Installation (Workflow Designer)

Owned by Jana Volencová (Deactivated)
Jul 13, 2023
2 min read

Currently, Workflow Designer needs to be deployed manually on each partition where you want to use it.

Steps:

  1. Make sure the Approval Workflow Package is deployed on the partition first. Without it, Workflow Designer will not work.

  2. Find the number of the latest release of Workflow Designer. You can find it at the home page of this guide.

  3. Go to Configuration > Advanced Configuration Options.

  4. Create a new entry with the name pfxExternalApp_visual_configuration_workflow_designer (the important part is the pfxExternalApp_ prefix, the rest is up to you, only it has to be unique).

  5. Copy the following JSON and paste it as the entry’s value:

    { "name": "workflow-designer", "label": "Workflow Designer (Preview)", "url": "https://apps.pricefx.com/visual-configuration/1-0-0/#/workflow-designer", "businessRole": "WorkflowDesigner" }

    Notice the version number 1-0-0 in the url parameter. Replace this with the latest version, only use dashes instead of dots. For example, version 1.0.1 becomes 1-0-1 in the URL.

  6. Go to Access Admin > Business Roles Admin and create a new business role called WorkflowDesigner and assign it the following privileges:

    • Master Data > Administer Company Parameters

    • Price Setting > Manage Calculation Logics

    • Administration > Data Integration

  7. Assign this business role to your user.

  8. Refresh the page and you should see Workflow Designer in the main menu under the External Apps.

Limitations

The current version of Workflow Designer is just a preview. Although it is fully usable, it has only a very limited feature set. The main limitations at the moment are:

  • The workflow configuration is not read from the partition after you save it. Every time you start Workflow Designer, you start from scratch.
    To load the workflow configuration, you have to export it, save it on your device, and import it later.

  • Workflow Designer does not tell you what fields you have in your Quote, Rebate, or Promotion. You need to know them yourself.

These limitations are temporary and should be resolved when Workflow Designer is released to the public.