Hi Team, 

 

Im trying to add a new section in the mobile but the delete button is not showing even when the operation permissions are added. Any ideas?

 

 

 

I check the method in mobile and page seams to be permissions

 

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I added manually and works 

Terrasoft.sdk.Actions.add("UsrSection", {
    name: "Delete",
    actionClassName: "Terrasoft.ActionDelete"
});

 

I added manually and works 

Terrasoft.sdk.Actions.add("UsrSection", {
    name: "Delete",
    actionClassName: "Terrasoft.ActionDelete"
});

 

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Hi Team, 

 

Somebody knows how to change the fields displayed in the calendar view for the mobile app?

 

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Hello Federico,

 

Currently there is no such a possibility and we will create a suggestion for our R&D team to add this feature in the mobile app wizard in one of the next releases. Thank you for helping us in making the app better!

 

Best regards,

Oscar

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Hi Community, how are you?

We have own package configured as seen on the image below:

 

In this environment we are using this addon: https://marketplace.creatio.com/app/field-sales-creatio

We made customization for mobile (Account, Contacts, Opportunities, etc. ) that are working as expected on the default workplace. In this workplace we cannot use Field Sales, so we change to Field sales workplace. By default Field sales workplace only include activities so we included account, contact, etc. The scenario right now is:

  • If we use default workspace we see our customization but activities is standard without field sales functionality
  • If we use Field sales workspace we can use field sales functionality¬†but our customization on Account for example are not visible (we see the standard account)

Our goal is to combine Field Sales add-on functionality with our customizations. We thought that this was something that was given implicitly since in our package we inherited from field force.

Appreciate any help.

Thank you

 

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Dear Uriel, 

In this case, depending on kind of customization you made you need to check MobileManifest and Modules you are using for DefaultWorkplace and try to copy them and their content into respective modules and manifests for Field Workplace. 

Basically, workplaces in mobile are different applications and in this case you will have to manually transfer the needed changes. 

Kind regards,
Roman

Roman Brown,

Thank you!

I tried but I couldn't. It takes me some changes yes and others no. Do you have any example of this?
Regards.

Uriel, 
 

Unfortunately, there is no examples we can provide you with as there can be different variations of customizations made. The general recommendation would be to perform all the manual changes you need to make in Mobile Application Wizard before modifying the code in schemas, because saving changes in wizard will override your customizations. 

Once all the fields and sections are added, you can proceed with transferring customizations in code. 
More information on customizations can be found in this academy article and all other articles related to it:
https://academy.creatio.com/docs/developer/architecture/microservices/m…

Best regards, 
Roman

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Hi Team 

 

We are trying to generate notification Using Academy Article as everything shows successful but no notification was generated

 

https://academy.creatio.com/documents/technic-bpms/7-11/how-set-push-notifications-mobile-application-users

 

 

For Approval we tried adding section to mobile but nothing was found in section

 

 

 

These are only option available can anyone suggest some workaround over this

 

Thank You So Much

 

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Hello Braj,

 

I'll share here the answer that I provided regarding the approvals case so the community has access to this information as well.

In order to be able to use approvals in the mobile app you would need to follow these steps:

1) You need to run the 3 scripts that will be at the end of the message. This will enable some features needed for this functionality.

2) Then you need to flush (clear) the cache of the Redis server and restart the pool application of the site. 

3) Before adding the approval detail to a section in the Mobile application wizard, you need to make sure that approvals are enabled for this section in the main Creatio site. In order to do that, you need to open the Section wizard at the desired section, and you will see the possibility to enable approvals for this section.

4) Then you can open the Mobile application wizard and open the desired workplace. There you can open the desired section,  select "Details setup" and click on "New detail". There you will be able to select the Type, and here is where you can select the approval that you desire.

After that you can log out and log in at the mobile app, and verify the changes.

 

DECLARE @featureCode varchar(max) = 'UseMobileApprovals',
 @featureId uniqueidentifier;
set @featureId = (select top 1 Id from Feature where Code = @featureCode);
IF @featureId is null
BEGIN
 insert into Feature
  (Name, Code)
 values
  (@featureCode, @featureCode);
 set @featureId = (select top 1 Id from Feature where Code = @featureCode);
END;
delete from AdminUnitFeatureState where FeatureId = @featureId;
insert into AdminUnitFeatureState
 (SysAdminUnitId, FeatureState, FeatureId)
values
 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);

 

