Conga Product Documentation

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Product Attribute Rules

Product Attribute Rules allow product configuration according to product attributes that are based on the actions you select. Each attribute value selection should ensure that the rest of the attributes get constrained to allow only valid selections to help narrow the result set. The attributes can also leverage expressions and calculations to derive values that help identify the product variant. This feature simplifies the configuration process, eliminates the need for component-level choices, and provides guided selling at the product configuration level. You can also set multiple actions for the same product attribute rule.

The product attribute rule is applied to the criteria that you define with the Criteria scope type. You can define simple and advanced criteria. In simple criteria, you can select a field, operator, and value. In advanced criteria, you can set a condition, if it is true, then the actions in the Action section are triggered.

Note:

Scenario to Use Product Attribute Rules with Criteria

Product Attribute Rule (PAR) effective date based on quote dates

When the effective date of the quote on the product configuration page fulfills the PAR criteria that you defined, a Rule gets executed.

For example,

Rule Criteria: Apply rules where,

Rule Start Date <= Quote Expected Start Date AND Rule End Date >= Quote Expected End Date Date

You can configure product attribute rules for attributes with the following action types and have them displayed on the product details page.

Action Type

Data Type Supported

Description

Allow

  • Picklist
  • Multi-picklist

To restrict the visibility of values on the target field.

Default

  • Number
  • Text
  • Picklist
  • Multi-picklist

To add a default value on the target attribute.

Hidden

To hide the target attribute.

Disabled

To make the target attribute a read-only field.

Required

To make the target attribute a required field.

Reset

To auto-populate a default value on the target attribute if the field is left blank.

For more information, see Attributes Based Configuration Rules.