6.0 Vesper release and newer
To add a dashboard to Quote detail page, follow these steps:
Create Quote Type JSON configuration:
| Code Block | ||
|---|---|---|
| ||
{
"default": {
"name": "default",
"translationKey"tabs": "common_default",[
{
"icon": "quote",
"tabsname": {
"header":,
{ "name"type": "header",
"translationKey": "sfdc_quotes_tabs_header",
},
{
"typename": "quoteHeader"
}items",
"items": {
"name""type": "items",
"translationKey": "sfdc_quotes_tabs_items",
},
{
"typeicon": "quoteItemsclipboard-notes",
"name": "notes",
}, "type": "notes",
"attachmentstranslationKey": {"dynamicTab_notes"
},
{
"nameicon": "attachmentsfile-check-alt",
"translationKeyname": "sfdc_quotes_tabs_attachmentsactions",
"type": "quoteAttachmentsactions",
"translationKey": "dynamicTab_actions"
},
{
"workflowicon": {
"folder-open",
"name": "workflowdocuments",
"translationKey"type": "sfdc_quotes_tabs_workflowdocuments",
"typetranslationKey": "workflowdynamicTab_documents"
},
{
"workflow-historyname": {"attachments",
"name"type": "workflow-historyattachments",
"translationKey": "sfdc_quotes_tabs_workflowHistoryattachments",
},
{
"typename": "workflowHistorymessages",
}"type": "messages",
"messages": {"translationKey": "sfdc_entity_tabs_messages"
},
{
"name": "messagesworkflow",
"type": "workflow",
"translationKey": "sfdc_entityquotes_tabs_messagesworkflow",
},
{
"typename": "messagesworkflow-history",
}"type": "workflowHistory",
"dashboard"translationKey": {"sfdc_quotes_tabs_workflowHistory"
},
{
"name": "dashboard",
"translationKey": "Insights",
"type": "reactDashboard",
"typeReference": "DP_CustomerInsights_CustomerDetailView", //dashboard name
"parameterMapping": {
"Customer": "customerId"
}
}
}
]
} |
Follow this example of parameterMapping:
| Code Block |
|---|
} } } |
...
| Code Block |
|---|
"dashboard2": {
"name": "Sales History",
"translationKey": "Sales History",
"type": "dashboard",
"typeReference": "Revenue_Margin",
"parameterMapping": {
"Customer(s)": "customerId"
}
} |
where:
"Customer(s)" | : | "customerId” |
Input name from dashboard | : | Column Name from Quotes list |
Dashboard This is the dashboard Groovy logic to take a mapped parameter:
| Code Block | ||
|---|---|---|
| ||
def customer
def dp = api.currentItem()
def customerId= dp?.customerId
//deal plan case
if (customerId){
customer = customerId
}else if(api?.input('customerId')){
customer = api.input('customerId')
}else if(api?.input('Customer')){
customer = api.input('Customer')
}else if(api?.getElement('customerId')){
customer = api.getElement("customerId")
} else {
customer = api.getElement("Customer")
} |
...
