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Filter/Display the products in Guided selector specific to users or profiles

Raghav
Zuora Support

Filter/Display the products in Guided selector specific to users or profiles

First I have created a custom field on Product and updated it with the value "System Administrator". (Profile name which we need to filter)

Raghav_0-1614888713294.png

 

Then added below filter condition 

Raghav_0-1614888850298.png

 

So during the Quote creation, The filter will fetch the profile name and compares it with the custom field on Product. 
Since I am using the System Administrator profile, and the custom field has the same value the product gets displayed on the Guided product selector.  

 

Similarly, we can store the necessary value in the custom field at the record level and then create filters specific to users/roles. 






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