Conga Product Documentation

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Use Case: Configuring Category Visibility

To display the category whose name starts with Hardware

  1. On App Menu, click Conga CPQ Admin and then click the CPQ Admin tab.
    The new admin console is launched.
  2. On the Catalog menu, click Manage Visibility Rules.
  3. Click New Visibility Rule button.
    DETAILS page is displayed.
  4. Fill in the information as explained below.

    Field Name

    Description

    Name

    Enter a name for the visibility rule.

    Filter Type

    Select Category.

    Business Object

    Select Category Hierarchy.

    Value Object

    Select Product Configuration or User if you want to define inclusion criteria.

    Sequence

    Enter 1 as the sequence number.

    Description

    Describe the visibility rule.

    Active

    Select the toggle button to activate the visibility rule.

    Filter Criteria

    Click expression icon(). Click Add New Criteria. Fill in the following information to define an inclusion rule.

      1. Enter 1 in the Row Num.
      2. Select Name as a Field.
      3. Select starts with as an Operator.
      4. Specify desired category name as a Value. For example Hardware.

    Click Save.

  5. Click Save.

CPQ displays only the categories that satisfy the criteria in the visibility rule on the Catalog page.