Price Book Builder 2018 Updates

Price Book Item Builder 101

Release Details

  • Released October 30, 2018

  • Latest update

New Features

New FX Setting For Hiding or Enabling Components (1339)

LiquidFrameworks has added the ability to hide or enable components of Price Book Item Builder with a new FX Setting, pageSettings_PBB. The following options for this setting support you in customizing Price Item Builder to best suit your company’s needs:

  • HideItemSearch to hide the search bar on top of the main grid

  • HidePicker to hide the Item picker

  • HideSelectChildren to hide the Select Children column in the grid

  • HideHeader to hide the main header

  • HideDelete to hide the Delete button

  • HideBulkEdit to hide the Bulk Edit button

  • HideSortByMostRecent to hide the Sort by Most Recent link

Added Bulk Edit Custom Search (1286)

We have also added the ability to use custom search parameters for reference fields in the main grid. To use this ability, you must first define the custom search parameter for the reference field using a CSF_Setting static resource.

For example, define the parameters for the Contact field of Price Book Items using CSF_Setting as follows:

pbb: {
    maingrid: {
        "FX5__Contact__c": {
            "FX5__Contact__c" : {
                "QueryFilter": "(LastName=NULL OR LastName LIKE 'C%' OR FX5__Office__r.Name LIKE 'Far%')",
                "QueryFields": "Name,LastName,FirstName,FX5__Office__r.Name",
                "KeywordSearchFields": "LastName",
                "OrderBy": "LastName"
            }
        }
    }
},

Then open the Contact field for Bulk Update. The following custom search dialog will display:

image

Bug Fixes

# Area Description

976

Add Button

Fixed an issue with the Add button remaining active after first click, which has led to duplicate items being added.

1139

Lightning

Removed the parent header from grids in the Lightning experience.

1165

Date/Time Field

Fixed the Date/Time field so it will display correctly.

1170

Currency Fields

Resolved an issue with currency fields not displaying the correct number of decimal places in Orgs with multiple currencies defined.

1211

Grids

Fixed an issue with percent symbols not displaying for percentages in grids.

1212

Text fields

Resolved an issue with escape characters converting to HTML correctly.

1335

RTF fields

Fixed an issue with carriage returns not saving when entered in an RTF field.

1399

Text fields

Resolved a customer-reported issue of special characters being converted to

1409

Quote Picker

Resolved a problem with the Add All button.

1454

Grids

Fixed an issue allowing required child items and their parents to be deleted.

1476

RTF fields

Resolved an issue with error messages not displaying when an RTF field is saved.

1497

RTF fields

Changed <strong></strong> tags for bold text in RTF field to <b></b> tags.

1503

Lightning Wrapper

Resolved an issue with the picker reappearing after users edit RTF field.

Price Book Builder 88

Release Details

  • Released May 1, 2018

Feature Enhancements

Item grid enhanced (841)

The first three columns in the Item grid now remain visible when you scroll from left to right across the grid.

This makes it easier to select items, edit items, and add child items.

Price Book Details hidden in Lighting Experience (1139)

The Price Book Details section is now hidden when you open the Price Book Builder in Lighting Experience.

Bug Fixes

# Area Description

976

Item picker

Users were able to click the Add Selected button twice, resulting in duplicate items getting added.

1165

Item grid

Date/Time fields didn’t work correctly.

1170

Fields

When the Multiple Currency feature was enabled, currency fields didn’t display values with the correct number of decimal places.

1203

Item grid

The Item grid didn’t display correctly in Lighting Experience.

Price Book Builder 77

Release Details

  • Released January 11, 2018

Feature Enhancements

Lightning Experience Support added (1135)

You can now use the Price Book Builder in Lighting Experience.

Bug Fixes

# Area Description

1117

Bulk Edit

You could bulk edit dependent picklists.

1119

Item grid

You couldn’t add duplicate child items.

1141

Item grid

Lookup filters didn’t work correctly.