Hello,

You can use this instruction: https://academy.creatio.com/docs/developer/interface_elements/record_page/button/overview to add the necessary button to any section. If you have a Freedom UI, you can use the Button component for dashboards using this article: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/UI-designer#title-2230-17.

Malika,

as I said in the post, this article does not answer my question, there is no container for the dashboard section

Andrii Herbshtasov,

Unfortunately, there is no way to implement the button in the dashboard section. 

As a workaround you can create a custom page in FreedomUI by no-code methods and add a Button with all needed dashboards.

I've never been successful with binding values in ActiveRowActions to attributes to change them after render. They don't seem to have the same bindings as other view model elements do. The only way I've been able to get this to work is to modify the dom elements on row select to manipulate, which is a bit hacky. Alternatively, just add logic to the button click to validate if the action can be performed or not, which isn't ideal either.

Ryan

Ryan Farley,

Can you please elaborate on modifying dom elements, how can i do that, because that's the only option i can see too

I've done some hacky options that sort of worked manipulating the button elements in the dom on row click, but I've never been able to have it work binding an attribute to the visible/enabled of the row buttons and change row by row. That's never worked for me. Instead I typically do a check in the code that executes on click to let the user know if it's not available for the row. I'd love to know if there's some way for this to work, but from experience it doesn't work. 

Ryan Farley,

Thanks Ryan. I'll call it quits then and add a check on click.

Honestly, it's more of an aesthetic requirement than a functional one. Ideally I won't offer the user a button that they can't click.

Hello Manoj,
Thank you for your question.

There is an article available on the Academy that covers this topic with an example.

Regarding following question: "Is there any alternative available for the same". 

It depends on what you mean here. You can call a web service from different parts of an application. For example, you can make a business process that makes a call to a web service (link).

Hope this helps, let me know if you have any question left.

Yevhenii Grytsiuk,

Hi Yevhenii,

Apologies if my previous message was unclear. I want to add a button to each row in the native list, specifically as a column, and trigger a web service call when this button is clicked to sync data from another system.


 

For example, I need to add a sync icon as a column in the Project List. When the sync button for Project 1 is clicked, it should call the web service to sync data related to Project 1 from another system. Similarly, clicking the sync button for Project 2 should sync data related to Project 2, and so on.
 

I hope this clarifies my request. Thank you!

Manoj Patil,

You can add the following to the diff of the section: 

{
	"operation": "insert",
	"name": "DataGridActiveRowSyncButton",
	"parentName": "DataGrid",
	"propertyName": "activeRowActions",
	"values": {
		"className": "Terrasoft.Button",
		"style": "green",
		"tag": "sync",
		"caption": "Sync"
	}
}

This will add the button. Then for handling the click, add this to the methods:

onActiveRowAction: function(buttonTag, primaryColumnValue) {
	this.callParent(arguments);
 
	if (buttonTag === "sync") {
		// do your stuff here
		// primaryColumnValue is the row's Id value
 
		// you can get other values from the row using
		var row = this.getActiveRow()
		var val = row.get("UsrSomeColumn");
	}
}

Ryan

Ryan Farley,

Hi Ryan,
 

Thank you for the details. 

This section is created via Section Wizard and it correctly appears in Application Hub. However, I do not a find a place where this code needs to be added. Please guide me on the same as I am unsure if I am missing anything here.

The Section wizard creates two client schema files. One ending in "Page" and one ending in "Schema". The one ending in "Schema" is the one you want to add this code to. To see these files you need to look at the contents of the package containing your customizations, either by opening Advanced Settings from your application in App Hub or using the Advanced Settings link in the System designer.

Ryan

Ryan Farley,

I am unable to locate the System Designer icon on the Project List Page. See below screengrab.

I went to Advanced Settings and didn't find the schema files ending with "Page" and others ending with "Schema". See below screengrab.

Therefore, I navigated to Application Hub, Navigation Sections, and Selected Project which opened Projects: Section. 

