| # | Type | For Object | Usage | Where to Create | Where to Set Up | Input | Output |
|---|---|---|---|---|---|---|---|
| 1 | Calculation Flow | Scheduled Task | Administration > Logics > Calculation Logic > Calculation Flows | Administration > Configuration > System Configuration > Calculation Flows | Variable actionBuilder | ||
| 2 | Configurator | Product Configuration | Administration > Logics > Calculation Logic > Generic Logic | api.configurator() | |||
| 3 | Agreement/Promotion – Header Logic | CT | To find out classification of the contract or calculate summary results for the Agreement/Promotion. | Administration > Logics > Header Logics > Agreements & Promotions | Variable "cProcessor" | ||
| 4 | Agreement/Promotion – Condition Type Filter Logic | CT | 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. | |
| 5 | Agreement/Promotion – Entitlement Filter | CT | 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. |
| 6 | Agreement/Promotion – Condition Type | CTLI | To calculate one Agreement/Promotion line. | Administration > Logics > Calculation Logic > Agreements & Promotions | |||
| 7 | Customer – Detail Logic | 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. | ||
| 8 | Customer – Input Filter | Q, CT, RBA | 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). |
| 9 | Dashboard | 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). | |
| 10 | 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). | |
| 11 | 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 | ||
| 12 | Inline Details View | P, PX, C, CX, PL, PG, MPL | To create a pop-up window with line details over which you hover your mouse. | Administration > Logics > Calculation Logic > Generic Logic | Administration > Configuration > Price Setting > Inline Details Configuration (in the Classic UI) | ||
| 13 | Live Price Grid | PGLI | To calculate a PG line. | Administration > Logics > Calculation Logic > Generic Logic | |||
| 14 | Matrix Logic | PL, PG | 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 | Administration > Logics > Calculation Logic > Analytics | Analytics > Data Manager > Data Loads | |||
| 16 | Price List | PLI | Administration > Logics > Calculation Logic > Generic Logic | api.userEntry() | Values of visible elements | ||
| 17 | Product Detail Logic | 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 | Administration > Logics > Calculation Logic > Generic Logic | ||||
| 19 | Quote – Header Logic | Q | Administration > Logics > Header Logics > Quotes | Variable "quoteProcessor" | |||
| 20 | Quote – Product Filter Logic | Q | 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 | 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 | 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 | 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 | 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:
| Administration > Logics > Calculation Logic > Analytics | When you create a chart, and display the chart series table, it is at the top right. |
| Depends on the context of the logic element:
|
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