Logic Types Cheatsheet

Type

For Object

api.currentItem()

Usage

Where to Create

Where to Set Up

Input

Output

Type

For Object

api.currentItem()

Usage

Where to Create

Where to Set Up

Input

Output

1

Calculation Flow

 

null

Scheduled Task

Administration > Logics > Calculation Logic > Calculation Flows

Administration > Configuration > System Configuration > Calculation Flows

Variable actionBuilder

 

2

Condition Record Logic

PGI, Q, etc

Current item stores the approvable Item: PGI, Q, etc

 

?

?

?

?

3

Configurator

 

null

Product Configuration

Administration > Logics > Calculation Logic > Generic Logic

api.configurator()

 

 

4

Agreement/Promotion – Header Logic

CT

null

To find out classification of the contract or calculate summary results for the Agreement/Promotion.

Administration > Logics > Header Logics > Agreements & Promotions

 

Variable "cProcessor"

 

5

Agreement/Promotion – Condition Type Filter Logic

CT

null

To show only filtered set of the Condition Types to the user when creating new lines in the Agreement/Promotion.

Administration > Logics > Filter Logics > Agreements & Promotions - Condition Types

 

Variable "contract"

Filter for the Condition Types. The logic can have multiple elements; for the resulting filter they are joined using the AND operator.

6

Agreement/Promotion – Entitlement Filter

CT

null

To limit access to the object detail screen.

Administration > Logics > Calculation Logic > Generic Logic

Administration > Configuration > Agreements & Promotions > General Settings

Variable "contract"

When all elements return true, the user is allowed to view/edit details of the object.

7

Agreement/Promotion – Condition Type

CTLI

CTLI

To calculate one Agreement/Promotion line.

Administration > Logics > Calculation Logic > Agreements & Promotions

 

 

 

8

Customer – Detail Logic

C

C

To show additional information on the Customer Detail screen.

Administration > Logics > Calculation Logic > Customer Detail Logics

Can be displayed on the "Customer Detail View" screen.

 

 

9

Customer – Input Filter

Q, CT, RBA

null

In the Customer Input, to show only customers relevant for the logged-in user.

Administration > Logics > Calculation Logic > Generic Logic

api.customer(attributeName, customerId, defaultFromParent, filterFormulaName, filterFormulaParam)

Variable filterFormulaParam

A single element must return Filter (which will work on the Customer table).

10

Dashboard

 

null

To provide analysis overview, …

Administration > Logics > Calculation Logic > Generic Logic

Administration > Dashboards

For Embedded dashboards use api.dashboard()

Every visible element can return either Matrix or Chart (those will be displayed in the separate Portlets).

11

Dashboard Wizard

 

?

To provide user guidance – how to use the system step by step.

Administration > Logics > Calculation Logic > Generic Logic

Administration > Access Admin > User Admin

api.newController()

Every visible element returns a controller (those various HTMLs will be displayed in the separate sections of the wizard).

12

Feeder Logic

RR

?

To provide a list of RR to be allocated to transactions. Used for Rebate Allocation process.

Administration > Logics > Calculation Logic > Generic Logic

Analytics > Data Manager > Data Loads

 

 

13

Live Price Grid

PGLI, XPGLI

PGLI, XPGLI

To calculate a PG line.

Administration > Logics > Calculation Logic > Generic Logic

 

 

 

14

Matrix Logic

PL, PG

PLI, XPLI, PGLI, XPGLI

To provide values for second dimension of a Price List. 

Administration > Logics > Calculation Logic > Generic Logic

 

api.product("sku")

A visible element must return a list of strings.

15

Analytics Logic

DF, DS, DM

DL

 

Administration > Logics > Calculation Logic > Analytics

Analytics > Data Manager > Data Loads

 

 

16

Price List

PLI

PLI

 

Administration > Logics > Calculation Logic > Generic Logic

 

api.userEntry()

Values of visible elements

17

Product Detail Logic

P

P

To show additional information (in the form of a portlet) on the Product Detail screen.

Administration > Logics > Calculation Logic > Product Detail Logics

Can be displayed on the "Product Detail View" screen.

 

 

18

Quote – Line Logic

QLI

QLI

 

Administration > Logics > Calculation Logic > Generic Logic

 

 

 

19

Quote – Header Logic

Q

null

 

Administration > Logics > Header Logics > Quotes

 

Variable "quoteProcessor"

 

20

Quote – Product Filter Logic

Q

null

To limit the set of products the user can see when adding a new product to a Quote.

Administration > Logics > Filter Logics > Quotes Product

 

Variable "quote"

Filter for Products

21

Quote – Entitlement Filter

Q

null

To limit access to the object detail screen.

Administration > Logics > Calculation Logic > Generic Logic

Administration > Configuration > Quoting > Quoting General Settings

Variable "quote"

When all elements return true, the user is allowed to view/edit details of the object.

22

Rebate Agreement – Entitlement Filter

RA

null

To limit access to the object detail screen.

Administration > Logics > Calculation Logic > Generic Logic

Administration > Configuration > Rebates > Rebates General Settings

Variable "rebateagreement"

When all elements return true, the user is allowed to view/edit details of the object.

23

Rebate Agreement – Header

RA

null

 

Administration > Logics > Header Logics > Rebate Agreements

 

Variable "raProcessor"

 

24

Rebate Agreement – Template Logic

RA

?

 

Administration > Logics > Template Logics > Rebate Template Logics

 

variable "ratBuilder"

 

25

Rebate Type

RA LI, RR

RA LI, RR

 

Administration > Logics > Calculation Logic > Rebate Agreements

 

Variables "calculationBase", "rebaterecords"

 

26

Word Template Pre-processing Logic

Q, CT, RBA, PL, LPG, PR, RR

?

To prepare data for the Word template. Intended for export to PDF.

Administration > Logics > Calculation Logic > Generic Logic

Administration > Configuration > Templates > Publishing Templates

 

 

27

Workflow

Q, Contract, PGI, RA, RR, DCR, PL, PolicyRecord

?

 

Administration > Logics > Workflow Logics > General Workflow Logics

 

Variables "workflow", "submitter" and one of the following: quote, pricegriditem, rebateagreement, contract, dcr, pricelist, rebaterecord.

 

28

Workflow Post Step

The same as workflow

?

 

Administration > Logics > Workflow Logics > Workflow Post Step Logics

 

The same as workflow + approvable (generic name for all approvables).

 

29

Document Creation Workflow

Q, CT, RBA

?

Allows more users to cooperate on document creation.

Administration > Logics > Calculation Logic > Generic Logic (Nature: "Creation Workflow")

Administration > Configuration > System Configuration > My Workflows > Enable creation workflow for document type 

 

 

30

Workflow Delegation User Filter

(available in 3.5 Salty Dog)

 

?

Allows administrators to narrow down the list of users available for workflow delegation.

Administration > Logics > Calculation Logic > Generic Logic

 

 

 

31

Data Analyzer Table/Chart Series Formula

Rows of the series

?

When you need to enrich the data of the series in the chart (or table) in Data Analyzer.

The results can be used in the chart definition in the control pane.

Usage:

  • Additional columns for the series.

  • Summary of the rows (SUM, AVG or any calculation) can be used e.g., for the auxiliary line.

Administration > Logics > Calculation Logic > Analytics

When you create a chart, and display the chart series table, it is at the top right.

  • Query result

  • Row data, e.g., sourceRow[MaterialId]

Depends on the context of the logic element:

  • As a column of the series
    or

  • Summary on the right side next to the series data table.

32

Action Item

AI

AI

 

 

 

 

 

 

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