Global attributes CPQ

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Global attributes are configuration attributes that you can assign to any product options in any number of bundles.

Step 1: Go to setup → object manager → product option and create new picklist field.

Field label – Color        

        Values –

Light Grey

Dark Grey

Gold

Black

White

Brown

Red

Blue

Green

Purple

Pink

Yellow

Step 2: Create one more picklist field on the product option object.

Label – Material

Values –

Silicone

Canvas

Stainless Steel

 Leather

Step 3: Go to configuration attribute object→fields and relationship→ Target field. Add the below values.

        Material__c

Color__c

Accent__c

Step 4: In the navigation bar, click Configuration Attributes and create new record.

recordType – Global Attribute

        Attribute Name – Material.

Target Field – choose Material__c.

Step 5: We have to create two more records for colour and accent. So that creates a record for colour.

recordType – Global Attribute

        Attribute Name – Colour.

Target Field – choose Color__c.

Step 6: Create a record for Accent.

recordType – Global Attribute

        Attribute Name – Accent.

Target Field – choose Accent__c.

        We have created three configuration attribute records.

Step 7: Create an attribute set of records. In the navigation bar, click Attribute Sets.

Step 8: Create an attribute item record for the colour attribute. Go to related attribute set → new attribute item.

Step 9: Create an attribute item record for the Material attribute.

Step 10: Create an attribute item for the Accent attribute.

Step 11: Create a product attribute set record under the same attribute set record.

         Go to product → related list tab →select product option record → related tab → create new Product Attribute Sets record

Step 12: Go to the product option record and edit the record. Update the below values.

        Material – Silicone

        Color – Dark Grey

        Accent – Light Grey

Step 13: Before we go to test the attribute, make sure that we have ‘Enable Product Option Drawer’ permission on cpq configure package setting. If you do not have permission, then go to installed package → select cpq package → click configure→ Enable Product option Drawer

Step 14: Finally, we have configured the global attributes with quote products. Now we can verify the changes on the quote product page.

Go to quote record → Edit lines → Add product

Select the product that we have configured.

After product selection, we will see the attribute picklist here.