Logic Types Cheatsheet

	Type	For Object	api.currentItem()	Usage	Where to Create	Where to Set Up	Input	Output

	Type	For Object	api.currentItem()	Usage	Where to Create	Where to Set Up	Input	Output
1	Calculation Flow		null	Scheduled Task	Administration > Logics > Calculation Logic > Calculation Flows	Administration > Configuration > System Configuration > Calculation Flows	Variable actionBuilder
2	Condition Record Logic	PGI, Q, etc	Current item stores the approvable Item: PGI, Q, etc		?	?	?	?
3	Configurator		null	Product Configuration	Administration > Logics > Calculation Logic > Generic Logic	api.configurator()
4	Agreement/Promotion – Header Logic	CT	null	To find out classification of the contract or calculate summary results for the Agreement/Promotion.	Administration > Logics > Header Logics > Agreements & Promotions		Variable "cProcessor"
5	Agreement/Promotion – Condition Type Filter Logic	CT	null	To show only filtered set of the Condition Types to the user when creating new lines in the Agreement/Promotion.	Administration > Logics > Filter Logics > Agreements & Promotions - Condition Types		Variable "contract"	Filter for the Condition Types. The logic can have multiple elements; for the resulting filter they are joined using the AND operator.
6	Agreement/Promotion – Entitlement Filter	CT	null	To limit access to the object detail screen.	Administration > Logics > Calculation Logic > Generic Logic	Administration > Configuration > Agreements & Promotions > General Settings	Variable "contract"	When all elements return true, the user is allowed to view/edit details of the object.
7	Agreement/Promotion – Condition Type	CTLI	CTLI	To calculate one Agreement/Promotion line.	Administration > Logics > Calculation Logic > Agreements & Promotions
8	Customer – Detail Logic	C	C	To show additional information on the Customer Detail screen.	Administration > Logics > Calculation Logic > Customer Detail Logics	Can be displayed on the "Customer Detail View" screen.
9	Customer – Input Filter	Q, CT, RBA	null	In the Customer Input, to show only customers relevant for the logged-in user.	Administration > Logics > Calculation Logic > Generic Logic	api.customer(attributeName, customerId, defaultFromParent, filterFormulaName, filterFormulaParam)	Variable filterFormulaParam	A single element must return Filter (which will work on the Customer table).
10	Dashboard		null	To provide analysis overview, …	Administration > Logics > Calculation Logic > Generic Logic	Administration > Dashboards	For Embedded dashboards use api.dashboard()	Every visible element can return either Matrix or Chart (those will be displayed in the separate Portlets).
11	Dashboard Wizard		?	To provide user guidance – how to use the system step by step.	Administration > Logics > Calculation Logic > Generic Logic	Administration > Access Admin > User Admin	api.newController()	Every visible element returns a controller (those various HTMLs will be displayed in the separate sections of the wizard).
12	Feeder Logic	RR	?	To provide a list of RR to be allocated to transactions. Used for Rebate Allocation process.	Administration > Logics > Calculation Logic > Generic Logic	Analytics > Data Manager > Data Loads
13	Live Price Grid	PGLI, XPGLI	PGLI, XPGLI	To calculate a PG line.	Administration > Logics > Calculation Logic > Generic Logic
14	Matrix Logic	PL, PG	PLI, XPLI, PGLI, XPGLI	To provide values for second dimension of a Price List.	Administration > Logics > Calculation Logic > Generic Logic		api.product("sku")	A visible element must return a list of strings.
15	Analytics Logic	DF, DS, DM	DL		Administration > Logics > Calculation Logic > Analytics	Analytics > Data Manager > Data Loads
16	Price List	PLI	PLI		Administration > Logics > Calculation Logic > Generic Logic		api.userEntry()	Values of visible elements
17	Product Detail Logic	P	P	To show additional information (in the form of a portlet) on the Product Detail screen.	Administration > Logics > Calculation Logic > Product Detail Logics	Can be displayed on the "Product Detail View" screen.
18	Quote – Line Logic	QLI	QLI		Administration > Logics > Calculation Logic > Generic Logic
19	Quote – Header Logic	Q	null		Administration > Logics > Header Logics > Quotes		Variable "quoteProcessor"
20	Quote – Product Filter Logic	Q	null	To limit the set of products the user can see when adding a new product to a Quote.	Administration > Logics > Filter Logics > Quotes Product		Variable "quote"	Filter for Products
21	Quote – Entitlement Filter	Q	null	To limit access to the object detail screen.	Administration > Logics > Calculation Logic > Generic Logic	Administration > Configuration > Quoting > Quoting General Settings	Variable "quote"	When all elements return true, the user is allowed to view/edit details of the object.
22	Rebate Agreement – Entitlement Filter	RA	null	To limit access to the object detail screen.	Administration > Logics > Calculation Logic > Generic Logic	Administration > Configuration > Rebates > Rebates General Settings	Variable "rebateagreement"	When all elements return true, the user is allowed to view/edit details of the object.
23	Rebate Agreement – Header	RA	null		Administration > Logics > Header Logics > Rebate Agreements		Variable "raProcessor"
24	Rebate Agreement – Template Logic	RA	?		Administration > Logics > Template Logics > Rebate Template Logics		variable "ratBuilder"
25	Rebate Type	RA LI, RR	RA LI, RR		Administration > Logics > Calculation Logic > Rebate Agreements		Variables "calculationBase", "rebaterecords"
26	Word Template Pre-processing Logic	Q, CT, RBA, PL, LPG, PR, RR	?	To prepare data for the Word template. Intended for export to PDF.	Administration > Logics > Calculation Logic > Generic Logic	Administration > Configuration > Templates > Publishing Templates
27	Workflow	Q, Contract, PGI, RA, RR, DCR, PL, PolicyRecord	?		Administration > Logics > Workflow Logics > General Workflow Logics		Variables "workflow", "submitter" and one of the following: quote, pricegriditem, rebateagreement, contract, dcr, pricelist, rebaterecord.
28	Workflow Post Step	The same as workflow	?		Administration > Logics > Workflow Logics > Workflow Post Step Logics		The same as workflow + approvable (generic name for all approvables).
29	Document Creation Workflow	Q, CT, RBA	?	Allows more users to cooperate on document creation.	Administration > Logics > Calculation Logic > Generic Logic (Nature: "Creation Workflow")	Administration > Configuration > System Configuration > My Workflows > Enable creation workflow for document type
30	Workflow Delegation User Filter (available in 3.5 Salty Dog)		?	Allows administrators to narrow down the list of users available for workflow delegation.	Administration > Logics > Calculation Logic > Generic Logic
31	Data Analyzer Table/Chart Series Formula	Rows of the series	?	When you need to enrich the data of the series in the chart (or table) in Data Analyzer. The results can be used in the chart definition in the control pane. Usage: Additional columns for the series. Summary of the rows (SUM, AVG or any calculation) can be used e.g., for the auxiliary line.	Administration > Logics > Calculation Logic > Analytics	When you create a chart, and display the chart series table, it is at the top right.	Query result Row data, e.g., sourceRow[MaterialId]	Depends on the context of the logic element: As a column of the series or Summary on the right side next to the series data table.
32	Action Item	AI	AI