You are here:
Search Filters
Use the quote line editor’s search filter to filter products, assets, or subscriptions by their field values. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
Select Add Products in the quote line editor, and then select the filter icon to show the search filter box. You can search by Product Code, Product Name, Product Family, and Product Description by default. You can also add and remove standard or custom fields to any search filter by editing the product object’s search filter field set.
Important
- If you add a checkbox field to your search filter, Salesforce CPQ filters products based on the checkbox's value returning False. For example, let's say you had several products with an LCD Screen custom checkbox field. If you add LCD Screen to your search filter, Salesforce CPQ returns products where LCD Screen is unselected. If you want to add an option-based field that doesn't return a True or False filter value by default, add a picklist that defaults to None.
- The search filter’s Filter Source Object field supports only a value of Quote. Adding new picklist values isn’t supported.
Example Your products have a custom Industry field. You want to filter products based on this
value. Create a search filter with the following setup.
- Target Object: Select Product.
- Target Field: Select Industry.
- Operator: Select Contains.
- Display Order: This number determines where your new filter is ordered relative to other search filters in the search filter box. Blank values place the new filter under numbered values. Blank values across several search filters cause those filters to appear in alphabetical order.
- Filter Value: Add a text value that automatically searches and filters before the user inputs any text. For example, if your Industry field values contain “IT - Software,” “IT - Hardware,” and “Agriculture,” set this value to IT so that your users can search only for IT products.
- Hidden: Select to hide this filter from the UI. Hidden filters still contribute to search queries. Set this field with an established filter value if you don’t want users to know that search results are limited.
- Action: You can use search filters with custom actions. For example, you can have an Add Hardware custom action that filters products on the Search Filter criteria “Product Industry = IT.” This field’s value relates the search filter to the custom action. Users can then select that custom action in the quote line editor to automatically filter products.
Did this article solve your issue?
Let us know so we can improve!
