Create Quote Routing Recipients

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() .