Configuring Filters with Zuora

In this document, you will learn how to configure and apply product filters and quick filters within the Zuora CPQX platform. These filters help refine and categorize products based on different criteria, utilizing both standard and custom fields. Product filters focus on the product and product rate plan objects, while quick filters offer more flexibility, allowing for complex logic and combinations.

Step 1

Zuora CPQX allows users to easily configure two types of filters: product filters and quick filters. Product filters enable filtering based on both standard and custom fields from the product, product rate plan, and product rate plan charge objects. Quick filters are more versatile and allow filtering products based on a variety of field combinations.

Step 2

To identify where these filters are applied, navigate to the quote page in Zuora. Upon clicking "Browse Products," the left panel displays a section labeled "Filters," containing both quick filters and product filters.

Step 3

Use the checkbox to select the desired filter.

Step 4

Apply the chosen filter to display relevant products. For instance, selecting a product filter for base products will show only those categorized as such. The quick filter section also supports nested filters.

Step 5

We have set up a product filter for the region USA as a quick filter, allowing users to filter active products specific to this region. Users can only select the child filter first.

Step 6

Subsequently, users can select the main filter or vice versa. Click "Reset" to clear all selected filters.

Step 7

To create filters, navigate to ZORAConfig and select "Quote Studio Settings." Under the product and quick filters section, click...

Step 8

Within this section, you will find two tabs: product filters and quick filters. Begin by creating product filters. Select the "Product Filters" tab and click "Edit."

Step 9

Product filters serve as basic filters, relying on fields from the product and product rate plan. For example, you may have filters based on product family and product category already selected.

Step 10

To add a filter by product type, select the field from the "Available" section and move it to the "Selected" section. This allows filtering by product type, such as software or hardware.

Step 11

Click "Save" to confirm your configuration.

Step 12

To define a quick filter, note that quick filters are more flexible than product filters.

Step 13

Quick filters can utilize both standard and custom fields from product-related objects. They allow complex logic with multiple conditions. Begin by creating a quick filter for summer release software products.

Step 14

To create a new quick filter, click "Create New Quick Filter." Enter the filter name, such as "Software Products."

Step 15

Add a description, set the status to active, and ensure it is visible to users.

Step 16

The toggle labeled "Forced" applies the quick filter automatically when a browser or search window opens. Multiple filters can be forced simultaneously.

Step 17

The "Forced" toggle works with the "Visible to User" toggle. If both are active, users see but cannot disable the filter. If only "Forced" is active, the filter applies in the background without visibility.

Step 18

For this filter, leave the "Forced" toggle inactive. Activate the "Specific Profile" toggle to assign the quick filter to certain profiles.

Step 19

By default, quick filters are visible to all profiles. When active, select a specific profile from the list.

Step 20

Set the "Specific Profile" toggle to inactive, making it visible to all profiles. Define the filter conditions in the "Filter Logic" section.

Step 21

Click the magnifying glass to open a list of objects. Select the "Product Rate Plan" object, then scroll to choose the custom field "ZPRP Item Type."

Step 22

Set the operator to "Equals" and enter the value "Software." You can equate it with a field or a value. Here, select "Value" and input "Software."

Step 23

To add conditions, click the three dots on the right and select "Add Condition to the Group." This adds a new condition with an "AND" operator. Remove unnecessary conditions.

Step 24

Instead of adding a condition, create a new group by clicking "Add a New Group." This introduces an "OR" operator.

Step 25

Remove groups not needed for your filter. Extend the software offer filter to display only software products from the summer catalog by enabling the nested filter.

Step 26

Activate the toggle labeled "Display all nested filters collapsed by default." This collapses filters on the "Browse Catalog" page. In the "Quick Filter Hierarchy," click the plus button to add a new child filter.

Step 27

Name the new child filter appropriately.

Step 28

Set the child filter to active. In "Filter Logic," select the "Product Object" and choose the "ZPC Code" object. Set it to equal a value.

Step 29

With the filter defined, click "Save."

Step 30

View the filter in action. On the quote page, click "Browse" and then "Filter."

Step 31

Under "Product Filter," locate the new filter called "Type." In the "Quick Filter" section, observe the new quick filter and its child filter.

Step 32

To list only summer products, select the child filter. For software products, choose "Software Products."

Step 33

To combine both filters, select them both to display "Software Summer Products." Continue with your coding process, enabling sales representatives to efficiently focus on relevant products during summer campaigns.

Step 34

Sales representatives can quickly concentrate on software products for the summer release using quick filters.