Breadcrumbs

How to Send Data from Pricefx Interceptor to SugarCRM

Available Actions

  • getPayload

  • getEntityURL

  • getEntityById

  • findOpportunities

  • updateOpportunity

  • updateLineItems

Default Values

  • sugarCrm opportunities path = Opportunities

  • sugarCrm accounts path = Accounts

  • sugarCrm lineItems path = Products

  • sugarCrm employees path = Employees

How to Change Default Path

JavaScript
data = {
  objectPath: {
    opportunities: "a",
    accounts: "b",
    lineItems: "c",
    employees: "d",
  }
  //......
}

Get Current Opened Object Data (getPayload) 

await crmManager
  .callAndReceive({
    action: "getPayload",
    data: {},
  })
  .then(async (response) => {
    console.log(response);
  });

getEntityURL 

await crmManager
  .callAndReceive({ action: 'getEntityURL', data: {} })
  .then(async response => {
    console.log(response);
  });

How to Get Data from Any Page in SugarCRM (getEntityById)

image-20230531-121409.png
JavaScript
const data = {
  module: "RevenueLineItems",
  id: "1358f6d6-d20f-11ed-91f1-022cb44f7f76"
}

await crmManager
    .callAndReceive({ action: "getEntityById", data })
    .then(async (response) => {
      // response will return data with value from specified page
    }
    .catch((reason) => {
      console.error("....No message from sugarCRM", reason);
    })

Get ID and Name of Opportunity (findOpportunities)

Opportunity can be searched in two ways:
1. SearchText
This function is used by Assign Opportunity to display a list of opportunities when searched.

JavaScript
await crmManager
  .callAndReceive({
    action: 'findOpportunities',
    data: { searchText: 'opportunityDetail' } // search by name
  })
  .then(async response => {
    console.log(response);
  });

  1. Filter

JavaScript
await crmManager
  .callAndReceive({
    action: 'findOpportunities',
    data: {
      filter: [
        {
          name: 'opportunity'
        },
        {
          status: 'quoted'
        }
      ]
    }
  })
  .then(async response => {
    console.log(response);
  });

Update/Create Opportunity in SugarCRM (updateOpportunity)

JavaScript
const data = {
  accountAssociationField:
    await crmManager.getAccountAssociationField(),
  accountAssociatedValue: '123',
  data: {
    name: 'new opportunity',
    description: 'create opportunity',
    account_id: '123',
    account_name: '123'
  }
}

await crmManager
  .callAndReceive({
    action: 'updateOpportunity',
    data
  })
  .then(async response => {
    console.log(response);
  });

How to Create/Update Line Items in SugarCRM (updateLineItems) 

const data = {
  allowDelete: true, // To allow only update/create change field value to false // Opportunity line item is deleted if line item is attached to opportunity and lineitem is removed from Pricefx
  opportunityAssociationField: "opportunity_id",
  opportunityAssociatedValue: "66308bde-375a-11ee-9f44-0682adde4eb8",
  lineItems: [
    {
      name: "Quote from Pricefx Nothing Phone (1)",
      lineItemAssociationField: "id",
      lineItemAssociatedValue: "38655026-3855-11ee-85fb-0682adde4eb8", // For testing: insert id of the opportunity line item to update it
      status: "Quoted",
    },
    {
      name: "Quote from Pricefx Samsung galaxy S24 Ultra",
      lineItemAssociationField: "id",
      lineItemAssociatedValue: "", // For testing: if inserted id does not exist in SugarCRM or if field is empty opportunity line item will be created
      status: "Quoted",
    },
  ],
};

await crmManager
  .callAndReceive({
    action: "updateLineItems",
    data,
  })
  .then(async (response) => {
    console.log(response);
  });