Create a Filtering Custom Action

Create a custom action that filters products, subscriptions, or assets in the quote line editor or configurator. (Salesforce CPQ Managed Package)

Available in: Salesforce CPQ Spring ’14 and later

Set your custom action's Page field to Quote Line Editor or Configurator.
Select a Location.
When a user selects your custom action, Salesforce CPQ opens a product selection page for the chosen page.
Set the Type and Icon fields to customize how your custom action appears.
Create a search filter in the Search Filters related list.
Salesforce CPQ filters available objects based on these parameters in the selection page you defined. For example, you can define a filter that shows lines on your configurator page where the Product Name equals “Software.”
Select Default to activate this custom action when a user opens the quote. This process takes the user directly to the selection screen you defined in Step 1 rather than the quote line editor. This field works only for custom actions with a search filter.
Create conditions for your custom action and associate them with the Conditions Met field. If your action contains conditions, Salesforce CPQ doesn’t show the action until your quote meets them.
If you have multiple custom actions, set their Display Order fields to determine where they appear in the UI. Salesforce CPQ orders custom actions from left to right, starting with values of 1.
Enter a description that appears when users hover over the custom action button.

Example

You want a custom action that shows all Diesel products available for selection.

Custom Action

Search filter for your custom action:

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