Configuration of the Server Product Search
- Phu Nguyen (Unlicensed)
- Anne Krieg
Introduction
For the standard product search of appero quote, all active and matching price book entries of the opportunity price book are loaded when the quote editor is opened. This can lead to longer loading times for a large number of products and reaches the limits of Salesforce when there are more than 50.000 price book entries.
With the feature "Server Product Search " you can deactivate the standard search and query the products from the editor directly from the server.
The two main advantages are the shorter loading time, since the query is started only when the dialog is opened and the products are reloaded "as needed", and the lifted limit of the price book entries. In addition, several products can also be selected and inserted at once.
Configuration
The activation is done in the settings of appero quote. In the "Interface" section you will find two parameters for configuring the server product search:
Setting | Type | Parameter Name | Parameter Textblock | Note |
|---|---|---|---|---|
Use server product search | Option switch | useProductQueryModal | true/false | This parameter is recommended for large price books. It skips the loading of price book entries and activates the server-side product search. |
Layout for server product search | Input field | productQueryModalLoadColumnsByListView |
| In this parameter you can enter the name of a product listview which contains the fields you want to be displayed in the product server search. |
Display in the Quote Editor
The display is similar to the search interface for opportunity products with a list view of available products and the possibility of multiple selection:
List view configuration
By default, the following product information is displayed in a list view: Product Name - Product Code - Product Description - Product Group - secondary Product Group - List Price.
At the setting "Layout for server product search" you can store the API name of your own list view of the object Product2 and thus display in the search mask exactly those fields that help your users to find the right product.
Since the field types Text Field (Long) and Text Area (Rich Text) cannot be included in the server query, they are not allowed to be part of the list view.
More filter options
You can also combine the server search with the filter options of the Advanced Product Search. The filter option is then displayed next to the search input:
Limits of the server product search
The checkboxes on the product list can also be used to select and insert multiple items at the same time.
Please note that the server-side product search is only conditionally compatible with the external price query via Apex Hooks. In this case, you should refrain from selecting multiple products at the same time.
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