Hello Team,

 

There is any way to add by default % % in the search of a section? The Idea is no to enter the whole text for search an account. We have any controller to change?

 

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Hi Federico, 

 

You need to add this property at the beginning of the Manifest:

 

{

"PreferredFilterFuncType": "Terrasoft.FilterFunctions.SubStringOf",

....

}

 

Best Regards, 

 

Bogdan L.

Hi Federico, 

 

You need to add this property at the beginning of the Manifest:

 

{

"PreferredFilterFuncType": "Terrasoft.FilterFunctions.SubStringOf",

....

}

 

Best Regards, 

 

Bogdan L.

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Question

Is it possible to provide mobile deeplinks in the mobile app? This is to open another app based from creatio mobile app?

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Hello Ganesh,

The mobile application supports deep links. Please provide us with more details about your business task for further assistance.

Best regards,
Bogdan Sukhovoi

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Hello,

 

I want to open a webpage in browser in mobile application by tapping on a custom string field but could not find any solution in academy or community.

 

Regards,

Malay

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Dear Malay,

 

In detail Communication option for accounts and contacts, you can find the communication option Web - after the link is added to it you will be able to click it. To add this logic to your field check the code of this detail in OOB mobile application and mimic it for your field. 

 

Best regards,
Angela

Hello Angela,
 

I have seen this field, but in the advanced settings it is hidden from me as it is a out of the box field. I cannot find it in any lead mobile page or lead edit page v2.

If you have source code for this, please provide me so that I can implement that on my field.

 

Regards,

Malay

Malay,

Check MobileAccountCommunicationModelConfig schema or simular schema for contact section. 

 

Best regards,
Angela

Angela Reyes,

 

I have checked all the schemas related to account and contact, but could not find the definition for that "Web" field which is clickable in mobile.

I have checked the MobileAccountCommunicationModelConfig  also but could not find anything.

 

Regards,

Malay

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Hello!

 

I am trying to make a boolean field editable based on  another boolean.

Can anyone provide me a code format of business rules for mobile and correct file where to put them.

 

Thanks.

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Hello,

 

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.

 

Best regards,

Oscar

Thanks Oscar,

 

I have got it working.

Hello,

 

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.

 

Terrasoft.sdk.Model.addBusinessRule("Order", {
    ruleType: Terrasoft.RuleTypes.Activation,
    events: [Terrasoft.BusinessRuleEvents.Load, Terrasoft.BusinessRuleEvents.ValueChanged],
    triggeredByColumns: ["JFLOrderOneOffTotal" ],
    conditionalColumns: [
       
      {name: "JFLOrderOneOffTotal", value: "-1.00"} 
    ],
    dependentColumnNames: ["JFLPaymentMandateLink"]
});

 

I want to make "JFLPaymentMandateLink" field read only.

 

Hoping for an early reply.

 

malay garg,

 

Hello,

 

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.

 

Best regards,

Oscar

Oscar Dylan,

 

Thanks for the information.

I am looking for a logic to make a Date, String, Integer field read only in mobile.

The column JFLOrderOneOffTotal was chosen because it can never be negative in my implementation, so the affected field would be always read only. 

But, as this is not working , can you please suggest me proper logic to make these fields read only always.

Hoping for an early reply.

 

Regards,

 

Malay.

 

Malay,

 

You are welcome!

 

Yes, you can do it! See the example of my business rule below:

Terrasoft.sdk.Model.addBusinessRule("Account", {
    ruleType: Terrasoft.RuleTypes.Activation,
    events: [Terrasoft.BusinessRuleEvents.Load, Terrasoft.BusinessRuleEvents.ValueChanged],
    triggeredByColumns: ["UsrInteger"],
    conditionalColumns: [
        {name: "UsrInteger", value: 1}
    ],
    dependentColumnNames: ["UsrWaranty","UsrDate","UsrDelivery"]
});

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.

 

Best regards,

Oscar

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Hello,

I am working with the mobile application and specifically in the Activity section.

In this, I have configured the Actions-Visit Detail in the mobile app, but when I check the check-in/check-out in mobile application, the completion time is not getting updated in the detail in the web application for the record.

 

I also want to update the current location of mobile in the web application.

Please guide me on how to get this geolocation working.

I have also attached the screenshot of that detail.

 

 

Hoping for an early reply.

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Dear Malay,

 

Thank you for your question!

 

Could you please check if the mobile device has the "Geolocation" turned on and if the synchronization is fine in the Mobile Application before proceeding?

 

We recommend synchronizing the Mobile Application more often to update the results.

 

Please note that in order to display the additional check-in results and show the columns in the detail list, you may add the [Check-in and check-out performance result] detail object to the page through the section wizard.

 

Please be advised that if the GPS coordinates of the sales rep and the visited account¬†are in the verification range, the check-in will be verified and the status of the visit will be changed to ‚ÄúIn progress‚ÄĚ.¬†

 

You may use this Academy Article for your reference: https://academy.creatio.com/docs/user/sales_tools/field_sales/check-in_…

 

Hope this helps!

 

In case you have any additional questions please do not hesitate to contact the support team!

 

Regards,

Danyil

 

Danyil Onoprienko,

 

Thank you for your response!

 

The GPS is turned on in the mobile and permission for location is also allowed.

Also, when I select check-in, the time and location is not getting updated in the system.

I have attached the screenshot of the  page here:

 

Dear Malay,

 

Thank you for your patience!

 

Please be advised that in order for the information in the 'Actions -Visit' and in the 'Check-in and Check-out results' to appear it would be required for the user in the Mobile Application to click the 'Check-in' option as in the screenshot below and click 'Synchronize now' in the settings:

 

The result would be as in the screenshot below:

 

 

If the synchronizing the Mobile Application won`t help, please try Updating the DB structre for All items in the Configuration settings, Generating the Source code for all and then Recompiling the system and checking the Action - Visit detail behavior once again.

 

Thank you!

 

Regards,

Danyil

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Hi community, 

Is there any way to have lead stages sorted same way as they are in the web page ? I want them to be sorted same way as they show up in lead web page. 

Thank you

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Sanae ADRAR,

You can include the stage number in the displayed columns and click on stage number column to sort it

KrishnaPrasad,

Okay found it. Thank you !!!

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Hi Community, 

I have two questions about mobile app usage : 

1. Where can we have access to emails using the mobile app

2. Same question about changing lead or opportunity stages, We don't see them in the mobile app. How can we have the same view of stages in the mobile app as in the web page. 

 

Thank you 

 

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Hello!
 

1) As far as I know, the mobile app is not the best option for working with emails since email app could handle this task much better. You can create a detail from the activity object to view them. If you want to send emails it will be better to use mailbox application.

 

2) To see or edit stages you can add "stage" field to the edit page in the mobile app. If you mean DCM panel then, unfortunately, this functionality is not supported, however, this functionality may be added in the upcoming releases

 

Best regards,
Angela

 

Clear. Thank you !!

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