Hi Ramya,

 

In order to override the functionality of the Add Record button on the Grid Page of the Mobile Application follow these steps:



1) In Configuration create a Module, for example call it UsrChangeButtonLogic:

Ext.define("InvoiceGridPage.Controller", {
    override: "Terrasoft.controller.BaseGridPage",
    statics: {
        Model: Invoice
    },
    executeAddAction: function () {
        console.log('Hello1');
        this.callParent(arguments);
           console.log('Hello2');
    }
});

2) Create a replacing view module for the MobileApplicationManifestDefaultWorkplace module. Or use a mobile wizard  - it will create the manifest automatically. Add the newly created module UsrChangeButtonLogic to the manifest:

  "Models": {
        ...
        },
        "Invoice": {
            ...
            ],
            "ModelExtensions": [],
            "PagesExtensions": [
                "MobileInvoiceRecordPageSettingsDefaultWorkplace",
                "UsrChangeButtonLogic"
            ]
        }
    },

3) Compile your Workplace and synchronize the mobile application again.

 

As a result, "Add record" button click of Invoices Grid Page will be overwritten.  

 

Artem Smyrnov,

Thank you! That worked. Can you also help me figure out how to show a confirmation dialog on the mobile application? Something similar to the web app implementation of Terrasoft.showConfirmation? Thanks in advance!

Regards,

Ramya

Ramya R,

Use Terrasoft.MessageBox.showMessage ('your confirmation dialog message') to display a confirmation dialog.



Many thanks.

Artem

 

Artem Smyrnov,

The Terrasoft.MessageBox.showMessage method only helps in displaying a message to the user. I am looking for a functionality where the user is able to select "Yes" or "No" options below the message. Can you please help me with this?

Thanks,

Ramya

If you want to remove this functionality, I believe you can add the following to the methods of the OpportunityPageV2:

autoCompleteOwner: Terrasoft.emptyFn,
fillPartnerByOwner: Terrasoft.emptyFn

Ryan

Hello, Mark!

 

This is the basic logic of the system. 



The owner of the Opportunity with "Partner sale" business type and chosen partner can be:

1. the user/contact related to the account with "Our company" account type;

2. the user/contact connected to account with chosen partner company.



According to the basic logic, the "Partner" field should be available only for the "Partner sale" type. You have removed the business rule that hides the "Partner" field for other opportunity types. 



Therefore, it turns out that now the "Partner" field is available for all types of opportunities, but according to the box logic, this field should be empty for other types, so it is cleared when you select the owner. 



If you select the "Partner sale" opportunity type, then the "Partner" field will not be cleared when you select the "Owner" field. 



Best regards,

Anton

Hello Vishal,

To do this you'll need to override MainShell then you can either remove these elements (conditionally for portal users only) or you can add CSS that is global to the application (which I think is an easier route). You can make the global CSS apply only to portal users by using the details from this article https://customerfx.com/article/applying-global-css-styles-in-the-creati…

As for overriding the MainShell, you'll need to enable the AllowCreateAngularSchema feature (you can search these forums for "AllowCreateAngularSchema" to view details on how to do this)

Ryan

Thanks Ryan

Hello,



I would like to inform you that you can add the necessary dashboard icon in Freedom UI. In order to add the icon you need, please use the instructions by clicking here.

As Orkhan mentioned, you can add dashboard elements to list pages pretty easily. Additionally, you can add a toggle panel, drag the list to a panel and then have a setup similar to the old dashboards for sections - however that doesn't allow you to give users the ability to create their own dashboards without giving them the ability to edit the page itself. 

There is an item on the roadmap that is what you're asking about which is currently slated for Q1 2024

Dashboard sections in Freedom UI 

Users can set up their own analytics widgets in Freedom UI and take full advantage of no-code capabilities.

Ryan

Thanks for the reply Ryan and info on roadmap. 



Orkhan, I am familiar with the tabs component, but unless I am missing something this doesn't give me what I am looking for. Although perhaps the toggle component would. 



What I am meaning is the icon that appears next to the list name, that switches the entire grid below it from a list to a dashboard. This replicates the function that is available on classic UI. 



The below screenshot was from Creatio's marketing materials prior to 8.0.6 last Christmas





 

The drop-down in Freedom UI does not currently support multi select. For now, you'll have to code something yourself using the multi select capabilities of the lookup dialog instead, this article should help get you started: https://customerfx.com/article/invoking-a-multi-select-lookup-dialog-on…

Ryan

Hello.



The possibility to use multi-select lookups in Freedom UI is registered as a feedback and will be available in future releases of Creatio’s platform.

At this moment, you can check the materials for Classic UI:

Marketplace solution:

https://marketplace.creatio.com/app/multi-select-text-field-setup-creatio



And a link to the community post where this issue has already been discussed, perhaps it will be helpful to you:

https://community.creatio.com/questions/multiselect-lookup

Hello,

In the context of Classic UI, the Lookup view is configured on the page editing page. By selecting the "List" parameter, this lookup will be displayed as a drop-down list.

Regarding configuring this option for a detail with an editable register, currently, this can be implemented using development methods. More details are described in another post on the Community:



https://community.creatio.com/articles/displaying-columns-editable-reco…



Thank you for contacting us!

Hi Keerthana,

Unfortunately it's not clear what exactly was done and what is the required result and what is the actual result. Can you please share screenshots or additional details?

Thank you!

Hi Ahmad,

 

Unfortunately, such modification is not possible in the application, but thank you for the idea, we will register it to our R&D team for its implementation out-of-the-box in the future application releases.



For now you may use either application/json content type or pass a Stream, extract the body and process it in accordance to your business task.

 

Many thanks,

Artem

Hello Ahmad, 

I have an article that describes how to return different content types from a configuration service here: 

https://customerfx.com/article/returning-an-html-page-from-a-creatio-co…

The above article changes the returning content type to text/html however, you could change it to any type and then return the data in the stream as needed.

Ryan

Ryan Farley,

Thanks Ryan!

Hi 

The Application Hub only allows you to create Freedom UI sections. Sections created in the Application Hub that are not supported in Classic UI.

Hi Bogdan, thank you for the response. Therefore, I need to upgrade to Freedom UI in order to create these new sections from the application hub?

Hayley Paul,

The application hub (creating Freedom UI) is already available in your version. 



Please find more information here.

Hi Bogdan,

Thank you for your reply. I have read the documentation and I have created an application in the Application hub. Then I tried adding the section to a workplace but it does not get added (no error message, just never loads in the workplace). Is this what you meant by these sections are not supported in Classic UI? Could my users still access and work with this new Freedom UI section from "My Applications" workplace?

Hayley Paul,

You can add your new Freedom UI section to any workplace. 

If you have an error while adding please contact support team on this matter. 

OK that is good news. So just to confirm, this new section that I create in the Application hub will be Freedom UI. My Creatio instance is ALL classic UI but this one new section will be available in that workplace and when the user selects that section, it will open as Freedom UI. Correct?

Would that new section be fully functional in my system and live with the other classic UI sections? 

Hayley Paul,

We just continue to create and modify sections in Section wizards and still are using Classic UI. And we use Application hub only for installing package



Kind regards,

Vladimir

Hello,



Unfortunately, the filter you have set up cannot filter records in this way. Your issue can be solved by grouping several filters and using the OR option. For example:





More detailed instructions, you can find here: Applying the advanced filter with grouping filter conditions.