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CPQ for Advantage Platform

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Conga Product Documentation

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CPQ for Advantage Platform

Installed Products Page

Manage Group by View for Installed Products Page

On the Installed Products page, you can customize which columns are displayed according to your preferences. Additionally, you can group asset line items by a specific state or column. For example, if you have 50 asset line items with varying quantities, you can group them by quantity so that all line items with quantity 1 are grouped together, and so on.

The default view on this page is grouped by products. You can define a view based on many parameters such as product, location, charge type, start date, end date, net price, etc. When saving the view, duplicate names are checked, and an appropriate error message is displayed if needed.

Grouping options are determined by the fields selected under Global Settings > Assets > Group By Fields.

All group by views of assets are private by default. Administrators can make them public through Flow Settings > Asset Page > Asset Views. When a view is made public, it cannot be edited or deleted from the Installed Products page.

You can select any view that is created and shared with you by the Administrator, however you cannot edit or delete them.

Limitations for custom view:
  • When you create a customized view, pagination is not supported.
  • Group by using fields such as Currency, multi-picklist, date, time, or long string (like comments, description) are not supported
  • On a custom view, sorting the columns is not supported.

API Support: Group by using Currency fields (such as NetPrice, BasePrice, NetUnit Price, Delta Price), Custom fields (that are string, lookup, and numbers), and Custom Currency fields are supported using the below API:

GET asset/v1/assets/group-summary?accountIds={{accountId}}&groupingField=

On the Installed Products page, data in the assets grid is sorted by Created Date in descending order by default. Click on the any column (first click), the data is sorted in descending order, on second click its sorted in ascending order. When you click on another column, the previous column's sort indicator is cleared, and the new column is sorted in descending order. Sort behavior remains consistent for both grouped and non‑grouped views.

When Group By is applied, the group order is determined by the Group Summary API. Column sorting is applied within each group, and not across groups.Changing the sort direction toggles ascending/descending within each group.

For custom views on this page, the following sorting behaviour is implemented:
  • When creating or editing a view, the columns selected in the Choose Columns tab now appear in the same order within the Sort By dropdown.
  • The column selected in Sort By becomes the active sort column for that view, and you can set the Sort Order (Ascending or Descending).
  • When a Custom View is reloaded, assets are automatically displayed according to the view's saved Sort Column and Sort Order.
  • When switching between multiple Custom Views, each view retains and applies its own saved sorting preferences.
  • The System Default View continues to sort assets by Created Date (Descending).

Creating a Group by View of Assets

You can create a custom group by views of asset line items on the Installed Products page.

The values on the Group By drop-down depend on the fields your administrator has added in the Group By Fields custom setting at ADMIN SETUP > Application Settings > Global Settings > Assets. For more information, see Configuring Assets Settings .

  1. Click Installed Products.
  2. Click the Default View drop-down list and select Create New View.
    The Create New View dialog box is displayed.
  3. On the Group By tab, select a value from the Group By drop-down. The default field is Product.
  4. On the Choose Cart Columns, drag and drop the required columns from the Available list to Viewing list.
  5. On the Group By tab, select a column from the drop-down to sort by.
    Columns are displayed based on your selections in the Choose Cart Columns tab, with the Created Date column included by default.
  6. Select Descending or Ascending order.
  7. Enter a name for the view in the View Name field.
  8. Select the Set as Default check box to make this view as the default view on the Installed Products Page. If you set this view as default, CPQ overrides the out-of-the-box default view.
  9. Click Save.

Editing an Existing Group by View

You can edit a custom group by views of asset line items if it was created by you and is not public. Custom views created by Admins cannot be edited.

When you edit a view, you can add filters using the Advanced Search feature. The view is saved along with the filters. When you navigate to the Installed Products page from elsewhere and select that custom view, the information displayed reflects the filters you previously applied.

  1. Click Installed Products.
  2. Click the Default View drop-down list, select the required view, and click Edit View.
  3. In the Edit View dialog box, make the required changes and click Save.
  4. To apply filters, select the required custom view and click icon to open the Search panel.
  5. Click Advanced Search and add the required filters.
    Use the Add Criteria and Remove buttons to add more than one criteria or remove as required. Review the filter expression.
  6. Click Apply to save the filter.
    You can review the filtered data in the Purchased Products tab on the same page. This filter is associated with the selected custom view.

    You can create a new view with different filters without altering the existing one. Simply apply the desired filters and select Create New View without clicking on Apply.

Deleting an Existing Group by View

You can delete a custom group by views of asset line items if it was created by you and is not public. Custom views created by Admins cannot be deleted.
  1. Click Installed Products.
  2. Click the Default View drop-down list, select the required view, and click Delete View.
Use Case
Conga
CPQ

April 6, 2026