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 actionBuyingCenter
. 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 groupY1.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 theY2.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 aFieldValuePicker
widget. - The static texts for the Buying Center Wall are defined in the
BuyingCenter
text group.