Dos and Don'ts
Topic | Tip | Details |
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Excel Client in maintenance mode | ❗ Steer away from Excel Client – it is in maintenance mode with no new functionalities planned. You are encouraged to use Data Upload in PlatformManager or the Import/Export functionality of individual Pricefx tables to upload XLS files to a partition. | |
Attribute Extensions vs. native columns | Attribute Extensions are much slower and less efficient than native columns e.g., when filtering. Use them sparingly and cautiously. | |
Filter behavior |
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Tips and Notes
Topic | Tip | Details |
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Required input missing in Configurator | If a pop-up Configurator includes a required input and the user does not open it, the user will be able to save the document even though the input is not filled in. The reason is that the application is not able to check if there is a required input until the user opens the Configurator. | |
SyntaxCheck mode not used for Configurator logic | The Configurator logic does not use Syntax Check mode to collect the inputs and sections. It always executes in a regular execution, when the Form needs to refresh its sections and inputs. | |
Embedded dashboard cannot read from main dashboard | Embedded dashboard (i.e. its logic) cannot read the filters/inputs defined on the "main" dashboard. If you want to pass values of "main filters" to the embedded dashboard, you need to do it in the "main" code, when inserting the embedded dashboard. | |
Company Parameters specifics |
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Import/export of line items |
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Mass editing and approving DCR |
Couple of tips on Mass Edit DCR and Approve DCR.
Excel Client
Couple of tips and warnings.
Calculated Field Sets
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Calculated Field Sets | Executing two or more concurrent conflicting CFSs can make them to block each other. Therefore it is important to sequence those CFSs which could be in conflict. | |
Publishing templates: delegationSubjectSuffix and workflowSubjectSuffix format | When editing these templates, you must put everything in one row (text line), even if you use a more complex template code. (If multiple rows were used, the subject suffix would be generated empty and the code you wrote would appear in the email body.) |
Attribute Extensions vs. native columns
Attribute Extensions are much slower and less efficient than native columns e.g., when filtering. Use them sparingly and cautiously.
Filter behavior
The reasonable limit of pasted items is 5,000. You can try to paste more but you are likely to experience performance issues.
The 'is not one of' operator automatically excludes null values.