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

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 “In progress”. 

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

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 !!!

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 !!