Opportunity Metrics implementation in Lead Section

Hi Team,



The requirement is to implement the Opportunity metrics container, like (Manager Mood, Probability) in the lead section based on some condition as (Lookup value - changes to "Opportunity") to the instance of version 8 and above.



Reference image is added below,





In the latest version we don't have this similar UI rather its updated to latest one in opportunity Section as below,





I have identified the code for the above metrics from base  file "Base Opportunity edit page" as shown below,



 

{
				"operation": "merge",
				"parentName": "ProfileContainer",
				"propertyName": "items",
				"name": "MetricsContainer",
				"values": {
					"layout": {"column": 0, "row": 0, "colSpan": 24},
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"classes": {"wrapClassName": ["ts-metrics-container"]},
					"items": [],
					"visible": true//{"bindTo": "isMetricsContainerVisible"}
				}
			},
			{
				"operation": "merge",
				"parentName": "MetricsContainer",
				"propertyName": "items",
				"name": "MoodContainer",
				"values": {
					"items": [],
					"itemType": this.Terrasoft.ViewItemType.CONTAINER,
					"classes": {"wrapClassName": ["ts-metric-item", "ts-mood-container"]}
				}
			},
			{
				"operation": "merge",
				"parentName": "MoodContainer",
				"propertyName": "items",
				"name": "OpportunityMood",
				"values": {
					"generator": "ImageListGenerator.generateImageList",
					"bindTo": "Mood",
					"id": "MoodImageList",
					"schemaName": "OpportunityMood",
					"schemaColumn": "Image",
					"caption": {"bindTo": "Resources.Strings.MoodListCaption"},
					"controlConfig": {
						"wrapClasses": ["opportunity-mood-image-list image-list"],
						"modalBoxClasses": ["opportunity-mood-image-list"]
					},
					"markerValue": "OpportunityMood",
					"tips": []
				},
				"alias": {
					"name": "Mood",
					"excludeProperties": ["layout"],
					"excludeOperations": ["remove", "move"]
				}
			},
			{
				"operation": "merge",
				"parentName": "OpportunityMood",
				"propertyName": "tips",
				"name": "MoodTip",
				"values": {
					"content": {"bindTo": "Resources.Strings.MoodTip"}
				}
			},
			{
				"operation": "merge",
				"parentName": "MoodContainer",
				"propertyName": "items",
				"name": "MoodCaption",
				"values": {
					"itemType": Terrasoft.ViewItemType.LABEL,
					"caption": {"bindTo": "Resources.Strings.MoodCaption"},
					"classes": {"labelClass": ["ts-metric-item-caption"]}
				}
			},

When I tried to implement in the current package with the file "OpportunitypageV2", I am facing the below error.





Kindly help me in figuring out the code that has to be included, so as to implement the metrics in Lead section.



Regards,

Adharsh S

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Best reply

Adharsh,

Hi,

Take a look at this conversation, there you will find a discussion about the problem you are struggling with.

Hello, 

Please take a look at this conversation. I believe there you can find answer to your question.

Dmytro Vovchenko,



I have looked into to the code which is shared in the post. And also looked into the BaseOpportunityPage to implement other functionalities such as Probability, Days in Funnel in Leads section as you see below,









But I am unable to implement the Manager's Mood functionality. When I click on manager Mood, there is no event getting triggered, no error in console. I have looked through complete base opportunity page, unable to find its functional implementations. 

Can you help me in finding the right code to fit it to implement this feature.



Regards & Thanks,

Adharsh S

 

Hi Creatio Team,



Can you help me in figuring out the above scenario ?



Regards,

Adharsh S

Adharsh,

Hi,

Take a look at this conversation, there you will find a discussion about the problem you are struggling with.

Dmytro Vovchenko,



Thanks

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