junnusipra
10-22-2020, 07:22 AM
How can I filter product option while creating a quote in salesforce cpq.
Example I have a main product "Dell Laptop" - I create 2 features "Hardware" and "Software". I have a "region" field in product option with values X or Y
I add below product options in relevant feature and region Hardware - CPU,RAM etc (no region) Software - X region: MS Office, Notepad Y region: Firefox
Now when I create a quote. I should be able to select add options and in software feature I need a filter value based on which only the RELEVANT PRODUCT OPTIONS will load So I select X region only MSOffice and Notepad should load.
How can I solve this problem?
I have tried looking in lookup query and lookup data. The problem is I may have 15-20 options in one feature and adding lookup data with show and hide for two feature will increase manual work and creating combination for each feature
Example I have a main product "Dell Laptop" - I create 2 features "Hardware" and "Software". I have a "region" field in product option with values X or Y
I add below product options in relevant feature and region Hardware - CPU,RAM etc (no region) Software - X region: MS Office, Notepad Y region: Firefox
Now when I create a quote. I should be able to select add options and in software feature I need a filter value based on which only the RELEVANT PRODUCT OPTIONS will load So I select X region only MSOffice and Notepad should load.
How can I solve this problem?
I have tried looking in lookup query and lookup data. The problem is I may have 15-20 options in one feature and adding lookup data with show and hide for two feature will increase manual work and creating combination for each feature