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You can add a link to the Enable Rebate Management in the Module menu. The link is configured in Advanced Configuration Options.

Prerequisites

  • The user needs to have the “enable” business role assigned for the configured Enable menu items to appear. See Business Roles Admin.

  1. Go to Administration > Configuration > General Settings > Advanced Configuration Options.

  2. Click the Add button to open the Add Option dialog.

  3. In the Name field, specify the name of the option. It has to be pfxExternalApp_customMenuItems.

  4. In the Value field, specify the definition of the link (see https://pricefx.atlassian.net/wiki/spaces/KB/pages/edit-v2/5566005287#Example-of-Custom-Menu-Items-JSON-Configuration below).

  5. Click Add to save changes and close the dialog.

Example of Custom Menu Items JSON Definition

{
  "first": {
    "label": "First",
    "insertBefore": "dashboards",
    "items": {
      "item1": {
        "label": "item 1",
        "href": "https://organizations.enable.com/organization/pricefx-x-enable",
        "type": "enable"
      }
    }
  },
  "enable-rebates": {
    "label": "Enable Rebates",
    "insertAfter": "rebate-manager",
    "items": {
      "Dashboard": {
        "label": "Dashboard",
        "href": "https://dev-uk.deal-track.com/Client/pfx-int-dev-2/Sso/Saml2/SignIn?ReturnUrl=%2FClient%2Fpfx-int-dev-2%2FDashboard",
        "type": "enable"
      },
      "tradingPrograms": {
        "label": "Trading Programs",
        "href": "https://dev-uk.deal-track.com/Client/pfx-int-dev-2/Sso/Saml2/SignIn?ReturnUrl=%2FClient%2Fpfx-int-dev-2%2Ftrading-programs-list",
        "type": "enable",
        "allowedBusinessRoles": [
          "enable"
        ]
      },
      "programEarnings": {
        "label": "Program Earnings",
        "href": "https://dev-uk.deal-track.com/Client/pfx-int-dev-2/Sso/Saml2/SignIn?ReturnUrl=%2FClient%2Fpfx-int-dev-2%2FReports%2FDealEarnings",
        "type": "enable",
        "allowedBusinessRoles": [
          "enable"
        ]
      },
      "creditorsReport": {
        "label": "Finance - Creditors Report",
        "href": "https://dev-uk.deal-track.com/Client/pfx-int-dev-2/Sso/Saml2/SignIn?ReturnUrl=%2FClient%2Fpfx-int-dev-2%2FCash%2FCreditorsReport",
        "type": "enable",
        "allowedBusinessRoles": [
          "enable"
        ]
      }
    }
  },
  "second": {
    "label": "Second",
    "insertAfter": "enable-rebates",
    "items": {
      "item2": {
        "label": "Folder",
        "href": "https://organizations.enable.com/organization/pricefx-x-enable",
        "type": "enable",
        "items": {
          "subItem1": {
            "label": "Sub Item 1",
            "href": "https://organizations.enable.com/organization/pricefx-x-enable/subitem1",
            "type": "enable"
          }
        }
      }
    }
  }
}

If the specified folder already exists, the item will be inserted into it, otherwise, a new folder will be created.

The JSON configuration of the menu items (above) is reflected in the Pricefx module menu:

menuItems.png

Root-level folders do not have permission sets. So, if a user does not have permission to view certain root-level folders but has access to a custom item within that root-level folder, they will only see the custom menu item in that folder.

Available Advanced Configuration Option Properties

Property

Description

label

Defines the label for folders and items.

insertBefore

Specifies the position of a menu item in the Module menu, placing it before the item specified in this property.

insertAfter

Specifies the position of a menu item in the Module menu, placing it after the item specified in this property.

items

Defines the list of menu items in a folder. Can also be used to create sub-folders.

href

Defines the actual URL for the Enable Rebate Management.

allowedBusinessRoles

Restricts access to the menu item to users with the specified business roles.

type

Defines the type of a menu item and determines the icon used for it.

Default Value: Enable

“Enable” is currently the only supported type value.

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