User Interface Overview (Strategy Designer)

This is the main interface of the Strategy Designer. It consists of the following main sections:

• List of strategies, snippets, or data lookups (depending on the selected tab)

• Workspace where the blocks can be connected together

• Live Preview

Open

Strategies Tab

Consists of a list of available strategies. Strategies are categorized into three sections:

• Active: Lists all the active pricing strategies that have been activated and deployed to the partition and can be used by the Price Setting Accelerator.

• Drafts: Contains strategies that are in draft mode and have not yet been activated.

• Superseded (collapsed by default): Shows strategies that have been replaced by newer versions.

Add Button

The Add button is located at the top of the Strategies panel, allowing you to add a new strategy. Clicking the button opens a dropdown where you can select a predefined strategy template, add an empty strategy to create a customized strategy from scratch, or import the strategy configuration from a JSON.

Snippets Tab

Consists of a list of available snippets.

• Active: Shows valid snippets that are currently active.

• Drafts: Contains snippets that are in the draft mode and have not yet been activated.

• Superseded (collapsed by default): Shows snippets that have been replaced by newer versions.

Add Button

The Add button is located at the top of the Snippets panel, allowing you to add a snippet. Clicking the button opens a dropdown where you can also import a snippet from a previous JSON export.

Data Lookups Tab

Consists of a list of available data lookups.

• Active: Shows valid data lookups that are currently active.

• Drafts: Contains data lookups that are in the draft mode and have not yet been activated.

• Superseded (collapsed by default): Shows lookups that have been replaced by newer versions.

Add Button

The Add button is located at the top of the Data Lookups panel, allowing you to add a data lookup. Clicking the button opens a dropdown where you can select a predefined data lookup template, or import the data lookup configuration from a JSON.

Workspace

This is the main workspace for creating and editing strategies or data lookups and contains the following elements:

• Title: The title of the selected strategy / snippet / data lookup is displayed at the top and can be changed. The change is however possible only before it’s activated for the first time.

  • Along with the title you can see the Status, which indicates the validation status of the current entity (possible options: draft, active, superseded | saving, saved | valid, invalid).

• Version History: An option is available at the top right of the screen under the Version History button. Opens a table allowing you to review and revert to previous versions.

• Activate: Use the button to change the selected strategy’s status from draft to active. This makes it available for use by the PSP.

• Create New Version: This button is only visible for active entities. It allows you to create a new version of the selected strategy, snippet, or lookup. When the new version is activated, the previous version will be marked as superseded.

• Duplicate / Duplicate as draft: Creates a copy of the selected strategy, snippet or data lookup. The copy will be created as a draft allowing you to modify the strategy/'data lookup' separately.

• Three-dots menu: Clicking three dots, the two options appear.

  • Delete: Deletes the selected strategy, or data lookup. A confirmation dialog is displayed.

  • Export: Allows you to export the selected, active or latest strategies, snippets and lookups. For more information, see Import / Export (Strategy Designer).

  • Redeploy - This action is only available to users with the Administer Strategy Designer user role. It redeploys the active strategy to the partition, therefore regenerating the code and overwriting it on the partition and calling the post-deployment logic, if it’s configured.

• Toolbox: Contains all the visual blocks you can drag into the workspace. Refer to the Strategy Toolbox (Strategy Designer) article for more details.

• Workspace: Here you put the blocks together.

Live Preview

Located on the right side of the screen, this panel provides a real-time preview of the strategy's configuration or the Groovy code being used.

Displays the following elements:

• Tabs: Preview and Code

• Input fields: Select a value that will be used for calculation

  • Calculate Button: Executes the current strategy with the selected parameters.

• Result: Displays the calculated result price (outcome of the strategy calculation), including the time taken for the calculation.

  • If the price calculation is successful, the calculated price will be displayed, if no price is calculated, the “No price” message is shown.

  • Displays Categories from Toolbox involved in the strategy and their calculated intermediate results.

For more details see the Live Preview (Strategy Designer) article.