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adminhelp:quotesadministration:quote_2.0:solution_design:creating_sections [2019/05/12 15:16]
mnikolic
adminhelp:quotesadministration:quote_2.0:solution_design:creating_sections [2019/05/17 03:33] (current)
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 To download sections in an Excel file, click {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_download_excel_icon.png?15}}. The downloaded file contains the sections’ hierarchy, sections’ names and the quote item custom columns.\\ To download sections in an Excel file, click {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_download_excel_icon.png?15}}. The downloaded file contains the sections’ hierarchy, sections’ names and the quote item custom columns.\\
 {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_main_screenshot.png?500}} {{:adminhelp:quotesadministration:quote_2.0:solution_design:cpq_1902_solution_design_main_screenshot.png?500}}
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 +== Filtering Sections ==
 +Sections can be filtered by name (only the exact match returns results) and by the value of quote item custom fields that administrators have marked for filtering (**Use column value to filter quote items** is selected on the field in **Setup**). Also, users can filter the sections assigned to their teams by selecting the **Show only my sections** label. After a filter is applied, only the sections that match the entered criteria and their pertaining products are displayed.\\
 +The applied filter is saved locally in the browser for a user and quote. If that user opens the quote in another browser or reassigns the quote, the filter will not be applied. Also, different users on the same quote can apply different filters.\\
 +The applied filters display in pills above sections in the **Solution Design** tab and users can easily remove them, which refreshes the display of sections.\\
 +Excel download is available while filters are applied and in that case only the filtered sections are downloaded.
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You are here: SAP Sales Cloud CPQ Online HelpAdmin Page HelpQuotes AdministrationQuote 2.0Solution DesignCreating Sections