Estimate Template

Estimate Template feature frontend tech documentation

Overview

The Estimate Template feature helps in creating a template for particular work, so it can be directly taken refrence of or added by user in estimate creation. This feature has been incorporated in the estimate create screen where it can searched and added.

Configurations

MDMS Configurations

S.No.
Data
MDMS Link

1

Estimate Template

Module Enablement Configuration

Estimate Template is a part of mdms-v2 data, so In order to see the changes in the UI, both Estimate module and Workbench module has to be enabled in the file CityModule.json

Role-action Mapping

S.No.
API
Action ID
Roles

1

/mdms-v2/v2/_create/WORKS.EstimateTemplate

9

MDMS_STATE_ADMIN

2

/mdms-v2/v2/_update/WORKS.EstimateTemplate

10

MDMS_STATE_ADMIN

S.No.
Screen
Navigation URL
Left Icon Updates
Roles

1

Estimate Template

/workbench-ui/employee/workbench/mdms-search-v2?moduleName=WORKS&masterName=EstimateTemplate

dynamic:ContractIcon

MDMS_STATE_ADMIN

Sample object for a sidebar action defined in MDMS (containing navigationUrl )

{
      "id": 193,
      "name": "MDMS",
      "url": "url",
      "displayName": "Manage Works Estimate Template",
      "orderNumber": 1,
      "parentModule": "",
      "enabled": true,
      "serviceCode": "MDMS",
      "code": "null",
      "navigationURL": "/workbench-ui/employee/workbench/mdms-search-v2?moduleName=WORKS&masterName=EstimateTemplate",
      "path": "9MDMS.WORKS-SOR.EstimateTemplate",
      "leftIcon": "dynamic:ContractIcon"
}

Localization Configuration & Modules

TenantID
Module

od

rainmaker-common

od

rainmaker-estimate

od

rainmaker-workbench

Customisation

Custom Components used for Estimate Template:

searchTemplate

  • This component is used to make a search for eatimate template already stored in the system and add the template for the creation of estimate

  • It handles the validation corresponding to adding of SORs and Non SORs in the estimate create.

  • Pass this component in the config of formcomp in order to render it in the create form

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