Default Filter

CRM Page	Pricefx Page	Filter Value
Opportunity	Quote	{<opportunity>[<crm>.opportunityAssociationField]} equals {<quote>[<crm>.quoteOpportunityReferenceField}
“	Agreement/Promotion (Contract)	{<opportunity>[<crm>.opportunityAssociationField]} equals {<quote>[<crm>.contractOpportunityReferenceField}
“	Rebate Agreement	{<opportunity>[<crm>.opportunityAssociationField]} equals {<rebateAgreement>[<crm>.rebateAgreementOpportunityReferenceField}
Account	Quote	{<account>[<crm>.accountAssociationField]} equals {<quote>[<crm>.quoteAccountReferenceField}
“	Agreement/Promotion (Contract)	{<account>[<crm>.accountAssociationField]} iContains {<contract>[<crm>.contractAccountReferenceField}
“	Rebate Agreement	{<rebateAgreement>[<crm>.rebateAgreementAccountReferenceField} iContains {<account>[<crm>.accountAssociationField]}

For example, if I want to filter quotes by this condition: “(Field1 of the opportunity) === (additionalInfo3 of the quote)”, I can define the advanced config item:

{
  ...,
  "salesforce":{
    "opportunityAssociationField":"Field1",
    "quoteOpportunityReferenceField":"additionalInfo3"
  },
  ...
}

Let’s say we have this Opportunity payload:

{
  "Id": "0011X00000opRk7QAE",
  "Field1": "Field1 Value",
  ...
}

we will see this criteria in Salesforce > Opportunity > Quote List

{
  "criteria": [
    {
      "fieldName": "additionalInfo3" ,
      "operator": "equals",
      "value": "Field1 Value"
    }
  ],
  "operator": "and"
}

Simple Custom Filter

CRM Page	Pricefx Page	Advanced Config Item Name	Model	Sample	Default Value
Opportunity	Quote	<crm>.quoteListOpportunityFilterDefinition	{ filterValue: any\| filterValueFromField: string, fieldName: string, operator: string };	{ "filterValue":[ "Offer", "Deal" ], "fieldName":"quoteStatus", "operator":"inSet" }	null (apply the above Default filter)
“	Agreement/Promotion (Contract)	<crm>.contractListOpportunityFilterDefinition	“	{ "filterValueFromField":"id", "fieldName":"externalRef", "operatorValue":"equal" }	“
“	Rebate Agreement	<crm>.rebateAgreementListOpportunityFilterDefinition	“		“
Account	Quote	<crm>.quoteListAccountFilterDefinition	“		“
	Agreement/Promotion (Contract)	<crm>.contractListAccountFilterDefinition	“		“
	Rebate Agreement	<crm>.rebateAgreementListAccountFilterDefinition	“		“

For example, if I want to filter quotes by their statuses like: all quotes are in status of DRAFT or OFFER, I can define this advanced config item:

we will see this criteria in Salesforce > Opportunity > Quote List

Simple Custom Filter will override the Default Filter if both are configured.

Simple Customer Filter does not support 2 or more conditions (AND or OR).

Other Cases

This approach can replace “salesforce.accountLayoutQuoteStatusFilter“ and provide more flexible filter by just configuration. In case of complex filter(s), we should use ‘<clic>ListFilterAdd’.
The same logic of Default Filter in Quote will be applied for crmOtherGetOpportunityFilters as well, possible to extend for Agreement/Promotion and Rebate Agreement.

Pricefx Unity Documentation

RQC List Filtering (from Hurricane 9.1.0)

Default Filter

Simple Custom Filter

Other Cases