Does anyone know if is is possible to set up a field value in business rules by combining 2 strings? For example change the title to something like "Account name - Customer need"? Hope this is achievable without programming as this is really a basic "no code" functionality...
You could do it with a no code approach by creating a process that starts on the record added or modified that reads the record, then sets the field value by combining the two values. The down side to this approach is that the user won't see this value until they refresh the page.
I realize you're after a no code approach, however, if you want to do this with code, you can add something like this to the methods of the page - this will set the name when the record is saved (assuming the field names are correct):
save: function(){
var account =this.get("Account");
var need =this.get("LeadType");if(account && need){this.set("Name", account.displayValue+" - "+ need.displayValue);}this.callParent(arguments);}
(btw, I don't know why formatted code doesn't format code correctly on these forums, but the && is supposed to be &&)
I've this situation where I need to hide a detail based on condition, however i didn't find any example of this, only with filelds on the page, like i show on the image below with the custom business rule that I applied.
Any suggestions how to apply this condition in a detail?
I have a field called 'Default school year' on the opportunity object and a field called 'schoolYear' on the opportunity product object, both same lookup.
I want the add the following rule:
IF Opportunity.DefaultSchoolYear is filled in THEN set field value - schoolyear = Opportunity.DefaultSchoolYear.
I also tried -
IF schoolyear is filled in THEN make schoolyear required.
Auto-populating some fields doesn't work for NON-Supervisor users. We investigated the features (Screenshot 1) and if they are enabled for All employees (Screenshot 2) and even after that, the feature "PopulateBusinessRuleAction" still is not enabled (Screenshot 3).
It is needed to re-log in after changing the feature state for changes to take place. Have you re-loged in before checking the value the second time?
As for the issue with the business rules, The support request you've opened (#SR-01019131) is still open and we're waiting for your input to proceed with the investigation.
I need to hide one filed based of the selection of one category lookup. I follow the academy with the steps for the rule type. But my question is whats happend when you have more values in a OR condition. I tried to placed all the conditions in the same rule and didn't work and as well like in the example separate, but only the last one is working. How is the correct process in this case?
We performed some tests in order to achieve your requirement, but it seems like such implementation is not possible for now. The only one business rule will be active in this case. We already informed our Core R&D team and we will work to add such functionality in our next releases. Thank you for understanding!
You need to create a separate module and then add it to the mobile application manifest (PagesExtensions property of the object model) as described here or here. In this community post, I've provided an example of a business rule that activates a field based on conditions.
I also applied same business rule for a string which needs to be permanently read-only in Order section. So, I have put in the condition column Total amount as negative which will never be true. But, this is not working in mobile.
I have attached that business rule below. I have added this module in the page extensions of Order section also.
You need to install the emulator to debug the logic (can be found here). You need to check which value if passed for the JFLOrderOneOffTotal column and if the rule is triggered. Also you will need to recycle the application pool after creating a new rule and adding it to the page extensions in the manifest.
Please note that the business rule name should be the same as the object for which the rule is created (not the module name, but the rule name ("Account" in my case, one of the arguments for the Terrasoft.sdk.Model.addBusinessRule method)). The module itself can have any name you want (in my case it is "UsrAccountReadOnly" that was then added to the manifest:
).
As a result all three columns became read-only: UsrWaranty - integer column, "UsrDate" - date column and "UsrDelivery" - string column:
The condition is that columns become unlocked when the UsrInteger column value is 1. Once this rule was created and the application pool restarted and relogin to the mobile app executed the rule started to work as expected. So you need to double-check your rule.
We are have given read only option to all the fields in a detail and on certain status change, have written a business rule to edit few fields and the rest of the fields remaining locked. Post another status change, previously editable field is locked and the other fields are editable.
Question : During a creation of the detail in the first status, certain fields are locked and the fields which can be editable are editable but when the status is changed based on the rule it has to lock the fields which was edited previously and remaining fields to be editable but all the fields are locked. until in the new status we try to add a new detail then the business rule works and the field which needs to be edited is editable but not to the already created detail.
For such a task, you may create a business rule for each field and each stage - then when the stage is changed new set of rules will start working. Otherwise, you can add business rules to the source code for each field: https://academy.creatio.com/docs/developer/front-end_development/creati…
While creating the fields have given only read access to all the fields. Later in the business rule for a stage, where the fields needs to be edited have given editable option via business rule. But there is no option that for other fields to give uneditable option in business rule, we havent given that instead provided read only option.
But still, in the initial stage based on the rule few fields are editable and when the stage changes. When we create a new detail then that stage business rules gets applied but to already created detail the business rule for that stage is not getting applied, that is our concern
So you mean when detail is moved to another stage old records are still read-only and new records are edible while in fact, all records should be editable?
I need to add a different "filter Business rule" for the same field regarding the value of another field, this is not possible using the Filter Business rule wizard, how can I did it?
In my case, regarding the contact Account Type I want to filter the possible Contact Types we want to enable, for example
if the account type is Our Company, contacts type just can be Employee,
if account type is Customer, contact type just could be "Customer" or "Contact Person"
