Page Comparison

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Code Block

language	js

export const quotesDetailSubmitPre = async ({ api }) => {
  const { crmManager } = api;
  const isAccountPage = await crmManager.isAccountPage();
  const isOpportunityPage = await crmManager.isOpportunityPage();
  
  if(isAccountPage) {
    // Your code
  }
  if(isOpportunityPage) {
    // Your code
  }
};

Used API’s: isAccountPage, isOpportunityPage

Get Data from CRM

To get data from a CRM, Pricefx should be placed into CRM system. Currently, Pricefx doesn’t have any possibility to access CRM system data outside the CRM (except PlatformManager).

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Returns data from the current CRM page. For example: if getPayload is triggered under account page in Salesforce, getPayload will return all data from that specific account: accountId, accountName and etc.

Used API’s: getPayload

Use Data from getPayload

Code Block

language	js

export const quotesDetailSubmitPre = async ({ api: { crmManager } }) => {
  const payload = await crmManager.getPayload();
  // To find what values exist in payload
  // Can be removed later when not needed
  console.log(payload);
  // If name in payload always exist
  await quoteAPI.setHeaderValue('label', payload.name);
  // If name in payload can be not existing
  await quoteAPI.setHeaderValue('label', payload.name || 'Name do not exist in payload');
};

Used API’s: getPayload, setHeaderValue

Change Inputs/outputs in pricefx CLIC Modules

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Code Block

language	js

export const quotesDetailOpen = async ({ quoteAPI }) => {
    await quoteAPI.setHeaderOutputResult('outputName', 'pricefx Pivo a Párek');
}

For more information regarding CLIC Method Interceptor API, you can find here: CLIC Method Interceptor API Used API’s: setHeaderInputValue, setHeaderValue, setHeaderOutputResult

Edit Dashboard inputs

Initially, you will not know what inputs dashboard has, so on first run try to console.log dashboard and check what is inside

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Code Block

language	js

export const dashboardsInputsSet = async ({ dashboard, api }) => {
  // here we are destructuring api
  // so we wouldn't need to write api in front of methods that we often use
  // for example: crmManager and notify
  const { notify, crmManager } = api;
  // This method return true of false depending on where pricefx currently is running
  const isAccount = await crmManager.isAccountPage();

  // in condition we are checking if dashboard
  // is with a name of the dashboard which we want to update
  if (isAccount && dashboard?.uniqueName === 'Dashboard_SoupPricing') {
    // here we are getting values from CRM
    const payload = await crmManager.getPayload();

    // dashboard is mutable variable, we can modify inputs inside of this variable
    dashboard.inputs[0].value = {
      "Customer": payload.AccountNumber
    };
    // We can check if dashboard variable updated as we want
    console.log("Updated dashboard input:", dashboard.inputs[0]);
  }
  if (isAccount && dashboard?.uniqueName === 'Dashboard_PivoPricing') {
    const payload = await crmManager?.getPayload();

    dashboard.inputs[0].value = {
      "Customer": payload?.AccountNumber,
      "PivoType": 'Lager'
    };
    console.log("Updated dashboard input:", dashboard.inputs[0]);
  }

  // this is what we are returning to the dashboard
  return {
    run: 'yes',
    dashboard
  };
};

Used API’s: isAccountPage, getPayload

Get Data from Other Object Using FindByQuery

In these examples, we will show how to get data from the Account (but you can get data and from any other object) while iFrame is placed on Opportunity page.

Code Block

language	js

export const quotesDetailOpen = async ({ api, quoteAPI }) => {
  const { crmManager } = api;
  const isOpportunityPage = await crmManager.isOpportunityPage();
  // First let's check if interceptor is running under opportunity page
  if(isOpportunityPage) {
    // Now we need data from Opportunity page
    const payload = await crmManager.getPayload();
    // Now using payload and string formating
    // create query which we will run in Salesforce.
    // In this query we are geting all fields from account where id is equel to id
    // from what we have under this opportunity page and also
    // we added limit 1 so it wouldn't search for other account as only one account
    // should exist with this id.
    const query = `
      SELECT *
      FROM Account
      WHERE Id = ${payload.AccountId}
      LIMIT 1
    `;
    
    // now lets execute this query
    const accounts = await crmManager.findByQuery(query);
    
    // using console.log you can find what is inside
    console.log(accounts)
    
    // we need to test is we found any account
    if(accounts.length > 0) {
      const account = accounts[0];
      // now lets set input value in pricefx using data from account
      await quoteAPI.setHeaderInputValue('AccountNumber', account.AccountNumber);
    } else {
      console.error('account not found!')
    }
  }
  return;
}

Used API’s: findByQuery, isOpportunityPage, getPayload, setHeaderInputValue

Versions Compared

Old Version 3

New Version 4

Key

Get Data from CRM

Use Data from getPayload

Change Inputs/outputs in pricefx CLIC Modules

Edit Dashboard inputs

Get Data from Other Object Using FindByQuery