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Configure product filters and quick filters

Zuora

Configure product filters and quick filters

This feature is in the Early Adopters phase. We are actively soliciting feedback from a small set of early adopters before releasing as generally available. If you want to have access to the feature, submit a request at Zuora Global Support or contact your Account Executive, and provide the ID of the Salesforce org on which you want to enable CPQ X.

CPQ X allows you to easily configure the following types of filters:

  • Product filters -  Filter products based on several typical standard fields on the Product and Product Rate Plan objects.
  • Quick filters - Filter products based on your selection from all standard and custom fields on the Product and Product Rate Plan objects.

These filters can be used in the product selection window of the Quote Studio page.

Configure filters

Create a product filter

To create a product filter:

  1. In the navigation bar, navigate to Zuora Config > Quote Studio Settings.
  2. In the left pane, select Product And Quick Filters. The Product Filters and Quote Filters tabs are then displayed in the main region.
  3. In the Product Filters tab, click Edit.
  4. Select a field from Available Product Filters and click right_arrow.jpg to add this field to the Selected Product Filters box, or click left_arrow to remove a selected field from the Selected Product Filters box. Repeat this step until the Selected Product Filters box only contains the fields you want to use for the product filter.
  5. (Optional) Click up_arrow or down_arrow to adjust the order of the selected fields.
  6. Click Save to save the configuration of the product filter.

Create a quick filter

To create a quick filter:

  1. In the navigation bar, navigate to Zuora Config > Quote Studio Settings.
  2. In the left pane, select Product And Quick Filters. The Product Filters and Quote Filters tabs are then displayed in the main region.
  3. In the Quick Filters tab, click Create New Quick Filter.
  4. Configure the following basic settings as appropriate:
    • Filter Name - The identifiable name of the filter.
    • Filter Description - The description of the filter.
    • Status - The status of the quick filter. Set this toggle to Active if you want the quick filter to be effective.
    • Visible to User - Indicates whether the quick filter is visible to all users. Set this toggle to Active if you want users to see it.
    • Required - Indicates whether the quick filter is required.
  5. Set the condition of the filter in the Filter Logic section. The filter can be set against the fields on the Product Rate Plan or Product objects. You can also click Filter_edit on the right to add new conditions (AND) or groups (OR) to the filter, or remove the existing conditions or groups from the filter.
  6. Click Save to save the configured quick filter.