Update a Quote

When you want to create an Update operation for Pricefx Quote, insert a Connector Shape and follow all the steps described in Create an Operation.

 

In Step 2, the setup should look like this:

 

The last field 'Operation' (which relates to Step 7 in the common flow) has the following options:

Update Request Message

To update a quote, specify Quote ID in the mandatory uniqueName field and update the required Quote Header attributes, Header Inputs and Line Item inputs. Only fields to be updated have to be present in the input message.

  • Header Inputs Array

    • Name of the input field to be updated

    • New value of the input field to be updated (non object type)

    • New value of the input field to be updated (object type)

    • Either value or valueObject should be present

       

  • Line Items Array

    • lineId – Unique identifier of the line to be updated. This can be retrieved by the Get quote operation.

    • Name of the input field to be updated

    • New value of the input field to be updated (non object type)

    • New value of the input field to be updated (object type)

    • Either value or valueObject should be present

Limitations

The following update operations are not supported:

  1. Add / delete line items

  2. Add / delete input fields and attributes

Update Response Message

This is the same for Get and Fetch response too. 

It is very similar to Create Request Message but also with output attributes, workflow status, quote status and results as well.

In this example, ProjectName and ProjectNumber were the user defined quote attributes in the above request.

For more information about Quote data structure, please refer to Pricefx Documentation.