How to Set a Default Search Criteria in CPQ Based on User Group or Other Conditions? — Cloud Customer Connect
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How to Set a Default Search Criteria in CPQ Based on User Group or Other Conditions?

I’m currently working on configuring Oracle CPQ and I’m trying to achieve the following behavior:

Set a default search filter (criteria) in the Search page that automatically filters the results based on the logged-in user's group or other attributes—without allowing the user to remove or modify this filter.

For example, I want all users in the "SUD_SALES" group to automatically see only quotes where (branch=Saudi) when they access the Quote Search page. Ideally:

  • The filter should be applied by default.
  • The user should not be able to override or remove it.
  • This should be dynamic and based on a condition (such as user group, user profile, or a lookup table).

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