Hi there - I'm trying to figure out where to put this schema in Creatio configuration to allow for a button in mobile.  I've found this article but it isn't clear how/where to apply this:

 

https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platform/mobile-development/customization/freedom-ui/customize-page/references/common-components

 

Thank you!

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Hi!

Please contact our support team at support@creatio.com and describe your situation to us. We will be happy to help you. 

Best regards,
Anton

Hello,

In this article, you can find the description of the page, on which the button component should be added.

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Hello, 



I am trying to filter lookup values in the mobile application based on two columns "UsrStartDate" and "UsrEndDate". These two columns are present in the lookup object. But somehow the rule is not working. Any Comments?

Terrasoft.sdk.Model.addBusinessRule("UsrDisplayImages",
	{
		ruleType:Terrasoft.RuleTypes.Filtration,
		events:	
			[
				Terrasoft.BusinessRuleEvents.Load,
				Terrasoft.BusinessRuleEvents.Insert,
				Terrasoft.BusinessRuleEvents.ValueChanged
			],
		triggeredByColumns:["UsrCurrent_Program"],
		filters:Ext.create("Terrasoft.Filter",
			{
				modelName:"UsrDisplay_img_CurrentProgram",
				property:"UsrEndDate",
				comparisonOperation:Terrasoft.ComparisonTypes.GreaterOrEqual,
				value: new Date() // current date	
			})
	});

this is the rule placed in another module : "UsrMobileFilterModelConfig"

Also attaching the code of manifest file 

{
  "SyncOptions": {
    "SysSettingsImportConfig": [],
    "ModelDataImportConfig": [
      {
        "Name": "UsrDisplayImages",
        "SyncColumns": [
          "UsrName",
          "UsrSales_Rep_Name",
          "UsrCurrent_Program",
          "UsrIncentive",
          "UsrComments",
          "UsrBrand",
          "UsrSpiff_Month",
          "UsrColumn3",
          "UsrCustomer_Name_text",
          "UsrPreview",
          "UsrNewSpiffMonth",
          "UsrAmount",
          "UsrCases_Shipped",
          "UsrCases1_Displayed",
          "UsrSales_Rep",
          "UsrColumn11",
          "UsrCustomer_Name"
        ]
      },
      {
        "Name": "Employee",
        "SyncColumns": [
          "Manager"
        ]
      },
      {
        "Name": "UsrDisplay_img_CurrentProgram",
        "SyncColumns": [],
        "Ignore": false,
        "QueryFilter": {
          "items": {
            "dab489b7-06c4-4f1a-b588-0fe00e965bf7": {
              "filterType": 1,
              "comparisonType": 8,
              "isEnabled": true,
              "trimDateTimeParameterToDate": true,
              "leftExpression": {
                "expressionType": 0,
                "columnPath": "UsrEndDate"
              },
              "isAggregative": false,
              "dataValueType": 8,
              "rightExpression": {
                "expressionType": 1,
                "functionType": 1,
                "macrosType": 4
              }
            },
            "5c38cd37-a1bd-49bb-9cd8-2f11e8b7fbee": {
              "filterType": 1,
              "comparisonType": 6,
              "isEnabled": true,
              "trimDateTimeParameterToDate": true,
              "leftExpression": {
                "expressionType": 0,
                "columnPath": "UsrStartDate"
              },
              "isAggregative": false,
              "dataValueType": 8,
              "rightExpression": {
                "expressionType": 1,
                "functionType": 1,
                "macrosType": 4
              }
            }
          },
          "logicalOperation": 0,
          "isEnabled": false,
          "filterType": 6,
          "rootSchemaName": "UsrDisplay_img_CurrentProgram"
        },
        "SyncFilter": null
      },
      {
        "Name": "UsrDisplay_img_yes_no_lookup",
        "SyncColumns": []
      },
      {
        "Name": "UsrDisplay_Img_Spiff_Month",
        "SyncColumns": []
      },
      {
        "Name": "Contact",
        "SyncColumns": []
      },
      {
        "Name": "SocialMessage",
        "SyncColumns": [
          "EntityId"
        ]
      },
      {
        "Name": "SysFile",
        "SyncColumns": [
          "RecordId",
          "Name",
          "Type",
          "Data",
          "Size",
          "RecordSchemaName"
        ],
        "QueryFilter": {
          "items": {
            "DesignerDefaultRecordSchemaNameFilter": {
              "filterType": 4,
              "comparisonType": 3,
              "isEnabled": true,
              "trimDateTimeParameterToDate": false,
              "leftExpression": {
                "expressionType": 0,
                "columnPath": "RecordSchemaName"
              },
              "rightExpressions": [
                {
                  "expressionType": 2,
                  "parameter": {
                    "dataValueType": 1,
                    "value": "UsrDisplayImages"
                  }
                }
              ]
            }
          },
          "logicalOperation": 0,
          "isEnabled": true,
          "filterType": 6
        }
      },
      {
        "Name": "FileGroup",
        "SyncColumns": []
      },
      {
        "Name": "UsrDisplay_Image_Status",
        "SyncColumns": []
      },
      {
        "Name": "UsrBrand",
        "SyncColumns": []
      },
      {
        "Name": "Account",
        "SyncColumns": []
      }
    ]
  },
  "Modules": {
    "UsrDisplayImages": {
      "Group": "main",
      "Model": "UsrDisplayImages",
      "Position": 0,
      "isStartPage": false,
      "Title": "UsrDisplayImagesSectionTitle",
      "Hidden": false,
      "screens": {
        "start": {
          "schemaName": "UsrMobileUsrDisplayImagesGridPageSettingsDefaultWorkplace"
        },
        "edit": {
          "schemaName": "UsrMobileUsrDisplayImagesRecordPageSettingsDefaultWorkplace"
        }
      }
    }
  },
  "Models": {
    "UsrDisplayImages": {
      "RequiredModels": [
        "UsrDisplayImages",
        "Employee",
        "UsrDisplay_img_CurrentProgram",
        "UsrDisplay_img_yes_no_lookup",
        "UsrDisplay_Img_Spiff_Month",
        "Contact",
        "SocialMessage",
        "SysFile",
        "FileGroup",
        "UsrDisplay_Image_Status",
        "UsrBrand",
        "Account"
      ],
      "ModelExtensions": [],
      "PagesExtensions": [
        "UsrMobileUsrDisplayImagesActionsSettingsDefaultWorkplace",
        "UsrMobileUsrDisplayImagesGridPageSettingsDefaultWorkplace",
        "UsrMobileUsrDisplayImagesRecordPageSettingsDefaultWorkplace",
        "UsrMobileFilterModelConfig"
      ]
    },
    "SocialMessage": {
      "RequiredModels": [],
      "ModelExtensions": [],
      "PagesExtensions": []
    },
    "SysFile": {
      "RequiredModels": [],
      "ModelExtensions": [],
      "PagesExtensions": []
    }
  },
  "ModuleGroups": {
    "main": {}
  },
  "UseUTC": true,
  "Remove": {
    "SyncOptions": {
      "ModelDataImportConfig": [
        {
          "Name": "UsrDisplay_img_CurrentProgram",
          "QueryFilter": null
        }
      ]
    }
  }
}

