This tool will simplifies the process of creating and managing complex workflows within the Pricefx platform. The component is developed Javascript/React and provides functionality such as viewing, modifying and designing approval workflows within a partition using a visual framework that allows for ease of customization of the workflow components.
Workflow Designer simplifies the configuration of approval workflows into simple streamlined experience so the users can focus on the business process (i.e. usage of workflows and their design) instead of their development.
Benefits
Drag-and-drop interface: Users can design workflows by dragging and dropping pre-defined workflow components onto a canvas. These components represent different actions, conditions, or decision points within the workflow.
Visual representation of workflow logic: The Workflow Designer provides a visual representation of the workflow logic, allowing users to easily understand the sequence of actions and conditions. This visual representation helps in visualizing and analyzing complex workflows.
Configurable actions and conditions: Users can configure the actions and conditions associated with each workflow component. Actions may include sending notifications, updating data, triggering other processes, or interacting with external systems. Conditions allow for the evaluation of data or events to determine the next steps in the workflow.
Conditional branching and decision-making: Users can define conditional branching within workflows, enabling different paths based on specific conditions. This allows for dynamic and flexible workflows that adapt to different scenarios or inputs.
Integration with other Pricefx modules: The Workflow Designer is integrated with other Pricefx modules, such as Pricing or CPQ (Configure, Price, Quote). This integration enables the design of workflows that automate and streamline processes across multiple modules.
Workflow monitoring and management: Once the workflows are designed and activated, users can monitor their execution and manage them through the Workflow Designer interface. This includes tracking the progress, analyzing performance, and making necessary adjustments as needed.
The Visual Configuration capability will provide simple, streamlined and easy to understand drag and drop visual component that will allow business users to configure important aspects of their Pricefx deployment without the need for technical programming skills or understanding configuration details.
This deployment will be dependent upon one or more of the Pricefx Accelerator configuration components for a successful deployment.
This capability will actually contain two different sub-epics which are related, and both of these are requirements for successful deployment:
Pricing Strategy Designer
The first concrete Visual Configuration App being developed by Pricefx, and its role is for development of customized configuration of pricing strategies or modification of out-of-the-box price strategies that are deployed via the Price Setting Accelerator.Pricefx Unity iFrame Integration
Will provide the connection between Strategy Designer as an external product into Unity. This configuration will allow many different Pricefx capabilities to integrate with a visual configuration component.
Benefits
The following benefits can be expected using Visual Configuration capability:
Create and modify new custom pricing strategies
Use pre-defined variables, product attributes and custom lookups in arithmetic and logical blocks
Create reusable lookup blocks for standard Pricefx master data like Product Extension, Company Parameters and Competition data.
Create a new custom pricing strategy based on a pre-defined template (Cost+ Percentage/Absolute) or a completely customized one
Live preview of product’s calculated price
Show all calculated elements and variables which contribute to the total price (ie. custom lookups, pre-defined variables,etc)
Recalculate in real-time
Multiple strategy selections are possible (ie. Add, modification and deletion)
Ability to save your pricing strategy configurations to partition
Save pricing rules into Company Parameter tables
Deploy generated Groovy library
Load configuration from partition
Functionality
The use of Workflow Designer and workflow configuration is performed in three steps:
Design
Here the user can design his workflow strategy using a drag & drop interface leveraging visual framework while seeing the impact of the changes in the visual preview.
Design Features:
Create, rename and delete a workflow
Create a strategy from a template (Quote, Pricelist, Rebate, etc. )
Create a completely custom strategy
Modify workflow strategies
Add approval steps
Add unique Approvers
Add conditional tests
Add functions (Is Null, As Number, etc.)
Preview of the strategies and custom lookups
After selecting a product, the user can see:
the result price of the strategy
the values of the variables and custom lookups used in the calculation
The user can see a preview of the generated code
Preview
In this step, the user will identify which workflows to deploy and review the primary tables that will be updated and their corresponding values.
Preview Features:
Selection of workflows to deploy
Review of ApprovalWorkflowSetup entries
Review of Approvers entries
Review of ApprovalCondition entries
Deploy
In the final step, the user can hit the Deploy button to deploy the workflow to the partition and update the corresponding logics and tables.
Deploy Features:
Single button to deploy everything
Output with the deployment progress
Dependencies
This version of the Strategy Designer Visual Configuration is dependent upon the following:
Bees Knees release
Price Setting Accelerator 2.1.3