What's New in CPQ Documentation

This section lists changes in the documentation to support each release.

202403.2.0

Document

Publication Date

Topic

Description

202403.2.0

03 Apr 2024

Creating Price Waterfall Ruleset Entry

New Feature

Managing the Price Waterfall

Updated topic to add view option.

Cart Features

Updated parity table to indicate the availability of the following features.

Cart Size
- Upto 5000 Line Items
- Upto 10000 Line Items

202403.1.0

Document	Publication Date	Topic	Description
202403.1.0	20 Mar 2024	Creating Price Waterfall Rulesets	New Feature
		Defining Benefits of a Promotion	New Feature
		Cart Features	Updated parity table to indicate the availability of the following features. Locale Support CPQ Data Translation (API)
		Creating the Option Groups	Updated topic to add a new section creating sub-option groups.
		Config Features	Updated parity table to indicate the availability of the following features. Replacement Constraint Rule Product Field Set Product Option Group

202402.2.1

Document	Publication Date	Topic	Description
202402.2.1	06 Mar 2024	Managing Price Waterfall Rulesets	Added the deletion feature.
		Creating the Price Waterfall	Added a note.
		Configuring Column Settings	Added a note
		Creating Price Waterfall Ruleset	Creating and adding conditions to the price waterfall ruleset.
		Creating the Price Waterfall	Delete waterfall charts.
		Managing the Option Groups	Clone Option Groups.

202402.1.0

Document	Publication Date	Topic	Description
202402.1.0	23 Feb 2024	Managing the Promotions	Added the summary screen for promotions.
		Creating the Price Waterfall Charts	Added the price point management for waterfall creation.
		Associating Option Groups	Added a note for sequencing option groups.
		Managing Price Waterfall Rulesets	New Topic.
		Cart Features	Updated Revalidation feature parameters.
		Pricing Features	Updated Price Waterfall feature parameters. Added Reprice Quotes, Deal Maximizer, and Data Sync Features.

February' 24

Document	Publication Date	Topic	Description
February' 24	06 Feb 2024	Associating an Attribute to the Attribute Group	Added a note about the reordering attribute.
		Configuring a Constraint Rule Using the Advanced Rule Setup	Added a note for condition criteria in Action Criteria field.
		Cart Features	Updated parity table to indicate the availability of the following feature. Validation Callback Class
		Customizing CPQ on Conga Platform using Callback Classes	New Topic.
		Validation Callback Class on Conga Platform	New Topic.
		Recommendation Callback Class on Conga Platform	New Topic.
		Option Filter Callback Class on Conga Platform	New Topic.

January' 24

Document	Publication Date	Topic	Description
January' 24	04 Jan 2024	Managing Price Waterfall	New Feature
		Overriding Global Settings at a Flow Level	Added Use Enhanced CSS for Override Settings at Flow Level.
		Configuring Column Settings	Added Cart Line Item as Display Type for Cart Page.
		Configuring Action Settings	Added the Asset page in the Action Settings.
		Configuring Column Settings	Added Asset Page column settings.
		Pricing Settings	Removed Multi Currency Management from the Advance Pricing section.
		Managing the Promotions	New Feature.

December '23

Document	Publication Date	Topic	Description
December '23	29 Nov 2023	Configuring Price Matrices	Added a pop-up which shows dimension info when hovered upon dimension name.
		Configuring Column Settings	Removed Display Type column.
		Configuring Action Settings	Removed Display Type column.
		Pricing Settings	Removed Defer Pricing and External Pricing from Global Pricing.
		Pricing Settings	Removed Custom Deal Guidance Page from Advanced Pricing.
		Config Settings	Removed Constraint Rules section.
		General Settings	Removed Run Finalization Task in Async Mode field form Finalization and Approvals table.
		Creating a Promotion	New Feature
	21 Nov 2023	Adding Miscellaneous Settings to A Price List Item	Added a note for sorting according to Period Number.
		Creating Price Rulesets	Added a note for info icon for Enable Date Range field.
		Overriding Global Settings at a Flow Level	Added new fields for the override settings table.
		Cloning A Price Dimension	New Feature
		Configuring the Installed Product Page	New Feature

November '23

Document	Publication Date	Topic	Description
November '23	02 Nov 2023	Config User Preferences	Added a new field Pin Option Group by Default
	01 Nov 2023	Config Settings	Updated topic to add new setting Collapse All Leaf Option Groups.
		Creating the Option Groups	Updated topic to add a new setting Expanded by Default and Attaching an Image features.
		Configuring the Products	Updated topic to add details about creating a new product using the clone feature.
		Cart Settings	Updated topic to add details about Column Render Threshold option.
		Managing the Constraint Rules	New topic.
		Managing Product Attribute Rules	Updated topic to add details about UI enhancements.

