Analytics Templates Developer Guide

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Why CRM Analytics Templates?
Choose Your Tool
The Process at a Glance
Prerequisites
Step 1: Create the WaveTemplate Object
Step 2: Retrieve (Export) the WaveTemplate Object
Step 3: Edit the JSON Files
Wizard Best Practices
Edit template-info.json
Edit folder.json
Edit auto-install.json
Edit org-readiness.json
Edit variables.json
Edit ui.json
Edit Rules Files
Rules Files Structure
Structuring and Organizing Rules
Rules Syntax
Actions in Rules
Actions Syntax for Rules
Use Functions in Rules
Macros in Rules
Use the Apex WaveTemplateConfigurationModifier Class
Use the Apex Access Methods
Step 4: Deploy the WaveTemplate Object
Step 5: Test the Template
Step 6: Share the Template
Step 7: Create New (Downstream) Apps from the Template
Step 8: Update an Existing Template
Share CRM Analytics Assets Between Apps
Features Not Supported in This Release
Release Notes
API End-of-Life Policy
Appendix
PDF

Rules Syntax

The rules object may contain any number of rule objects. A rule object is made up of:
Attribute Type Example Required Notes
name String 
"name": "ruleName"
 Yes
condition String 
"condition": "${Variables.foo == "Yes"}"
 No Use freemarker conditions to apply the rule (same syntax as conditions used in template-info.json)
appliesTo Array 
{
    "type": "dashboard",
    "name": "dashboardOne"
}
 Yes Use "type": "*" to apply to all JSON assets. Other valid values are "dashboard" , "lens", "workflow", "schema", and "xmd"

The "name" string allows specific JSON assets to be referenced

The "name" can take "*" as well, to apply to all of one asset type or a group of one asset type

Note

NOTE: for workflow type, name has to be "*"
label String
actions Array 
{ 
    "action": "set",
    "description" : "A desc",
    "path": "$.json.path",
    "value": "setValue"
}
 Yes 4 actions types: add, put, set, and delete

Can have as many actions as needed in array