7.13_() | Community Creatio

Override the Section Open record button and the Name link

Fulgen Ninofranco

16:01 Mar 18, 2019

Hi Community,

Any idea how can I override the Open section record button and the Name Link on section?

1 comments

S.Kobizka

09:35 Mar 19, 2019

Hi Fulgen,

You can try overriding the button in the diff section:

diff: /**SCHEMA_DIFF*/[
            {
                // values from parent, replacing and replaced schemes merge together,
                // the "values" parameter properties of the last inheritor have priority
                "operation": "merge",
                "name": "DataGridActiveRowOpenAction",
                "parentName": "DataGrid",
                "propertyName": "activeRowActions",
                "values": {
                    "className": "Terrasoft.Button",
                    "style": Terrasoft.controls.ButtonEnums.style.BLUE,
                    // new caption
                    "caption": "Test",
                    // new tag that will call the custom method
                    "tag": "test"
                }
            },
        ]/**SCHEMA_DIFF*/
in the "methods" section, override the onActiveRowAction parent method(buttonTag, primaryColumnValue) .
onActiveRowAction: function(buttonTag, primaryColumnValue) {
                // calling the method implementation from the
                this.callParent(arguments)base schema;
                // adding the button custom tag that calls the custom method 
                switch (buttonTag) {
                    case "test":
                        this.testFunction(primaryColumnValue);
                        break;
                }
            },

and add the testFunction() method with new functionality

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Question

Read stardard filter from business process

sales

13:43 Mar 18, 2019

Hello,

I set up a stardard filter on Account page, lets say I want to filter all accounts starting with "A".

Is there any way that I can read/access this filter from a business process, so I can know which accounts were selected by that filter?

Thank you,

Cristian Galatan.

6 comments

Oleg Drobina

14:10 Mar 18, 2019

Dear Cristian,

Unfortunately it will be difficult to read this filter since it is stored as an encrypted value in the section for which this filter was created. There is more elegant and easy way to achieve a target: you can create a dynamic folder and specify filtering conditions for it and then read this folder from AccountFolder table in the database (http://prntscr.com/mzgcjp) and after that perform operations on this folder.

Best regards,

Oscar

14:31 Mar 18, 2019

Oscar Dylan,

Hey Oscar,

Thank you for your answer. Indeed using a dynamic folder is more elegant and I've seen that I can read that folder from a business process. The question that remains is how can I get the list of the accounts that this filter is referring too?

This table/entity has a field "search data" which is a binary one. I guess that is an encrypted value such as the standard filter is using too.

Thank you.

Oleg Drobina

14:44 Mar 18, 2019

Cristian Galatan,

Yes this is data that stores filtering conditions, but it will be very hard to use it and that's why I suggest using business process for these proposes.

Best regards,

Oscar

15:04 Mar 18, 2019

I will use a business process for sure. But still, how can I know the list of the accounts that are filtered by this folder?

Vladimir Sokolov

16:37 Mar 18, 2019

Cristian Galatan,

This is task for programming. I think, you can take sample from bpm'online marketing (adding group of contacts to Bulk Email audience)

We have used similar methods to get list of contacts

16:49 Mar 18, 2019

Vladimir Sokolov,

Thank you Vladimir. I will check that.

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Question

https://community.bpmonline.com/questions/question-about-auto-numbering…

sales

Auto increment Issue

Sriraksha KS

11:09 Mar 18, 2019

Dear all,

We have requirement to create dispatch plans for the contract orders. Created a table call UsrDispatchPlan... In this table, I need auto increment number for UsrNumber field.

We are trying to create auto numbering for the

We followed the below steps

1. Create system settings for UsrDispatchPlanCodeMask, UsrDispatchPlanLastNumber

2. I did not created a replacing module, since i am doing it for new requirement(table)

3. Created a process before saving with the below steps

->message start with message: UsrDispatchSaving

->ScriptTask "SetNumberGenerationParameter" with code:

GenerateNumberUserTask.EntitySchema = Entity.Schema;

return true;

-> a user task "GenerateNumberUserTask", task type "Generate ordinal number ( Base )"

-> as Script task "SetGeneratedNumber" with code :

Entity.SetColumnValue("UsrNumber", GenerateNumberUserTask.ResultCode);

return true;

4. Saved and published the process and object as well.

But the code is not generated in the field.

Same i did from client side.. It worked!!!! But I need to implement from server side.,.. Because Add option is given with the mini page, where i was not able to process the auto increment.

Even i tried to implement the auto increment with reference to the link.

But did not work!!!. So i am trying to do it with server side.

Please help!!!!

1 comments

Eugene Podkovka

20:58 Mar 18, 2019

Please deploy the instance on your side and the script task. This way you'll find what's wrong.

https://academy.bpmonline.com/documents/technic-sdk/7-13/server-code-de…

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Question

Open a section page in client code

Fulgen Ninofranco

08:54 Mar 18, 2019

Hi Community,

Any idea how can I open a section in client code?

