Filter Objects on Product Group Hierarchy in Adaptive Search

You can now filter objects related to Product Group hierarchy. For example, you might want to filter Opportunities associated to “Laptops” product group. Then you will see opportunities having product as "MacBook Pro" or product group as "Lenovo", where MacBook Pro and Lenovo are product and product groups under “Laptops”.

Filtering on the product group hierarchy helps you narrow down search results to quickly find objects related to product and product groups and its hierarchy.

Steps to Enable

1. Login as an administrator and go to Configure Adaptive Search Setup task.

2. Go to Setup tab and Find the object on which you want to enable product hierarchy filtering, for example Opportunity.

3. Expand the Opportunity node and click Revenues -> Opportunity Revenues -> Item -> Item.

4. Look for Product Hierarchy ("ListOfAncestorIdsInBaseHierarchy") and make sure it is marked as true for Enabled and Include in Object Reference.

5. Also expand Opportunity node and click Revenues -> Opportunity Revenues -> Product Group -> Product Group. (this path may be slightly different for other objects)

6. Look for Product Hierarchy ("ListOfSelfAndAncestorIdsInBaseHierarchy") and make sure it is marked as true for Enabled and Include in Object Reference.

7. Click Opportunity node to get a list of all the fields.

8. Look for Product Hierarchy ("_combinedPoductGroupFilter") and make sure it is marked as true for Enabled.

9. Save the changes and do a Partial Publish or a Full Publish.