Configure product and quick filters in CPQ X to streamline product selection using standard and custom fields.

CPQ X allows you to easily configure the following types of filters:

• Product filters - Filter products based on several typical standard fields on the Product and Product Rate Plan objects.

• Quick filters - Filter products based on your selection from all standard and custom fields on the Product and Product Rate Plan objects.

These filters can be used in the product selection window of the Quote Studio page to help users quickly locate products.

• You can select multiple filters within nested filter hierarchies. All filters selected within a single nested filter hierarchy are treated as OR conditions between them. However, filters selected outside a particular nested filter are treated as AND conditions between them, whether they are nested or non-nested filters.

• Currently, you can only select one nested filter at a time. However, you can select multiple non-nested filters individually.

• Selecting a child filter within a nested filter hierarchy considers all the parent filters of that hierarchy. This means that when selecting a child filter, all parent filters within its hierarchy are also applied.

• All Product Filters are treated with AND conditions when combined with other filters. This means that Product Filters act as additional criteria that must be met alongside other selected filters.

• You can simultaneously use multiple nested filters, one non-nested filter, and multiple product filters. All filters are applied using AND conditions when combined with other filters.

• Forced filters are always selected and take precedence over other filter settings. If any nested filter is forced, you will see the primary nested filter as forced, and its hierarchy will be available for selection. This ensures that forced filters are prioritized in the filtering process.