When you are selecting items from the Product Catalog, Refine Your Search enables you to narrow the list of products to those that match your search filter questions.

Search filters are associated with categories, so that the Refine Your Search options may change when you select different product categories. The options are also found in the product record, which is how the Product list gets refined. 

For a product to be displayed on the Catalog page, it must match all of the selected Refine Your Search criteria.

To refine your search

You must have configured Custom fields for each search question.

  1. Click the required Proposal.
  2. Click Catalog to open catalog pane.
  3. Click Explore Catalog to open a catalog page.
  4. On the Catalog page, search for a product. Based on your selected category, all the products are listed in the Product Catalog section.
  5. The Refine Your Search window displays the search filter fields. Click the checkboxes next to the required search filter options that best match your requirements, and based on your selection, the list of products is further filtered to narrow down the list.

The displayed products list will refresh to only display those products which match the search criteria. Products must match all criteria to be displayed.

Additional selections you make in the Refine Your Search window will further filter the products list.