Conga Product Documentation

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Configuring Product Attributes

You can use the Catalog page to search, browse, and configure products before adding them to the cart. Attribute selection, pricing, and validation depend on the product setup and system rules.
  1. Open the desired quote and do one of the following ways to find a product on the Catalog page:
    • Click Catalog from the right-side panel and select the category hierarchy you want to view.
    • Click Catalog > Go to Catalog to navigate to categories.
    • Click Catalog and type a category or product name in the Search Bar.
  2. From the Product Catalog section, to configure attributes for a product, click the Configure button.
    Note:

    The configuration page highlights attributes when rules affect them:

    • Highlights picklists and multipicklists in green when an Attribute Value Matrix of type Constraint applies.

    • Highlights attributes in green when a Product Attribute Rule applies Allow.

    • Highlights attributes with a green border when a Product Attribute Rule applies Disabled.

    The system removes indicators automatically when you change the attribute or when the rule conditions no longer apply.

  3. Configure the required attributes. You can search for attributes using the search bar next to the bundle name. Type full or partial text and click Next or Previous or press Enter to search the attribute. The search result is highlighted under the respective tab.
    Note:
    • The values of attributes can depend upon the selection of other attributes. The visibility of values in the attributes is based on the dependent attributes. If you select a certain value in an attribute, only the relevant values are displayed in the dependent attribute. You must remove or select a different value in the attribute to see different values in the dependent attributes.
    • If you want to see all the values of an attribute after the values are filtered, click the cross icon. Regardless of the values of dependent attributes, all the values are displayed and when you select a different value, the dependent attributes are filtered based on your selection. For example, the values of Attribute B depend on the selection of Attribute A. When you select a value in Attribute A, only relevant values are displayed and all other values are hidden on Attribute B. If you change the value of Attribute B, the value of Attribute A changes automatically.
    • While changing attributes, you must wait until the constraint rule execution is complete. If you keep changing the attribute value multiple times and switching between the Product Attributes tab and the Product Options tab on the Configuration page, the Product Options tab disappears intermittently.
  4. The following actions are available for you once you select the attributes.
    • Click Next. This button appears in case of bundled products where you may need to configure or add additional products.
    • Click Add More Products, to add additional products.
    • Click Remove Item, to remove a product.
    • Click Go to Pricing to price the product.
    • Click Validate to verify your configuration.
    The values for an attribute can be driven by the numeric expression builder configured for the selected product. While the constraint and pricing rules are processing in the system, the Go to Pricing button is disabled on the Configuration page.

Based on your selected attributes, the system saves the product in your shopping cart.