In the Section Pages, I selected Edit Page which opened the Section Wizard screen with Tabs Pages, Business Rules, and Source Code at the top of the screen. 

I clicked on the Source Code tab and pasted the code at this place but it didn't reflect the new button in the list. 

I am unsure why the System Designer icon does not appear on the Project List screen. (Could it be a Creatio Version Issue? I am using Version 8.1.3.6734)
Why schema files ending with "Page" and "Schema" are not available in the Advanced Settings. (Could it be a Creatio Version Issue? I am using Version 8.1.3.6734) 
I assume I am placing the code on the Project Detail page and not on the Project List Page.

Hello,

In the section module, it is better to use an UpdateQuery class to change the value of the records. You can find the example here.

Hello,
If you want to add a button to an action menu for the active row, the regular approach will result in the error you received.
Here you can find an example of how to configure such a button properly.

Hello,

The problem is not in the container, when you open a page from a section, the system still thinks that you see a section page. Therefore, the condition for your button isn't applied.

In order to fix it, you need to create your button in a combined mode, for example.

Take a look at the button and its condition is defined in a SectionV2 page as well as PageV2.

Hi Ramya,

Currently there is no way to add custom buttons in Freedom UI (the article you refer to will only work in classic UI). I've created a suggestion for our R&D team to make it possible to add buttons in Freedom UI using no-code capabilities and pointed them to your community question.

Thank you for helping us in making the app better!

Hi Oleg Drobina,

Thank you for the prompt response. In the Classic UI, is it possible to add a button somewhere other than the record's edit page, maybe in the section page or a common menu like the settings? Or is it possible to override the existing 'Add Contact' button?



Regards,

Ramya

Hello,



Could you please describe in more detail what the problem with the button is when refreshing the page? I mean, how should they work and how do they actually work? If you have a chance, please send screenshots.

I think, this button works only in Page mode. So, you should also add this button to Section. (see more in https://academy.creatio.com/docs/developer/interface_elements/record_pa….)



Kind regards,

Vladimir

Hello,



Could you please write in more detail, regarding the first option that suits you, what exactly are the difficulties you encountered? 

Malika,

Hello, 



Currently, I'm just getting a button with no dropdown like this







Here's the code for it:





//I've tried two different approaches for the method (both didn't work) based on the above two documentation

methods: {





//approach1



prepareMyActionsButtonMenuItems: function(filter, list) {

                if (list === null) {

                    return;

                }

                list.clear();

                var columns = {};

 

                var value1 = {

                    displayValue: "a123",

                    value: "1"

                };

                var value2 = {

                    displayValue: "b234",

                    value: "2"

                };

                var value3 = {

                    displayValue: "c345",

                    value: "3"

                };

 

                columns[1] = value1;

                columns[2] = value2;

                columns[3] = value3;

 

                list.loadAll(columns);

            },



//approach 2



prepareMyActionsButtonMenuItems: function(){

                this.set("MyActionsButtonMenuItems", ["Sample", "test", "Test5"]);

            }



}





attributes: {

              "MyActionsButtonMenuItems": {

                dataValueType: Terrasoft.DataValueType.COLLECTION,

              }

}



diff:[

{

                "operation": "insert",

                "name": "MyActionsButton",

                "parentName": "RightContainer",

                "propertyName": "items",

                "values": {

                      "itemType": Terrasoft.ViewItemType.BUTTON,

                      "caption": "MyActionsButton",

                      "classes": {

                        "textClass": ["actions-button-margin-right"],

                        "wrapperClass": ["actions-button-margin-right"]

                      },

                      "prepareMenu": {"bindTo": "prepareMyActionsButtonMenuItems"},

                      "menu": {"items": {"bindTo": "MyActionsButtonMenuItems"}},

                      "visible": true

                }

              }

]

Abilash,

Hi,

The task is to copy the logic of the existing "Actions" button and apply the same to the custom button. To do that (tested in the "Opportunity" section):

1) In the OpportunitySectionV2 section schema:

1.1) Add the CombinedModeCustomActionsButtonMenuItems attribute of the "Collection" dataValueType (Terrasoft.DataValueType.COLLECTION). The example is CombinedModeActionsButtonMenuItems from BaseDataView.

