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
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If you have not read Basics of Drag & Drop Visual Configuration /wiki/spaces/ACCDEV/pages/4625006712 already, now is the time. The rest of this document assumes familiarity with the drag & drop workspace. |
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Active: Lists all the active pricing strategies that have been activated and deployed to the partition and can be used by the PSPPrice Setting Accelerator.
Drafts: Contains strategies that are in draft mode and have not yet been activated.
Superseded (collapsed by default): Shows strategies that have been replaced by newer versions.
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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 a the strategy configuration from a JSON.
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When importing from JSON, everything is imported as a draft. If the same snippet or data lookup already exists, a duplicate is not imported. |
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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you can see the Status, which indicates the validation status of the current entity (possible options: draft, active, superseded | saving, saved | valid, invalid).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.
Activate: Use thebutton to change the selected strategy’s status from draft to active.This makes it available for use 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 When the new version is activated, the previous version will be marked as superseded.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 / Duplicate as draft: Creates a new entity by copying copy of 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 following two options appear.
Delete: Deletes the selected strategy, or data lookup. A confirmation dialog is displayed.
Export: Allows you to export the selected 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
latest strategies, snippets and lookups. For more information, see Import / Export (Strategy Designer).
Redeploy - This action is only available to users with the Administer Strategy Designer user role. It redeploys the active strategy to the partition, therefore regenerating the code and overwriting it on the partition and calling the post-deployment logic, if it’s configured.
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.
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