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            Create Search Filters for Date Ranges

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            Create Search Filters for Date Ranges

            Use the search filter’s Between operator to filter objects that fall within a range of two dates. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions

            Salesforce CPQ search filters with a date type target field can use operators only with a Between value. When a sales rep opens a Date-type search filter, its upper and lower bounds contain the date from the search filter’s filter value. They can adjust either of the bounds to filter objects between (and including) both dates.

            1. Create a search filter and set its target field to your date field.
            2. Set the filter value to the last date in your date range.
              Filter value dates must have the format of YYYY-MM-DD.
            3. Make sure that the Hidden checkbox field is deselected.

            When a sales rep opens a page containing your filter and clicks the filter icon, they see the filter value applied to the filter’s lower and upper bounds.

            The subscription filter page

            They can change either of the filter’s dates to establish a range of target objects between and including these dates.

            The Subscription Filter page

            The Subscription Selection page filtered by dates

             
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