October '23

Document	Publication Date	Topic	Description
October '23	26 Oct 2023	Configuring Price Matrices	Searching/Sorting a Matrix in the PLI.
		Creating a Price Rule	Searching/Sorting/Filter feature added to Price Rules.
		Associating Price Lists with a Product	Added an info for charge type button.
		Promotions	New Feature
	04 Oct 2023	Cart Features	Updated parity table to indicate the availability of the following features. Callbacks Validation Callback (Cart UI and API)
	04 Oct 2023	Associating Feature Sets with a Product	New Topic

September '23

Document

Publication Date

Topic

Description

September '23

Creating a Color Band

New Feature

September '23

Creating a Price List Item

Added a note to mention a requirement under To Create a Price List Item.

September '23

Pricing Features

Updated parity table to indicate the availability of the following features.

Multi-Currency
- Use of Multi-Currencies (Cart UI)
Custom and Formula Fields
- Formula Fields (Admin UI)

August '23

Document	Topic	Description
August '23	Managing the Rollup	New Feature
	Cart Features	Updated parity table to indicate the availability of the following features. Locale Metadata Translation (UI) Cart Revalidation Pricing Changes Product Changes
	Catalog Features	Updated parity table to indicate the availability of the following features. Visibility Rules (UI)
	Pricing Features	Updated parity table to indicate the availability of the following features. Buy X Get X (API) Buy X Get Y (API) For Every X, Get X (API) For Every X, Get Y (API) Line Item Promotions (API) Summary Group Promotions (API) Scope (API) Criteria (API) Benefits (API) (API) Limits (API) Coupons (API) Sales Promotions (API) Update Promotions/Coupons (API) Delete Promotions/Coupons (API) Apply Promotions (API) Apply Coupons (API) Remove Promotions (API) Remove Coupons (API)
	Managing the Feature Sets	New Feature

July '23

Document	Publication Date	Topic	Description
July '23	05 Jul 2023	Cart Features	Updated parity table to indicate the availability of the following features. Finalize Cart Sync Finalize (UI) Revalidate Cart Revalidate Cart for Product Changes (API) Revalidate Cart for Pricing Changes (API)
		Catalog Features	Updated parity table to indicate the availability of the following features. Actions Compare Products (UI)
		Config Features	Updated parity table to indicate the availability of the following features. Inclusion Constraint Rule Option Group Scope Exclusion Constraint Rule Option Group Scope Option Configuration Is Hidden (UI) Is Picklist (UI) Attribute Value Matrices Product Scope (UI)
		Pricing Features	Updated parity table to indicate the availability of the following features. Usage Price Tiers Adding New Price Tier (UI) Modify Existing Price Tier (UI) View-Only Others Locale
		Lookup Fields	New topic.
		Creating a Lookup Field	New topic.
		Configuring Action Settings	Updated the topic with the availability of the Add New button.
		Configuring Column Settings	Updated the topic with the availability of the Add New button.
		Associating Attribute Rules with a Product	New topic.
		Creating a Constraint Rule	Added information about creating a specific type of rule directly from the drop-down arrow next to the Create New button.
		Configuring a Constraint Rule Using the Advanced Rule Setup	Added information about removing criteria.
		Managing Field Expressions	New topic.
		Creating a Field Expression	New topic.
		Adding Charge Type Criteria to a Product	Added information about selecting custom fields.
		Configuring Price Matrices	Added information about the Dimensions section.
		Configuring Price Matrix Entries	Added information about selecting custom fields.
		Creating a Price Dimension	Added information about selecting custom and formula fields.
		Creating a Price Ruleset	Added information about updating a price ruleset with Condition & Charge Type Criteria.
		Creating Price Rule Entries	Added information about selecting custom fields.
		Managing Deal Guidance	New topic.
		Creating a Dimension Set	New topic.
		Deleting a Dimension	New topic.

