Configuration Tips - Specific Pricefx Functionality

Required input missing in Configurator

If a pop-up Configurator includes a required input and the user does not open it, the user will be able to save the document even though the input is not filled in. The reason is that the application is not able to check if there is a required input until the user opens the Configurator.

Interactive Forms - Configurators

SyntaxCheck mode not used for Configurator logic

The Configurator logic does not use Syntax Check mode to collect the inputs and sections. It always executes in a regular execution, when the Form needs to refresh its sections and inputs.

Configurator Forms (Conceptual Guide)

Embedded dashboard cannot read from main dashboard

Embedded dashboard (i.e. its logic) cannot read the filters/inputs defined on the "main" dashboard. If you want to pass values of "main filters" to the embedded dashboard, you need to do it in the "main" code, when inserting the embedded dashboard.

Interactive Dashboards

Company Parameters specifics

• When changing the parameter type, ALL values of this parameter will be deleted.

• Value Type: If you enter a number in a String field, it will be saved and used as text (and not as a number) and it will lead to incorrect arithmetic operations.

Company Parameters

Import/export of line items

• For line items, only the following input types can be imported/exported: BOOLEAN, BOOLEANUSERENTRY, CUSTOMER, PRODUCT, DATETIMEUSERENTRY, DATEUSERENTRY, TIMEUSERENTRY, INTEGERUSERENTRY, LOOKUP, MULTITIERENTRY, OPTION, RADIO, STRINGUSERENTRY, TEXTUSERENTRY, USERENTRY.

• Multi-tier entries are exported/imported into a single column in the following format: ["10":"3";"15":"5";"20":"3";"30":"5"]

• Date, Time and DateTime values are copied with enveloping double quotes ("2020-03-12"). The reason is that Pricefx is not able to recognize date and time formatting and locale settings in Excel and exporting and importing the values from and back to Pricefx could cause problems. It is up to the user to set the correct formatting in Excel and Pricefx.

Import or Export Line Items

Mass editing and approving DCR

Couple of tips on Mass Edit DCR and Approve DCR.

Data Change Requests

Excel Client

Couple of tips and warnings.

Excel Client

Calculated Field Sets

Couple of tips and warnings.

Calculated Field Sets

Publishing templates: delegationSubjectSuffix and workflowSubjectSuffix format

When editing these templates, you must put everything in one row (text line), even if you use a more complex template code. (If multiple rows were used, the subject suffix would be generated empty and the code you wrote would appear in the email body.)

Message Templates

Attribute Extensions vs. native columns

Attribute Extensions are much slower and less efficient than native columns e.g., when filtering. Use them sparingly and cautiously.

Column Menu

Filter behavior

• The reasonable limit of pasted items is 5,000. You can try to paste more but you are likely to experience performance issues.

• The 'is not one of' operator automatically excludes null values.

Filtering