Controls lookup field behavior in CPQ. Lookup field settings provide an ability to filter lookup records through filter criteria based on the immediate parent on which the lookup field is defined.

SettingDescription
Enable Quick View

Select this to enable CPQ to pre-populate the values in lookup fields on the Cart page and Mass Update popup. If you disable the setting, the Sales Rep needs to search the values. CPQ performance is optimized if you disable this setting as the lookup values are retrieved on the Cart page or Mass Update popup only when the Sales Rep clicks the search icon. Conga recommends disabling the setting for lookup fields with a large number of lookup records and also only enable the setting for a maximum of 2 lookup fields that are present on the cart.

Filter Criteria

Enter a formula to filter lookup values. The formula must be a valid expression to further filter down the search results for a lookup. The field size is 256 characters.

Formulas are built with left as a lookup or junction and right as the object.

Example: Product__c=Apttus_Config2__ProductAttributeValue__c.Product_Id__c

This formula fetches only such attributes whose IDs match with the selected products. Here, the ProductId is a custom formula field that fetches the ProductId of the Line Item object.

Filter Criteria 2

Enter a formula to be used as an extension to Filter Criteria. Contents of this field are concatenated to the content of Filter Criteria without any validation while evaluating.

There is no space between the expressions when they are concatenated because the leading and the trailing spaces are trimmed. Avoid splitting the expression where space is required. Split the expression mid-way between a word to avoid trimming the space at the beginning or end of a word.

For example,

Filter Criteria = AccountId_c = '00137000002ttoF' AN

Filter Criteria 2 = D TaxExempt_c = 'Yes'. After the fields are concatenated the expression becomes "AccountId_c = '00137000002ttoF' AND TaxExempt_c = 'Yes" .
Otherwise, when Filter Criteria = AccountId_c = '00137000002ttoF' AND

Filter Criteria 2 = TaxExempt_c = 'Yes'. After the fields are concatenated the expression becomes "AccountId_c = '00137000002ttoF' ANDTaxExempt_c = 'Yes" and results in a syntax error.

Note that there is no space between 'AND' and 'TaxExempt_c'

Junction Default FlagEnter the name of a field API from the Junction object to determine the default value of a lookup field. This field must be a checkbox.
Junction Field Name

Enter the name of a field on the junction object which you would like to filter the lookup field by. 

Junction Field Name Requirement: The field specified in the Junction Field Name must be a reference field that returns a Salesforce ID of records belonging to the product object.

Junction Object NameEnter the name of the junction object which you would like to filter the lookup values. This is a custom object that you can define to filter the values which do not exist on the Lookup Object itself.
Lookup Display Columns

Enter the names of fields to be displayed on the lookup dialog box. Field names must be separated by comma without spaces.

The columns of the Lookup popup fields from the Lookup Object will be displayed by populating with the fields APIs from the Lookup Object such as Name__c.

Lookup Field Name

Enter the name for the lookup field.

This is the API name of the Lookup field on the Line Item or Product Attribute Value Object defined under the Object Name. 

Lookup Record Limit

Enter the maximum number of records to query for the lookup field drop-down. Default value is 200 to a maximum of 1000.

Object Name

Enter the API name of the object where the lookup field exists.

Valid values are:

  • Apttus_Config2__LineItem__c
  • Apttus_Config2__ProductAttributeValue__c
  • Apttus_Config2__ProductConfiguration__c.

You can define lookup fields with filter criteria from Product Configuration object in Lookup Fields Settings. This allows you to use lookup fields with filter criteria in features like Mass Update

Following are the scenarios where lookup field settings are required:

Make your product attribute as hidden

While configuring a product, along with its attributes, the product attribute lookup will now display only relevant attributes for the products which you have just selected on the catalog page.

Perform the following steps to hide the Product ID attribute.

Prerequisite: You must create a custom formula field, named Product Id to fetch the Product Id of the Line Item object.

  1. Navigate to Product Attribute Groups by clicking All Tabs.
  2. Select the appropriate Product Attribute Groups and click Edit.
  3. Select the Is Hidden checkbox for Product Id and click Save.

To customize the lookup fields, create a new record under Custom Settings > Lookup Field Settings > Manage and fill in the requisite details.

FieldDescription

Name

Specify the name for the custom setting.

