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Estelle DreverEstelle Drever 

How do I configure page layouts in CPQ? Specifically, add the garbage can icon to my CPQ edit lines page for each line within the bundle.

Best Answer chosen by Estelle Drever
Divyesh PatelDivyesh Patel
Estelle - I don't think there is any standard functionality to have individual/seperate delete line button/icons for a bundled product options quote lines in QLE. You need to use the reconfigure button on the parent bundle product quote linen and remove the options not required. You basically reconfigure bundle product to achieve this. 

 

All Answers

Jen NelsonJen Nelson
Hi, Estelle - are you a System Admin or a Sales User?  The Delete Lines button is only going to appear on the CPQ Quote Line Editor if your System Administrator has enabled it.
Jen NelsonJen Nelson
And if the Bundle is configured in a way that allows Users to remove Quote Lines from the Bundle selected
Estelle DreverEstelle Drever
Thanks Jen.  I am a System Admin but could not find the area where I can activate the delete lines option.  Also, if the users are deleting a quote line from the bundle, this would only be at the quote level and not permanently deleting the option from the bundle, right?
 
Divyesh PatelDivyesh Patel
Estelle - I don't think there is any standard functionality to have individual/seperate delete line button/icons for a bundled product options quote lines in QLE. You need to use the reconfigure button on the parent bundle product quote linen and remove the options not required. You basically reconfigure bundle product to achieve this. 

 
This was selected as the best answer
Estelle DreverEstelle Drever
Thank you.  That is what we have been doing - going back into the bundle (click the wrench icon) and then uncheck any line items that need to be removed.  It is just takes a few extra steps and page load time in CPQ is not great.  Hopefully, the page layouts in CPQ become more customizable in the future.
Hillary LambHillary Lamb
Sounds like you need to make sure your users have edit and delete options for the quote lines. As long as they do not have permissions to edit or change products or product options they won't be able to delete your products. Then they should be able to remove the quote line from the configurator or even the quote line from the quote if needed. Hope this helps!
Jen NelsonJen Nelson
Estelle - one other quick thought...forgive my delay...I posted this in the CPQ Group and got an interesting Answer using Custom Actions: https://success.salesforce.com/0D53A00003i31sb
Cory SchmidgallCory Schmidgall
Are there any updates to this question? We are wanting to add this into our line editor as well. Would save our estimators quite a bit of time during the day as we have a variety of options for bundles that vary daily. thx!
Cory SchmidgallCory Schmidgall
Is there a way to add the trash can to the bundle components as well? 
User-added image

Or add a select box for delete lines? 
User-added image
Would be quicker than going into the wrench as we are currently doing.
thanks!
Christopher HickmanChristopher Hickman
No, the purpose of bundling is to govern option configuration within the bundle. If you could delete bundle options from the line editor, a user could bypass, for instance, rules (both product rules and option constraints) that require product B when product A is selected. So this is a "feature" not a "bug".
Cory SchmidgallCory Schmidgall

Yup, I understand that. However, our bundle options vary project to project which is where the delete would come in. We already have around 180-190 bundles so we're not going to be adding anymore to accomodate that type of feature. 

Thought I'd check, thanks for the reply! 

Christopher HickmanChristopher Hickman
There's a different type of bundle configuration you might find more suited to your scenario. It doesn't resolve the issue of being able to delete options from the line editor, but it does give you the ability to define the bundle itself in a more dynamic/situational way - see https://help.salesforce.com/articleView?id=cpq_filter_rules_concept.htm&type=5 , particularly the linked knowledge article.
Cory SchmidgallCory Schmidgall
awesome, I will look into this. Thank you Christopher. =)