Resource Filter in Timeline

Published on February 8, 2026 QuoteX

Resource Filter by Practice and Region

This add-on is available as a one-time purchase for all active QuoteX subscribers.

Overview: The Resource Filter by Practice & Region add-on for QuoteX enhances the resource selection experience by letting users filter the resource typeahead search by their Practice(s) and Region(s). It gives you more granular control, so you can quickly find the right resources based on organizational hierarchy and geographical location.

Key Features

New Resource Filter tab integrated into QuoteX
Filter resources in the typeahead search by Practice(s) and Region(s)
Automatic inclusion of child practices and child regions in filters by default
User-friendly interface for selecting multiple practices and regions
Improved accuracy in resource selection, aligned with business requirements

Benefits

Why use this add-on?

Faster and more efficient resource selection
Resource selection that aligns with your organizational structure
Less manual filtering and selection effort
Better overall quoting accuracy and consistency

Installation and Setup

Prerequisites

Before you install, make sure:

This add-on package requires PSC QuoteX version 1.75 or higher to be installed.
An active license for PSC QuoteX is necessary to install this add-on. Without an active license, installation is not possible.
If you have an active license but your PSC QuoteX version is below 1.75, you must upgrade to version 1.75 or higher before you can install this add-on.

Install the Package

With the installation URL provided, you have 15 days to set up and trial the package. Use the URL to proceed with the installation:

Open the installation URL in your browser.
Log in to the Salesforce org where you want to install the package.
Select Install for All Users to apply the package with a sitewide license.
Check the box for I acknowledge..., since this managed package is not listed on AppExchange.
Click Install to complete the process.

After a successful installation, configure QuoteX to unlock the full capabilities of the add-on.

Configure the Filter Resources Tab

Open the PSC Additional Schedule Tab custom metadata type.
Add a new record to include the Filter Resources tab.
Set the Lightning Component field to "psce_ext:PSC_FilterRateCardContainer".

Result: This ensures the component loads dynamically in the Timeline view as a new tab.

How It Works

Navigate to the new Resource Filter tab within QuoteX.
Select one or more Practices and Regions from the available dropdown options.
The system automatically includes child Practices and Regions under the selected parent filters.
When you search for resources in the typeahead field on the Resources tab, only resources matching the selected filters are displayed.

Note: Rate Cards/Resources that do not have a practice or region assigned are always displayed, regardless of the applied filters.

Screen Flow: Resource Filtering on Timeline View

Step 1 – Access the Tab Filter: Navigate to the Timeline View and open the newly added Filter Resources tab.

Figure 1: The Filter Resources tab in Timeline View.

Step 2 – Filter by Practice: Search for a practice in the available list and select one. For example, select AWS AI.

Figure 2: Selecting a practice (AWS AI) in the filter.

Step 3 – Filter by Region: Search for a region and select it. For example, choose USA.

Figure 3: Selecting a region (USA) in the filter.

Step 4 – Review the Filtered Resource Selection: Go to the Resources tab. Only rate cards matching the selected AWS AI practice and USA region are available for selection.

Figure 4: Resources tab showing only rate cards that match the applied filters.

Default State and Clearing Filters

Default State (No Filters Applied): If no practice or region is selected, all available rate cards are shown by default.

Figure 5: Default state with no filters applied.

Clear Filters Behavior: In the default state, without any filters applied, the entire list of rate cards remains visible without restrictions.

Figure 6: Full list of rate cards visible after filters are cleared.

Key Takeaways

Requires PSC QuoteX 1.75 or higher with an active license.
Add the Filter Resources tab through the PSC Additional Schedule Tab custom metadata type.
Child practices and regions are included automatically.
Rate cards with no practice or region assigned always remain visible.

Knowledge Article Number: KA-00062