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Table of Contents
stylenone

How to tell if iFrame is in Account or Opportunity Page?

Code Block
languagejs
export const quotesDetailSubmitPre = async ({ api }) => {
  const isAccountPage = await api.crmManager.isAccountPage();
  const isOpportunityPage = await api.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).

Use getPayload

Code Block
languagejs
export const quotesDetailSubmitPre = async ({ api: { crmManager } }) => {
  const payload = await api.crmManager.getPayload();
  console.log(payload);
};

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
languagejs
export const quotesDetailSubmitPre = async ({ quoteAPI, api }) => {
  const payload = await api.crmManager.getPayload();
  // To find what values exist in payload
  // Can be removed later when not needed
  console.log(payload);
  // 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

To populate value/result for inputs in Pricefx with interceptor is fairly easy to do. You can change both inputs and outputs values in Pricefx modules.

...

To do so, you will need to:

  1. Choose interceptor method which has scope detail.

  2. Add to parameters CLIC API, for example: quoteAPI, compensationPlanAPI or …

  3. Inside module write await quoteAPI.setHeaderValue('label', 'pricefx Pivo a Párek');. This function will set value in header, but there are also functions for setting header input value, output result and line items inputs.

Full code example for inptus:

Code Block
languagejs
export const quotesDetailOpen = async ({ quoteAPI }) => {
  await quoteAPI.setHeaderValue('label', 'pricefx Pivo a Párek');
}
Code Block
languagejs
export const quotesDetailOpen = async ({ quoteAPI }) => {
  // Simple inputs
  await quoteAPI.setHeaderInputValue('ProjectID', 'Some ID');
  await quoteAPI.setHeaderInputValue('ProjectName', 'Project Name');
}
Code Block
languagejs
export const quotesDetailOpen = async ({ quoteAPI }) => {
  // Input with configurator
  await quoteAPI.setHeaderInputValue('Configurator_Documents', {
    InvoiceMethod: 'Invoice method',
    OpportunityOwner: 'Name',
    OpportunityOwnerEmail: 'Email',
    OpportunityOwnerPhone: 'Phone',
    OpportunityOwnerTitle: 'Title'
  });
}

Full code example for outputs:

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

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

Code Block
languagejs
export const dashboardsInputsSet = async ({ api, dashboard }) => {
  console.log(dashboard)
  return;
}

Save value from the dashboard somewhere as it can be handy in the future

Now let’s fill dashboard inputs with values from CRM

Code Block
languagejs
export const dashboardsInputsSet = async ({ dashboard, api }) => {
  // This method return true of false depending on where pricefx currently is running
  const isAccount = await api.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 api.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 api.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
languagejs
export const quotesDetailOpen = async ({ api, quoteAPI }) => {
  const isOpportunityPage = await api.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 api.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 api.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

Filter Data in the CLIC Module List

In this example, we will filter rebates, but you can filter any CLIC module.

Code Block
languagejs
// First we need to use Method which triggers when we open rebate list
export const rebateAgreementsListFilterAdd = async ({ api, filter }) => {
  // Let's use payload for make our filter more interesting
  const payload = await api.crmManager.getPayload();
  // Also let's return different filter based on where iFrame is located
  const isAccountPage = await api.crmManager.isAccountPage();
  const isOpportunityPage = await api.crmManager.isOpportunityPage();
  
  if(isAccountPage) {
    return [{
      fieldName: 'additionalInfo1',
      operator: 'equals',
      value: payload.AccountNumber
    }];
  }
  if(isOpportunityPage) {
    return [{
      fieldName: 'additionalInfo2',
      operator: 'equals',
      value: payload.OpportunityId
    }];
  }
  
  return filter;
}

Used API’s: isAccountPage, isOpportunityPage, getPayload