Dear community,

 

How to add a custom button (to start the process for this activity) to the action dashboard for only one section (for ex. Case)?

 

Thanks 

Regards

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Dear Mariia,

 

You need to create a module and Extend BaseDashboardItemViewConfig cancel button. Here is the button code example:

 

define("UsrDashboardItemViewConfig", ["BaseDashboardItemViewConfig"], function() {

    Ext.define("Terrasoft.configuration.UsrDashboardItemViewConfig", {

        extend: "Terrasoft.BaseDashboardItemViewConfig",

        alternateClassName: "Terrasoft.UsrDashboardItemViewConfig",

        getActionsViewConfig: function() {

            return {

                "name": "Actions",

                "itemType": Terrasoft.ViewItemType.CONTAINER,

                "classes": {wrapClassName: ["dashboard-item-actions on-hover-visible"]},

                "items": [

                    {

                        "name": "Cancel",

                        "itemType": Terrasoft.ViewItemType.BUTTON,

                        "style": Terrasoft.controls.ButtonEnums.style.BLUE,

                        "caption": {"bindTo": "CancelButtonCaption"},

                        "click": {"bindTo": "onCancelButtonClick"},

                        "classes": {

                            "textClass": "dashboard-item-right"

                        },

                        "visible": {"bindTo": "CancelButtonVisible"}

                    },

                    {

                        "name": "Cancel2",

                        "itemType": Terrasoft.ViewItemType.BUTTON,

                        "style": Terrasoft.controls.ButtonEnums.style.BLUE,

                        "caption": "TEST",

                        "click": {"bindTo": "onCancelButtonClick"},

                        "classes": {

                            "textClass": "dashboard-item-right"

                        },

                        "visible": {"bindTo": "ExecuteButtonVisible"}

                    },

                    {

                        "name": "Execute",

                        "itemType": Terrasoft.ViewItemType.BUTTON,

                        "style": Terrasoft.controls.ButtonEnums.style.GREEN,

                        "caption": {"bindTo": "ExecuteButtonCaption"},

                        "click": {"bindTo": "onExecuteButtonClick"},

                        "classes": {

                            "textClass": "dashboard-item-right"

                        },

                        "visible": {"bindTo": "ExecuteButtonVisible"}

                    }

                ]

            };

        }

    });

});

Create replacing client module of SectionActionsDashboard

define("SectionActionsDashboard", ["UsrDashboardItemViewConfig"], function() {

    return {

        

        methods: {

            initDashboardConfig: function() {

                this.callParent(arguments);

                const dashboardConfig = this.get("DashboardConfig");

                var activityItemsConfig = {

                    "Activity": {

                        viewModelClassName: "Terrasoft.ActivityDashboardItemViewModel",

                        viewConfigClassName: "Terrasoft.BaseDashboardItemViewConfig"

                    }

                };

                if (this.$entitySchemaName === "Case") {

                    activityItemsConfig.Activity.viewConfigClassName = "Terrasoft.UsrDashboardItemViewConfig";

                }

                Ext.merge(dashboardConfig, activityItemsConfig);

                this.set("DashboardConfig", dashboardConfig);

            }

        }

    };

});

 

Regards,

Dean

Dean Parrett,

 

Thank you for your answer.

I have one more question about this:

How to add another custom "UsrDescription" column to the action dashboard ?

I tried to overload the method

 

/**

             * @inheritdoc Terrasoft.EntityDashboardItemViewModel#addQueryColumns

             * @overridden

             */

            addQueryColumns: function(esq) {

                this.callParent(arguments);

                esq.addColumn("Title", "Caption");

                esq.addColumn("Type");

                esq.addColumn("StartDate", "Date");

                esq.addColumn("Owner.Name", "Owner");

                esq.addColumn("ProcessElementId");

                esq.addColumn("UsrDescription", "Description");

            },

but it didn't work.

 

 

Thank you in advance for your answer.

