You are here:
Export a Product Version Report
You can create a PDF report that lists all the related objects for a specific version of a product specification or offer. The newer version clones or inherits these related objects. Use this report to review and approve changes for new versions.
Before You Begin
Verify that the UPC/Extract Integration Procedures are installed. If not, run the Install Datapack for Product Report job.
The report is available only for products with Specification Type set to Offer or Product. It's not available when the Specification Type field is Service, Resource, or undefined.
-
From the Vlocity Product Designer, click the
button, and select Products.
- Open a product or offer from the list.
- Click the arrow and select Generate All References.
You receive an email with the attached PDF report.
If a section has no data, then that section isn't in the report. For example, if an offer has no attachments or discounts, the Attachments and Discounts sections aren’t included in the report.
See Also:
Configure the Product Version Report
For the product version report in the Product Designer, you can modify integration procedures to set the columns, or fields, that are included in the PDF report.
Before You Begin
Verify that the UPC/Extract Integration Procedures are installed. If not, run the Install Datapack for Product Report job.
The report includes a list of the related objects for a specific version of a product specification or offering. The report sections can’t change, but you can modify the columns that appear in each section and their names in the report.
To change what columns are in the report, you can edit the UPC/ExtractProductInformation Vlocity integration procedure. While you can add or remove these columns, you can't select which attributes are reported.
For each section (or sometimes two sections), an integration procedure defines the data to retrieve. You can modify the output for the Omnistudio Data Mapper associated with the integration procedure.
- Open the Vlocity Integration Procedures tab.
- Expand the UPC/Extract integration procedure that corresponds to the section that you want to modify, and open the most recent version.
- Click Create Version.
-
Click the Extractor block.
The exact name varies depending on the data that's extracted.
In the example, Monique selects the ProductAttributeExtractor block.
-
In the Properties tab, click the link icon to open the associated Data Mapper page.
In the example, Monique opens the ExtractProductAttributes Data Mapper.
-
On the Data Mapper page, click the Output tab, and change the mappings.
Task
Steps
To add a report column
-
Click the + icon to add a mapping, and select from the Extract JSON Path list.
-
For the Output JSON Path, enter a value.
-
For attributes, you must use the attributes: prefix, such as
attributes:IsFilterable. -
Product fields don’t require a prefix, such as active.
-
Use a descriptive name of your choice.
-
-
Click the Collapse button.
To remove a report column
Click the Delete icon.
-
- In the Product Information Extractor tab, click Save and, if ready to use, Activate Version.
See Also:
