1. First, make sure that your products have fields that the guided selling prompt can filter through. Create picklist fields on each fabric product to store the values for the attributes you want to filter by. Make a Fabric Type field, a Width field, and a Length field. Each field has picklist values that match all the options for that field. For example, your Fabric Type field has picklist values for Wool, Linen, and Silk.
2. To store your process inputs, create a quote process record. Because you’re using only one prompt and keeping it in the quote line editor, create one quote process record and give it a descriptive name. Next, create your process inputs as follows. Input NameActiveLabelDisplay OrderInput FieldProduct FieldOperatorFabric TypeSelectedPick your fabric type1fabric_type__cfabric_type__cequalsWidthSelectedPick your fabric width2length__clength__cgreater or equalsLengthSelectedPick your fabric length3width__cwidth__cgreater or equals
3. Associate the record ID of your quote process with your quote or quote line group’s Quote Process ID field.