1.2) Create a PTP "GetCardActionsCustom" message with the SUBSCRIBE direction (as done on the BasePageV2)

1.3) In the subscribeSandboxEvents method subscribe to the "GetCardActionsCustom" message and trigger the initCustomActionButtonMenu method when the "GetCardActionsCustom" message is received (as done for the "GetCardActions" message on the BasePageV2)

1.4) Create an extension of the _initCollections method (as done for the basic "Actions" button)

1.5) Add an empty prepareCustomActionsButtonMenuItems function to methods (as done for prepareActionsButtonMenuItems method in BaseDataView)

1.6) Add the initCustomActionButtonMenu method which is a handler for the "GetCardActionsCustom" message (as done with the initActionButtonMenu method from BaseDataView).

1.7) Add the button itself to the diff array

The complete schema of OpportunitySectionV2:

define("OpportunitySectionV2", [], function() {
	return {
		entitySchemaName: "Opportunity",
		attributes: {
 
			"CombinedModeCustomActionsButtonMenuItems": {
				dataValueType: Terrasoft.DataValueType.COLLECTION
			}
		},
		messages: {
 
			"GetCardActionsCustom": {
				mode: Terrasoft.MessageMode.PTP,
				direction: Terrasoft.MessageDirectionType.SUBSCRIBE
			}
		},
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "CustomActionsButton",
				"parentName": "CombinedModeActionButtonsCardLeftContainer",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.BUTTON,
					"caption": {"bindTo": "Resources.Strings.CustomActionsButtonCaption"},
					"classes": {
						"textClass": ["actions-button-margin-right"],
						"wrapperClass": ["actions-button-margin-right"]
					},
					"prepareMenu": {"bindTo": "prepareCustomActionsButtonMenuItems"},
					"menu": {"items": {"bindTo": "CombinedModeCustomActionsButtonMenuItems"}}
				}
			},
		]/**SCHEMA_DIFF*/,
		methods: {
 
			subscribeSandboxEvents: function() {
				this.callParent(arguments);
				const cardModuleSandboxId = this.getCardModuleSandboxId();
				this.sandbox.subscribe("GetCardActionsCustom", function(actionMenuItems) {
					this.initCustomActionButtonMenu("Combined", actionMenuItems);
				}, this, [cardModuleSandboxId]);
			},
 
			prepareCustomActionsButtonMenuItems: Ext.emptyFn,
 
			_initCollections: function() {
				this.callParent(arguments);
				this.set("CombinedModeCustomActionsButtonMenuItems", this.Ext.create("Terrasoft.BaseViewModelCollection"));
			},
 
			initCustomActionButtonMenu: function(modeType, actionMenuItems) {
				const collectionName = modeType + "ModeCustomActionsButtonMenuItems";
				const collection = this.get(collectionName);
				if (actionMenuItems.getCount()) {
					this.set(modeType + "ModeActionsButtonVisible", true);
					const newCollection = this.Ext.create("Terrasoft.BaseViewModelCollection");
					actionMenuItems.each(function(item) {
						newCollection.addItem(item);
					}, this);
					if (collection) {
						collection.clear();
						collection.loadAll(newCollection);
					} else {
						this.set(collectionName, newCollection);
					}
				} else {
					this.set(modeType + "ModeActionsButtonVisible", false);
				}
			},
		}
	};
});

2) In OpportunityPageV2:

2.1) Create the "GetCardActionsCustom" message (as done for the "GetCardActions" existing message)

2.2) In the init method call the initCustomActionButtonMenu method

2.3) Create the initCustomActionButtonMenu method (as done for the initActionButtonMenu in BasePageV2)

2.4) Create the getCustomActions method (as done with the getActions method in the basic OpportunityPageV2 with only difference that you don't need to call parent method but create an instance of the Terrasoft.BaseViewModelCollection here)

