In AMFG’s Customer Front-End Portal (web application), you can define Requests and Warnings within the Instant Quotation Flow to manage how users interact with your platform based on specific criteria.
What Are Requests & Warnings?
Manual Review Request:
A manual request occurs when an end user does not receive an instant price and is instead prompted to submit a request for manual review. This opens a communication channel between your team and the customer to discuss a bespoke quote.
Warning Message:
A warning displays a custom message to users when certain conditions are met. These warnings do not block the user from proceeding but serve as guidance or notices (e.g., about limitations or lead times).
How Do They Work?
When the defined criteria are met, the system will:
Block instant quotation and require a manual review, or
Show a warning message to the user.
This ensures customers are correctly routed when their request is too complex, outside of set parameters, or requires manual review.
How to Set Up Requests & Warnings
Go to Settings → Quotation Forms.
Select your active Front End quotation form where you want to apply the rules.
Define your rules under the Requests & Warnings tab.
⚠️ Note:
Requests & Warnings are only applicable to Configurations used on the Front End of your web application.
Setting Up Rules to Trigger Manual Requests or Warning Messages
You can configure rules to determine when a manual request or warning message should be triggered. These rules are created by writing logical statements that define specific criteria.
Step 1: Choose the Field for Your Criteria
You can select from a variety of fields, including production parameters, part geometry, pricing, and custom fields.
Step 2: Choose the Logical Operation
The criteria will be evaluated using one of the following logical operators:
IS: Used for non-numeric (categorical) options.
=, >, <, >=, <=: Used for numeric values.
Step 3: Define the Value
If IS is selected, choose the specific value from the available options (e.g., a specific material or technology).
If a numeric operator is selected, enter the positive numeric value that triggers the rule.
Step 4: Select the Rule Type and set a Message
Once you have set the rule's criteria, finish your setup with these steps:
Choose the rule type:
Manual Requests
Warning Message
Add an explanation message for the customer in the text field box.
Note: If multiple language support is enabled in your portal, the message should be updated for all available languages by switching to the relevant language tabs:
When you're done, click Save.
Example Rule Structure
Field | Operator | Value | Description |
Machine | IS | Fortus 380 | Applies when Fortus 380 is selected. |
Material | IS | ABS | Applies when ABS material is selected. |
Quantity | >= | 100 | Applies when quantity is 100 or more. |
Job Price | > | 500 | Applies if the total job price exceeds 500. |
You can add as many logical statements as you'd like to each rule, using the blue plus button.
All conditions must be met for a Manual Request or a Warning Message to be triggered.
There's no limitation on the number of Requests & Warnings you can create.