June '23

Document	Publication Date	Topic	Description
June '23	06 Oct 2023	Assigning the Configuration to the Collaborator or Queue	Added a note for the attachment field in the Quote Collaboration table.
	07 Jun 2023	Catalog Settings	Removed the settings that are not supported.
		Config Settings	Removed the settings that are not supported.
		Cart Settings	Removed the settings that are not supported.
		Pricing Settings	Removed the settings that are not supported.
		Favorite Settings	Removed the settings that are not supported.
		General Settings	Removed the settings that are not supported.
		Object Summary View Settings	Removed the settings that are not supported.
		Configuring Action Settings	New topic.
		Configuring Column Settings	New topic.
		Managing Cart Views on the Cart Page	New topic.
		Associating Price Lists with a Product	Added information about adding charge type, charge type criteria, and matrices to PLI.
		Managing the Attributes and Attribute Groups	New topic.
		Creating an Attribute	New topic.
		Creating an Attribute Group	New topic.
		Associate an Attribute to an Attribute Group	New topic.
		Managing Product Attribute Rules	New topic.
		Creating a PAR	New topic.
		Managing Attribute Value Matrices	New topic.
		Creating an Attribute Value Matrix	New topic.
		Managing Price List Items	New topic.
		Adding Charge Types to a Product	New topic.
		Adding Charge Type Criteria to a Product	New topic.
		Creating a Price List Item	New topic.
		Adding Default Pricing to a Product	New topic.
		Adding Details to a Price List Item	New topic.
		Adding Miscellaneous Settings to a Price List Item	New topic.
		Configuring Price Matrices	New topic.
		Configuring Price Matrix Entries	New topic.
		Managing Price Dimensions	New topic.
		Creating a Price Dimension	New topic.
		Managing Price Rulesets	New topic.
		Creating a Price Rule	New topic.
		Creating a Price Ruleset	New topic.
		Creating Price Rule Entries	New topic.
		Cart Features	Updated parity table for View cart read-only, Update Existing View, Delete Cart View, useAdvancedApproval, Mass update, and View summary group totalling. Updated parity table to indicate the availability of the following features. Summary Group Category Product Ad-hoc Mass update View cart read-only, Update Existing View, Delete Cart View, useAdvancedApproval, Mass update, and View summary group totalling Approvals Cart level approvals Line level approvals
		Catalog Features	Updated parity table to indicate the availability of the following features. Add Favorites Location Deep Clone
		Config Features	Updated parity table to indicate the availability of the following features. Recommendation Constraint Rules Product Scope Product Group Scope Product Family Scope Exclusion Constraint rule Is Bundle Context Inclusion Constraint Rule Bundle Context Validation Constraint Rule Criteria Field Set Product Attribute Rules for Product group and product family: Hidden Required Reset

April '23

Document	Publication Date	Topic	Description
April '23	05 Apr 2023	Cart APIs	Added documentation for the following APIs: `GET /api/cart/v1/carts/{cartId}/status` `POST/api/cart/v1/favorites` `GET/api/cart/v1/favorites/{Id}` `POST/api/cart/v1/favorites/{Id}/publish` `DELETE/api/cart/v1/favorites/{Id}` `POST/api/cart/v1/favorites` Updated documentation for the following APIs: `POST/carts/{cartId}/items` `PATCH/carts/{cartId}/items` `POST/quotes/{quoteId}/carts/activate` `POST/carts/{cartId}/quote`
April '23	05 Apr 2023	Catalog APIs	Added documentation for the following API: `GET/favorites`
		Cart Features	Updated Supported features table with the following newly supported features. Filter Cart Lines Cart Basic Search Cart Advanced Search Cart Actions Copy Cart Lines Cart View Create New View Update Existing View Delete Cart View
		Config Features	Updated Supported features table with the following newly supported feature Validation Constraint Rules Product Scope
		Catalog Features	Updated Supported features table with the following newly supported features. Favorites Display Favorites Search Favorites Publish Favorites
		Deal Maximizer Setup APIs	Added documentation for the following APIs: `DELETE/dimension-sets/{dimensionSetId}/dimensions` `GET/dimension-sets/{dimensionSetId}/dimensions` `GET/rules/{ruleId}/entries` `DELETE/rules/{ruleId}/entries` `DELETE/rules` `PATCH/rules/{ruleId}/entries` `GET/rules` `DELETE/rules` `PATCH/rules` Updated documentation for the following APIs: `POST/rules`
		Creating Constraint Rules for a Product	Added the "Navigating the Constraint Rules Page" section.
		Associating Categories with a Product	New topic.
		Managing the Product Groups	Added information about editing the layout.
		Creating Constraint Rules for a Product Group	Added the "Navigating the Constraint Rules Tab" section.
		Managing the Constraint Rules	Added information about editing the layout.
		Managing the Categories	New topic.
		Managing the Option Groups	New topic.
		Associating Products with an Option Group	New topic.
		Creating Option Groups	New topic.
		Managing Price Lists	Updated the "Navigating the Price Lists Page" section.
		Associating Categories with a Price List	New topic.
		Creating a Price List Item	New topic.

