You can enable cascading of attribute values from bundles to the associated options when you have defined shared attributes. Initially, the bundle attributes will be cascaded to options in the bundle, but subsequent changes in the bundle attribute will not be cascaded to option attributes. You can enable the cascading of attribute values at the global level or individual attribute level.
You can define the Cascade Shared Attributes Updates custom setting to enable cascading of attribute values globally. At the attribute level, you can enable cascading for a particular attribute after associating them to a Product Attribute Group. You can also enable cascading selectively for different actions of Asset-Based Ordering. When you define cascading at the attribute level, the Cascade Shared Attributes Updates custom setting is ignored for that attribute.
To enable cascading globally
- Go to Setup > Develop > Custom Settings > Config System Properties > Manage.
- Find System Properties and click Edit.
- Enable Cascade Shared Attributes Updates.
- Click Save.
To enable cascading at the attribute level
This functionality is only available in Salesforce Classic.
- Go to All Tabs > Product Attribute Groups tab.
- Click on Attribute ID from the Attributes related list. Product Attribute Details page is opened.
- Click Edit.
Update the following fields:
Field Description Cascade Shared Attribute UpdatesSelect one of the following values:
- None: Cascading is executed based on the global setting
- Yes: Cascading is executed regardless of the global setting for the line item status selected in Cascade Shared Attribute Status
- No: Cascading is not executed regardless of the global setting for the line item status selected in Cascade Shared Attribute Status
If you select the values Yes or No, CPQ overrides the value of the global setting for that attribute. The global setting is only considered when Cascade Shared Attribute Updates is None.
Cascade Shared Attribute Status
Select one or more line item status from the following and add them to the right-hand side box labeled as Chosen. CPQ only cascades attribute values for the line item with line status that matches a value selected in this field.
- Incremented and Merged
- Changed Configuration
If you leave the Chosen box blank, based on the value of Cascade Shared Attribute Updates, cascading is executed for all line items regardless of line status.
- Click Save.
Cascading is executed based on the combination of the Cascade Shared Attribute Updates and Cascade Shared Attribute Status fields. The following table explains the various combination of these fields:
|Cascade shared attribute updates||Cascade shared attribute status||Description|
Cascading is only executed for renewed and upgraded line items.
|Yes||Blank||Cascading is executed for all the line items with exception of line items with Cancelled and Merged line statuses.|
|No||Blank||Cascading is not executed for any line item.|
|Blank||Regardless of the values selected in Cascade Shared Attribute Status, cascading is executed based on the Cascade Shared Attributes Updates custom setting.|
|No||Renewed, Upgraded||Cascading is executed for all the line items with exception of line items with Renewed and Upgraded line statuses.|