Cart ad‑hoc groups enable you to organize quote line items into named groups, rather than a single list. You can manage these groups via the CPQ Runtime API and cart UI, applicable to all CRUD operations on cart groups and lines.

Runtime API behavior

Using the CPQ Runtime API, you can manage cart ad‑hoc groups within your cart data model:

• Create: Pass a group name and attributes to create ad-hoc groups. The service ensures uniqueness and sequence consistency.
• Read: Retrieve groups to display in your UI or integrate with other services.
• Update: Rename or change group sequence, ensuring line items are disassociated if needed.
• Delete: Remove groups individually or in bulk, ensuring line items are unassigned first.

• Misc Lines: Misc lines are included when you sort cart lines by GroupSequence in the Conga CPQ Runtime API. Misc lines are fully supported in the sorted response for AdHoc group delta use cases, including ramp and Misc lines, so your cart view remains complete and consistent after sorting.

Cart UI behavior

In the cart UI, with the feature flag enabled, you can directly manage line assignments to groups:

• Create and view groupings: Cart lines are organized under group headers, with a section for ungrouped lines. Group counts update as items move.
• Assign lines to groups: Drag lines from the ungrouped section to a target group, with immediate visual feedback for valid drop zones. You drag individual or multiple selected lines from the ungrouped section into a target group. The UI provides immediate visual feedback for valid drop zones.
• Reassign lines between groups: Drag lines between groups, updating group counts and contents upon successful drop. You drag one or more selected lines from one group into another. After a successful drop, group counts and the source group contents update to reflect the new assignments.
• Remove lines from a group: Move lines to the ungrouped section or remove associations, deleting the relationship while retaining the line item. You move lines back to the ungrouped section or remove the association through UI actions, effectively deleting the relationship between the line and the group while keeping the line item itself.
• Error handling: If an assignment fails, an error message appears, keeping lines in their original locations to maintain cart view synchronization with the Runtime API. If an assignment or reassignment fails, you see an error message and the affected lines stay in their original locations so that the cart view remains in sync with the Runtime API.

Cart ad‑hoc groups provides:

• Enhanced readability of complex quotes through logical line item grouping.
• Consistent CRUD operations between the Runtime API and cart UI.
• Instant visual feedback in the UI for line-to-group actions.