March '23

Document	Publication Date	Topic	Description
March '23	01 Mar 2023	Revenue Admin User Interface	New topic
		Configuring Application Settings	New topic
		Configuring Global Settings	New topic
		Catalog Settings	New topic
		Config Settings	New topic
		Cart Settings	New topic
		Pricing Settings	New topic
		Favorite Settings	New topic
		General Settings	New topic
		Object Summary View Settings	New topic
		Configuring Flow Settings to Override Global Settings	New topic
		Configuring the Flows	New topic
		Overriding Global Settings at a Flow Level	New topic
		Product Administration	New topic
		Managing the Products	New topic
		Configuring the Products	New topic
		Associating Price Lists with a Product	New topic
		Creating Constraint Rules for a Product	New topic
		Associating Categories with a Product	New topic
		Associating Product Groups with a Product	New topic
		Associating Attribute Groups with a Product	New topic
		Associating Option Groups with a Product	New topic
		Managing the Product Groups	New topic
		Configuring Product Groups	New topic
		Associating Products with a Product Group	New topic
		Creating Constraint Rules for a Product Group	New topic
		Pricing Administration	New topic
		Managing Price Lists	New topic
		Configuring the Price Lists	New topic
		Cart APIs	Added documentation for the following APIs: `POST/quotes/{quoteId}/carts/activate` `POST/carts/{cartId}/items/clone` Updated documentation for the following APIs: `POST/carts/{cartId}/finalize`
		Catalog APIs	Updated documentation for the following APIs: `POST/search` `GET/categories/{categoryId}` `GET/categories`
		Catalog Setup APIs	Added documentation for the following APIs: `POST/products/{parentID}product-group-members` `DELETE/products/{parentID}product-group-members` `GET/products/{id}/product-groups` `GET/categories/{categoryId}/products` `GET/categories/{categoryId}/price-lists` `POST/ products/{productId}/product-categories` `DELETE/products/{productId}/product-categories`
		Deal Setup APIs	Added documentation for the following APIs: `POST/colorbands` `PATCH/colorbands` `POST/rules/{ruleId}/entries` `POST/rules` `POST/rules` `GET/dimension-sets` `GET/dimensions` `DELETE/dimensions` `PATCH/dimensions` `DELETE/dimension-sets` `PATCH/dimension-sets` `POST/dimension-sets` `POST/dimension-sets/{dimensionSetId}/dimensions`

February '23

Document	Publication Date	Topic	Description
February '23	08 Feb 2023	Cart APIs	Added documentation for the following APIs: `POST/carts/{cartId}/finalize` Updated documentation for the following APIs: `POST/carts/{cartId}/items` `PATCH/carts/{cartId}/items` `DELETE/carts` `DELETE/carts/{cartId}` `POST/carts/{cartId}/order` `POST/carts`
		Catalog APIs	Added documentation for the following APIs: `POST/Search/typeahead` Updated documentation for the following API: `POST/search` `GET/categories/{categoryId}/products` `GET/products`
		Pricing Setup APIs	Updated documentation for the following API: `POST/price-lists` `POST/matrices` `POST/price-lists/{priceListId}/price-list-items`
		Deal Setup APIs	New topic
		Integrating CPQ with the Conga Platform	New topic
		Use Case: User Authentication to Conga Platform	New topic
		Use Case: Getting the Application Context	New topic
		Use Case: Browsing the Catalog	New topic
		Supported Features in CPQ	New topic
		Cart Features	New topic
		Catalog Features	New topic
		Config Features	New topic
		Pricing Features	New topic