 

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Hello,

Are these rules configured on a Classic or a Freedom UI page?

If it's a Freedom UI then these types of rules won't work, see this discussion.

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Hello,

 

is it possible to log calls from mobile application? When I click on the 'call' icon and dealer is started with selected number, I need to create a record, that call was done from the mobile

 

Thank you!

Vladimir

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Hello Vladimir,



There is no such option for now.

However, we've registered it in our R&D team backlog for consideration and implementation in future application releases.

 

Thank you for helping us to improve our product.

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Hello Community,

 

We are currently working on a custom button for contact edit page in mobile application which will reload the page and shows a popup . We have an issue with the reload. I have tried using this.reloadEntity and location.reload. But it is navigating to the list page and the popup is not showing. Can anyone please help me on this.

 

Regards,

Pavan Manne.

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Hello Pavan,

 

I guess you need to use refreshDirtyData method as described here. location.reload should reload the mobile app completely and you will be redirected either to the start page with the list of sections or to the section list of your current record and this.reloadEntity cannot be used in mobile app, it's only for desktop app.

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Please help.

I created an object called UsrAppMobNotifications, which includes a Boolean variable UsrBoolRead. In the mobile application version 8.1, I need to set up a business rule so that when a user opens a record of this object, the UsrBoolRead variable becomes true.

 

The code of the mobile app's record page (UsrMobileUsrAppMobNotificationsRecordPageSettingsPortal) doesn't contain any blocks (like handlers).

Question 1: How can I add my own business rule?

Question 2: I tried to create a rule based on examples, but it doesn't work.



My rule^

Terrasoft.sdk.Model.addBusinessRule("UsrAppMobNotifications", {

name: "SetUsrBoolReadTrueRule",

ruleType: Terrasoft.RuleTypes.Custom,

events: [Terrasoft.BusinessRuleEvents.Load],

executeFn: function(model, rule, column, customData, callbackConfig) {

model.set("UsrBoolRead", true);

Ext.callback(callbackConfig.success, callbackConfig.scope);

}

});

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Hello.

