Filtering the Product List

You can define custom filters to reduce the number of products listed when you select a price book on the Add Products page. The Add Products page is displayed when you add line items via the Lightning component related list on a plan, contract, or billing document. Custom filters are also applied to the Add Product drop-down list on the enhanced detail pages.

You define custom filters using Salesforce custom metadata. Refer to the Salesforce documentation for information about the permissions required to create custom metadata.

To filter the product list:

  1. Go to Setup | Custom Metadata Types | BC Filter and click Manage Records.
  2. Click New to create a new BC Filter record.
  3. Complete the BC Filter details:
    • Enter a label and name for the filter.
    • Set the filter's purpose to Enhanced UI Add Product Drop-Down.
    • Set the object to Product. (Custom filters for any other object are ignored.)
    • Select the field you want to filter on.
    • Choose the condition you want to use in the filter.
    • Enter the value you want to apply to the condition. See Wildcard Support.
    • Select the Active checkbox.
  4. Save the filter.
  5. If required, repeat steps 2-4 to create additional filters.

Once you have created and activated a BC Filter no further setup is required.

If there are multiple active filters, a product must match all the filters to be included in the product list.

You can deselect a filter's Active checkbox at any time to stop the filter being applied. If there are no active filters, filtering is not applied to the product list.

Wildcard Support

When entering a value for the filter, note that the % and _ characters are treated as wildcards when used with the Contains or Does not contain condition:

  • % represents zero or more characters
  • _ represents one character

For example, a product named 'Handset' would match both the following filters:
Name Contains h%d
Name Contains h_n