SAP Knowledge Base Article - Public

3270355 - Filter by Revision name in the Quote List view not working

Symptom

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.“

Environment

Type: Test and Productive Systems
Product version: SAP CPQ 2020
System managed by: SAP Cloud Tenant
Sold product: SAP SALES CLOUD CPQ

Cause

On Search Fields it is only possible to create filter to search by Revision ID and it does not work on Revision Name. 

Resolution

To create a Filter to use Revision Name field it is needed to:

  1. 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;
  2. Go to Setup -> Quotes -> Search Fields;
  3. Add a new filter and bind it with previously created custom field.

See Also

https://help.sap.com/docs/SAP_CPQ/884885f05e6b4c8082254d4d9d63f19b/1f8da9f157dd4b35901bf5f0f8d5ba91.html

Keywords

Search Field, Filter, Quote List, CPQ. , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , How To

Product

SAP CPQ 2020

Attachments

Custom Field for Search Revision Name.png
Pasted image.png