1. NetSuite CPQ
  2. NetSuite CPQ Guided Selling
  3. Creating Catalogs
  4. Creating and Organizing Search Filters for the Catalog User Interface
  5. Storing Filter Options in Tables

Storing Filter Options in Tables

When you need to retrieve long lists of options dynamically, you can store data in tables to provide options for input box popup lists (called dropboxes). This approach simplifies adding, removing, and updating options. For example, if your business sells multiple desk types, you can dynamically update the desk options, without having to change the filter every time you add or remove a desk type. For more information about input box popup list filters, see Working with Popup Lists for Input Box Filters.

The following table types are available:

To create a table:

  1. In NetSuite, go to Guided Selling > Product > Product Maintenance.

  2. Click Edit next to the catalog you want to modify.

  3. On the Tables subtab, click New CPQG Table.

  4. Enter a descriptive name for the table.

    This name is for internal reference only.

  5. In the Code field, enter a unique identifier for the table.

    The code can contain only uppercase letters, numbers, and underscores. You can enter a shortened version of the name as the code to identify the table.

  6. Select a table type.

  7. Click Save.

Creating Dynamic Tables

Dynamic tables pull data from the record type you specify. You can choose any record type available in your account, and the table updates automatically whenever those records change. When users click the button of the popup list associated with the table, options are dynamically loaded from the table into the popup list.

To add content to a dynamic table, specify the record fields you want to include. Each field becomes a column in the table. If you don't specify any fields, the dynamic table remains empty. After defining the table content, you can filter the dynamic table by field values to refine the results and display only the information that matches the criteria defined in popup lists. You can also preview the content of the dynamic table by clicking the Test Table button.

Note:

Record fields from sublists are unavailable.

Complete the basic steps to create a table before proceeding the specific steps for dynamic tables.

To create a dynamic table:

  1. On the Tables subtab, click New CPQG Table.

  2. In the Table Type field, select Dynamic.

  3. Select the record type from which you want to retrieve data.

  4. To add columns, click the plus icon next to the Record Fields field and select the record fields you want to include.

  5. To refine the table results and retrieve a subset of records, click the open icon next to the Search Filter field.

    In the popup wizard:

    • Select the record field you want to use for filtering.

    • Select an operator.

      The available operators depend on the field selected.

    • Enter the filter text.

    • Click OK.

  6. To add multiple filters and retrieve a more specific subset of records, repeat step 5.

    When adding another filter, select a logical operator (AND or OR) to combine the filters. AND produces a more restrictive condition, whereas OR results in a less restrictive condition.

    The filters are automatically copied to the Search Filter field in JSON format. The syntax is:

                      [["fieldID1","operator","value1"],"and",["fieldID2","operator","value2"]]

  7. To preview the dynamic table content, click the Test Table button.

  8. Click Save.

Creating Tables Using Functions

Code exec-generated tables are dynamically created when you open a catalog. After creating this table type, use functions to fill it in when the catalog loads.

To create a code exec-generated table:

  1. Go to the Tables subtab.

  2. Click New CPQG Table.

  3. In the Table Type field, select CE generated.

  4. Click Save.

Related Topics

General Notices