Configuration Units

Learn about the configuration units of Buying centre wall.

The Buying Center Wall consists of the following configuration units:

  • The context menu action A_BuyingCenterY1 with action BuyingCenter. For details on the available action parameters, see BuyingCenter Action Parameters.

    A_BuyingCenterY1 is assigned to CRM process 1.2.4. "Opportunity Management" (CRM process ID 70000100).

  • The header group Y1.BuyingCenter contains the following definitions:
  • the Expand header configures the page header using the MiniDetails control of field group Y1.BuyingCenter.
  • the ExpandChildren header configures the page's related data area displaying records from info areas Opportunity Competitor (Y3) and Activity (MA) in UPDATE_DEFAULT.
  • The side bar contains the following elements:
  • A (hard-coded) New Participant button launching the NewParticipantForOpportunity process. This process is part of UPDATE_DEFAULT and allows users to search for a company/person and add it as an opportunity participant.
  • The Suggested Participants drop-down list allowing the user to select from suggested participants. Example - persons from the company linked to the opportunity, participants from activities linked to the opportunity etc. The suggestions are created by executing queries.

    The available options are configured in UPDATE_DEFAULT as menu actions in the M_BuyingCenterParticipantSuggestionsY1 context menu. You can customize the options by adding queries that filter the results.

    For a complete description of these options and their configuration, see the article “How to configure suggested participants in the Buying center” at https://support.aurea.com.

  • If configured, the side bar also lists missing required and optional roles. The record count is updated as the user adds/removes/changes participant items.

    Missing roles are configured via a JSON file on the server. The location of the file must be specified in the BuyingCenter.MissingRoles.Y1.Definition Web Configuration parameter. For further details, see BuyingCenter.MissingRoles.Y1.Definition.

    If undefined (default), this element is hidden from the side bar.
    Note: No missing roles JSON file is delivered with Aurea CRM.Web since the "Participation" catalog determining the roles is a variable catalog and therefore different for every project.

    For an example and a complete description of the required JSON structure and supported placeholders, see the article “How to configure Missing Roles for Buying center” at https://support.aurea.com.

  • The items on the wall are configured by the Y2.BuyingCenter Expand configuration: This Expand configuration references the Y2.BuyingCenter table caption, field group and header group.

    The Details control of field group Y2.BuyingCenter defines the look and contents of the items. The coloring of the items is based on the "Participation" catalog (implemented using a render hook for field Text (Y2:29)). The Influence field uses a FieldValuePicker widget.

  • The static texts for the Buying Center Wall are defined in the BuyingCenter text group.