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          Validation Rules in Nested Bundles

          Validation Rules in Nested Bundles

          Use validation rules within nested bundles to expand the scope of options Salesforce CPQ considers when evaluating quotes and products. (Salesforce CPQ Managed Package)

          Required Editions

          Available in: Salesforce CPQ Spring ’16 and later.

          Validation rules can evaluate children, grandchildren, or parents of the option they initially target. Control this feature with three configuration rule fields.

          • Parent Bundle Condition Level
            • 1: Conditions evaluate the parent of the product option that the configuration rule targets and all children of that parent. Siblings of the parent product aren’t evaluated.
            • None: Conditions evaluate children only. This is the default option.
          • Child Bundle Condition Level
            • 1: Conditions evaluate the product option’s children and grandchildren.
            • None: Conditions evaluate children only. This is the default option.
          • Child Bundle Action Level
            • 1: Actions can select, deselect, enable, disable, show, or hide the children and the grandchildren of the option this configuration rule targets.
            • None: Conditions evaluate children only. This is the default option.
          Important
          Important Validation rules run immediately only for options on the same level as the option or attribute that prompted an Apply Immediately event. To apply your product rule to a different level, save the configuration of the product associated with your configuration rule.
          Example
          Example You sell a bundle with three total levels. The quantity of all product options throughout the bundle must be less than or equal to five. Your validation rule contains a configuration rule that returns an error if the total product quantity is greater than five. For this example, we refer to the three levels of your bundle as grandparent, parent, and child.
          Parent Bundle Condition Level = 1 and Child Bundle Condition Level = 1
          Grandparent QuantityParent QuantityChild QuantityResult
          2 2 2 Validation Fails
          1 2 2 Validation Passes
          2 2 1 Validation Passes

          In the first case, the validation fails because the configuration rule considers the grandparent, parent, and child quantities, for a grand total of six. The second and third cases validate because the configuration rule considers the grandparent, parent, and child quantities for a grand total of five.

          Parent Bundle Condition Level = None and Child Bundle Condition Level = 1
          Grandparent QuantityParent QuantityChild QuantityResult
          2 2 2 Validation Passes
          2 2 4 Validation Fails
          4 2 2 Validation Passes

          In the first and third case, the validation passes because the configuration rule considers the parent and child quantities, for a grand total of four. The validation fails in the second case because the parent and child quantities add up to six.

          Parent Bundle Condition Level = 1 and Child Bundle Condition Level = None
          Grandparent QuantityParent QuantityChild QuantityResult
          2 2 2 Validation Passes
          4 2 4 Validation Fails
          2 2 4 Validation Passes

          In the first and third case, the validation passes because the configuration rule considers the parent and child quantities, for a grand total of four. The validation fails in the second case because the parent and child quantities add up to six.

          Parent Bundle Condition Level = None and Child Bundle Condition Level = None
          Grandparent QuantityParent QuantityChild QuantityResult
          2 2 2 Validation Passes
          4 2 4 Validation Passes
          2 2 4 Validation Passes
          2 6 2 Validation Fails

          In the first three cases, the validation passes because the configuration rule considers only the parent quantity of 2. The validation fails in the fourth case because the parent quantity is six.

           
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