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Creating an Operation

Creating any Pricefx operation (Query, Get, Fetch, Upsert, Delete, Truncate, Datamart Refresh, ...) follows the same general steps.

  1. In the Process screen go to the step library and search for "pfx-connector". Drag & drop it to the work area.

  2. The configuration window of the Connector step opens. Fill in the following:

    1. Display Name — Any name of your choice.

    2. Connector — Already pre-filled by the previous step.

    3. Action — The options are:

      For Master Data, Price Parameters — Query, Get, Fetch, Upsert, Delete, Bulk Data Load, Metadata

      For PriceAnalyzer — Upload Data, Get, Fetch, Datamart Refresh, Truncate, Bulk Data Load, PA Data Upload

      For Quotes — Create, Get, Fetch, Delete, Update, Quote Operations

      For Product Images — Product Image Operations

      For Users — Get, Fetch, Upsert, Delete

      for User Access (Business Roles, Roles, User Groups) — User Access Operation, Metadata

      For Price List, Live Price Grid, Manual Price List and Items — Get, Fetch, Query, Metadata

    4. Connection — Described in the previous section.

    5. Operation — Click the "+" icon to import the object type and specify its parameters.

  3. Click Importto launch theImport Wizard.

  4. In the Import Wizardset up the following:

    Which basic runtime to use

    Which Connection to use

  5. Select the type:

    • Product
    • Customer
    • Product Extension
    • Customer Extension
    • Price Parameters
    • Data Feed
    • Data Load
    • Data Source
    • Datamart
    • Quote
    • Submit/Withdraw Quote
    • Duplicate/Revise Quote
    • Manual Price List
    • Price Grid
    • Price List
    • Manual Price List Item
    • Price Grid Item
    • Price List Item
    • User
    • Business Role
    • User Group
    • Update Business Roles
    • Update Roles
    • Update User Groups
    • Log out
    • Get Token
    • Product Image Upload
    • Product Image Exist
    • Product Image Delete
    • Upload Status Check
    • Get by TypedId

  6. For Product and Customer Extensions, the table has to be selected in the same screen.

  7. Click Nextand import the required operation interface. Its configuration screen opens.

note

Metadata fields imported to the interface are "readonly" and are just for reference. Price Parameters - Metadata fields are only supported for Matrix Price Parameters. Field names are not allowed to be modified for Simple and Range Price Parameters.