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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'