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How to Add Dashboard to Quote Detail Page

How to Add Dashboard to Quote Detail Page

To add a dashboard to Quote detail page, follow these steps:

Create Quote Type JSON configuration:

{ "name": "default", "tabs": [ { "name": "header", "type": "header", "translationKey": "sfdc_quotes_tabs_header" }, { "name": "items", "type": "items", "translationKey": "sfdc_quotes_tabs_items" }, { "icon": "clipboard-notes", "name": "notes", "type": "notes", "translationKey": "dynamicTab_notes" }, { "icon": "file-check-alt", "name": "actions", "type": "actions", "translationKey": "dynamicTab_actions" }, { "icon": "folder-open", "name": "documents", "type": "documents", "translationKey": "dynamicTab_documents" }, { "name": "attachments", "type": "attachments", "translationKey": "sfdc_quotes_tabs_attachments" }, { "name": "messages", "type": "messages", "translationKey": "sfdc_entity_tabs_messages" }, { "name": "workflow", "type": "workflow", "translationKey": "sfdc_quotes_tabs_workflow" }, { "name": "workflow-history", "type": "workflowHistory", "translationKey": "sfdc_quotes_tabs_workflowHistory" }, { "name": "dashboard", "translationKey": "Insights", "type": "reactDashboard", "typeReference": "DP_CustomerInsights_CustomerDetailView", //dashboard name "parameterMapping": { "Customer": "customerId" } } ] }

Follow this example of parameterMapping:

{ "name": "Sales History", "translationKey": "Sales History", "type": "dashboard", "typeReference": "Revenue_Margin", "parameterMapping": { "Customer(s)": "customerId" } }

where:

"Customer(s)"

:

"customerId”

Input name from dashboard

:

Column Name from Quotes list

 

 

This is the dashboard Groovy logic to take a mapped parameter:

def customer def dp = api.currentItem() def customerId= dp?.customerId //deal plan case if (customerId){ customer = customerId }else if(api?.input('customerId')){ customer = api.input('customerId') }else if(api?.input('Customer')){ customer = api.input('Customer') }else if(api?.getElement('customerId')){ customer = api.getElement("customerId") } else { customer = api.getElement("Customer") }

 

 

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