the shortcut icon () under New Shared Option Group button. Option Hierarchy panel is displayed.
  6. On the Option Hierarchy panel, select Options Groups from the dropdown menu.
  7. Search the option group using the search bar and then drag and drop the options group in the middle.
  8. Click Save.

Options are now associated to the bundled product through an option group. You can associate the bundle product to a category or a price list.

You can choose to lock the option quantity value, which is populated using numeric expressions.

To modify an option group within a bundle

  1. On the Manage Products page, open the products details page of the bundle the option group is associated to.
  2. Click Structure and select the option group you want to modify.

  3. Fill in the required details as explained in the table below: 

    Option Groups can be of Shared or Standalone type. When you make any structural changes to the Shared option group such as removing an option, such changes are reflected in all the bundles where you have associated this option group. The changes you make to the Standalone type option groups are limited within the bundle.

    Field Name

    Description

    Content Type

    Options - Default value for Content Type is Options.

    Attributes - When content type is selected as Attributes, attribute group lookup filed is displayed.

    Detail page - When content type is selected as Detail page, the system will display the text field in which you can specify the detail custom page URL.

    Note: When you migrate data from one org to another using Data loader, ensure that you select Options value for the Content Type.

    Min Options

    Specify the minimum product options which a user should select on the options page.

    Max Options

    Specify the maximum product options which a user should select on the options page.

    Min Total Quantity

    Specify the minimum required value, inclusive of all the options inside an option group. For example, if you enter 10 in this field, the minimum quantity of all the options should reach 10. Thus, you can have 5 options, each with quantity=2.

    You can also use Numeric Expressions to populate this field. Ensure that the return value of your numeric expression is of type Number.

    Max Total Quantity

    Specify the maximum required value, inclusive of all the options inside an option group. For example, if you enter 10 in this field, the maximum quantity of all the options should reach 10. Thus, you can have 5 options, each with quantity=2.

    You can also use Numeric Expressions to populate this field. Ensure that the return value of your numeric expression is of type Number.

    Is Hidden

    Select this check box if you want to hide this option group on the catalog page.

    Is Picklist

    Select this check box when you want to display your options in the form of a picklist, from which your user can select only one option. When you select this check box, ensure that Min Options and Max Options are set to 1.

    Modifiable Type

    Variable – Select this option if you want to allow the user to change the quantity of the option products during the configuration.

    Fixed – Select this option if you want to restrict the user from changing quantity of the option products inside this option group.

    Note that you should cautiously use the Min/Max option field in conjunction with hiding an option group. If no option products are visible due to Visibility rules configuration or different price lists, and you have set the minimum options as zero, the system considers this configuration as invalid.

To modify existing options inside a bundle

  1. On the Manage Products page, open the products details page of the bundle the option is associated to.
  2. Click Structure and select the option group which is associated with the options you want to modify. Options are displayed in the middle section.

  3. Fill in the required details for an option as explained in the table below:

    Field Name

    Description

    Min Quantity

    Specify the minimum quantity for the specific option. You can also use Numeric Expressions to populate this field.

    Max Quantity

    Specify the maximum quantity for the specific option. You can also use Numeric Expressions to populate this field.

    Default Quantity

    Enter a specific number of options to the bundle during configuration or you can also use Numeric Expressions to populate this field. If you define a numeric expression, a lock icon is displayed on the Configuration page next to the option quantity.

    The default quantity of an option product defined here at the bundle structure takes precedence now over the default quantity of the option product defined at the price list item. The precedence for calculating the default quantity is as follows:

    1. Transactional input provided by the sales representative on the Configuration page
    2. Default quantity defined at the bundle structure level
    3. Default quantity defined at the price list item level

    Default

    Select the check box to mark this option as Default.

    CPQ overrides default option if the Max Options field is set to 1 and there is a rule defined to auto-include another option from the same option group.

    Quantity Modifiable

    Select this check box to make the option quantity modifiable by the user on the Options and Cart page.

    Allow Cloning

    Selecting this checkbox for specific product option, bundle or sub-bundle will show the clone icon next to the option on the configuration page while configuring the product. When you click this icon, the system will clone all associated attributes as is.

    Cloning is only allowed for option, bundle or sub-bundle with Max Quantity more than 1.

    Required

    Select the check box to mark this option as mandatory.

    Auto Update Quantity

    Select this check box to enable an option quantity to automatically update, when you have the option quantity being derived from a numeric expression. Selecting this checkbox, CPQ recalculates the new quantity of an option when something else has changed that would re-evaluate the expression itself. When you disable the checkbox, the quantity is updated only has the first time of option selection.

    Config TypeChoose if you want to display the options as inline or on a new Visualforce page. This is to ease the sales rep to configure the options on the same page or on a different configuration page. By default, Inline option is chosen for the new products, for both, options and attributes.

    Inline: The attributes and options can be configured on the configuration page.

    New Page: A wrench icon is displayed near the bundle or sub-bundle product which has to be configured. When you click this icon, a new page is opened for configuration of options and attributes.

    Inclusion Criteria

    Specify the minimum product options that a user should select on the catalog page.

  4. You can define the fields mentioned in the table above for options individually or define for all the options at once using the edit icon () next to Action.
  5. Click Save.

Whenever you modify a bundle structure by adding or removing options or option groups, a message to execute the bundle maintenance batch job is displayed. If you are using Salesforce Classic, you must execute the bundle maintenance job. The bundle maintenance batch job is automatically executed in CPQ Admin. However, you must execute bundle maintenance batch job after mass changes. For more information, refer to Running a Bundle Maintenance Batch Job.

To lock an Option value

  1. Define a numeric expression in the Default Quantity field. You can use the expression builder to create the expression.
  2. When the Sales rep configures a bundle, on the Configuration page, a lock icon appears next to the option's quantity. The Sales rep can click the lock icon next to an option, to ensure that any updates to the field from which its value is derived does not affect the value set the first time. You can lock the quantity field for an option product, whose quantity is populated based on multiple attribute values using the field expression builder. Once the user enters the attribute value on the AttributeDetail3 page and clicks Next, the value for quantity is auto-populated.
  3. Select the option and click the Lock icon.
  4. Navigate back to the Attribute detail page and edit the attribute value, then click Next. Notice that the value of the Option does not change even though the attribute value has changed.