Display Columns

Specify the API names of fields to be displayed on the lookup dialog box, separated by a comma.

Filter Criteria

Enter a valid expression to further filter down the search results for a lookup. The field size is 256 characters. When the expression exceeds the size, use Filter Criteria 2.

Example: Product__c=Apttus_Config2__ProductAttributeValue__c.Product_Id__c

This will fetch only such attributes whose IDs match with the selected products. Here, the ProductId is a custom formula field which fetches the Product Id of the Line Item object.

Filter Criteria 2

This field is used as an extension to Filter Criteria. Contents of this field are concatenated to the content of "Filter Criteria" without any validation while evaluating.

There is no space between the expressions when they are concatenated because the leading and the trailing spaces are trimmed. Avoid splitting the expression where space is required. Split the expression mid-way between a word to avoid trimming the space at the beginning or end of a word.

For example,

Filter Criteria = AccountId_c = '00137000002ttoF' AN

Filter Criteria 2 =D TaxExempt_c = 'Yes' . After the fields are concatenated the expression becomes "AccountId_c = '00137000002ttoF' AND TaxExempt_c = 'Yes" .

Otherwise, when

Filter Criteria = AccountId_c = '00137000002ttoF' AND

Filter Criteria 2 =TaxExempt_c = 'Yes' . After the fields are concatenated the expression becomes "AccountId_c = '00137000002ttoF' ANDTaxExempt_c = 'Yes" and results in a syntax error.

Note that there is no space between 'AND' and 'TaxExempt_c'

Lookup Field Name

Specify the API name for the lookup field.

Example: Product_Edition__c

This is the lookup field containing values such as Enterprise, Standard, and Premium.

Object Name

Specify the object name from which the lookup relationship is created.

Example: Apttus_Config2__ProductAttributeValue__c

Configuring Users and Queues for Quote Collaboration

You need to configure lookup fields for users and queues so that Quote Collaboration pop up shows the relevant users and queues while assigning the collaboration request.

For configuring User, ensure that you set up the lookup field (under Custom Settings > Lookup Field Settings > Manage) with the following values:

FieldDescription

Name

CollaborationRequest__c.User.OwnerId

Display Columns

Name

Filter Criteria

UserType = 'Standard' AND IsActive = true

Lookup Field Name

OwnerId.User

Object Name

Apttus_Config2__CollaborationRequest__c

For configuring Queue, ensure that you set up the lookup field with the following values:

FieldDescription

Name

CollaborationRequest__c.Group.OwnerId

Display Columns

Name

Filter Criteria

Type = 'Queue'

Lookup Field Name

OwnerId.Group

Object Name

Apttus_Config2__CollaborationRequest__c


Use Case for Filtering Product Lookups Based on Sales Order Region

You have a Sales Order custom object and a Product custom object. A Sales Order Product junction object manages the many-to-many relationship between sales orders and products. You want to filter the products available for selection in the Product lookup on the Sales Order Product object based on the region specified in the Sales Order.

Configuration Record

FieldValue

Name

Sales_Order_Product_Product_Lookup

Display Columns

Name, Product Code, Available Region

Filter Criteria

Available Region= ‘North America’

Filter Criteria 2


Junction Default Flag


Junction Field Name

Sales Order

Junction Object Name

Sales Order Product

Lookup Field Name

Product

Lookup Record Limit

200

Object Name

Sales Order Product

Lookup Dialog Display

Without Filter

When a user accesses the Product lookup field on the Sales Order Product object without applying the filter, the lookup dialog will display a list of all products. The columns shown in the lookup dialog will be:

NameProduct CodeAvailable Region

Product A

P001

North America

Product B

P002

Europe

Product C

P003

Asia

Product D

P004

North America

Product E

P005

Europe

With Filter

Assumption: The Sales Order record has the Region field set to “North America”.

When the filter is applied, such that Available Region = ‘North America’, the lookup dialog will display only products available in the "North America" region. The columns shown in the lookup dialog will be:

NameProduct CodeAvailable Region

Product A

P001

North America

Product D

P004

North America

Explanation: In this scenario, the filter criteria are set to match the Available Region field on the Product object with the specific value “North America”. If the Sales Order record has the Region field set to “North America”, then only products that have Available Region set to “North America” will be displayed in the lookup dialog.