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Configure product filters and quick filters

Zuora

Configure product filters and quick filters

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 to help users quickly locate products.

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 display order of the selected fields.
  6. Click Save to save the configuration of the product filter.

Add Product custom fields to product filters

If you want to add a custom field on the product level to the product filters, take the following steps:

  1. For the custom field on the Product object in Zuora, create a custom field with the same API name and data type on the Product2 standard object in Salesforce.

    For example, you have a Picklist type custom field called Source Type (Source_Type__c) on the Product object in Zuora, and it has the following enum values: Internet (default) and Commercial. Then you can take the following steps to create a counterpart in Salesforce. Note that the steps are documented based on the Salesforce Lightning Experience.

    1. Navigate to Setup > Object Manager > Product (API Name: Product2) > Fields & Relationships.
    2. Click New.
    3. Select the Picklist data type, and click Next.
    4. Complete the following details:
      • Field Label:  Enter Source Type.
      • Value: Select Enter values, with each value separated by a new line, and enter Internet and Commercial in the text box below. Note that you need to enter Internet in the first line and select the Use first value as default value check box to ensure that it is the default value.
      • Complete other optional settings as needed, then click Next.
    5. Configure field-level security for this field, then click Next.
      • Select only the Visible check box for the profile of users you want to grant edit access to this field.
      • Select both the Visible and Read-Only check boxes for the profile of users you want to grant read access to this field.
      • Leave both check boxes deselected if you want to hide this field from a user profile.
    6. Select the Add Field check box for the page layout where you want to add this field. 
    7. Click Save. Then the custom field is created on the Product2 object.
  2. Add the created custom field to the product filters. 
    1. Navigate to Zuora Config > Quote Studio Settings > Product And Quick Filters.
    2. Click the Product Filters tab, then click Edit.
    3. Select the custom field you created then click right_arrow.jpg to add this field to the Selected Product Filters box.
    4. (Optional) Click up_arrow or down_arrow to adjust the display order of the selected fields.
    5. Click Save.

Subsequently, when users browse product rate plans in Quote Studio, they can see that the custom field is displayed in the Product Filters section on the left.

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 - Set this toggle to Active if you want the quick filter to be effective in Quote Studio. If this toggle is set to Inactive, Quote Studio will not allow the filter to be seen or used.
    • 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.
    • Forced - Set this toggle to Active to force the quick filter to be applied by default whenever the browse pop-up window or search window is opened. Multiple filters can be configured as Forced = Active, in which case each filter will be applied to display only the relevant products.
      The Forced filter toggle can be used in conjunction with the Visible to User toggle. If a filter is Forced = Active and Visible to User = Active, then the user will see the filter in the Quick Filter list but will not be able to turn the filter off. If Forced = Active and Visible to User = Inactive, the user will not see the Quick Filter in the list, but it will still filter products as the filter logic prescribes. 
    • Select Specific Profiles - If this toggle is set to active, it will show all the profiles associated with the account. By default, the created quick filter will be visible to all profiles.
      After upgrading to 10.9, you may find user profiles. If you had configured Quick Filters before upgrading, the filters would no longer appear in the Product Selector. You can fix this by opening each Quick Filter and saving it without making any changes, and the filters will appear again in the Product Selector.
  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, including both standard and custom fields. 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. For example, you can set the filter logic Product > Active - equals - value - true to filter all active products.
  6. Click Save to save the configured quick filter.