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Since version 10.0 |
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Agreements & Promotions Type
When users creates a new Agreement
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/Promotion document, they always select which
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Agreements & Promotions Type the new document will belong to.
The
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Agreements & Promotions Type defines:
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Configuration of the layout of the detail page.
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Logic which calculates a summary
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of the Agreement & Promotion header.
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Logic to filter the available Condition Types when the user is adding a new item to the agreement.
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Logic to build the approval workflow steps for the Agreement & Promotion document.
Configuration
The
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Agreements &
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Promotions Types are defined based on project needs and their meta definitions must be stored in the version system together with other configurations.
To configure an
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Agreements & Promotions document Type, navigate to
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Agreements &
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Promotions ›
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Agreements &
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Promotions Types.
Fields
configuration – Configuration (as JSON string) of the detail page. You can configure e.g
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. additional tabs on the
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Agreements &
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Promotions detail page which will show information in the form of a dashboard. See definition of the Dynamic Tabs for more details.
uniqueName – Serves as a unique identification of this type. This name will be used in the Agreement & Promotion document as a foreign key, to identify the
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Agreements &
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Promotions Type used.
label – Description to guide users when they select the
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Agreements &
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Promotions Type while creating a new Agreement & Promotion document.
headerFormulaName – Name of the contract header logic used for building inputs and calculating results for the Agreement & Promotion header. It can also manipulate the items and folders.
workflowFormulaName – Name of the approval workflow logic which will build the approval steps for the Agreement & Promotion document.
condTypeFilterFormulaName – Name of condition filter logic which will be used to filter the available
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Agreements &
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Promotions Types when the user is adding a new item to the agreement.
attribute1..30 – These fields are typically used as parameters for the
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Agreements &
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Promotions logics. For example, if two different
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Agreements &
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Promotions Types have the majority of the item calculations the same, you can consider to use the same logic for both, and when the logic is executed for a line item, it can read the
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Agreements &
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Promotions Type attributes values to understand
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which specific calculations it should do for the current line item.