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README

/*    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, 
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 *   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;
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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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