Finalization Checks with EnableFinalizationCheck

You can now control finalization checks using the custom setting "EnableFinalizationCheck" through the config system properties API. The default value is set to false.

GET api/revenue-admin/v1/flows/System/settings/ConfigSystemProperties.

• When Enabled: Checks for pricing and configuration errors, executes finalization rules, and updates the cart status to "Finalized."
• When Disabled: Skips certain configuration checks and finalization rules but ensures no pricing errors before finalizing the cart.

For more information, see Developer Hub.

Bundle Summary API for Lazy Loading

Administrators can now retrieve the structure of a bundle in the cart by using the Bundle Summary API. By passing the line number of the bundle, the API returns the bundle details, including option groups, child option groups, options, and any sub-bundles.

GET /api/cart/v1/carts/{cartId}/bundle/{lineNumber}/details

For more information, see Developer Hub.

Enhanced Attribute Lookup Fields in CPQ Config UI

You can view, search, and update attribute lookup fields on the CPQ Config UI. Dropdowns display lookup fields with a default record limit of 200 and adjustable up to 1000.

For more information, see Creating a Lookup Field.

Support for Order Line Item Activation to create Asset Line Item using Activate OLI API

Instead of activating order, you can activate Order Line Item to create Asset Line Item using Activate OLI API. You can create assets on individual activation of Order Line Item for standalone product with single charge type. For Bundle-options and multiple charge types, you must activate Order Line Item of the primary line and then Asset Line Item of entire bundle-option and multiple charge types is created. For Ramp assets, you must activate Order line item of the primary ramp line. Bundle with sub bundle up to level 5 is supported.

All the custom fields of Order Line Item are copied to Asset Line Item. Attributes and Usage tiers entries are also copied. Asset Line Item history is created. The status of Order, Order Line Item and Asset Line Item is ‘Activated’.

Limitation: If you activate Order Line Item of a secondary charge type or option line, then the status is "Fulfilled" and Order status is "Partially Fulfilled". Later when you activate Order Line Item of the primary line then the entire asset line item is created.

POST /api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Control Bar for Quick Actions in CPQ Web UI

The enhanced CPQ Web UI features a Control Bar on the right side of the page. The following options are available on the control bar and allow you to perform:

• Cart: This option allows you to add products.
• Catalog: This option displays the high-level categories along with the description and reference image. On clicking the category, you are redirected to the category detail page. The Search a product option allows you to enter the product name, as a result, CPQ web UI lists the categories that the product is associated with.
• Recommended Products: This option provides a list of recommended products by validating your quote.
• Information: This option provides comprehensive details of the selected quote.
• Documents: This option provides a list of documents generated and associated during the quote lifecycle.

Support of Smart Search in Field Picklist for Price Dimension

When creating a new Price Dimension, the 'Field' picklist now supports smart search and auto-suggestions, making it easier to locate and select fields.

For more information, see Creating a Price Dimension.

Support for Asset Renew Operation using Activate Orders API with Constraint Rules

Asset Renew Operation, using Activate Orders API, with constraint rules to add or remove options is supported on Conga Platform for the assets that are created on the Platform.

POST /api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Support for Filtering Cart Related Fields using AssetLineItemCallback API

Filtering the cart related fields using AssetLineItemCallback API is supported on Conga Platform. This enables you to add logic based on cart related fields. The "cart Id" is passed from the Installed Product page to “Get assets” API.

Viewing Quote Related Details

The quote details page now displays its related information like line items and documents. This enables the sales representatives to get complete details of the quote on a single page.

Support for Asset Change Operation using Activate Orders API with Constraint Rules

Asset change operation, using Activate Orders API, with constraint rules is supported on Conga Platform for the assets that are created on the Platform.

POST /api/orders/v1/orders/{Id}/activate

For more information, see Developer Hub.

Enhanced Promotions Admin UI

The left panel in the Promotions Admin UI now shows a tick mark only for sections with details, while sections without details keep their original icons.

Enhancement to Update Favorites API

The enhanced Update Favorites API allows you to add more products in public or self-created favorites as needed. To achieve this, the products you are adding to the favorites must be published on the product list you selected. This enhancement keeps the favorite configuration up to date when requirements change.

For more information, see Update a favorite API.

Support for Sync of Renewal Quote using API

When a subscription renewal quote is created on Salesforce it is synced to Conga Platform with the same data and is priced. Auto sync is enabled if the following criteria are satisfied.

• Source Quote ABO Type = Renewal
• Is Auto Accepted = False or Blank

If there is any change in the renewal quote on the platform, then reverse sync to the existing renewal quote on Salesforce is done.

Cart Revalidation Messages

The cart page now shows a validation error if you change a product's configuration, such as updating its expiry date or deactivating it. When you try to relaunch a saved cart in which these products are added before updating them, the cart page displays a validation message and removes such products from the option group if the criteria are unmet.

Support for Editing and Deleting Personalized Views on Installed Products page

On the Installed Products page, you can create a new custom view by selecting the required columns in the Choose Cart Columns tab. The view helps you filter, and display asset line items based on the columns that you have selected. You can now edit and delete the view as required.

For more information, see Asset Features.

Handling Option Group Deletions in Product Configurations

You can delete an option group (Root or Child) based on the presence of associated products and the deleteHierarchy parameter. For product option groups, the deletion removes the group and its children without affecting other related groups.

For more information, see Delete an Option Group API and Deleting an Option Group.

Support for Custom Fields during Suspend and Resume Operations

After the assets are purchased and there is a requirement to Suspend and Resume at a certain time, you can provide a reason or additional details on different fields during the transaction. The pop-up displays the start and end date, the selling term, and four custom fields to add reason or other details. These custom fields come from Asset Settings or API which are selected by the Admin. All the field values are displayed on the Suspended and Resumed lines on cart, also the entire record is read-only.

Support for Suspending Assets using CartCheckout API

CartCheckout API now supports creating order and order line items for suspended assets. The order line item shows the start and end date and the pricing is fetched from the asset. On order activation the asset and order line items are in a Suspended state and the suspended start and end date is updated.

POST /api/cart/v1/carts/{cartId}/order

For more information, see Developer Hub.

Enhanced Sorting Feature on Catalog Page

You can specify additional product fields based on which products are sorted in ascending or descending order. To achieve this, you must update the ProductsSortingFields with product fields in the request body while invoking Update custom settings associated with a flow API. If you pass the empty values in ProductsSortingFields, the system fetches the product name label by default.

This enhancement provides more flexibility to view the products on the catalog page based on business requirements. Once you add the product fields to ProductsSortingFields, the catalog page displays those fields in the soring dropdown and the system also translates the labels of those fields and converts them to the language based on locale setting.

For more information, see Update custom settings associated with a flow.

View Applied Actions for Products via API

Administrators can now use the “Get the applied rules action” API to view actions applied to a product and its children during configuration, including related fields and rules that triggered these actions. This helps to retrieve the information why rules were applied.

GET /api/cart/v1/carts/{cartId}/applied-rule-actions

For more information, see Developer Hub.

View Constraint Rules Fired for a Product via API

Administrators can now use the “Get the applied rules action” API to view a list of constraint rules applied to a product and its children, along with related fields. This helps to retrieve the information why specific rules were triggered.

GET /api/cart/v1/carts/{cartId}/applied-rule-actions

For more information, see Developer Hub.