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/* Copyright (c) 2012 Zuora, Inc.
*
* Permission is hereby granted, free of charge, to any person obtaining a copy of
* this software and associated documentation files (the "Software"), to use copy,
* modify, merge, publish the Software and to distribute, and sublicense copies of
* the Software, provided no fee is charged for the Software. In addition the
* rights specified above are conditioned upon the following:
*
* The above copyright notice and this permission notice shall be included in all
* copies or substantial portions of the Software.
*
* Zuora, Inc. or any other trademarks of Zuora, Inc. may not be used to endorse
* or promote products derived from this Software without specific prior written
* permission from Zuora, Inc.
*
* THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
* IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
* FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. IN NO EVENT SHALL
* ZUORA, INC. BE LIABLE FOR ANY DIRECT, INDIRECT OR CONSEQUENTIAL DAMAGES
* (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES;
* LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON
* ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT
* (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS
* SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
*/
Zuora Z-Force Sample Code Package: Custom Product Selector with Filtering
INTRODUCTION
------------
This Z-Force Sample Code Package provides a reference implementation of a custom Product Selector with filtering and searching capabilities, built using Global Methods and Components.
PRE-REQUISITES
-------------
This sample code package is an unmanaged package that depends on the following Z-Force managed packages:
- Z-Force 360 Version 2.2
- Z-Force Quotes Version 5.3
INSTALLATION INSTRUCTIONS
-------------------------
1. Install this sample code package using the following Force.com Installation URL:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04td00000009tKb
This will install sample code unmanaged package into your Salesforce.com organization.
CONFIGURATION INSTRUCTIONS
--------------------------
1. Add "Select Products (With Filter)" button onto the following Quote V5.0 Layouts:
Quote Layout Default V5.0
Quote Layout Amendment V5.0
Quote Layout Renewal V5.0
2. Configure the Product-level and/or Product-Rate-Plan-level filter SOQL segments.
(1) Navigate to Setup --> Develop --> Custom Settings
(2) Click "Manage" link for record "Custom Product Filter"
(3) Create a new record named "filter" (it has to be exactly named "filter")
(4) Enter values for Product Filter Fragment field. For example, if "CurrentProduct__c" is a custom field on ZProduct object, and you'd like to filter Products based on this field equal to 'Yes', enter
CurrentProduct = 'Yes'
(5) Enter values for RatePlan Filter Fragment field. For example, if "Region__c" is a custom field on Product Rate Plan object, and you'd like to filter Products based on this field equal to 'US West', enter
Region__c = 'US West'
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