Dynamic Search Filters
While creating custom actions & search filters we may encounter the need to make the search filter condition to be based on specific aspects of the deal, for example based on a field on the Quote. This is where dynamic search filter comes in to play.
You may want to read up on Custom Action & Search Filters before proceeding.
Creating a dynamic search filter makes a limited set of Products available to your Sales Reps.
CPQ Admins can set Custom Search Filters to apply dynamically using Filter Source Object and Filter Source Field fields from Search Filter.
Click the button below to see a typical use case where we may need to use a dynamic search filter:
Here is how the dynamic search filter is set up for this use case:
This search filter will match the product family of all the products which are same as the Product Family listed on the Quote and show only those products when the Sales Rep clicks on ‘Add Products’ on the Quote Line Editor.
If you want to understand Dynamic Search Filters better, below is your go-to video. We have talked through how to implement the Use Case example, in detail here: