This tool will simplifies the process of creating and managing complex workflows within the Pricefx platform. The component is developed Javascript/React and provides functionality such as viewing, modifying and designing approval workflows within a partition using a visual framework that allows for ease of customization of the workflow components.
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Drag-and-drop interface: Users can design workflows by dragging and dropping pre-defined workflow components onto a canvas. These components represent different actions, conditions, or decision points within the workflow.
Visual representation of workflow logic: The Workflow Designer provides a visual representation of the workflow logic, allowing users to easily understand the sequence of actions and conditions. This visual representation helps in visualizing and analyzing complex workflows.
Configurable actions and conditions: Users can configure the actions and conditions associated with each workflow component. Actions may include sending notifications, updating data, triggering other processes, or interacting with external systems. Conditions allow for the evaluation of data or events to determine the next steps in the workflow.
Conditional branching and decision-making: Users can define conditional branching within workflows, enabling different paths based on specific conditions. This allows for dynamic and flexible workflows that adapt to different scenarios or inputs.
Integration with other Pricefx modules: The Workflow Designer is integrated with other Pricefx modules, such as Pricing or CPQ (Configure, Price, Quote). This integration enables the design of workflows that automate and streamline processes across multiple modules.
Workflow monitoring and management: Once the workflows are designed and activated, users can monitor their execution and manage them through the Workflow Designer interface. This includes tracking the progress, analyzing performance, and making necessary adjustments as needed.
Dependent Components
The Visual Configuration capability will provide simple, Workflow Designer capability provides a streamlined and easy to understand drag and drop visual component that will to allow business users to configure important aspects of their Pricefx deployment workflows without the need for technical programming skills or understanding configuration details.
This deployment will be dependent upon one or more of the Pricefx Accelerator configuration components for a successful deployment.This capability will actually contain two different sub-epics which are related, and both of these are requirements visual configuration capability has the following dependent requirements:
Approval Workflow Accelerator
The capabilities of the Workflow Designer are dependent upon the deployment of the Approval Workflow Accelerator into your partition. This Accelerator provides some of the core building blocks that allow for the visual configuration component.
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LEARN MORE: For more information on the Approval Workflow Accelerator, click here. |
Pricefx Core Components
Additionally, this capability will connect with two additional updates that are available in the latest release of Paper Plane (June 2023) and both of these requirements are necessary for successful deployment:
Pricing Strategy Workflow Designer
The first concrete Visual Configuration App being developed by Pricefx, and its role is for development underlying core component linking Workflow Accelerator to the visual configuration capability that allows for creation of customized configuration of pricing workflow strategies or modification of out-of-the-box price strategies that are deployed via the Price Setting Workflow Accelerator.Pricefx Unity iFrame Integration
Will provide Provides the connection link between Strategy Workflow Designer as an external product into Unity. This configuration will allow many different Pricefx capabilities in the future to integrate with a visual configuration component.
Benefits
The following benefits can be expected using Visual Configuration capability:
Create and modify new custom pricing strategies
Use pre-defined variables, product attributes and custom lookups in arithmetic and logical blocks
Create reusable lookup blocks for standard Pricefx master data like Product Extension, Company Parameters and Competition data.
Create a new custom pricing strategy based on a pre-defined template (Cost+ Percentage/Absolute) or a completely customized one
Live preview of product’s calculated price
Show all calculated elements and variables which contribute to the total price (ie. custom lookups, pre-defined variables,etc)
Recalculate in real-time
Multiple strategy selections are possible (ie. Add, modification and deletion)
Ability to save your pricing strategy configurations to partition
Save pricing rules into Company Parameter tables
Deploy generated Groovy library
Load configuration from partition
Functionality
The use of Workflow Designer and workflow configuration is performed in three steps:
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