Filtering Quote List by Revision Name not returning as expected.
“Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.“
Type: Test and Productive Systems
Product version: SAP CPQ 2020
System managed by: SAP Cloud Tenant
Sold product: SAP SALES CLOUD CPQ
On Search Fields it is only possible to create filter to search by Revision ID and it does not work on Revision Name.
To create a Filter to use Revision Name field it is needed to:
- Create a new custom field that will be bound with the revision name through the formula builder as it can be seen in attached image;
- Go to Setup -> Quotes -> Search Fields;
- Add a new filter and bind it with previously created custom field.
Search Field, Filter, Quote List, CPQ. , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , How To
|Custom Field for Search Revision Name.png|