 

Best regards,

Mariia

Mariia Prostiak,

 

The columns in the action dashboard are columns of activity so you need to add it on activity object first. To add it on the activity card on the action dashboard please see the community article below:

https://community.creatio.com/questions/change-task-displayed-fields

 

Best regards, 

Dennis 

Dean Parrett,

 

Can you please help me with the Model Part (ActivityDashboardItemViewModel) of the code where I have to Link the button to a business process??

Thank You in Advance,

Venkatesh

Venkatesh Sundaram,

 

Hello!

Could you please explain your issue in more detail?

 

Best regards,

Max.

Max,

 

Hello!

To make the Attached button in the Activity Element Function, i.e., For Example- If the attached button is a Cancel Button which on click should direct to another stage(Canceled) in the DCM Cycle.

Attached a Image for my request. Help me in this.

Thanks,

Venkatesh.

 

Venkatesh Sundaram,

 

If this activity is created by the DCM and the button sets the activity's status to "Canceled", you can just go into the DCM setup and set it to go to the "Canceled" stage if the activity's status is "Canceled":

 

Best regards,

Max.

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Hi Community,

Using below link we can add custom button on CRM section/edit page and specify our own logic like for example we will execute a business process after clicking this button

https://academy.bpmonline.com/documents/technic-sdk/7-12/adding-button-edit-page?_ga=2.110315717.1903804624.1571140505-682725158.1571140505

 

Any idea how we can achieve it in mobile example, I need to show custom button in section/edit page then on click i will execute a business process?

 

Thanks

 

 

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3 comments

The functionality can be implemented through development.

In order to add a button to the mobile application please follow the instructions from the article by the link below:

https://community.bpmonline.com/articles/adding-custom-user-action-mobile-application

The business process is run on the server side. It's possible to run it from the mobile application by calling the web service. The ProcessEngineService.svc service allows the external application to run business process in the bpm'online. Please find more information about using the web service in the article on Academy:  https://academy.bpmonline.com/documents/technic-sdk/7-14/processengineservicesvc-web-service

Also please check the article about how to call the web service in the Mobile App. It will be helpful for your purposes. 

https://community.bpmonline.com/articles/calling-web-service-mobile-app

Alina Kazmirchuk,

Thanks Alina,

Any idea how can i put a custom button on section page?

 

Fulgen Ninofranco,

Unfortunately, there is no way to add a button on a section page in the mobile application.

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Hi all,

        I inserted a custom button in a section

diff: /**SCHEMA_DIFF*/[

            // Metadata for adding a cutom button to the page.

            {

                // Indicates that an operation of adding an item to the page is being executed.

                "operation": "insert",

                // Meta-name of the parent control item where the button is added.

                "parentName": "CombinedModeActionButtonsCardLeftContainer",

                // Indicates that the button is added to the control items collection

                // of the parent item (which name is specified in the parentName).

                "propertyName": "items",

                // Meta-name of the added button. .

                "name": "MainContactButton",

                // Supplementary properties of the item.

                "values": {

                    // Type of the added item is button.

                    itemType: Terrasoft.ViewItemType.BUTTON,

                    // Binding the button title to a localizable string of the schema.

                    caption: {bindTo: "getSendButtonCaption"},

                    // Binding the button press handler method.

                    click: {bindTo: "onSendClick"},

                    // Binding the property of the button availability.

                    enabled: {bindTo: "canSend"},

                    visible: {bindTo: "showButtonSend"},

                    style: Terrasoft.controls.ButtonEnums.style.GREEN,

                    // Setting the field location.

                    "layout": {

                        "column": 1,

                        "row": 6,

                        "colSpan": 1

                    }

                }

            }

        ]

I have bind its caption with a function "getSendButtonCaption", but it doesn't work when I changed value

getSendButtonCaption: function() {

                var activeRow = this.get("ActiveRow");

                if (activeRow) {

                    var sendTime = this.get("GridData").get(activeRow).get("UsrSendTime");

                    if (sendTime) {

                        if (sendTime.value.toUpperCase() === "FC73B30F-9E29-48BA-8A9E-3C4247CFF22A") {

                            return this.get("Resources.Strings.SendManuallyButtonCaption");    

                        } else if (sendTime.value.toUpperCase() === "47AB118D-84C9-4846-B916-8DC40CF0B333") {

                            return this.get("Resources.Strings.ScheduleSendButtonCaption");

                        }

                    }

                }

                return "";

            }

This solution works well in page.Why?

