...
Topic | Tip | Details |
---|---|---|
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.Excel Client | https://pricefx.atlassian.net/wiki/spaces/UNITY/pages/4120642766 |
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. | Column Menu https://pricefx.atlassian.net/wiki/spaces/UNITY/pages/4122509597 |
Filter behavior |
| Filtering https://pricefx.atlassian.net/wiki/spaces/UNITY/pages/4121396166 |
Tips and Notes
Topic | Tip | Details |
---|---|---|
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 |
| Company Parameters https://pricefx.atlassian.net/wiki/spaces/UNITY/pages/4121887304 |
Import/export of line items |
| Import or Export Line Items https://pricefx.atlassian.net/wiki/spaces/UNITY/pages/4121200112 |
Mass editing and approving DCR |
| Data Change Requests https://pricefx.atlassian.net/wiki/spaces/UNITY/pages/4122214956 |
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. | Calculated Field Sets https://pricefx.atlassian.net/wiki/spaces/UNITY/pages/4122051083 |
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.) | Message Templates https://pricefx.atlassian.net/wiki/spaces/UNITY/pages/4122280701 |