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 questions may change when you select different product categories. The questions are also found in the product record, which is how the Product list gets refined. When you select an answer to a question and that answer matches the answer on the product record, that product is included in the filtered Product list.

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


To configure your system to use Refine Your Search you must complete the following:

Configure the custom fieldsTwo custom fields need to be created. The field for Search Attribute Values is used to provide the search question and answers, which will be associated with a category. The field for Products is used to have the same search question and answer values available on the product record.
Configure Search Filter FieldsThis makes the custom field available from the Search Filter Fields list in the Hierarchy Manager . This must be completed so that the custom field can be associated with a specific category.
Configure refine search optionsThis task associates the custom field with a specific category and adds it to the Refine Your Search window in the Product Selection page.
Select a search field value for a productSo that using Refine Your Search provides useful and relevant filtering, you should select a value for each search field on a product record.

The following configuration tasks, will use a refine search question example in the screenshots (How many seats will you need?) to help show how the feature is built.

To refine your Search

You must have configured Custom fields for each search question.

  1. Select a Quote/Proposal and click Configure Products.
  2. On the Catalog page, search for a product. Based on your selected category, all the products are listed in the Product Catalog section.
  3. The Refine Your Search window displays the search filter questions. Select a value to answer the questions that best match your requirements, and based on your selection, the list of products are 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.