Search Fields

The Search Fields administration allows controlling which fields will be available for users to filter their load quote page by. They can be defined on a per user group basis and can ordered. The search fields available include quote information, customer information, key attributes, or user information.

Figure A - Search Fields on Filter


When users want to save default number of quotes that will be displayed, SAP CPQ will save maximum 50 quotes per page.

The Search Fields administrative section can be accessed under the Quotes admin menu. Here user can add, remove, and modify the search fields.

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Figure B - Search Fields Administration


To add a new search field, click the Add New button. This displays the search field definition page.

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Figure C - Add Search Field


Available Fields displays the fields that can be searched by. These include any Key Attributes, Custom Fields, and default fields, which include cart information, customer information and user information. The Label field determines what the search field label will say on the user side. Because the search field name can be sometimes not very descriptive or not custom for user's company, the Label field allows displaying any label that is needed.
The Operator field determines how the system will search the value entered by the user. There are 6 options available as an operator:

  • =number - requires the value entered by the user and the selected field is a number
  • =date - requires the value entered by the user and the selected field is a date
  • =string - requires the value entered by the user and the selected field is a string, or text
  • like - allows user to enter any value, this value is then searched by for in the selected field. An exact match is not needed with this query. For example, if a user enters the value “com”, the system will match that with “computer”, “communication”, “combination”, etc.
  • number interval - user is given two fields to enter a number. The system then returns the values that fall between the entered numbers.
  • date interval - user is given two fields to enter dates. The system then returns the values that fall between the entered dates.

Searches done with the =number, =date, and =string operators must be exact matches in order for the system to return the result.

The All User Types field refers to user types for which no search fields have been defined. What this means is that, if a search field has been defined for a certain user type, that user type will not have access to search fields defined for All User Types. For example, if a Project Name search field has been defined for a Sales user type, the Sales user type will only have access to the Project Name search field, and to no other. This also means that All User Types will not have access to the search field defined for a Sales user type.

Selected Fields lists all the search fields currently being displayed to users. The fields are listed in the order that they will be displayed to the users from top to bottom.
To add a new search field, user must select the field from the Available Fields and click to send the field to the Selected Fields. Then it is possible to order the selected fields by selecting the field and clicking the up and down arrows.

User can only add one search field at a time. To add another search field, save the current addition, then go back into the search field administrative section and click Add New.

When editing a search field, if desired, user can only remove and edit the label of the field that you edited. User can, though, modify the ordering of all the fields while editing.

To make the Advanced Search feature available on the Existing Quotes page, you must tick the Show Fields in a Quote Search/Filter check box on the User Types Help page.

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