2 comments

Ryan Farley

09:15 Mar 18, 2019

You'll use PushHistoryState to navigate to a section in client code. The following will go to the Contacts section:

this.sandbox.publish("PushHistoryState", {hash: "SectionModuleV2/ContactSectionV2"});

The "hash" parameter is what appears after the ViewModule.aspx# in the url.

Ryan

Anastasia Botezat

14:48 Mar 18, 2019

Dear Fulgen,

You can achieve such task in two ways. The first one is described by Ryan. This is an elegant and easy way to manipulate navigation.

Other approach is to use window.location.assign method https://webplatform.github.io/docs/apis/location/assign/ using relative or full path to the page. This approach will save browser history.

Regards,

Anastasia

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Question

Custom Details

Leads

How to modify value shown Leads detail Lead column?

Damian Canabal

23:13 Mar 15, 2019

I want to modify the value shown on Lead column on Leads detail.

Currently is showing "LeadType / Contact, Contact.Account" as shown below and I would like to customize the fields used to compose the value. Thank you.

1 comments

Anastasia Botezat

15:36 Mar 19, 2019

Dear Damian,

The value for lead column is taken from Lead object, particularly LeadName column. In fact, the detail "Lead" is a representation of data from Lead object. In case you want the lead to be displayed in different way on detail you may consider following option:

Create a new business process, which by the signal of creation or editing of lead record will be populating Lead (LeadName) column with needed value.

Regards,

Anastasia

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Question

edit page

Multiple edit pages not determined by section field?

Janine White

21:48 Mar 15, 2019

I would like to have multiple edit pages configured to display depending on what needs to be done with a record that is not necessarily dependent on section field or for use with multiple statuses. For example, having the same edit page used for modifying a page that may be active or obsolete, which is different than adding a new record. If I add multiple edit pages and no field is selected in the New Page dialog, then all of the pages are "Not used," which is not accurate.

1 comments

Eugene Podkovka

16:10 Mar 27, 2019

Please investigate the structure of the "add" button in the diff.

http://prntscr.com/n3nu3n

http://prntscr.com/n3nuj4

http://prntscr.com/n3nuyr

There are attributes and methods that you can override in order to add the functionality that you need.

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Question

Select datasource for custom lookup control

Toan Mai

12:34 Mar 15, 2019

Hi all,

I add an attribute which type is LOOKUP to a custom page like this

attributes: {

"ContactId": {

"dataValueType": this.Terrasoft.DataValueType.LOOKUP,

"type": this.Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,

}

And then, I want its datasource is Filtered Contacts with condition is "he/she has mobile phone number". I know "lookupListConfig", but can't set Contacts is the datasource. Please help me to do that.

Many thanks

4 comments

Eugene Podkovka

18:35 Mar 15, 2019

From where I stay it's much easier to add the "contact" column into the related object and then apply the filtration with a business rule.

Kirill Krylov CPA

19:01 Mar 15, 2019

attributes: {
"WO": {
	dataValueType: this.Terrasoft.DataValueType.LOOKUP,
	type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
	caption: "Some caption",
	hideActions: true,
	value: {
		value: "",
		displayValue: ""
	},
	referenceSchema: {
		name: "Contact",
		primaryColumnName: "Id",
		primaryDisplayColumnName: "Name"
	},
		referenceSchemaName: "Contact"
}
}
methods{
 
setWO: function(){
   this.set("WO", XXXXXXXXXXXX)
}
}

Toan Mai

04:08 Mar 18, 2019

Eugene Podkovka,

Hi Eugene,

Because I did a custom campaign element, I don't have any object to add relationship to Contact.

https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-custom-…

Thanks

Toan Mai

04:33 Mar 18, 2019

Kirill Krylov CPA,

Hi Kirill

It works well

Thanks

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Question

Stay on the current edit page after saving the record

Fulgen Ninofranco

08:22 Mar 14, 2019

Hi Community,

On Case Edit Page when saving a record, it is going back to the previous screen, how can we forced it to stay on the current edit page after saving the record.

3 comments

Ryan Farley

16:34 Mar 14, 2019

You need to override the save method on the edit page and set isSilent to true in the config. Add this code to the edit page:

save: function(config) {
  config = config || {};
  config.isSilent = true;
  this.callParent([config]);
}

Ryan

harish 1

10:05 Nov 27, 2019

Ryan Farley,

Hi,

In cases After saving the record on edit page i want to open next case without going back previous screen.How can we this.

Norton Lingard

13:36 Dec 04, 2019

Dear Harish,

In order to open next case without going back to the section page please consider using the following code:

save : function(config){

               config = config || {};

               config.isSilent = true;

               this.callParent([config]);

               // get the primaryId of the next case

               var primaryId = "57286774-E71A-4530-BB60-B2E514FA535F";

               // go to another edit page

               var requestUrl = "CardModuleV2/CasePage/edit/" + primaryId;

               this.sandbox.publish("PushHistoryState", {

                   hash : requestUrl

               });

           }

Please find an example of using this code in the article by the link below:

https://academy.creatio.com/documents/technic-sdk/7-15/how-add-button-section

Best regards,

Norton

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Question

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