DECLARE @featureCode varchar(max) = 'UseMobileApprovalPushNotifications',
 @featureId uniqueidentifier;
set @featureId = (select top 1 Id from Feature where Code = @featureCode);
IF @featureId is null
BEGIN
 insert into Feature
  (Name, Code)
 values
  (@featureCode, @featureCode);
 set @featureId = (select top 1 Id from Feature where Code = @featureCode);
END;
delete from AdminUnitFeatureState where FeatureId = @featureId;
insert into AdminUnitFeatureState
 (SysAdminUnitId, FeatureState, FeatureId)
values
 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);

 

DECLARE @featureCode varchar(max) = 'UseMobileFlutterApprovals',
 @featureId uniqueidentifier;
set @featureId = (select top 1 Id from Feature where Code = @featureCode);
IF @featureId is null
BEGIN
 insert into Feature
  (Name, Code)
 values
  (@featureCode, @featureCode);
 set @featureId = (select top 1 Id from Feature where Code = @featureCode);
END;
delete from AdminUnitFeatureState where FeatureId = @featureId;
insert into AdminUnitFeatureState
 (SysAdminUnitId, FeatureState, FeatureId)
values
 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);

 

Best regards,

Dariy

 

 

Hello,

 

We have already a corresponding case from you for our support team. 

 

We will update you there.

 

Best regards,

Bogdan

Bogdan,

Hi Bogdan,

 

It has been 20 days.

Please do check over this as client is escalating this

 

Thank You

Braj Raj singh Kushwaha,

 

hope this finds you well.

 

Unfortunately, we are unable to investigate this issue without having access to the instance. We have requested external access from you but never heard back. Kindly get back to us with the external access provided so that we could look into this.

 

Best regards,

Anastasiia

Hello Braj,

 

the notifications weren't working because the feature UseMobilePushNotifications wasn't enabled. After activating it, I have tested the business process and I could succesfully receive a push notification.

 

Best regards,

Dariy

Hello Braj,

 

I'll share here the answer that I provided regarding the approvals case so the community has access to this information as well.

In order to be able to use approvals in the mobile app you would need to follow these steps:

1) You need to run the 3 scripts that will be at the end of the message. This will enable some features needed for this functionality.

2) Then you need to flush (clear) the cache of the Redis server and restart the pool application of the site. 

3) Before adding the approval detail to a section in the Mobile application wizard, you need to make sure that approvals are enabled for this section in the main Creatio site. In order to do that, you need to open the Section wizard at the desired section, and you will see the possibility to enable approvals for this section.

4) Then you can open the Mobile application wizard and open the desired workplace. There you can open the desired section,  select "Details setup" and click on "New detail". There you will be able to select the Type, and here is where you can select the approval that you desire.

After that you can log out and log in at the mobile app, and verify the changes.

 

DECLARE @featureCode varchar(max) = 'UseMobileApprovals',
 @featureId uniqueidentifier;
set @featureId = (select top 1 Id from Feature where Code = @featureCode);
IF @featureId is null
BEGIN
 insert into Feature
  (Name, Code)
 values
  (@featureCode, @featureCode);
 set @featureId = (select top 1 Id from Feature where Code = @featureCode);
END;
delete from AdminUnitFeatureState where FeatureId = @featureId;
insert into AdminUnitFeatureState
 (SysAdminUnitId, FeatureState, FeatureId)
values
 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);

 

DECLARE @featureCode varchar(max) = 'UseMobileApprovalPushNotifications',
 @featureId uniqueidentifier;
set @featureId = (select top 1 Id from Feature where Code = @featureCode);
IF @featureId is null
BEGIN
 insert into Feature
  (Name, Code)
 values
  (@featureCode, @featureCode);
 set @featureId = (select top 1 Id from Feature where Code = @featureCode);
END;
delete from AdminUnitFeatureState where FeatureId = @featureId;
insert into AdminUnitFeatureState
 (SysAdminUnitId, FeatureState, FeatureId)
values
 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);

 

DECLARE @featureCode varchar(max) = 'UseMobileFlutterApprovals',
 @featureId uniqueidentifier;
set @featureId = (select top 1 Id from Feature where Code = @featureCode);
IF @featureId is null
BEGIN
 insert into Feature
  (Name, Code)
 values
  (@featureCode, @featureCode);
 set @featureId = (select top 1 Id from Feature where Code = @featureCode);
END;
delete from AdminUnitFeatureState where FeatureId = @featureId;
insert into AdminUnitFeatureState
 (SysAdminUnitId, FeatureState, FeatureId)
values
 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);

 

Best regards,

Dariy

 

 

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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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4 comments

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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