Conga Product Documentation

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Associating Option Groups with a Product

You can associate more than one option groups with a product. You can add a root option group to a bundle product.
  1. Go to Admin Setup > Product Administration > Products > Click on a product name.
  2. On the Product Details page, click the setup icon in the Option Groups section to open the Bundle Structure details page.
  3. Click Add Option Group.
    The Add Option Group to Product pop-up is displayed where you can see all option groups available in the org. However if an option group is already associated with the product, then it is greyed-out.
  4. In the Search this list field, enter keywords to search the option group you want to associate with the product and click the search icon or press Enter.
  5. Select the checkbox beside Option Group name to associated the group to the product. You can associate one, or more option groups to the product by selecting multiple checkbox. Click Add.
  6. Export the associated option groups in a CSV or Excel file format.
    1. Click the checkbox beside Option Group name. You can select one or more option groups.
    2. Click the export () icon to export the selected option groups.
      The file gets downloaded to your local storage.
  7. Create a new option group if the desired group does not exist.
    1. Click Create New Option Group in the Add Option Group to Product popup.
    2. Follow the steps in To create an option group to create a new option group.
  8. To remove an associated option group from the product:
    1. Click the ellipsis () icon for the required option group and click the Remove.
      The Remove Option Group pop-up is displayed prompting you to confirm deletion.
    2. Click Confirm.
  9. To configure option groups:
    1. Click the option group name tab.
      The Configure Option Group detail page appears.
    2. Enter the following option group information as required.

      Option

      Description

      Min Options

      Enter the minimum options that needs to be required for the option group in order to associate it to the product.

      Max Options

      Enter the maximum options that needs to be required for the option group in order to associate it to the product.

      Min Total Quantity

      Enter the expression for minimum total quantity using the field and function feature provided.

      Max Total Quantity

      Enter the expression for maximum total quantity using the field and function feature provided.

      Modifiable Type

      Select whether you need a Variable or a Fixed value.

      Is Hidden

      Toggle on or off accordingly.

      Is Picklist

      Toggle on if the options are picklist.

  10. To configure an option:
    1. Click the option name under the option group name tab.
      The Configure Option detail page appears.
    2. Enter the following option information, as required:

      Option

      Description

      Min Total Quantity

      Enter the expression for minimum total quantity using the field and function feature provided.

      Max Total Quantity

      Enter the expression for maximum total quantity using the field and function feature provided.

      Default Quantity

      Enter the expression for default quantity using the field and function feature provided.

      Config Type

      Select the Inline or New page from the drop-down option.

      Is Default

      Toggle ON or OFF to make default.

      Is Required

      Toggle ON to make it required.

      Quantity Modifiable

      Toggle ON to allow modify the quantities.

      Auto-update Quantity

      Toggle ON to enable and apply the default quantity.

      Allow Cloning

      Toggle ON to allow cloning of the options.

  11. Click Save.

Sequencing the option groups:

  • Administrator can define and save the sequence/order of option groups and product option groups.
  • Reordering is possible by moving groups up or down within the same hierarchy level.
  • Adding new groups appends them to the lowest level with sequence numbers incrementing accordingly.
  • Administrator can modify the sequence of an option group, then the sequence order on the config page is updated automatically. The Option group sequence only affect the sequence for the groups within their respective bundle levels.