Thanks

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Eugene Podkovka,

Hi Eugene,

          I had read this document before. In that case, the button's caption has bound with resource and doesn't change anymore, but I want to change its caption by changing the value of dropdownlist like the button "Send" in the section "Marketing\Email".

Thanks

Toan Mai,

The button should be added both to the page and to the section. You only added it to the section.

Eugene Podkovka,

I have implemented in section and page. As I said in my question, it only works  in page.

Toan Mai,

No. The code that you added to the post does not contain the part that exists on a page. 

Eugene Podkovka,

Hi Eugene,

         Please send me your email, I will send you my page and section source code or the demo site which had been deployed that package. Or will I send them to support team?

Thanks

Toan Mai,

Try to contact the support.

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Hi,

I'm following this article (https://academy.bpmonline.com/documents/technic-sdk/7-12/how-add-button…) and its working but only showing 1 button

in code I tried to add 2 buttons but only the last button is showing

 

Any help will be highly appreciable.

 

Regards

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4 comments
You must use unique "name" in diff

ex:

                {
                    "operation": "insert",
                    ..
                    "name": "Button1",
                    ..
                },
                {
                    "operation": "insert",
                    ..
                    "name": "Button2",
                    ..
                },
                ...

 

Hello Muhammad,



There is no limit of custom controls on edit page in bpm'online, you are able to add as much customizations as you need.

Please note on Dmitry`s comment, he is right, every control that is added to the edit page should have unique name to prevent collisions.

Please, in future, read articles with instructions more attentively :)

Hello Alex_Tim,

Thank you for suggestion. But kindly note that I realized and issue was already resolved.

If possible please help on other issues I posted I will be very thankful.

 

Regards

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Hi,

I need a custom button on dashboard of customer portal.

On click for example Contact create form should appear.

 

I have another idea, OOB on customer's dashboard there is OOB dashlet of Case with "New" button. On click the form is populating and we can create new case.

But on custom dashlet of custom section "Multi Currency" there is no "New" button. Any idea for enabling this button?

 

 

Any help will be highly appreciable.

 

Regards

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Hello Muhammed,

What I recommend to do in this case is to understand how the "new" button is already added on a existing dashlet. 

At first, I recommend to use the chrome debugger and try to search the name of the button in the entire client code (ctrl+shift+f), so you will find where it is added.

Then, after analysis of the code, something similar for your custom object should be implemented.

Also, don`t forget to enable minipage usage in custom section settings.

Hope, my answer will help you.



Regards,

Alex

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Hi Community,

Any idea how we can add a custom button on Portal Dashboard same way as adding custom button on edit page. 

 

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Hello Fulgen,



Unfortunately, there is no possibility to add a custom button on dashboard as you do it on edit page.

I suggest to add a new action in "Actions" dropdown instead. https://academy.bpmonline.com/documents/technic-sdk/7-13/how-add-section-action-handling-selection-several-records

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Hi Community,

I have a custom section, I added a custom button on edit view and button is visible on CRM and Customer portal as well.

On CRM that button is functional and on click the pdf is successfully downloading.

But on Customer portal that button is only visible and on click the pdf is not downloading.

from this post ( https://community.bpmonline.com/articles/how-show-printables-print-butt…) I come to know that I need to apply some permissions to enable OOB printable functionality for customer portal. I tried to apply all from this post but that button is still not functional and not downloading pdf (only button is appearing on edit view)

but since I'm not using OOB printable and I'm using custom button so may be there will be another solution to fix this issue like we need to add some code for enabling that button to download.

 

 

 

 

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Please deploy the application locally and debug the functionality. This way you'll find what exactly wrong. 

https://academy.bpmonline.com/documents/technic-sdk/7-13/server-code-de…

The main idea is that you need to give portal users access rights for all objects that you use in the printables. 

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