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In this section you will learn more about Customs Forms.

Lab Info

Lesson: Product Discount Data Management (Standalone Custom Form)

Target Audience: Certified Configuration Engineer

Estimated Time to complete: TBD

Requirements & Solution Author: Petr Rys

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Product Discount Data Management Custom Form allows users to perform these tasks:

  • Change Data → select a table and change values within the table without adding new rows.

  • Add new Product Group → add a new group, assign it to a product family, and assign all the required discounts for different levels. It is important that the discount for each additional level is greater than or equal to the discount for the previous level; otherwise, the validation process will fail.

  • Add a product family → reassign product groups to reflect a new product family.

  • Add new discount level to existing product family → create new discount levels for an existing product family. The levels must be continuous, starting from level 1 at 0 Min Revenue. Each additional level must have a minimum revenue greater than or equal to the previous level. Users can assign new discounts for these new levels, ensuring that the discount for each additional level is greater than or equal to the discount for the previous level; otherwise, the validation will fail.

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  1. Proceed with deploying all logic created logics to your partition.

  2. Access Administration → Custom Form Types from your partition. Create a new form type by clicking on the [+ New Form Type] button located at the top-right corner of the screen.​ Uncheck Embedded option and fill in the form:

If you miss [+ New Form Type] button, add Custom Forms rights to your user (admin) using User Admin.

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Add the following code in the Configuration section.

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  • Open logic.json in sCFO_ProductDiscountHeader_Configurator.

  • Open Studio Editor.

  • Click on the Inputs tab.

  • Set the Context to CONFIGURATOR.

  • Test LogicGenerate Inputs.

  • Click on the Results tab and check output.

Your output should resemble the example given below.

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Resources for Further Learning

References

Custom Forms (Reference)

Custom Forms Configuration How-To(s)

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Documentation

Custom Forms

Custom Forms General Settings

Custom Forms Header Logics

Company Parameters

Groovy API

setConfigParameter

Other

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Info

NOTE: If you have any inquiries regarding the content in this learning path, you can utilize the following online Pricefx forums: AskPricefxcommunity or Pricefx GenAI chatbot.