2.5) Add the button itself to the diff array

The complete code is:

define("OpportunityPageV2", [], function() {
	return {
		entitySchemaName: "Opportunity",
		attributes: {},
		messages: {
			"GetCardActionsCustom": {
				mode: this.Terrasoft.MessageMode.PTP,
				direction: this.Terrasoft.MessageDirectionType.PUBLISH
			}
		},
		modules: /**SCHEMA_MODULES*/{}/**SCHEMA_MODULES*/,
		details: /**SCHEMA_DETAILS*/{
			"UsrSchemaf6483d73Detaile560e0a4": {
				"schemaName": "UsrSchemaf6483d73Detail",
				"entitySchemaName": "UsrOppTestDet",
				"filter": {
					"detailColumn": "UsrOpportunity",
					"masterColumn": "Id"
				}
			}
		}/**SCHEMA_DETAILS*/,
		businessRules: /**SCHEMA_BUSINESS_RULES*/{}/**SCHEMA_BUSINESS_RULES*/,
		methods: {
 
			init: function() {
				this.callParent(arguments);
				this.initCustomActionButtonMenu();
			},
 
			initCustomActionButtonMenu: function() {
				this.publishPropertyValueToSection("IsCardInEditMode", this.isEditMode());
				var actionMenuItems = this.getCustomActions();
				var actionsButtonVisible = !actionMenuItems.isEmpty();
				this.set("CustomActionsButtonVisible", actionsButtonVisible);
				this.set("CustomActionsButtonMenuItems", actionMenuItems);
				this.sandbox.publish("GetCardActionsCustom", actionMenuItems, [this.sandbox.id]);
			},
 
