Workflow Designer Installation

This guide is for deploying the Workflow Designer manually to a partition.

  1. Log in to the partition

  2. Open Configuration > Advanced Configuration Options

  3. Add new entry with key pfxExternalApp_visual_configuration_psp and the following value:

    { "name": "workflow-designer", "label": "Workflow Designer (Preview)", "url": "https://apps.pricefx.com/visual-configuration/1-0-0/#/workflow-designer", "businessRole": "WorkflowDesigner" }

The required permissions

In order for the Workflow Designer to work the user needs the following permissions:

  • Master Data > Administer Company Parameters

  • Price Setting > Manage Calculation Logics

  • Administration > Data Integration

It might be a good practice to give permissions to a business role and specify this business role in the configuration. See next section for details.

The ‘WorkflowDesigner’ business role

The entry businessRole in the configuration is optional. If you specify it, then you need to create a business role with the specified name (in this case "WorkflowDesigner") and only users with this business role will see the Strategy Designer menu entry.

LEARN MORE: For more information on business roles, click here.

How to Open the Workflow Designer

When properly configured (see previous step), you should see External Applications menu item in the Unity’s main menu. This feature is available starting with Paper Plane (release 11).

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