January '23

Document	Publication Date	Topic	Description
January '23	04 Jan 2023	Cart APIs	Added documentation for the following APIs: `POST/carts/{cartId}/quote` `GET/quotes/{quoteId}/carts/active` `POST/carts/{cartId}/clone` Updated documentation for the following APIs: `GET/carts/{cartId}/items` `POST/carts/{cartId}/items` `POST/carts/{cartId}/order`
		Catalog APIs	Updated documentation for the following API: `POST/search`
		Catalog Setup APIs	Added documentation for the following APIs: `GET/visibility-rule/{visibilityRuleId}` `GET/visibility-rule` `DELETE/visibility-rule/{visibilityRuleId}`
		Pricing Setup APIs	Updated documentation for the following APIs: `POST/price-lists/{priceListId}/prices`
		Settings APIs	Added documentation for the following APIs: `PUT/flows/{flowName}/settings/{settingName}/{childSettingName}` `GET/flows/{flowName}/settings/{settingName}/{childSettingName}` `PUT/flows/{flowName}/actions` Updated documentation for the following APIs: `POST/flows`
		Use Case: Building Quotes	New topic
		Use cases: Working with Order APIs	New topic
		Use Case: Updating an Order	New topic

December '22

Document	Publication Date	Topic	Description
December '22	07 Dec 2022	Cart APIs	Added documentation for the following APIs: `POST/carts/{cartId}/order` `POST/carts/{cartId}/price` Updated documentation for the following APIs: `POST/carts/{cartId}/items` `PATCH/ carts/{cartId}/items` `DELETE/carts/{cartId}/items`
		Catalog APIs	Added documentation for the following API: `POST/search`
		Catalog Setup APIs	Added documentation for the following APIs: `DELETE/attributes` `DELETE/attributes/{attributeId}` `POST/constraint-rules/{ruleId}/conditions` `POST/attribute-matrices` `POST/attribute-groups` `PATCH/attribute-matrices` `GET/attribute-rules` `GET/attribute-matrices` `DELETE/attribute-matrices` `POST/attribute-matrices` `PATCH/visibility-rule` `POST/visibility-rule` Updated documentation for the following APIs: `POST/constraint-rules/{ruleId}/conditions` `PATCH/constraint-rules/{ruleId}/conditions` `POST/constraint-rules/{ruleId}/actions` `PATCH/constraint-rules/{ruleId}/actions`
		Pricing Setup APIs	Added documentation for the following APIs: `DELETE/rules/{ruleId}/rule-entries` `GET/matrices` `GET/matrices/{matrixId}/matrix-entries` `GET/price-dimensions` Updated documentation for the following APIs: `POST/price-dimensions` `POST/price-lists` `POST/price-lists/{priceListId}/prices` `POST/rule-sets` `POST/rule-sets/{ruleSetId}/rules` `POST/rules/{ruleId}/rule-entries` `DELETE/rules/{ruleId}/rule-entries`
		Settings APIs	New topic
		Use Case: Interacting with the Cart	New topic
		Use Case: Retrieving Product Details	New topic

October '22

Document	Publication Date	Topic	Description
October '22	07 Oct 2022	Cart APIs	New topic.
		Catalog APIs	Added documentation for attributes in the `GET/products/{productId}` API.
		Catalog Setup APIs	Added documentation for the following APIs: `POST/attribute-rules` `POST/attribute-rules/{attributeRuleId}/actions` `PATCH/attribute-rules` `PATCH/attribute-rules/{attributeRuleId}/actions` `DELETE/attribute-rules` `PATCH/attribute-groups` `POST/attribute-groups` `DELETE/attribute-groups` `POST/products/{productId}/attribute-groups` `DELETE/products/{productId}/attribute-groups` `POST/product-option-group/{productOptionGroupId}/products` `DELETE/product-optiongroup{productOptionGroupId}/products`
		Pricing Setup APIs	Updated the description of the `POST/api/admin/v1/matrices` API. Added documentation for the following APIs: `DELETE/matrices` `GET/rule-sets` `POST/api/admin/v1/rule-sets` `PATCH/api/admin/v1/rule-sets` `DELETE/rule-sets` `GET/rule-sets/{ruleSetId}/rules` `POST/api/admin/v1/rule-sets/{ruleSetId}/rules` `PATCH/api/admin/v1/rule-sets/{ruleSetId}/rules` `DELETE/rule-sets/{ruleSetId}/rules` `POST/matrices/{matrixId}/matrix-entries` `PATCH/matrices/{matrixId}/matrix-entries` `DELETE/matrices/{matrixId}/matrix-entries` `POST/price-dimensions` `PATCH/price-dimensions` `DELETE/price-dimensions` `GET/rules/{ruleId}/rule-entries` `POST/rules/{ruleId}/rule-entries` `PATCH/rules/{ruleId}/rule-entries`
		Order APIs	New topic

September '22

Document	Publication Date	Topic	Description
September '22	26 Sep 2022	Order APIs	Removed the topic.
September '22	07 Sep 2022	All topics	New guide