Workflow Designer Installation
This guide is for deploying the Workflow Designer manually to a partition.
Log in to the partition
Open Configuration > Advanced Configuration Options
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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