Please be advised that adding business rules to a page using the Terrasoft.sdk.Model.addBusinessRule(name, config) method is only supported on the old user interface. Unfortunately, the feature to create business rules on the mobile application is not yet available, as it is currently under development. However, I can assist you in setting up card-level business rules, that might be helpful for you.

At the moment, the difference between the rules on the card and the model is insignificant. Namely, the difference is that the card has Visibility rules that can show or hide card elements. Therefore, let's consider this particular example, and try to hide a column under a condition.

1. Set up the rules in the web.

2. The names of the controls ("Code" and "Element code") must be given according to the names of the columns. That is, if the column is called UsrText, then the control should be called that way (because the names are generated by the web by default):

3. The rule that hides the UsrText field can be configured as follows:

When saving, do not forget to click Save in the card itself.

4. Add a new (or existing) section in the mobile application wizard and configure the card properly.

5. Go to the Configuration (WorkspaceExplorer) and look for the card setup scheme (scheme name format: Mobile[Object name]RecordPageSettings[Workspace name]):

In this case, the object name is Rules.

6. Open this schema. Open its metadata (Actions → Open metadata) and look at its metadata (Metadata (Read-Only) section) and copy its Uid, PackageUid and CreatedInPackageUId.



7. Export the rules configured in step 3.

8. This metadata needs to be slightly adapted to the mobile platform. Open the downloaded metadata file and make the following changes:

а) Change the Uid. You can either generate it or simply change a few digits/characters in the current value. The old UId must be changed throughout the scheme (at least 2).

b) Give a new name to the Addon in Name and A2. The format will be as follows: [Object name]RecordPageSettingsBusinessRule (for example, RulesRecordPageSettingsBusinessRule).

c) Replace all "EntitySchemaManager" with "ClientUnitSchemaManager", if any.

d) In B6, write the PackageUId from step 6.

e) In AD1 and TargetSchemaUId, write the UId from step 6.

f) In A5 we write the CreatedInPackageUId from step 6.

g) Replace all the names of the controls generated on the web with the corresponding column names. You can search for them using the following masks: LookupAttribute_, Input_, ComboBox_.

For example, instead of LookupAttribute_6wy705z, you should use UsrContactType.

h) Save the changes.

9. Import this modified schema. Select the desired package in the Configuration, click "Add" and select the "Import" item in the list (at the moment it is the last in the list).

As a result, in the package in which this section was added in the mobile application wizard, an Addon scheme with rules that are linked to the card configuration scheme in the mobile application should appear.

10. After that, synchronize the mobile app with Creatio and check the rule's operation.

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Hi everyone,

In the mobile app functionality to capture an image to upload it to attachments, is there a way to obtain the image data as soon as it has been uploaded? Or is there a way to obtain the bytes from the url that is obtained on image capture?



Note: The url obtained is not a data url but a path to the captured image.

 

Thanks,

Ramya

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Hello,

 

Thank you for your question!

 

We kindly ask you to provide us with more detailed information about your needs.

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Hi everyone,



I am trying to add a custom button to the contacts section in the mobile application. I followed the steps provided in: https://community.creatio.com/articles/adding-custom-user-action-mobile… to create a custom button on the user actions list, but I was unsuccessful.



Alternatively, is there a way to add buttons to the section (list) page, or to add a button in the Freedom UI section of the mobile application?



Regards,

Ramya

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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



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Hi dear community,

We have created a new Freedom UI section in the mobile. We want that a specific 'Field Group' is hidden permanently.

We dont want to delete this field group from the wizard because this would change the positioning of the elements in the layout.

Is there any specific code we have to insert in the Manifest or RecordPageSettings schemas.

Sasori 

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Hi Community,

Any update regarding this topic.

Sasori

Hello Community,

Any update?

Sasori

Hi,

The "Feild Group" doesn't have the property "visible" so it cannot be hidden. In your case, it would be better to delete it and then change the position of the needed elements manually in the RecordPageSettings schema.

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Hello Creatio-Community,

do you know where to find the results from the system setting "Enable gathering mobile application usage statistics" (CollectMobileAppUsageStatistics)? I have not been able to find a lookup or something similar.

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Hello,

 

It should be saved locally on the mobile device you are using.

 

Best regards,

Yuliya.

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How to get current user role in Mobile business rule ?

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Good afternoon!

 

At the moment, business rules from the web application do not work in the mobile application. We already have a registered idea in the backlog of our R&D team to implement this functionality in the next versions of the mobile application.

 

Business rules can work in the mobile app with the help of development. Unfortunately, we don't have any examples of getting a user role in a custom business rule at the moment, but perhaps other ready-made examples of implementing business rules in a mobile app will help you. 

You can find examples of this here:

https://academy.creatio.com/docs/developer/mobile_development/customiza…



Best regards,

Anton

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