Configuration Tips - Specific Pricefx Functionality

Excel Client in maintenance mode

Steer away from Excel Client – it is in maintenance mode with no new functionalities planned. You are encouraged to use Data Upload in PlatformManager or the Import/Export functionality of individual Pricefx tables to upload XLS files to a partition.

Excel Client

Attribute Extensions vs. native columns

Attribute Extensions are much slower and less efficient than native columns e.g., when filtering. Use them sparingly and cautiously.

Column Menu

Filter behavior

• The reasonable limit of pasted items is 5,000. You can try to paste more but you are likely to experience performance issues.

• The 'is not one of' operator automatically excludes null values.

Filtering

Required input missing in Configurator

If a pop-up Configurator includes a required input and the user does not open it, the user will be able to save the document even though the input is not filled in. The reason is that the application is not able to check if there is a required input until the user opens the Configurator.

Interactive Forms - Configurators

SyntaxCheck mode not used for Configurator logic

The Configurator logic does not use Syntax Check mode to collect the inputs and sections. It always executes in a regular execution, when the Form needs to refresh its sections and inputs.

Configurator Forms (Conceptual Guide)

Embedded dashboard cannot read from main dashboard

Embedded dashboard (i.e. its logic) cannot read the filters/inputs defined on the "main" dashboard. If you want to pass values of "main filters" to the embedded dashboard, you need to do it in the "main" code, when inserting the embedded dashboard.

Interactive Dashboards

Company Parameters specifics

• When changing the parameter type, ALL values of this parameter will be deleted.

• Value Type: If you enter a number in a String field, it will be saved and used as text (and not as a number) and it will lead to incorrect arithmetic operations.

Company Parameters

Import/export of line items

• For line items, only the following input types can be imported/exported: BOOLEAN, BOOLEANUSERENTRY, CUSTOMER, PRODUCT, DATETIMEUSERENTRY, DATEUSERENTRY, TIMEUSERENTRY, INTEGERUSERENTRY, LOOKUP, MULTITIERENTRY, OPTION, RADIO, STRINGUSERENTRY, TEXTUSERENTRY, USERENTRY.

• Multi-tier entries are exported/imported into a single column in the following format: ["10":"3";"15":"5";"20":"3";"30":"5"]

• Date, Time and DateTime values are copied with enveloping double quotes ("2020-03-12"). The reason is that Pricefx is not able to recognize date and time formatting and locale settings in Excel and exporting and importing the values from and back to Pricefx could cause problems. It is up to the user to set the correct formatting in Excel and Pricefx.

Import or Export Line Items

Working with folders

To generate a new folder, generate a new line item and put this line item into the folder, use:

def subFolder = qs.createFolder(lineItem.label) folder.items.add(subFolder)

Do not use the moveItem method here.

How to generate a new folder, a new item and put this item in the folder?

Mass editing and approving DCR

• Manually edited values have the highest priority and are not overridden by mass edit.

• Rows marked for deletion are left out during mass edit.

• Mass edit is not applied immediately but only when approved.

• You approve or deny all changes. If you want to ignore a specific change, you need to set the Ignore Changes column value to true.

Data Change Requests

Calculated Field Sets

Executing two or more concurrent conflicting CFSs can make them to block each other. Therefore it is important to sequence those CFSs which could be in conflict.

Calculated Field Sets

Publishing templates: delegationSubjectSuffix and workflowSubjectSuffix format

When editing these templates, you must put everything in one row (text line), even if you use a more complex template code. (If multiple rows were used, the subject suffix would be generated empty and the code you wrote would appear in the email body.)

Message Templates