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Customization of Custom Settings page

Customization of Custom Settings page

Owned by Monika Suchenek (Unlicensed)
Last updated: Mar 12, 2020 by Dominik Wolak (Unlicensed)

Available in: Enxoo Commerce, Enxoo for Communications

After installing enxCPQ (enxB2B) package, Enxoo Commerce Settings (Enxoo for Communications Settings) has been already installed as Lightning App Page with default (no editable by Project) list of displayed enxCPQ (and enxB2B) settings implementations. There’s Tab displayed in the navigation bar by default for admins in Apps provided by the packages.

Custom Settings Page - Overview

As a Project Admin, you are able to create a new Lightning Page and define a list of settings to be displayed. On such a page you are allowed to present Project setting implementations as well as settings implementations delivered in enxCPQ and enxB2B packages.

Step to create Project setting implementation are briefly described in the last chapter of Custom Settings Overview - Implementation of new module and settings.

Customize own Custom Settings page - Instructions

Steps to create Project Lightning App Page and define a list of settings implementation to be displayed are described in the steps below:

Step 1. Create a new Lightning App page.

  • From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.

  • Click New.

  • Select App Page, and then click Next.

  • Name your Lightning page.

  • Select the Header and Left Sidebar template, and click Finish.

  • Drag the cpqEnxooCommerceSettingsList Custom component into the left region.

  • Drag the cpqEnxooCommerceSettings Custom component into the right region.

1 - the component that holds a list of settings categories

2 - the component that displays settings configuration

 

Step 2. Click on the Setting Categories component.

Page options for chosen Setting Categories component are displayed.

On text field called Display Settings Modules, we can define a list of settings categories to be displayed by the component. 

Enter Settings Implementation class names, separated by '|' pipe char. 

Step 3. Define in Display Settings Modules a list of settings that should be displayed on the Settings page.

Display Settings Modules defines the order in which categories are displayed on the Settings page.

In V6, default Setting categories implementations for Enxoo Commerce Settings are:

CPQ_OpportunitySettings|CPQ_QuoteConfiguratorSettings|CPQ_CartSettings|CPQ_ProductCatalogSettings|CPQ_PricingEngineSettings|CPQ_PricebookManagementSettings|CPQ_PricebookReportSettings|CPQ_LocationSettings|CPQ_CartCheckoutSettings|CPQ_GeneralSettings|CPQ_FieldsMappingSettings

In case of defining Display Settings Modules for Enxoo for Communications we use the following default settings list:

CPQ_OpportunitySettings|CPQ_QuoteConfiguratorSettings|CPQ_CartSettings|CPQ_ProductCatalogSettings|CPQ_PricingEngineSettings|CPQ_PricebookManagementSettings|CPQ_PricebookReportSettings|CPQ_LocationSettings|CPQ_CartCheckoutSettings|CPQ_GeneralSettings|CPQ_FieldsMappingSettings|enxB2B.SET_SalesProcessSettings|enxB2B.SET_FinancialCalculationSettings|enxB2B.SET_LocationSettings|enxB2B.SET_OrderManagementSettings|enxB2B.SET_ServiceManagementSettings|enxB2B.SET_GeneralSettings|enxB2B.SET_ServiceAssuranceSettings|enxB2B.SET_VendorManagementSettings

Settings Implementation class names coming from Communications extension are preceded with prefix 'enxB2B' in the Display Settings Modules list.

For such given default settings we will have Enxoo for Commerce and Enxoo for Communications in two separate setting category trees.

 

Step 4. Click Save.

 

Step 5. Activate page.

  • Click Activation.

  • Select “Activate for System Administrators only”.

  • Select Icon.

  • Click Lightning Experience Tab.

  • Add page to Enxoo Commerce App and drag it to the position you want.

  • Add page to Enxoo for Communications App and drag it to the position you want.

  • Click Save.

 

Step 6. Make sure that the new Tab will be available for Administrators.

  • From Setup, enter Permission Sets in the Quick Find box, then select CPQ Administrator.

  • Click on Object Settings and select the Tab.

  • Click Edit and set Available and Visible flag to True.

  • Click Save.

  • Repeat above actions for B2B Administrator in case you use Enxoo for Communications App as well.