			getCustomActions: function() {
				var actionMenuItems = this.Ext.create("Terrasoft.BaseViewModelCollection");
				actionMenuItems.addItem(this.getButtonMenuItem({
					"Caption": {"bindTo": "Resources.Strings.CustomButtonCaption"},
					"Tag": "clickCustomButton"
				}));
				return actionMenuItems;
			}
		},
		dataModels: /**SCHEMA_DATA_MODELS*/{}/**SCHEMA_DATA_MODELS*/,
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"parentName": "LeftContainer",
				"propertyName": "items",
				"name": "actions",
				"values": {
					"itemType": Terrasoft.ViewItemType.BUTTON,
					"caption": {"bindTo": "Resources.Strings.CustomButtonCaption"},
					"classes": {
						"textClass": ["actions-button-margin-right"],
						"wrapperClass": ["actions-button-margin-right"]
					},
					"menu": {
						"items": {"bindTo": "CustomActionsButtonMenuItems"}
					},
					"visible": {"bindTo": "CustomActionsButtonVisible"}
				}
			},
			{
				"operation": "merge",
				"name": "MetricsContainer",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityClient",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 1
					}
				}
			},
			{
				"operation": "remove",
				"name": "OpportunityClient",
				"properties": [
					"tip"
				]
			},
			{
				"operation": "merge",
				"name": "LablelMetricsContainer",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "BantProfileHeaderContainer",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "BantIcon",
				"values": {
					"layout": {
						"colSpan": 5,
						"rowSpan": 1,
						"column": 0,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "BantHeaderCaption",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 5,
						"row": 0
					}
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityBudget",
				"values": {
					"layout": {
						"colSpan": 19,
						"rowSpan": 1,
						"column": 5,
						"row": 1
					}
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityDecisionMaker",
				"values": {
					"layout": {
						"colSpan": 19,
						"rowSpan": 1,
						"column": 5,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityLeadType",
				"values": {
					"layout": {
						"colSpan": 19,
						"rowSpan": 1,
						"column": 5,
						"row": 3
					}
				}
			},
			{
				"operation": "move",
				"name": "OpportunityLeadType",
				"parentName": "BantProfile",
				"propertyName": "items",
				"index": 3
			},
			{
				"operation": "merge",
				"name": "OpportunityDueDate",
				"values": {
					"layout": {
						"colSpan": 19,
						"rowSpan": 1,
						"column": 5,
						"row": 4
					}
				}
			},
			{
				"operation": "merge",
				"name": "ESNTab",
				"values": {
					"order": 8
				}
			},
			{
				"operation": "merge",
				"name": "GeneralInfoTab",
				"values": {
					"order": 0
				}
			},
			{
				"operation": "merge",
				"name": "OpportunityTitle",
				"values": {
					"layout": {
						"colSpan": 24,
						"rowSpan": 1,
						"column": 0,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "Amount",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 3
					}
				}
			},
			{
				"operation": "merge",
				"name": "ResponsibleDepartment",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 3
					}
				}
			},
			{
				"operation": "move",
				"name": "ResponsibleDepartment",
				"parentName": "OpportunityPageGeneralBlock",
				"propertyName": "items",
				"index": 3
			},
			{
				"operation": "merge",
				"name": "Probability",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 4
					}
				}
			},
			{
				"operation": "merge",
				"name": "Owner",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 4
					}
				}
			},
			{
				"operation": "merge",
				"name": "Category",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 5
					}
				}
			},
			{
				"operation": "merge",
				"name": "Source",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 5
					}
				}
			},
			{
				"operation": "merge",
				"name": "Type",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 6
					}
				}
			},
			{
				"operation": "move",
				"name": "Type",
				"parentName": "OpportunityPageGeneralBlock",
				"propertyName": "items",
				"index": 8
			},
			{
				"operation": "merge",
				"name": "CreatedOn",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 6
					}
				}
			},
			{
				"operation": "merge",
				"name": "Partner",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 7
					}
				}
			},
			{
				"operation": "merge",
				"name": "CloseReason",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 7
					}
				}
			},
			{
				"operation": "insert",
				"name": "DATETIME26d46360-17b4-45ee-acac-da084cf0aa67",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 0,
						"row": 8,
						"layoutName": "OpportunityPageGeneralBlock"
					},
					"bindTo": "UsrTestDateTime",
					"enabled": true
				},
				"parentName": "OpportunityPageGeneralBlock",
				"propertyName": "items",
				"index": 12
			},
			{
				"operation": "merge",
				"name": "Description",
				"values": {
					"layout": {
						"colSpan": 23,
						"rowSpan": 1,
						"column": 1,
						"row": 0
					}
				}
			},
			{
				"operation": "insert",
				"name": "UsrSchemaf6483d73Detaile560e0a4",
				"values": {
					"itemType": 2,
					"markerValue": "added-detail"
				},
				"parentName": "GeneralInfoTab",
				"propertyName": "items",
				"index": 5
			},
			{
				"operation": "merge",
				"name": "LeadTab",
				"values": {
					"order": 4
				}
			},
			{
				"operation": "merge",
				"name": "TacticAndCompetitorTab",
				"values": {
					"order": 1
				}
			},
			{
				"operation": "merge",
				"name": "CheckDate",
				"values": {
					"layout": {
						"colSpan": 12,
						"rowSpan": 1,
						"column": 12,
						"row": 2
					}
				}
			},
			{
				"operation": "merge",
				"name": "ProductsTab",
				"values": {
					"order": 2
				}
			},
			{
				"operation": "merge",
				"name": "HistoryTab",
				"values": {
					"order": 5
				}
			},
			{
				"operation": "merge",
				"name": "HistoryAccountTab",
				"values": {
					"order": 6
				}
			},
			{
				"operation": "merge",
				"name": "NotesTab",
				"values": {
					"order": 7
				}
			},
			{
				"operation": "move",
				"name": "IsPrimary",
				"parentName": "OpportunityPageGeneralBlock",
				"propertyName": "items",
				"index": 0
			}
		]/**SCHEMA_DIFF*/
	};
});

As a result when opening the page you will get a custom button with items:

Also forgot to metion that you need to add localizable strings:

1) For OpportunityPageV2

CustomButtonCaption with "Custom action" value

2) For OpportunitySectionV2

CustomButtonCaption with "Custom button" value

Hope this example help!