How do I configure asset recommendation for a 'Step-Layout' Opportunity record?

This feature enables the user to customize the asset recommendation engine for a given Opportunity record format. This feature can be accessed by the Super Admins.

To begin with, first, the fields needed to be selected on which the search will be performed and to achieve the same follow the below-mentioned steps: 

5. Go under Setup > Asset Management > Asset Configuration.

Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings and customization. Contact your platform administrator, Support Team or Consultant for further assistance if you can’t find the selection noted.

5. Select the Opportunity tab. Under Opportunity Name – The name of the opportunity can be selected for which the rules need to be set up.
   

5. Select your asset recommendation criteria, and then click "Save".
   

Asset Search Configuration (opportunity) Settings:

A. Add Default Filters (Asset recommendation engine will look for assets with the following search Filter tags).

B. Or/And toggle (Select whether assets must have ALL of the above mentioned search Filter tags

  should any one of the of the above mentioned search Filter tags)

C. Select Category(ies)  (Asset recommendation engine will look for assets with the search Filter Tags belonging to the following Search Filter Categories)

D. Select data entry fields (Asset recommendation engine will look for assets that keyword match any information fields the user selects)

The changes can be seen under the Manage > Opportunity Tab. While creating the opportunity in the step wise process, it gives a window to search the asset based on the value of the fields. 

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