To configure refine search options

You must have configured Search Attribute Value custom fields and Search Filter fields.

  1. Go to CPQ Console > Manage Categories and select the category you want to have Refine Your Search questions for.
  2. In the Category Detail section, click Hierarchy Manager.
  3. From the Search Filter Fields list, select the refine search filters you want to use and click .
  4. Click Save.

The next time someone goes to select products for that category, the selected search filter fields will be displayed.
When desired, you can return to the Hierarchy Manager to remove or add additional search filters.