Conga Product Documentation

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Use Case: Restoring Asset Values on Reselection of Cancelled Options During Change

  • You have an active bundle asset.
  • The administrator has added the following asset fields to the Asset Restore Fields setting:
    • Quantity
    • Start Date
    • End Date
    • Location
    • ABO Number (custom field)
    • ABO Picklst (custom field)
    • ABO Text (custom field)

This use case describes how CPQ restores asset values on reselection of cancelled options during change.

Business scenario:

Consider a company selling a subscription bundle, say, a software package ("Bundle1") that includes an add-on option ("Option1"), to a customer. The customer's account has custom fields tracking important business context for that option, like which location it's deployed at, an internal reference number, and a category picklist value.

Over time, sales or account management needs to modify this active subscription: perhaps the customer wants to temporarily change the option's quantity, shorten its term, or reassign it to a different location for testing or trial purposes.

During this "Change" process in CPQ, the rep removes (cancels) the option, adjusts the cart, then decides to add the same option back before finalizing the order. Without this asset-restore capability, reselecting a previously cancelled option would treat it as a brand-new line item, losing all the custom data that was originally tied to that asset (the location, reference numbers, category tags, etc.) and instead applying default or blank values. This is a real headache for CPQ admins and sales ops, since it can corrupt historical account data, break downstream integrations, or force reps to manually re-enter details for every reselected option, increasing errors and slowing down deal cycles. By configuring the Asset Restore Fields setting, Conga CPQ ensures that when an option is cancelled and then reselected within the same change transaction, its original field values (Quantity, Start/End Date, Status, Location, and any custom fields the admin has flagged) are automatically restored on the cart, preserving data integrity and saving reps from redundant manual work. Note that attribute values are not restored.

  1. Navigate to the Installed Products page.
  2. Select the bundle asset you want to change. The bundle has the following details:

    Product

    Start Date

    End Date

    Quantity

    Status

    Selling Term

    Selling Frequency

    Bundle1

    01/01/2022

    31/12/2022

    1

    New

    1

    Yearly

    Option1

    01/01/2022

    31/12/2022

    1

    New

    1

    Yearly

  3. Click Change. The cart page with the following details is displayed.

    Product

    Start Date

    End Date

    Quantity

    Status

    Selling Term

    Selling Frequency

    Location

    ABO Picklist

    ABO Number

    ABO Text

    Bundle1

    01/01/2022

    31/12/2022

    1

    New

    1

    Yearly

    IND

    RED

    2

    Internal

    Option1

    01/01/2022

    31/12/2022

    1

    New

    1

    Yearly

    IND

    RED

    2

    Internal

  4. Make the following changes to the option on the cart:

    Product

    Start Date

    End Date

    Quantity

    Status

    Selling Term

    Selling Frequency

    Location

    ABO Picklist

    ABO Number

    ABO Text

    Option1

    01/01/2022

    31/10/2022

    3

    Amended

    1

    Yearly

    US

    YELLOW

    6

    None

  5. Click the wrench icon () next to the asset and deselect Option 1.

    Product

    Start Date

    End Date

    Quantity

    Status

    Selling Term

    Selling Frequency

    Location

    ABO Picklist

    ABO Number

    ABO Text

    Option1

    01/01/2022

    31/10/2022

    3

    Cancelled

    1

    Yearly

    US

    YELLOW

    6

    None

  6. Reselect Option-1. You can reselect the option regardless of the pricing calculation: after the calculation process is complete or during the process. The status of Option-1 is now restored to Existing, Location is IND, ABO Picklist value is restored to RED, ABO Number is 2, and ABO Text is Internal.
  7. Click Go to Pricing. The cart page with the following details is displayed:

    Product

    Start Date

    End Date

    Quantity

    Selling Term

    Selling Frequency

    Location

    ABO Picklist

    ABO Number

    ABO Text

    Option1

    01/01/2022

    31/12/2022

    1

    1

    Yearly

    IND

    RED

    2

    Internal

CPQ restores asset values for the fields added in the Asset Restore Fields setting, for the option line item on the Cart page.