Table of Contents

How to display an image linked to a part on your pricing form.

Concept

This article will be outlining two options for displaying an image on a pricing form when a certain part is pulled onto the pricing form.

Cautions

Since the options below require making pricing form changes, companies will need to have PLUS or CUSTOMIZABLE licenses in order to make the following changes.

Steps

Create Part UDF

  1. Navigate to Sales & Marketing > User Defined Field Setup.
  2. Select Part under User Defined Fields.
  3. Click Add.
  4. Name your UDF and save it as a Text Data Type.
  5. Restart Control so your UDF will be created.
  6. Navigate to your part to store your image paths. In this example, we will be storing images on our Template parts.
    1. Note: If you are storing an image locally, the path should similar to the following: \\ComputerName\SharedFolder$\ImageName.jpeg
    2. You may have subfolders inside your Shared Folder.
    3. Everyone who will be using the image should have access to this folder.

Create or Activate a Variable to Host the Part UDF information

If creating a new variable:

  1. Navigate to Setup > Pricing Setup > All Pricing Setup > Variables.
  2. Discuss the best location to store your variable with your Consultant. In our example below, we will be storing our variable under Layout / Artwork group.
  3. Highlight Layout / Artwork and select New Variable.
  4. Name your Variable and select Text as your Variable Type.
  5. Switch Variable to Formula. You will need to work with a Consultant to format your formula to your part and UDF.
    1. The following formula is the format we want to use: PartUDFByVariableName(ItemName, “Sign_Info”, )
    2. ItemName represent the Variable that is selecting our part that the image will be attached to.
    3. Sign_Info represent the UDF that is holding the image path.

If activating an existing variable:

  1. Navigate to Setup > Pricing Setup > All Pricing Setup > Product Setup.
  2. Discuss the best variable on your product to activate with your Consultant. In our example below, we will be using the ArtworkFilename variable under Layout / Artwork group.
  3. Uncheck the option for Show Only Variables In Use.
  4. Navigate to the Layout / Artwork folder and check ArtworkFileName. This will activate the variable for use on the product.
  5. Switch Variable to Formula. You will need to work with a Consultant to format your formula to your part and UDF.
    1. The following formula is the format we want to use: PartUDFByVariableName(ItemName, “Sign_Info”, )
    2. ItemName represent the Variable that is selecting our part that the image will be attached to.
    3. Sign_Info represent the UDF that is holding the image path.

Image hosted on a webpage

Discuss with you Consultant where is the best place to store the image container on your pricing form. In this example, we will be repurposing the Home Screen on the v3 standard pricing form, Digital Ready.

  1. Navigate to Setup > Pricing Setup > All Pricing Setup > Pricing Forms.
    1. Alternative, if you are not sure what pricing form your product is using, you can navigate to Setup > Pricing Setup > All Pricing Setup > Product Setup > Pricing Forms/Product Layouts.
    2. Click Edit Pricing Form as a shortcut to your product's pricing form.
  2. Expand Parent Forms and locate the Digital Ready pricing form.
  3. Click on the Home tab to identify what HomeForm is being used. In this example, it is set to Home Screen.
  4. Use the search bar to locate Home Screen.
  5. Clone Home Screen so it can still be used for all other parent forms that are connected to it.
  6. Rename the form and select Image1: TImage to delete it.
  7. Click the Other tab. Select WebBorwserDesigner and add it anywhere on shaded area of the form.
  8. Change the alignment to alClient so the broswer window takes up the whole form.
  9. Set the VariableName to your product variable. In this example, we would set it to ArtworkFileName.
  10. Save your new Home Screen.
  11. Navigate back to Digital Ready.
  12. Edit the form and click on the Home tab.
  13. Change the HomeForm option from Home Screen to your new pricing form.
  14. Save your Digital Ready form.

Image hosted locally on server

Discuss with you Consultant where is the best place to store the image container on your pricing form. In this example, we will be repurposing the Home Screen on the v3 standard pricing form, Digital Ready.

  1. Navigate to Setup > Pricing Setup > All Pricing Setup > Pricing Forms.
    1. Alternative, if you are not sure what pricing form your product is using, you can navigate to Setup > Pricing Setup > All Pricing Setup > Product Setup > Pricing Forms/Product Layouts.
    2. Click Edit Pricing Form as a shortcut to your product's pricing form.
  2. Expand Parent Forms and locate the Digital Ready pricing form.
  3. Click on the Home tab to identify what HomeForm is being used. In this example, it is set to Home Screen.
  4. Use the search bar to locate Home Screen.
  5. Clone Home Screen so it can still be used for all other parent forms that are connected to it.
  6. Rename the form and select Image1: TImage to delete it.
  7. Click the Other tab. Select DesignerThumbnail and add it anywhere on shaded area of the form.
  8. Change the alignment to alClient so the broswer window takes up the whole form.
  9. Set the VariableName to your product variable. In this example, we would set it to ArtworkFileName.
  10. Save your new Home Screen.
  11. Navigate back to Digital Ready.
  12. Edit the form and click on the Home tab.
  13. Change the HomeForm option from Home Screen to your new pricing form.
  14. Save your Digital Ready form.

Source

Contributor: Cyrious Software

Date: 03/07/2019

Version: Control 6.1