6.0 Vesper release and newer
Quote Type JSON configuration:
{ "default": { "name": "default", "translationKey": "common_default", "icon": "quote", "tabs": { "header": { "name": "header", "translationKey": "sfdc_quotes_tabs_header", "type": "quoteHeader" }, "items": { "name": "items", "translationKey": "sfdc_quotes_tabs_items", "type": "quoteItems" }, "attachments": { "name": "attachments", "translationKey": "sfdc_quotes_tabs_attachments", "type": "quoteAttachments" }, "workflow": { "name": "workflow", "translationKey": "sfdc_quotes_tabs_workflow", "type": "workflow" }, "workflow-history": { "name": "workflow-history", "translationKey": "sfdc_quotes_tabs_workflowHistory", "type": "workflowHistory" }, "messages": { "name": "messages", "translationKey": "sfdc_entity_tabs_messages", "type": "messages" }, "dashboard": { "name": "dashboard", "translationKey": "Insights", "type": "reactDashboard", "typeReference": "DP_CustomerInsights_CustomerDetailView", "parameterMapping": { "Customer": "customerId" } } } } }
Example of parameterMapping
"dashboard2": { "name": "Sales History", "translationKey": "Sales History", "type": "dashboard", "typeReference": "Revenue_Margin", "parameterMapping": { "Customer(s)": "customerId" } }
"Customer(s)" : "customerId”
Input name from dashboard : Column Name from Quotes list
Dashboard Groovy logic to take a mapped parameter:
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") }
Vedran Trošelj please update based on your findings.