{"id":627,"date":"2020-06-02T18:57:39","date_gmt":"2020-06-02T18:57:39","guid":{"rendered":"http:\/\/morecpq.com\/?p=627"},"modified":"2020-06-02T18:57:41","modified_gmt":"2020-06-02T18:57:41","slug":"cpq-little-known-feature-lookup-search-fields","status":"publish","type":"post","link":"https:\/\/morecpq.com\/index.php\/2020\/06\/02\/cpq-little-known-feature-lookup-search-fields\/","title":{"rendered":"CPQ &#8211; Little Known Feature &#8211; Lookup Search Fields!"},"content":{"rendered":"\n<p>This is a pretty cool feature.  It enhances the lookup search capabilities of lookup relationship fields in CPQ visualforce pages.<\/p>\n\n\n\n<p><strong>The Scenario<\/strong><br>You have the Account field on the Line Editor layout for Quote Line Groups.  You can set the Account individually on a Quote Line Group.  <\/p>\n\n\n\n<p><strong>The Problem<\/strong><br>When you click into the Account field on the Group in the line editor, it shows you Account Names.  But what if your Accounts have the same name?  How do you know which one to pick?  This is a common situation we see.<\/p>\n\n\n\n<p><strong>The Solution<\/strong><br>There are two things that are involved in this solution.  One for allowing CPQ to search more than just the Name field.  The other is for showing more than one field on the Search Results popup when clicking Search in Accounts.<\/p>\n\n\n\n<p><a href=\"https:\/\/help.salesforce.com\/articleView?id=cpq_advanced_lookup_search.htm&amp;type=5\">CPQ_Lookup_Search<\/a><br>This field set is used to search an extra field when searching for lookup field values.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image-4.png?resize=217%2C216\" alt=\"\" class=\"wp-image-632\" width=\"217\" height=\"216\" srcset=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image-4.png?w=654&amp;ssl=1 654w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image-4.png?resize=300%2C298&amp;ssl=1 300w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image-4.png?resize=150%2C150&amp;ssl=1 150w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image-4.png?resize=225%2C225&amp;ssl=1 225w\" sizes=\"(max-width: 217px) 100vw, 217px\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/help.salesforce.com\/articleView?id=cpq_lookup_fields_in_qle.htm&amp;type=5\">CPQ_Lookup<\/a><br>This field set is used to add field columns to the lookup results popup after clicking &#8220;Search in Accounts&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image-3.png?resize=229%2C237\" alt=\"\" class=\"wp-image-631\" width=\"229\" height=\"237\" srcset=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image-3.png?w=660&amp;ssl=1 660w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image-3.png?resize=290%2C300&amp;ssl=1 290w\" sizes=\"(max-width: 229px) 100vw, 229px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"940\" height=\"166\" src=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image-1024x181.png?resize=940%2C166\" alt=\"\" class=\"wp-image-628\" srcset=\"https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image.png?resize=1024%2C181&amp;ssl=1 1024w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image.png?resize=300%2C53&amp;ssl=1 300w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image.png?resize=768%2C136&amp;ssl=1 768w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image.png?resize=1536%2C271&amp;ssl=1 1536w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image.png?resize=2048%2C362&amp;ssl=1 2048w, https:\/\/i0.wp.com\/morecpq.com\/wp-content\/uploads\/2020\/06\/image.png?w=1880&amp;ssl=1 1880w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This is a pretty cool feature. It enhances the lookup search capabilities of lookup relationship fields in CPQ visualforce pages. The ScenarioYou have the Account field on the Line Editor layout for Quote Line Groups. You can set the Account individually on a Quote Line Group. The ProblemWhen you click into the Account field on &hellip;<br \/><a href=\"https:\/\/morecpq.com\/index.php\/2020\/06\/02\/cpq-little-known-feature-lookup-search-fields\/\" class=\"more-link pen_button pen_element_default pen_icon_arrow_double\">Continue reading <span class=\"screen-reader-text\">CPQ &#8211; Little Known Feature &#8211; Lookup Search Fields!<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-627","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","jetpack-related-posts":[],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/627","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/comments?post=627"}],"version-history":[{"count":1,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/627\/revisions"}],"predecessor-version":[{"id":633,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/posts\/627\/revisions\/633"}],"wp:attachment":[{"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/media?parent=627"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/categories?post=627"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/morecpq.com\/index.php\/wp-json\/wp\/v2\/tags?post=627"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}