CreatioMobile | Community Creatio

Question

09:57 Oct 05, 2023

Hi Team,

The query is related to viewing records in the mobile application. By default, when we open a section in the Creatio mobile app, the listing page is empty, with a note to search for specific conditions to display records.

Is there an option to set a default folder from the already available saved folders for the section in the web app to be used as the default folder/condition for listing records as soon as the section is opened in the mobile application? Later, if users wish to change the filter, they can do so by selecting a different folder instead of viewing empty records in the list. For example, is it possible to display records for which the user has access? How can this be achieved? Are there any code samples available if code needs to be written, and if it's a configuration, how can we configure it for the mobile app?"

Thanks for the help in advance!

Regards,

Mayan

4 comments

Bogdan

11:06 Oct 05, 2023

Hello,

Please feel free to use the resolution from this article: https://community.creatio.com/articles/setting-filter-mobile-application

Also, in case you want the assignee to be "current user" you may be interested in this answer: https://community.creatio.com/questions/get-current-user-contact-mobile

Amritha Mayan Gorky

09:23 Oct 12, 2023

Thanks Bogdan,

If I log in to an instance as a regular user and not as a supervisor in web isntancce, by default, it lists all the records in a section for which the user has access, irrespective of whether they are the owner or assignee. This happens because the user has access, and the user's name is not available in any of the fields in the record, such as the owner field or assignee field. The record is shown because the user has access to it.

The same functionality needs to be achieved in the mobile app. However, here, we need to add a filter condition. For the scenario described above, we need to specify a reference field. If we set the owner field to the current user, it will list only the records where the user's name is linked to the owner field. But what about the records that the user has access to but does not own? How do we achieve this in the mobile application?

Amritha Mayan Gorky

09:24 Oct 12, 2023

Thanks Bogdan, but can you help for the below scenario:

If I log in to an instance as a regular user and not as a supervisor, by default, it lists all the records in a section for which the user has access, irrespective of whether they are the owner or assignee. This happens because the user has access, and the user's name is not available in any of the fields in the record, such as the owner field or assignee field. The record is shown because the user has access to it.

Regards,

Mayan

Anhelina

19:23 Oct 23, 2023

Hello Mayan,

You can use this method to display all data:

Enter link [NameOfYourWebSite] .creatio.com/0/Features, search for UseMobileSearchOnlyInSections on this page. Uncheck all the boxes as you see in the image:

At this stage you can see all records in the mobile app.

Next you can use an article from Bogdan’s link to add filters if needed. Also I can recommend you one No-code way of filtering:

System designer -> Mobile application wizard -> Needed workplace
Find needed page (for example Order) and set the default filter. It will be impossible to get data in a mobile app which does not match the criteria of this filter

Best regards, Anhelina!

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Question

How to trigger the OnEntityInitialized of Contact edit page in Mobile Application development?

Bhoobalan Palanivelu

16:39 Jul 12, 2021

Hi Team,

I have a scenario where I have developed a custom function in ContactPageV2 web application and trigger it in OnEntityInitialized().

How could I apply the same to the mobile application development setup?

A scenario in Web Application:

ContactPageV2

OnEntityInitialized : function(){

this.callParent(argument);

this.customFunction();

}

customFunction : function(){

//My Custom Logic

}

How could I achieve the same in Mobile development?

Also, How to trigger a Business Process in Mobile development (both by Button click or auto-trigger)

Kindly guide me on the same!

Regards,

Bhoobalan P.

1 comments

Oleg Drobina

17:27 Jul 12, 2021

Hi Bhoobalan,

The only analog of onEntityInitialized is onLoadRecord method of the base record page controller. So you need to study its implementation in the mobile app to use the same logic on the contact page of the mobile app.

As for calling business processes from buttons in the mobile app - it's not possible because of the business process call core mechanism. But processes that should start by the signal will be triggered successfully when specified conditions to start a process by the signal are met in the mobile app.

Best regards,

Oscar

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