Hello. Is there a way to fill the field values from the master window in which you opened the lookup (lookup field) and clicked the "New" button? Something similar to how adding a record in a datagrid detail works. When you click add a record, a window with fields opens and these fields can automatically pull values from the master page.
We are working on adding a custom section in the mobile application. Everything is working fine but the AutoNumber field is not getting populated. I have seen in "Cases" that the auto numbering is working fine. Any help would be appreciated. Thanks
Currently, auto-numbering of fields in an object is a new functionality that the mobile app does not yet support. Support for this functionality will be available at the beginning of the new year.
If you need auto-numbering on an object and want it to work everywhere, both on the web and in the mobile app, you need to implement the auto-numbering logic not through default values, but by implementing it in code on the object.
@Malika, Do we have any updates on this? We are still encountering the same issue. If you have any code pertaining to this problem, could you please share it with us?
Hello community, we would like to use the autonumbering feature described on the Academy website. However, we want the number to be assigned after a record is saved, not when the record is created. It is important that no number is "wasted" when a record entry is cancelled. Is there an easy way to do this?
thank you very much for your reply. We tried it, but it wasn't possible. Could it be that the "Invoice" module in the original "Invoice" object blocks the creation of individual event BPs?
Hi Max, thank you for your help. It seems, that there is a bug within the invoice object. Creatio consulting tries to find it. The event handling changes doesn't help.
I successfully did this with the Product object just like the guide said. It was very easy.
But when I try to do the same thing on Opportunity, there are some differences. Opportunity does not have the inherited Code –property or the methods called in the code under onEntityInitialized()
Since opportunity section does not have an existing Code column, you can create one using means of section wizard.
No special methods needed for new column, since we are calling parent realization in the onEntityinitialized method, which has the logic of working with auto incrementing. Just be sure to indicate your custom column in the this.set method by its name, but not title.
As for the back end realization of the auto incrementing, follow the instructions just the same, but indicate name of the custom column.
I tried this again. But it's not working. No value gets set.
I have created the System Settings, the Property on Opportunity, And I have adjusted the JavaScript to have the correct string value, "UsrCode".
It's not working this time either. Is the on-client method unavaliable on the Opportunity object?
Maybe the Opportunity object does not know the Systems Settings i Created. The system settings code names are : OpportunityLastNumber and OpportunityCodeMask
UPDATE : It is working while using Copy. But no Code is set when adding an Opportunity with the Mini-Page. I am now working on this. Any advice appreciated.
UPDATE 2 : Creating and Copying works as long as I do not have a Mini-Page. I tried to add the same JavaScript in the MiniPage methods{}. But that's not working. Any tricks to use MiniPages?
The auto increment logic is not a part of basic mini page logic. The
getIncrementCode method is written on the BasePageV2. However, mini pages are inherited from BaseMiniPage, which does not have such method.
You can add the getIncrementCode method realization to the mini page, so that it will execute the logic.
As for the back-end part, the changes are displayed on the client side only after record is saved. Therefore, it is impossible to view the code value on the opportunity page immediately.
I did not get this to work with Mini-Page. I have anyway decided to work without the mini-pages. When Creating a Opportunity I just get the regular edit page where the incremented numbers work fine. Thank you.
