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Lab Info

Lesson: Product Configuration (Custom Form Embedded into a Quote)

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Estimated Time to complete: TBD

Requirements & Solution Author: Petr Rys

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'Product Base Values' Product Extension Table contains each product's base values.

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Acceptance Criteria

  • The user can create a quote of the appropriate type.

  • The new quote has an extra tab with a form containing all the necessary fields.

  • The form enables setting up the basic product downloaded with the Product Master Table.

  • Once the recalculation is complete, the form will show the newly calculated Base Value for the selected products. The result of the calculation should be a new product that includes Doorframes and Locks&handles. Please note that the desired outcome should include all possible combinations of the two pairs of products.

  • Users must select 'Create new Products' to make table changes permanent.

  • If a product with the same configuration does not exist, it is added to the Product Master Table. The calculated Base Value is also added to the Product Extensions Table.

  • The user should be informed what products have been added to the tables.

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 Sample solution

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Step-by-step solution

Develop the logic and test in Studio

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  1. Access Quoting → Quotes from your partition. Create a new quote by clicking on the [+ NewQuote ] button located at the top-right corner of the screen.​ Choose the type that was created in the previous step. The new form should contain and additional tab called Product Configurator .

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Form creation

Our objective is to design a form allowing users to configure the product according to their preferences. The form will consist of two multiple-selection lists and two tables, where users can input new parameters to customize the basic version of the product.

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Resources for Further Learning

References

Custom Forms (Reference)

Custom Forms Configuration How-To(s)

Unity Documentation

Custom Forms

Custom Forms General Settings

Custom Forms Header Logics

Company Parameters

Groovy API

setConfigParameter

class Filter

Other

Pricefx chatbot AI

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