DriveWorks Pro 22

How To: Upgrade Linked Items

How To: Upgrade Linked Items

If you implemented Linked Items prior to DriveWorks 22.0 you will need to make various updates to your Linked Items as per the instructions below.

You should take a backup of your existing Custom Item Project before attempting these changes.

1. You will first need to create a new Project and add in the CPQ-CustomItem Form Template. You will use this Project to copy various functionality into your existing Project.
2. Delete all Controls on the Linked Items Form of your existing Project (if you have customized this Form, you may need to apply your customization again after this step).
3. You will then need to copy the Form Controls from the LinkedItems Form in the new Project you created.

   Your Form should look something like the following:

   

4. Remove All Variables within the DriveAppData > LinkedItems Category (including Variables contained within sub-folders).
5. Copy all of the Variables from the DriveAppData > LinkedItems Category in the new Project you created into your Project. You can categorize these in the same way if you wish but this step is not necessary.
6. Create a new Calculation Table called LinkedItemDataToStore. This Table should have 2 columns and the following Values:

   Name	Value
   OrderItemId	DWVariableOrderItemId
   Price	DWVariableCurrencyCorrectedUnitPrice
   Quantity	QuantityReturn
   Description	DWVariableItemDescription
   Discount	DiscountReturn

7. Add 2 new Rows to the LinkedItemData Calculation Table:

   OrderId	DWVariableOrderId
   OrderRevision	DWVariableOrderRevision

8. Update the columns in the LinkedItemsToAdd table to match the table below:

   Column Name
   Id
   ItemId
   LinkedItemId
   PriceId
   Price
   PriceListItemId
   Description
   Quantity
   DiscountAmount
   SpecificationId
   ParentOrderItemId
   OrderItemId

9. Update the Column Rule for each of the columns listed above by copying it from the new Project you created in step 1.
10. Delete the Export to Calculation Table Document from your Project and replace it with the 3 Export Documents outlined below:

    Document 1

    • Name (of the Export to Calculation Table document): StoreStandardLinkedItem
    • Table (the data will be exported to): LinkedItemsToAdd
    • Fields: Add the following fields to the export document:

      Field Name	Field Type	Is Captured
      Id	Normal	Yes
      ItemId	Control	Yes
      LinkedItemId	Normal	Yes
      PriceId	Normal	No
      Price	Normal	No
      PriceListItemId	Normal	No
      Description	Normal	No
      Quantity	Normal	Yes
      DiscountAmount	Normal	Yes
      SpecificationId	Normal	No
      ParentOrderItemId	Normal	No
      OrderItemId	Normal	No

    Add one row to the table and create the following rules for the cells.

    Column	Rule
    Id	DWVariableStoreStandardLinkedItemIdExisting
    ItemId	DWVariableStoreStandardLinkedItemItemId
    LinkedItemId	DWVariableStoreStandardLinkedItemLinkedItemId
    Quantity	DWVariableStoreStandardLinkedItemQuantity
    DiscountAmount	DWVariableStoreStandardLinkedItemDiscountAmount

    Document 2

    • Name (of the Export to Calculation Table document): StoreCustomLinkedItem
    • Table (the data will be exported to): LinkedItemsToAdd
    • Fields: Add the following fields to the export document:

      Field Name	Field Type	Is Captured
      Id	Control	Yes
      ItemId	Normal	Yes
      LinkedItemId	Normal	Yes
      PriceId	Normal	No
      Price	Normal	Yes
      PriceListItemId	Normal	No
      Description	Normal	Yes
      Quantity	Normal	Yes
      DiscountAmount	Normal	Yes
      SpecificationId	Normal	Yes
      ParentOrderItemId	Normal	No
      OrderItemId	Normal	Yes

    Add one row to the table and create the following rules for the cells.

    Column	Rule
    Id	DWVariableStoreLinkedCustomItemId
    ItemId	DWVariableStoreLinkedCustomItemItemId
    LinkedItemId	DWVariableStoreLinkedCustomItemLinkedItemId
    Price	DWVariableStoreLinkedCustomItemPrice
    Description	DWVariableStoreLinkedCustomItemDescription
    Quantity	DWVariableStoreLinkedCustomItemQuantity
    DiscountAmount	DWVariableStoreLinkedCustomItemDiscount
    SpecificationId	DWVariableStoreLinkedCustomItemSpecificationId
    OrderItemId	DWVariableStoreLinkedCustomItemOrderItemId

    Document 3

    • Name (of the Export to Calculation Table document): UpdateLinkedOrderItemId
    • Table (the data will be exported to): LinkedItemsToAdd
    • Fields: Add the following fields to the export document:

      Field Name	Field Type	Is Captured
      Id	Control	Yes
      ItemId	Normal	No
      LinkedItemId	Normal	No
      PriceId	Normal	No
      Price	Normal	No
      PriceListItemId	Normal	No
      Description	Normal	No
      Quantity	Normal	No
      DiscountAmount	Normal	No
      SpecificationId	Normal	Yes
      ParentOrderItemId	Normal	No
      OrderItemId	Normal	Yes

    Add one row to the table and create the following rules for the cells.

    Column	Rule
    Id	ListGetItem(DWCurrentMacroArgument,1)
    SpecificationId	ListGetItem(DWCurrentMacroArgument,2)
    OrderItemId	ListGetItem(DWCurrentMacroArgument,3)

11. Add the following Specification Property depending on the use of the Project:
    • Parent Custom Item

      Name = LinkedItemDataToAdd

      Rule = DWVariableCSVLinkedItemsDataToAdd

    • Linked Custom Item

      Name = LinkedItemDataToStore

      Rule = DWVariableLinkedItemDataToStore

12. You may also need to Clear your Spec Flow and re-load the CPQ Custom Item Flow, this may depend on how much you have customized the previous template.
13. In the Complete Macro, change the task below to be a Run Macro in Host Specification (instead of a regular Run Macro Task). The rule for Macro Argument and the Macro Name should not change.
14. Remove all Macros within the Data>Linked Category (including Macros contained within sub-folders).
15. Copy all of the Macros from the Data>Linked Category in the new Project you created into your Project. You can categorize these in the same way if you wish but this step is not necessary.