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Logic API

  • Logic Type: Workflow

  • Logic Nature: default

  • Workflow Type: determines, for which object will this logic be used. The value is one of

    • claim

    • compensation

    • compensationrecord

    • contract

    • customform

    • dcr

    • dealplan

    • model

    • modelrecord

    • pricegriditem

    • pricelist

    • quote

    • rebateagreement

    • rebaterecord

  • Logic Name: in case logic for Quote you can change this name. For all other workflow types, the logic name must be the same as the workflow type.

  • Execution Types:

    • Standard - to calculate and build the approval or watcher steps for the approval workflow

  • Information provided to the logic

    • binding variables:

      • workflow : WorkflowDTO - on this object you will build the steps

      • submitter - username of the user, who submitted the document

      • currentWorkflow : InsertWorkflowStepsDTO

      • workflowHistory : WorflowInfo as Map - previously processed workflow, before it was denied. This is available only when approver denies and then a user submits again.

      • approvable : Map - the content of the document to be approved. This is an alternative way to the next variable.

      • quote claim | pricegriditem compensation | rebateagreement compensationrecord | contract | customform | dcr | dealplan | model | modelrecord | pricegriditem | pricelist | quote | rebateagreement | rebaterecord : Map - the content of the document to be approved

  • Expected logic execution outcome

    • the elements results are not used by the system

    • the logic is supposed to build the Steps on the provided WorkflowDTO object. Each step should have:

      • type: Approver / Watcher

      • approvers : either one or more Users, or one or more User Groups (i.e. you cannot mix Users and User Groups)

      • number of approvers : how many must approved. By default one user is enough to approve the step.

      • reasons : reasons why the Users/Groups are requested to approved the document.

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