Option Groups, Options & Values

Overview#

The three-level hierarchy — Group → Option → Values — gives you a flexible way to build any combination of add-ons. This article covers how to create and manage each level from the admin panel.

Step 1 — Create an Option Group#

1. Go to Admin → Configurable Options → New Group.
2. Enter:
   • Name: Displayed as a section heading on the order form (e.g. "Disk Space").
   • Description (optional): Short helper text shown below the heading.
3. Save.

Step 2 — Link the Group to Products#

1. On the option group detail page, open the Linked Products tab.
2. Select one or more products to attach this group to.
3. Save.

[!TIP] One group can be linked to multiple products. If you change the group's options or values, the change applies to every product it is linked to. Create separate groups if products need independent option sets.

Step 3 — Add Options to the Group#

From the option group detail page:

1. Click Add Option.
2. Fill in:
   • Name: Label shown to the client (e.g. "Storage").
   • Type: dropdown, radio, checkbox, or quantity.
   • Sort Order: Lower number = appears first.
3. Save inline — the option appears in the list immediately.

Option Types Quick Reference#

Step 4 — Add Values to an Option#

1. Expand the option row and click Add Value.
2. Fill in:
   • Label: Displayed in the dropdown / as the radio label (e.g. "50 GB").
   • Sort Order: Controls display order within the option.
3. Save inline.

For checkbox options, you only need one value (the "enabled" state). For quantity options, you also only need one value (the per-unit definition).

Step 5 — Configure Pricing per Value#

After creating values, click the value's Pricing button to open the pricing matrix for that value. See Pricing per Option Value.

Inline Management#

All option and value management is done inline on the group detail page — you do not leave the page. This allows rapid iteration:

• Add/edit/delete options without page reloads.
• Drag options to reorder them.
• Expand an option to manage its values in place.

Example: "Disk Space" Group#

Option Group: Disk Space
├── Option: Storage (type: dropdown)
│   ├── Value: 10 GB   → $0.00/mo (free / default)
│   ├── Value: 20 GB   → +$2.00/mo
│   └── Value: 50 GB   → +$5.00/mo

Deleting Options and Values#

• Deleting a value removes it from the option. If existing services have this value stored in their JSON, it remains on the service record (historical) but is no longer selectable for new orders.
• Deleting an option removes all its values.
• Deleting a group unlinks it from all products and removes all its options and values.

[!WARNING] Deleting a value or option does not retroactively update existing service records. Pricing based on deleted values stops applying on the next renewal.

Related Articles#

• Configurable Options Overview
• Pricing per Option Value
• Creating Products