Product Configuration

You can reconfigure any attributes or options associated with your products from the Product Details > Configuration tab.

The Attribute Rules and Attribute Value Matrix feature settings are stored under Configuration Management using "Category": "cpq", and "Name": "<EnableAttributeMatrix or EnableAttributeRule>" and they are set to true by default. Use the PUT /api/config-management/v1/configurations API to enable or disable the feature setting.

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.

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.

For more information, see Attributes Based Configuration Rules.

Attribute Value Matrix

You can configure the attribute value matrix with the following application types and have them displayed on the product details page.

The scope must be Product, Product Family, and Product Group.

• Default - Enables you to select the picklist and multi-picklist values, which you have configured as default values in Matrix View.

• Constraint - Enables you to select only those picklist and multi-picklist values, which you have configured in Matrix View. All the other values are not visible in the drop-down list. This also works with the multi-select picklist.

• Force Set - Enables you to automatically set the picklist and multi-picklist values, which you have configured in Matrix View (considering the last user selection). As soon as you change the attribute value for one attribute, the system sets values for other attributes.

For more information, see Attributes Based Configuration Rules.

Option Configuration

When you open the Product Details page > Configuration tab, the minimum and maximum options configuration and default option quantities work at all levels of option groups. Also, the minimum and maximum product quantity and total quantity validation work for 6 levels of option groups and you can also see option group and option level validation messages.

Display Option(s) as a Picklist

The implementor can set the Is Picklist flag when you want to display your options in the form of a picklist, from which the user can select only one option. When you set this flag, ensure that Min Options and Max Options are set to 1.

Hide Option Groups and Option

The implementor can completely hide (refer to the following points) an option group and its options within it from the user interface for the user.

• Use the Is Hidden flag from the CPQ Admin > Option Group Configuration page to hide option groups.
• Use the exclusion type constraint rules to hide excluded options from the list.

Modify Option Groups and Options within a Bundle Configuration

The implementor can specify whether the user can change the option quantity for the option group using the Modifiable Type setting with values Fixed and Variable from the CPQ Admin > Option Group Configuration > Bundle Configuration.

• Selecting Variable enables the user to change the quantity of the option products while configuring the product.
• Selecting Fixed restricts the user from changing the quantity of the option products inside the parent option group.

Setting the modifiable type setting to Fixed or Variable impacts only on immediate options. There is no impact on the sub-option groups. This setting has to be done on each level. This also overrides minimum and maximum validation. In case you select an option group with Modifiable Type as Fixed, the quantity input box of the immediate option(s) is disabled, and clicking the info icon next to it displays a message Quantity is not modifiable. The quantity displayed is the default value and in case you do not set the default value, the quantity is 1.

Set Required Option(s)

The implementor can set the Is Required flag for an option product in CPQ Admin. The required option product is selected by default in the configuration, and if the user deselects the option product, the Add to Cart button will be disabled.

Exclude Option Product within a Bundle Configuration

The implementor can set the Exclude Options Products custom setting in CPQ Admin to exclude options that are marked optional from the min/max criteria validation of the option group. When the user marks the option as optional using the Is Optional checkbox, options as optional are not considered in the Min Options, Max Options, Min Total Quantity, and Max Total Quantity criteria. Whenever you mark any product as optional, the price of the product is not included in the total. If you mark an option in a bundle as optional, the price of that option is not included in the bundle price.