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Introduction

This guide walks you through building a product configuration from scratch: attaching it to a base product, adding the three group types, setting up rules and formulas, and getting it ready for your sales reps.

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Prerequisites

Before you start, make sure you have:
  • A base product already created in your catalog.
  • A pricebook set up if you plan to use the Inherited from pricebook price mode for any option.
  • Access to the Products & pricing section of your workspace.

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Access

1

Open Product Configuration

From the left sidebar, go to Products & pricing > Product Configuration.

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Steps

1

Create the configuration

Click + New configuration. In the New configuration dialog, choose the Product you want to configure, then click Continue.
2

Set the product details

Click the pencil icon next to the configuration’s name to open General information. Here you can set:
  • Name — the configuration’s display name.
  • Internal reference — an optional reference for your team.
  • Base product — the catalog product this configuration is attached to.
  • Hide price details — turn this on to hide every option’s price from the quote and DealRoom.
3

Add an Item group

In the Configuration panel, click + Add, then choose Item. Set a Selection type (Radio buttons, Checkboxes, Dropdown, Multi-select, or one of the two card layouts), and turn on Required if a choice is mandatory.Add options to the group — each one is either a catalog product or a custom attribute. For each option, set:
  • Price: Inherited from pricebook, Formula, or Fixed amount.
  • Quantity: Same as base product, Formula, or Fixed amount.
4

Add a Question group

Click + Add, then choose Question. Pick a Selection type — in addition to the Item group types, Question groups support Toggle, Number input, Free text, and Date.If you want the answer stored somewhere, set Save as to Custom field and pick the field. Leave it on None if the answer is only used to drive rules.
5

Add a Calculated group

Click + Add, then choose Calculated. Give the group a name, then click Define formula on its first calculated item to open the Formula editor.Build your expression using the ARITHMETIC, COMPARISON, and FUNCTIONS buttons, and insert variables from INSERT VARIABLE instead of typing them by hand. A green border and “Valid formula” message confirm the expression is correct.Set a Display format (for example, Number), and turn off Display calculated field if you only need the value as an input to other formulas. Add more calculated items to the same group if you need several related values.
6

Add rules

Select a group or an option, then click Add rule in its Rules section. In the Edit rule dialog:
  1. Build your IF condition — pick a field, an operator (is, is not, >, <, >=, <=), and a value. Use + AND or + OR to add more conditions.
  2. Choose the THEN action, and optionally an ELSE action.
  3. Click Save.
Switch to Raw text if you prefer to write the condition as an expression directly. Available actions depend on what the rule is attached to: groups support Show, Hide, Warning banner, and Error banner; Item group options support Show, Hide, Required, and Exclude; Question group options support Show and Hide.
A rule can only reference groups that come before it in the order, so build your groups top to bottom before wiring up rules between them.
7

Reorder groups

Drag a group by its handle (⠿) in the Configuration panel to move it up or down. Reordering changes which groups are “upstream” and available to rules and formulas in the groups below.
8

Preview and activate

Use the live preview in the center panel to test your selections, rules, and calculated values exactly as a sales rep would see them. Adjust any group, option, rule, or formula until the behavior matches what you expect.Once everything looks right, save your changes. Your configuration shows as Active in the Product Configuration list, which makes it available to add to quotes.

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What happens next

Once a configuration is active, sales reps can add its base product to a quote and open the configurator to make selections. Their choices generate the matching line items, with prices and quantities calculated automatically. If the quote reaches a DealRoom, the customer can adjust any option you’ve marked optional or made editable.

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Troubleshooting

Check that every variable was inserted using INSERT VARIABLE rather than typed by hand, and that parentheses and quotes are balanced. The formula editor only turns green once the expression is valid.
Confirm the group or option the rule depends on comes before the rule’s own group in the order. Rules can’t reference anything downstream.
Custom attribute options can’t use the Inherited from pricebook mode, since there’s no catalog product to inherit from. Switch to Formula or Fixed amount.
Remember the resolution order: Hide always overrides Show, and Required always overrides Exclude.
Check the Display calculated field setting for that formula. If it’s turned off, the value is only available as a variable for other formulas, not shown directly.

Product configurator reference

Full reference for group types, rules, formulas, and DealRoom behavior.

Bundle

Group a fixed set of products under one price.

Pricebook

Manage the prices that configured products can inherit from.

DealRoom

See how customers interact with a configured product online.