The Mass Option Selection feature allows the Sales rep to select, clear the selection, and update options and attributes in one go before processing pricing and expression and invoking rules. After configuring all options and attributes, the Sales rep must click the Confirm Option Selection to initiate the process of pricing and executing rules. You can enable this feature by selecting the Check Many Options Custom Setting. When you enable this feature, Confirm Option Selections button is enabled on the Configuration and Service Bundle Configuration page. If there are any errors encountered during the process, CPQ displays them after completion of the process.
By default, CPQ calculates pricing, processes relevant expression, and executes associated rules each time you select, clear, or update an option or attribute.
To enable the Mass Option Selection feature
Follow the steps below:
- Go to Setup > App Setup > Develop > Custom Settings.
- Find Config System Properties and click Manage next to the setting.
- Click Edit next to System Properties.
- Select Check Many Options.
- Click Save.
You can also define Check Many Options for specific flows. For more information, see Configuring Custom Settings for Different Flows.
To add the Confirm Option Selection button on the Configuration page
Follow the steps mentioned in the "To configure action buttons on the Summary panel on the Configuration page" section in Configuring Display Actions Settings to add the Confirm Option Selections button on the Configuration page.