PriceBookRuleEditor Custom Editor Setup

Use the PriceBookRuleEditor to make adding/editing rules easier.

The PriceBookRuleEditor changes how lookups work on the Rules tab as follows.

How PriceBookRuleEditor Works

Price Book Item Lookup

Setting Value Impact

Lookup Filter

 
({!FXNamespace}Price_Book\__c='@@this.{!FXNamespace}Price_Book__c@@' OR {!FXNamespace}Price_Book\__r.Name='@@this.{!FXNamespace}Price_Book__c@@')

Impact: Only items from the rule’s price book display available for selection.

Fields for Available Records

Id, Name, Catalog Item Code, Catalog Description

The listed fields display for price book items in search results.

Fields Analyzed for Keyword Searches

Catalog Description, Catalog Item Code

Keyword searches analyze the description and item code of price book items.

Sort Order of Available Records

Catalog Item Code

Price book items sort in numerical order by item code.

Switch to the PriceBookRuleEditor

Prerequisites

Set up the Custom Editors feature.

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Complete these tasks:

Configure the PriceBookRuleEditor

  1. From Setup, enter object in the Quick Find box, then select Objects.

  2. Click Rule.

  3. Under Buttons, Links, and Actions,

    1. Find the these rows, click the option arrow, then click Edit.

      Features CrewPlanning Clone Edit Selection

      Even though this image is for the CrewPlanningEditor, the Edit option is located in the same location.

      Action Clone row Edit row New row

      In the Override With, select

      VisualforcePage

      Select

      PriceBookRuleEditor

    2. Click Save

  4. Continue with Add a RESTEndPoint Remote Site Setting.

Add a RESTEndPoint Remote Site Setting

  1. Open the Jobs tab.

  2. Open a job.

  3. Click Edit.

  4. Copy the domain listed in the error message.

    Example 1. Sample domain name to copy

    https://mydomain.force.com

    Use your customized my domain URL that is specific to your org instead of your instance specific URL. You can find your my domain here.

    Don’t use instanced URLs when logging in to Salesforce with code or as a user. When your org is moved to another Salesforce instance, code using the instanced URL breaks. If you find instanced URLs in your code, replace them with your My Domain login URL or the default Salesforce login URL. See Log In to Salesforce with Code for more information.

  5. From Setup, enter remote in the Quick Find box, then select Remote Site Settings.

  6. Click New Remote Site.

    1. In Remote Site Name, enter RESTEndpoint.

    2. In Remote Site URL, enter the listed domain you copied.

      The *Remote Site URL field is case-sensitive. Make sure the URL you enter uses the correct capitalization.

    3. Click Active

    4. Click Save

  7. Continue with Grant Permission to the PriceBookRuleEditor.

Grant Permission to the PriceBookRuleEditor

  1. From Setup, enter permission in the Quick Find box, then select Permission Sets.

  2. Open a permission set for Visualforce pages.

  3. Under Apps, click Visualforce Page Access.

  4. Click Edit.

  5. Add "FX5.PriceBookRuleEditor" to Enabled Visualforce Pages.

  6. Click Save.

  7. Repeat these steps for other permission sets.

Setup Other Custom Editors (if needed)

Complete the setup of other custom editors.