Purpose
Allows you to run a script to apply custom filters and show only relevant personnel to the sales user, such as personnel within a specific functional and regional scope.
Setup
Upload the script for Quote Routing Recipients.
For details about uploading and configuring Groovy scripts, read Upload a Groovy script.
Binding variables
In addition to the common binding variables, the following binding variables are available for this extension point.
| Variable name | Class | Description |
|---|---|---|
| routingUsers | Collection<BusinessObject> |
Default list of users available for routing. The script can add and remove users in this list. |
| routingSalesTeams | Collection<BusinessObject> |
Default list of sales teams available for routing. The script can add and remove sales teams in this list. |
| salesItemsTree | SalesItemsTree  |
Represents the quote. Contains functions you can use to query and modify the quote and its line items. |
Expected output
No output expected.
Changes to the binding variables routingUsers and routingSalesTeams affect the list of users and sales teams displayed in the Route Quote pop-up window.
Script execution
The script uploaded for this extension point is run automatically when a user selects Actions > Route to open the Route Quote pop-up window. The window displays only the users and sales teams allowed by the script.
A common use case is to limit users available for routing based on the organization unit hierarchy. To get the hierarchy, use the helper function groovyCtxUtil.getOrgUnitHierarchy() .