Hello Juan,

To achieve your target you need to create a lookup field on an account edit page and specify the link to an object that represents these surveys. You need to create an object for your surveys and creation of objects in the system is described in an Academy reference here. Once done you will receive a lookup for surveys.

Best regards,

Oscar

Unfortunately, there is no such functionality in out-of-the-box system.

Hi, you can do a business process. Reading the approval use a conditional flow when the approval is approve you modify with the modify item the stage field to "Checked" and when is "Rejected" to Something else.

I hope i can help you!

King regards!

It's possible to do via js development. I hope the development guide below will help you. ApprovalDashboardItemViewModel module contains approved/reject button.

https://academy.bpmonline.com/documents/technic-sdk/7-13/bpmonline-development-guide

Rather than override the click, maybe it would work to just wire up a change event on the property itself? See https://customerfx.com/article/triggering-an-event-when-a-field-is-changed-on-a-page-in-bpmonline/

Something like this:

attributes: {
  "StageChange": {
    dependencies: [{
      columns: ["Stage"]
      methodName: "onStageChange"
    }]
  }
},
 
//...
 
methods: {
  onStageChange: function() {
    // do something here or prompt user
    // if needed, revert back to previous value
  }
},

If you need to revert back to the previous value, what I would do is store the current Stage value in an attribute in the onEntityInitialized. Then you can use that to revert back if needed (and update the attribute if you do allow the change). 

The only thing that could cause issues with this approach is if there are processes or case steps that would have already fired before you revert the change. Anyway just an idea.

I didn't spend too much time looking at the Dcm mixin to override the logic there, but this approach would be easier so thought I would suggest it. Hope this helps.

Ryan

Click event of a workflow bar causes saving of a page. Before saving the page a validation happens. Please feel free to override the method asyncValidate to add a required functionality. For example: 

define("LeadPageV2", [],

    function() {

        return {

            entitySchemaName: "Lead",

            details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,

            attributes: {},

            methods: {

                asyncValidate: function(callback, scope){

                    this.callParent([function(resultObject){

                        resultObject.success = false;

                        resultObject.message = "Your message!";

                        callback.call(scope, resultObject);

                    }], scope);

                }

            },

            diff: /**SCHEMA_DIFF*/[

            

            ]/**SCHEMA_DIFF*/,

            rules: {},

            userCode: {}

        };

    });

 

Dear Shailey,

Unfortunately, this is not possible to tell what exactly is causing the issue without debugging the system.

The most common issues are:

1. Incorrect binding of detail and section it is inserted to. The correct binding in most cases would look like: section object column: Id, detail column: [lookup to the section object];

2. The wrong object is indicated on the detail. Please make sure, that all lookup columns in detail object are referring to the existing objects in configuration.

3. Please brush through detail schema and detail page in the configuration. They might be referring the object in the error message.

The steps you can take:

- Compile all items using configuration actions menu. In case there would be an error, you will be informed.

- Check the browser developers console tab (press F12) for errors.

- In none of the above help, you can contact your support team via email (support@bpmonline.com)

Regards,

Anastasia

Hi,

I got the same error, how did you solve it?

Regards.

Francisco Calderón Navas,

Thank you for your question!

You may feel free to refer to the answer above.

If you still would have questions, you may contact Creatio support by this email: support@creatio.com

Thank you!

Regards,

Danyil

Dear Fulgen,

You can apply your custom styles to the mobile application. Styles (CSS) can be changed in the configuration. To do this, use the Terrasoft.writeStyles method. Presumably, an example is available in MobileActivityGridPageV2. 

Here is more about customization possibilities within mobile application in the thread:

https://community.bpmonline.com/questions/customization-capabilities-mobile-plataform

Regards,

Anastasia

Dear Fulgen,

The corresponding method for mobile application is onSaveButtonTap(). Also, you can check onDataSavedSuccessfully() method, which executes after data saved.

Regards,

Anastasia

Thank you Anastasia,

Is there any available examples in OOB?

Fulgen Ninofranco,

Please take a look at MobileSocialMessageEditPage schema. There you can find the realization of the onSaveButtonTap method.

Regards,

Anstasia

Hi Fulgen,

Create a replacing object with Lead as Parent object..

Please open the replacing object in the object designer. When you click on any events of the object, you will be navigated to the object's event designer. There you can find a method named "UpdateLeadName" which can be referred in the attached screenshot.

When you double click the method, you can find the script task where you can alter the existing naming convention for Lead name.

Thanks,

Abinaya

The way of implementation mentioned above is absolutely proper. Please pay attention that the Override checkbox must be checked in order for the new implementation will be applied.

Dear Fulgen, 

10 displayed records limitation has been designed to enhance user experience and system performance. You can have a big number of records in the detail object, therefore, in case they all will be displayed at once this will make your page load longer. If to take into account that there is not a single user, but some amount of users using this detail, it will multiply the load to a server. 

Please use filters on the detail to quickly navigate through detail records. 

Regards,

Anastasia

Dear Anastacia,  How we can remove this limit or increase the number of displayed records?

Dear Fernando,

You can try to change the page of this detail and set the required value in RawCount. Here is the example of login in BaseProcessExecutingDetail

 * @inheritdoc BaseDetailV2#initDetailOptions
 * @override
 */
initDetailOptions: function() {
	this.set("IsDetailCollapsed", false);
	this.set("RowCount", 20);

Regards,

Dean

Here is one more example:

this.methods.sayHello = function(){            
    this.pageRowsCount = 1000000;
    this.load(this.get('currentTabName'), 'QuickFilterChanged');
};
this.actions = [
{
    caption: 'getJSON_response',
    methodName: 'sayHello'
}
];

Regards,

Dean

Start from debugging the reloadGridData method and find how it works. Keep your attention on the "onGridDataLoaded" method. Additionally, please debug and find what happens after selecting a record.

Eugene Podkovka,

Hi Eugene, 

How to debug the reloadGridData method?

Where to find this method?

Hello, 

I'd suggest to check the corresponding replacing view model schema where the logic is implemented.

This article (and connected to it) could be helpful for better understanding. 

Hope it clarifies!

Best regards,

Anastasiia