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DriveWorks Pro 24
Business Objects - Projects

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This section is specific to the DriveWorks CPQ Sales Portal for DriveWorks CPQ DriveApp please see Introduction to the DriveWorks CPQ DriveApp.

Business Objects - Projects

Certain business objects can be linked to a DriveWorks Project. When a business object record is created, it will create and link to a specification created from that project.

Whenever the record is subsequently updated or interacted with, the specification is opened and certain actions are performed.

Linking a specification to a business object record enables an individual workflow for each record and behavior such as data validation custom action processing.

Linking a Project to a business object

To link a project to a business object record, you must create a package modifier.

More information on package modifiers can be found in Business Objects - Package Modifier.

To update the project, add a new XML attribute called RecordProjectName to the business object you want to modify.

The CPQ package allows the following business objects to be modified in this way:

  • QuoteRevision
  • Order

Project functionality

The project used for each business object can be customized in multiple ways.

Record data validation

A business object record specification requires a named constant and a named variable. These must be added to any project being used as a business object record project.

The constant should be named DriveWorksCurrentBusinessObjectRecord. This constant will be populated the with the data that is going to be stored as a record.

The variable should be named DriveWorksResultBusinessObjectRecord. The result of this variable's rule will be used to update the business object record. This allows values to be updated before they are stored for the record. The result of the variable must be a table containing at least 1 column. Any column headings must match the names of the attributes of the business object that is related to the specification's project.

This process is triggered when a record is created, updated or interacted with via the transition/operation tasks listed above.

Triggering tasks based on record data

The data for the record will be available from the named constant and/or variables mentioned above. This data can then be used inside DriveWorks specification tasks to perform actions with the record data.

There are two Macros that are run when the business object record is interacted with:

  • DriveWorks_OnCurrentBusinessObjectRecordSet

    Triggered after the constant value is set

  • DriveWorks_OnResultBusinessObjectRecordRead

    Triggered after the variable value is stored for the record

Specification Flow

The specification flow of the record specifications can be controlled using the following specifications tasks:

  • Invoke Business Object Record Specification Operation
  • Invoke Business Object Record Specification Transition

The specification flow for a quote revision and/or an order record can be controlled from the DriveWorks CPQ Sales Portal interface.

The specification flow behaves as a regular DriveWorks Project specification flow. This enables you to run any Specification Macro tasks when either of the tasks above is run.