Advanced Configuration Options (Creation Workflow)

disableSaveWhenCreationWorkflowIsFinishedCompensation

Submit on Creation WF finish and restart the last state when denied or withdrawn. If checked, the Compensation Plan is submitted automatically when document creation WF is finished. If the Compensation is rejected in the approval process, the creation workflow is restarted at its last step.

Configured on page – Administration > Configuration > Sales Compensation > General Settings

See alsoCreation Workflow

Type – boolean

Sample valuetrue

disableSaveWhenCreationWorkflowIsFinishedContract

Submit on Creation WF finish and restart the last state when denied or withdrawn. If enabled, Contract is submitted automatically when document creation WF is finished. If the Contract is rejected in the approval process, the creation workflow is restarted at its last step allowing further work on the document.

Configured on page – Administration > Configuration > Agreements & Promotions > General Settings

See alsoCreation Workflow

Type – boolean

Sample valuetrue

disableSaveWhenCreationWorkflowIsFinishedQuote

If enabled, Quote is submitted automatically when document creation WF is finished. If the Quote is rejected in the approval process, the creation workflow is restarted at its last step allowing further work on the document.

Configured on page – Administration > Configuration > Quoting > General Settings

See alsoCreation Workflow

Type – boolean

Sample valuetrue

disableSaveWhenCreationWorkflowIsFinishedRBA

If enabled, Rebate Agreement is submitted automatically when document creation WF is finished. If the Rebate Agreement is rejected in the approval process, the creation workflow is restarted at its last step allowing further work on the document.

Configured on page – Administration > Configuration > Rebates > General Settings

See alsoCreation Workflow

Type – boolean

enableCreationWorkflowForTypes

Allows you to enable a document creation workflow for Quotes, Contracts or Rebate Agreements.

Configured on page – Administration > Configuration > System Configuration > My Workflows

See alsoWorkflows Configuration

Type – json array

Sample value[ "Q" ]

runCreationWorkflowOnCompensationSave

If set to true, the creation workflow logic is executed right after a Compensation Plan is saved.

Type – boolean

Sample valuefalse

runCreationWorkflowOnContractSave

Run document creation workflow logic on save. If set to true, the creation workflow logic is executed right after a Contract is saved.

Configured on page – Administration > Configuration > Agreements & Promotions > General Settings

Type – boolean

Sample valuetrue

runCreationWorkflowOnRebateAgreementSave

If set to true, the creation workflow logic is executed right after a Rebate Agreement is saved.

Configured on page – Administration > Configuration > Rebates > General Settings

Type – boolean

Sample valuetrue

startPagePanels

Allows you to define at the partition level the list of portlets that will be displayed on the Home page.

Configured on page – Administration > Configuration > System Configuration > Home Page

See alsoHome Page

Type – json array

Sample value[
    "pricelist", 
    "rebateManager", 
    "promotionManager", 
    "priceShop"
]

wfDisabledTemplates

If set to true, document creation workflow templates are disabled.

Configured on page – Administration > Configuration > System Configuration > My Workflows

See alsoDocument Creation Workflow

Type – json object

Sample value{
    "approvalRequired" : true,
    "stepApproved" : true,
    "stepDenied" : true,
    "workflowApproved" : true,
    "approvalDelegated" : true,
    "creationWorkflowStepAssigned" : true,
    "creationWorkflowFinished" : true,
    "quoteConverted" : true,
    "pendingWorkflowsSummary" : true
}

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