Interceptor Examples/Use Cases

1 How to tell if iFrame is in Account or Opportunity Page?
2 Get Data from CRM
3 Use Data from getPayload
4 Change Inputs/outputs in pricefx CLIC Modules
5 Edit Dashboard inputs
6 Get Data from Other Object Using FindByQuery
7 Filter Data in the CLIC Module List

How to tell if iFrame is in Account or Opportunity Page?

export const quotesDetailSubmitPre = async ({ api }) => {
  const isAccountPage = await api.crmManager.isAccountPage();
  const isOpportunityPage = await api.crmManager.isOpportunityPage();
  
  if(isAccountPage) {
    // Your code
  }
  if(isOpportunityPage) {
    // Your code
  }
};

Used API’s: isAccountPage, isOpportunityPage

Get Data from CRM

To get data from a CRM, Pricefx should be placed into CRM system. Currently, Pricefx doesn’t have any possibility to access CRM system data outside the CRM (except PlatformManager).

Use getPayload

export const quotesDetailSubmitPre = async ({ api }) => {
  const payload = await api.crmManager.getPayload();
  console.log(payload);
};

Returns data from the current CRM page. For example: if getPayload is triggered under account page in Salesforce, getPayload will return all data from that specific account: accountId, accountName and etc.

Used API’s: getPayload

Use Data from getPayload

export const quotesDetailSubmitPre = async ({ quoteAPI, api }) => {
  const payload = await api.crmManager.getPayload();
  // To find what values exist in payload
  // Can be removed later when not needed
  console.log(payload);
  // If name in payload can be not existing
  await quoteAPI.setHeaderValue('label', payload.name || 'Name do not exist in payload');
};

Used API’s: getPayload, setHeaderValue

Change Inputs/outputs in pricefx CLIC Modules

To populate value/result for inputs in Pricefx with interceptor is fairly easy to do. You can change both inputs and outputs values in Pricefx modules.

To do so, you will need to:

Choose interceptor method which has scope detail.
Add to parameters CLIC API, for example: quoteAPI, compensationPlanAPI or …
Inside module write await quoteAPI.setHeaderValue('label', 'pricefx Pivo a Párek');. This function will set value in header, but there are also functions for setting header input value, output result and line items inputs.

Full code example for inptus:

Full code example for outputs:

Used API’s: setHeaderInputValue, setHeaderValue, setHeaderOutputResult

Edit Dashboard inputs

Initially, you will not know what inputs dashboard has, so on first run try to console.log dashboard and check what is inside

Save value from the dashboard somewhere as it can be handy in the future

Now let’s fill dashboard inputs with values from CRM

Used API’s: isAccountPage, getPayload

Get Data from Other Object Using FindByQuery

In these examples, we will show how to get data from the Account (but you can get data and from any other object) while iFrame is placed on Opportunity page.

Used API’s: findByQuery, isOpportunityPage, getPayload, setHeaderInputValue

Filter Data in the CLIC Module List

In this example, we will filter rebates, but you can filter any CLIC module.

Used API’s: isAccountPage, isOpportunityPage, getPayload