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Required Settings for Configuring Cart Item Refresh Levels
The following CPQ configuration settings control the level-based approach to cart item refreshing.
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LevelBasedPageSizeCPQ specifies the number of items that are returned on one page.
To use the level-based approach to refresh the cart, ensure that:
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Each custom field has a corresponding custom setting → Field Setting.
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The CacheEnabled setting is set to true.
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The DeltaPrice and DeltaValidate custom settings are added to your org.
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The DefaultHierarchy custom setting is greater than zero.
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You have specified any required parameters in the getCartsItems API. See Get Cart Items.
You can also write a custom implementation of the LevelBasedInterface interface to control the behavior of level-based cart refreshing. When your custom LevelBasedInterface explicitly sets LevelBasedApproachOn to true. This custom code overrides the general CPQ Configuration, where LevelBasedApproach is set to false. As a result, the getCartsItems API logic prioritizes the custom interface, limiting the response to only root and first-level child items.
For instructions on creating custom fields, see Configure the Review Cart Using Custom Settings.
To configure the level-based approach to cart item refreshing:
- On the Vlocity CMT Administration tab, click CPQ Configuration Setup.
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In the LevelBasedApproach row, click the Action icon
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- In the Value column, enter True.
- In the LevelBasedPagination row, click the Action icon.
- In the Value column, enter True.
- In the LevelBasedPageSize row, click the Action icon.
- In the Value column, enter an integer. The default value is 10.
- Click Save. Now you need to ensure that each Custom Field in your org has a companion Field Setting.
- Go to Salesforce Setup → Develop → Custom Settings.
- Next to Field Settings, click Manage. The Field Settings page opens. If the field setting you want to add is already listed, namely a field corresponding to the Custom Field of interest, you are finished with this procedure. If the relevant field setting is not listed, you need to add it. In this case, go to the next step.
- Click New and then add the required information.
- Ensure that Inclusion is selected.
- Click Save.
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For each field setting you need to add, repeat steps 10 to 13.
You are finished configuring the level-based approach to cart item refreshing.
