This is the main interface of the Strategy Designer. It consists of the following main sections:
List of strategies, snippets or data lookups (depending on the selected tab)
Workspace where the blocks can be connected together
| Info |
|---|
If you have not read Basics of Drag & Drop Visual Configuration already, now is the time. The rest of this document assumes familiarity with the drag & drop workspace. |
...
Active: Lists all the active pricing strategies that have been deployed.Superseded: Shows strategies that have been replaced by newer versionsactivated and deployed to the partition and can be used by the PSP.
Drafts: Contains strategies that are in draft mode and have not yet been deployedactivated.
Superseded (collapsed by default): Shows strategies that have been replaced by newer versions.
Add Button
The Add button is located at the top of the Strategies panel, allowing you to add a new strategy. Clicking the button opens a dropdown where you can select a predefined strategy template, add an empty strategy to create a customized strategy from scratch, or import the a strategy configuration from a JSON.
| Info |
|---|
When importing from JSON, if everything is imported as draft. If the same snippet or data lookup already exists, a duplicate is not imported. If the existing lookup is in a draft state, the lookup is imported, leaving one version in draft and moving the other to active. |
| Note |
|---|
Note: When on a fresh partition, you start with an empty workspace – even though you may already have some strategies configured by the Price Setting Accelerator. Strategy Designer allows you to define your custom strategies, but you cannot configure the PSP out-of-box strategies here. |
Snippets Tab
Consists of a list of available snippets.
Active: Shows valid snippets that are currently active.
Drafts: Contains snippets that are in the draft mode and have not yet been activated.
Superseded (collapsed by default): Shows snippets that have been replaced by newer versions.
Add Button
The Add button is located at the top of the Snippets panel, allowing you to add a snippet. Clicking the button opens a dropdown where you can also import a snippet from a previous JSON export.
| Info |
|---|
For more details about Snippets, see the Reusable Snippets (Strategy Designer) article. |
Data Lookups Tab
Consists of a list of available data lookups.
Active: Shows valid data lookups that are currently active.
Drafts: Contains data lookups that are in the draft mode and have not yet been activated.
Superseded (collapsed by default): Shows lookups that have been replaced by newer versions.
Add Button
The Add button is located at the top of the Data Lookups panel, allowing you to add a data lookup. Clicking the button opens a dropdown where you can select a predefined data lookup template, or import the data lookup configuration from a JSON.
...
Title: The title of the selected strategy / 'snippet / data lookup ' is displayed at the top and can be changed. The change is however possible only before it’s activated for the first time.
Along with the title you can see the Status, which indicates the validation status of the current entity (possible options: draft, active, superseded | saving, saved | valid, invalid).
Version History: An option is available at the top right of the screen under the Version History button. Opens a table allowing you to review and revert to previous versions.
Status: Indicates the validation status of the current strategy or data lookup configuration (possible options: draft, active, superseded, saving, saved, valid, invalid).
Deploy button / Activatebutton: Use the Deploy button to change the selected strategy’s status from draft to active, or Activate button to change the selected data lookup’s status from drafta to active.This makes it available for use in active strategies/'data lookups'.
...
by the PSP.
Create New Version: This button is only visible for active entities. It allows you to create a new version of the selected strategy, snippet, or lookup. When the new version is activated, the previous version will be marked as superseded.
...
See Activation and Versioning (Strategy Designer) for mode detail.
Duplicate button / Duplicate a as draft button: Creates a copy of new entity by copying the selected strategy, snippet or data lookup. The copy will be created as a draft allowing you to modify the strategy/'data lookup' separately.
Three-dots menu: Clicking three dots, the two following options appear.
Delete: Deletes the selected strategy, or data lookup. A confirmation dialog is displayed.
Export: Allows you to export the selected, or all (a collection) strategies / 'data lookups' in the JSON format. The JSON can be downloaded as a file or copied to the clipboard.
entity or all active or all latest entities.
Selected - exports the selected strategy / snippet / data lookup and all objects the selected entity depends on. For example, if exporting a strategy that contains a snippet which includes a lookup, both the strategy, snippet and lookup will be exported.
All Active - exports all active strategies / snippets / data lookups and
Toolbox: Contains all the visual blocks you can drag into the workspace. Refer to the Strategy Toolbox (Strategy Designer) article for more details.
Workspace:Here you put the blocks together.
...