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Custom Form Type is used by

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Configuration Engineers to predefine possible types of Custom Forms

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which can then be

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used by end users from within the Pricefx UI.

Configuration

Custom Form

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Types are managed

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in Administration  Custom Form Types.

Fields

  • uniqueName

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  • (String) Unique name of the type.

  • label

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  • (String) Name of the type, as displayed to the end users.

  • embedded

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  • (Boolean)

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  • – Determines whether a customer form of this type is used as embedded or standalone.

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    • True – Custom Form is embedded – used inside another document

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    • , such as Quote.

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    • False – Custom Form is used standalone as a separate small app.

  • headerFormulaName

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  • (String) Name of the logic

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  • which implements the functionality of the Custom Form. See Custom Form Logic.

  • configuration

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  • (JSON)

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  • – Layout definition of

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  • the

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  • in which the user interface will show the menu item

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  • which opens a page with a list of

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  • Custom Forms of this type. Either moduleCategoryUN or module field is set up, not both. Only for standalone forms.

  • moduleCategoryUN – Unique name of a Module Category

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  • which should display a list of Custom Forms

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  • based on this Custom Form Type. Either moduleCategoryUN or module field is set up, not both. Only for standalone forms.

  • workflowFormulaName

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  • which will be used to build approval workflow for this Custom Form. Used only for standalone forms.

  • supportedParentTypeCodes (Form Type)

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  • (String) List of entities

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  • which are allowed to embed this custom form type (Quote

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  • , standalone Custom Form, Rebates, Sales Compensation, Promotions). Used only for embedded forms.