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About Smart Search
You can use the Smart Search feature to search for products in a large and complex product catalog. Even though products are located in different categories in the catalog, the Smart Search finds those products using the keyword that matches in any product fields. The smart search typeahead mechanism helps you narrow the search results.
Prerequisites
- Your administrator must set up Smart Search. For more information, see Smart Search Setup.
- Your administrator must save the Product Field Weightage and Typeahead for your flow after the Smart Search is activated and refreshed. For more information, see Smart Search Settings.
Searching for Products Using the Smart Search
If Smart Search is enabled in your org, typeahead results are available while searching for products on the Catalog page. In the Search bar, you must type at least three letters for CPQ to display typeahead results. When you enter a keyword, you can see the typeahead results if the catalog has products that match the keyword according to the typeahead configuration.
For example, your org has many products whose name starts with "ABC" and your administrator has set Typeahead to "Product Name". When you enter "abc" in the Search bar, you see products in the typeahead results that have "abc" mentioned in the Product Name field.
You can see a maximum of six products in the typeahead results. If you find the required product in typehead results, you can click the product name link to navigate to the Search Results where that product is listed at the top. Otherwise press Enter to see the complete list of search results. CPQ sorts the search results based on relevance, which means the most relevant product appears at the top of the results.
How Product Field Weightage Works
The products are listed based on the weightage configuration of the Smart Search. The products with higher weightage are displayed first. This section explains how the weightage works. For example, your administrator has configured the following products:
| Product Name | Product Code | Product Description |
|---|---|---|
| ABC Software | Security 100 | Authenticate Senders |
| ABC Hardware | Hardware 100 | Stop Malware |
| ABC Cloud Imposter | Software 100 | Post-delivery Protection |
| XYZ Software | Security 101 | Segmentation for security |
| XYZ Hardware | Hardware 101 | SMB and SD-Branch |
| XYZ Cloud Imposter | Security 102 | Software with Subscription |
Use Case 1
If the weightage configuration is as follows:
| Field Name | Weightage | Typeahead |
|---|---|---|
Product Name | 100% | Yes |
When you search for "software", the smart search results as follows:
XYZ Software
ABC Software
ABC Cloud Imposter
XYZ Cloud Imposter
Use Case 2
If the weightage configuration is as follows:
| Field Name | Weightage | Typeahead |
|---|---|---|
Product Code | 100% | Yes |
When you search for "software", the smart search results as follows:
- ABC Cloud Imposter
XYZ Software
ABC Software
- XYZ Cloud Imposter
Use Case 3
If the weightage configuration is as follows:
| Field Name | Weightage | Typeahead |
|---|---|---|
Product Name | 75% | Yes |
Product Code | 25% |
When you search for "software", the smart search results as follows:
- XYZ Software
ABC Software
- ABC Cloud Imposter
- XYZ Cloud Imposter
Use Case 4
If the weightage configuration is as follows:
| Field Name | Weightage | Typeahead |
|---|---|---|
Product Code | 75% | Yes |
Product Name | 25% |
When you search for "software", the smart search results as follows:
- ABC Cloud Imposter
- XYZ Software
ABC Software
- XYZ Cloud Imposter
Use Case 5
If the weightage configuration is as follows:
| Field Name | Weightage | Typeahead |
|---|---|---|
Product Name | 50% | Yes |
Product Code | 30% | |
Product Description | 20% |
When you search for "software", the smart search results as follows:
- XYZ Software
ABC Software
- ABC Cloud Imposter
- XYZ Cloud Imposter
Use Case 6
If the weightage configuration is as follows:
| Field Name | Weightage | Typeahead |
|---|---|---|
Product Name | 30% | Yes |
Product Code | 20% | |
Product Description | 50% |
When you search for "software", the smart search results as follows:
- XYZ Cloud Imposter
- XYZ Software
ABC Software
- ABC Cloud Imposter
Use Case 7
If the weightage configuration is as follows:
| Field Name | Weightage | Typeahead |
|---|---|---|
Product Name | 20% | Yes |
Product Code | 50% | |
Product Description | 30% |
When you search for "software", the smart search results as follows:
- ABC Cloud Imposter
- XYZ Cloud Imposter
- XYZ Software
ABC Software
Limitations of Smart Search
The Smart Search feature has the following limitations:
- The Sorting option is not visible on the Catalog page when Smart Search is enabled.
- Typeahead does not honor Search Filters (CPQ). Even if the administrator has configured a search filter to hide a product, the typeahead can still show that product it it matches the keyword according to the typeahead configuration.