Open topic with navigation

Filtering the Product List in the Enhanced Detail Pages

You can define custom filters to reduce the number of products in the Add Product drop-down list on the enhanced detail pages. You might want to do this if, for example, your company has a large number of products but only a subset are used by Billing Central plans, contracts, and billing documents.

Custom filters are defined using Salesforce custom metadata. Refer to the Salesforce documentation for information about the permissions required to create custom metadata.

To filter the Add Product drop-down list:

1. Go to Setup | Custom Metadata Types | FFBC Filter and click Manage Records.
2. Click New to create a new FFBC Filter record.
3. Complete the FFBC 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 when you are ready to have the filter applied to the Add Product drop-down list in the three enhanced detail pages: enhanced Plan Detail, enhanced Billing Contract Detail, and enhanced Billing Document Detail.
4. Save the filter.
5. If required, repeat steps 2-4 to create additional filters.

Once you have created and activated a FFBC Filter it is applied to the Add Product drop-down list. No further setup is required.

If there are multiple active filters, a product must match all the filters to be included in the Add Product drop-down 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 Add Product drop-down 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

© Copyright 2009-2020 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation