A wizard dashboard is a sequence of steps that help users complete a task in Pricefx.

To create a wizard dashboard:

1. Create a calculation logic where you define the look and functionality of your wizard dashboard.
   The main condition is that your code returns the controller object – then it will be recognized by the client as a wizard dashboard among other dashboards.
   For example, for the Online Price section of the Wizard Dashboard shown in the screenshot above, the following code was used:

   def controller = api.newController() controller.addHTML("<h2>Welcome to Meatball Online</h2>") controller.addButton("1. STEP: Change Online Strategy","pricingParametersPage") controller.addButton("2. STEP: Check Online Prices","priceGridPage","main") controller.addButton("3. STEP: Go to Competitor Prices","competitionPage",) controller.addButton("4. STEP: Change Average Discount","pricingParametersPage","94.LT") controller.addBackendCall("Calculate Online PL","/pricegridmanager.calculate/343",null,"OK Start recalculation","Stop recalculation") controller.addDownloadButton("Download XLS","/formulamanager.executeformula/DashboardExport?output=xls","""{"Customer":"${customerId}", "targetDate":"${new Date().format("yyyy-MM-dd")}"}""") return controller

2. In Dashboards, create a new dashboard where you select your calculation logic created in the previous step.

Tips

• Review the complete list of available targetPage parameters.

• In the calculation logic (in this case DashboardExport in the above example), you can retrieve parameters specified in the addDownloadButton method by using api.stringUserEntry:

  def targetDate = api.stringUserEntry("targetDate");

• In the calculation logic you can use <a> tag also with external links, but you need to use the target-attribute (target="_parent") inside of the tag. If you do not use the target-attribute, then rendering of the link fails in Salesforce. See a correct example of link generation below:

  controller.addHTML("<p><a target=\"_parent\" href=\"https://www.atlassian.com\">Atlassian</a></p>")

• You can add a button to the dashboard that opens a configuration wizard: