Context Linking (Agents)

Overview

Context Linking enables direct navigation to Agents from other Pricefx pages. Configuration Engineers (CEs) can create links that open an Agent list, preselect specific items, and execute supported actions. This feature improves workflow efficiency and provides consistent deep linking to Model Objects (MOs).

Additionally, when a Quote is created via an Action Task, the system automatically generates a context link within the Quote description. This provides bidirectional traceability between the generated Quote and the originating Action.

Supported Actions

Preselection

A context link may include a tpSelection parameter that preselects one or more Agents in the list.

• singleId selects one Agent.

• multiId selects multiple Agents.

The Agents listing page supports the following actions:

Single-selection actions

• Duplicate

• Delete

• Export

• Schedule

Multi-selection actions

• Delete

• Export

Quote to Action Traceability

When navigating to Quoting > Quotes, users can see the relationship between the quote and the Agent-generated work.

• Description – For quotes created from an Agent Action Task, the Description field in the Header tab contains a clickable link: Created from Action [Action ID]. Clicking this link navigates the user directly back to the specific Action screen.

Groovy Example

def controller = api.newController()
def agentsPage = 'agentsPage'

def singleId = ['70.MO']
def multiId = ['70.MO', '72.MO']

controller.addLink("SELECT ${singleId}", agentsPage, [
    tpSelection: singleId
])

controller.addLink("SELECT ${multiId}", agentsPage, [
    tpSelection: multiId
])

controller.addLink("EXPORT ${singleId}", agentsPage, [
    tpSelection: singleId,
    tpAction: "EXPORT"
])

controller.addLink("EXPORT ${multiId}", agentsPage, [
    tpSelection: multiId,
    tpAction: "EXPORT"
])

controller.addLink("SCHEDULE ${singleId}", agentsPage, [
    tpSelection: singleId,
    tpAction: "SCHEDULE"
])

controller.addLink("DELETE ${multiId}", agentsPage, [
    tpSelection: multiId,
    tpAction: "DELETE"
])

return controller

Used Parameters

targetPage

Routes the context link to the Agents listing page.
value: agentsPage

tpSelection

Defines which Agent rows are preselected when the page opens.

• Type: Array of MO IDs

• Example:

  • ['70.MO'] (as singleId)

  • ['70.MO', '72.MO'] (as multiId)

tpAction

Executes an action on the selected rows after the page loads.

Supported action values:

See Also

• Context Linking (Configuration Knowledge Base)

• Configuration Guide (Configuration Knowledge Base)