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CPQ for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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CPQ for Advantage Platform

Managing the Views

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Filtering Records in Grid View

You can filter the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic. You can then save your filtered view of a record and set it as the default view, so there is no need to reselect the filters every time you open the Grid View (List View). For more information, see Managing Views.

After applying a column filter, if the user tries to apply a keyword or advance search, the column filter criteria will not be retained, and the result will be displayed based on the keyword or advance search.

Filtering Records by Keywords

  1. Place your cursor in the search bar (at the top of the grid) and enter a keyword search term.
  2. Click the Search icon or press Enter to filter the records by keyword.

The grid refreshes to show the filtered list-columns that have the keyword filter applied to them.

You can use the Clear icon in the search field to remove the entire entered keyword at once.

Filtering Records using Advanced Search

  1. Click the Advanced Search () icon to open the filter dialog.
  2. To specify the filter criteria, create simple or complex queries by entering values in the following fields:

    Field Name

    Description

    Field

    Select a field to be used in the filter criteria.

    The application initially pulls the list of fields from the search settings, and if no fields are enabled for search for the object, it displays queryable fields from the database.

    Operator

    Select an operator from the drop-down. The operator defines the relationship between the field and the value. The list of available operators varies depending on the data type of the chosen field.

    Value

    Enter the value of the field. The type of value field depends on the field selected.

  3. To add another filter criteria, click Add Criteria and repeat step 2.

    By default, two or more rows share an AND (Boolean operator) relationship.

  4. To specify the filter logic between multiple rows, enable the Logic toggle.
  5. Specify your logic in the Filter Logic field. The supported filter logic operators are AND and OR. Use parentheses to set the order of operations.

    For example, if you have five rows, you can create a filter logic such as (((1 AND 3) OR (2 AND 4)) AND 5).

  6. Click Apply to filter the list of records based on the criteria you defined.

If you have already used a column filter, the application will show a warning message on the filter popup. Applying an advanced search will remove the column filter. You can see the total number of applied filters next to the Advanced Search icon.



Filtering Records by Columns

  1. Click or mouse hover on a column name and click the Filter by () icon to display the drop-down controls.
  2. Select an operator from the Select an option drop-down.
  3. Enter or select the value to filter the records by the specified column value.
  4. Click the Apply () button.

    If you have already used an advanced search filter, the application will show a warning message on the column filter popup. Applying a column filter will remove any applied advanced search filters and the column level filter will be added to the advanced search. A red dot will appear next to the filter icon for any applied column filter.



August 25, 2025