Learn how to create a quick filter to manage product visibility and conditions in Quote Studio, addressing current profile display limitations.

1. In the navigation bar, navigate to Zuora Config > Quote Studio Settings.
2. In the left pane, select Product And Quick Filters.
   The Product Filters and Quick Filters tabs are then displayed in the main region.
3. In the Quick Filters tab, click Create New Quick Filter.
4. Configure the following basic settings as appropriate:

   • Filter Name - The identifiable name of the filter.

   • Filter Description - The description of the filter.

   • Status - Set this toggle to Active if you want the quick filter to be effective in Quote Studio. If this toggle is set to Inactive Quote Studio will not allow the filter to be seen or used.

   • Visible to User - Indicates whether the quick filter is visible to all users. Set this toggle to Active if you want users to see it.

   • Forced - Set this toggle to Active to force the quick filter to be applied by default whenever the browse pop-up window or search window is opened. Multiple filters can be configured as Forced = Active, in which case each filter will be applied to display only the relevant products. The Forced filter toggle can be used in conjunction with the Visible to User toggle. If a filter is Forced = Active and Visible to User = Active, then the user will see the filter in the Quick Filter list but will not be able to turn the filter off. If Forced = Active and Visible to User = Inactive, the user will not see the Quick Filter in the list, but it will still filter products as the filter logic prescribes.

   • Select Specific Profiles - If this toggle is set to active, it will show all the profiles associated with the account. By default, the created quick filter will be visible to all profiles. After upgrading to 10.9, you may find user profiles. If you had configured Quick Filters before upgrading, the filters would no longer appear in the Product Selector. You can fix this by opening each Quick Filter and saving it without making any changes, and the filters will appear again in the Product Selector.

     Note:

     Currently, when you switch the Select Specific Profiles toggle, only 40 associated profiles will be shown. However, we are actively addressing this limitation and plan to show all profiles in the upcoming release.As a temporary solution, you can try toggling the Select Specific Profiles switch off and then on again. This should result in more profiles being displayed.

   • Select Specific Permission Sets - If this toggle is set to active, only users assigned to that Permission Set can access the filter in the Browse Product modal.

     Note:

     • If both Select Specific Profiles and Select Specific Permission Sets are set to active for a Quick Filter, it is accessible to users assigned to any of the selected Profiles or Permission Sets.

     • If both Select Specific Profiles and Select Specific Permission Sets are set to Inactive for a Quick Filter, it is accessible to all end users.

   • Set the condition of the filter in the Filter Logic section. The filter can be set against the fields on the Product Rate Plan or Product objects, including both standard and custom fields. You can also click on the right to add new conditions (AND) or groups (OR) to the filter, or remove the existing conditions or groups from the filter. For example, you can set the filter logic Product > Active - equals - value - true to filter all active products.

     Note:

     When the data types of the left and right fields do not match, a warning message displays that the operator was reset due to mismatched field data types in the filter logic. The operator then resets to the latest selected data type. For example, if you select a condition of data type STRING on the left and then a condition of data type DATE on the right, the operator resets to match the DATE data type. Additionally, starting from Quotes version 10.50, for both existing and new quick filters that contain mismatched field data types in the filter logic, an error message displays when you try to save the filter, indicating that the quick filter cannot be saved.

5. Click Save to save the configured quick filter.