Hi Team,

 

Could you please help us to achieve the functionality to display the cases that are assigned to the current user who logged into the mobile application. Instead of displaying the cases assigned to all users. 

 

We are able to achieve this functionality in web application but unable to achieve the same in mobile application. 

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Hello,

 

You can achieve such logic using the development tools. You can find the examples in this post: https://community.creatio.com/articles/setting-filter-mobile-application

 

If you are using the offline mode, you can also set up the synchronization filter for the Mobile app. The detailed explanation is provided in this article: 

https://academy.creatio.com/docs/8.x/no-code-customization/customizatio…

Hanna Skalko,

Hi Hanna Skalko,

 

Thanks for the suggestions we are looking into it.

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You need to create a custom detail generator(look at the example in Terrasoft.FileAndLinksEmbeddedDetailGenerator)

After that, create schema and add to manifest:

Ext.define("Terrasoft.configuration.CustomEmbeddedDetailGenerator", {
    extend: "Terrasoft.EmbeddedDetailGenerator",


    generateItem: function() {
        var config = this.callParent(arguments);

        var cardGenerator = this.getCardGenerator();

        var isEdit = cardGenerator.isEdit();
        if (isEdit) {
            config.xtype = "my_embeddeddetailitem";
        }
        return config;
    }

});

Create detail component with button 

Ext.define("Terrasoft.configuration.MyEditEmbeddedDetailItem", {
  extend: "Terrasoft.controls.EditEmbeddedDetailItem",
  xtype: "my_embeddeddetailitem",
  initialize: function () {
    this.myButton = Ext.create("Ext.Button", {
        text: ""
    });
    this.myButton.on("tap", this.onMyButtonTap, this);
    this.element.appendChild(this.myButton.element);
   this.callParent(arguments);
  },
  onMyButtonTap: function() {
    Terrasoft.Geolocation.getCurrentCoordinates({
        success: function(latitude, longitude, locationObj) {
        
        },
        scope: this
    });
  }
}

In RecordPageSettings metadata set generator xclass for detail
{
    "operation": "insert",
    "name": "AccountAddressDetail",
    "values": {
        "generator": {
            "xclass": "Terrasoft.configuration.CustomEmbeddedDetailGenerator"
        },
        
    },
    "parentName": "settings",
    "propertyName": "columnSets",
    "index": 3
}
 

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Hello, We've followed the steps here https://academy.creatio.com/docs/8.x/no-code-customization/customizatio… to create a Freedom UI page for an existing object (Leads) and can view the Freedom UI in the web interface, however we do not see the option to enable the Freedom UI for this section in the Mobile Application Wizard. There should be a checkbox next to the Leads section to enable the freedom UI but we do not see it. How do we do this?

 

Thank you,


Eric

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Good afternoon!
 

To do this, you need to enable the "UseMobileFlutterFirst" feature here:

https://mywebsite.creatio.com/0/flags


image.png

Regards,
Anton

Hi Anton, thank you for the reply. I enabled "UseMobileFlutterFirst" as you described but I still do not see the checkbox to enable freedomUI in the mobile app wizard for our leads section. Is there anything else I need to do?

 

Also, it looks like you posted an image but it didn't load for me in case that included an additional step.

 

Eric

Eric Curran,

Please contact technical support at support@creatio.com

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Добрий день.
Допоможіть, будь ласка, відфільтрувати записи у кастомному розділі в мобільному додатку.

Потрібний фільтр "Створив = поточний користувач"

Створив фільтр 

Terrasoft.sdk.Module.addFilter("UsrMyNotes", Ext.create("Terrasoft.Filter", {
   type: Terrasoft.FilterTypes.Group,
   logicalOperation: Terrasoft.FilterLogicalOperations.And,
   subfilters: [
       {
           property: "CreatedBy",
           comparisonType: Terrasoft.ComparisonType.EQUAL,
           value: Terrasoft.sdk.CurrentUser.getContactId()
       }
   ]
}));

та зберіг у файл UsrMobileNotesModuleConfig та додав файл до маніфесту робочого місця. 


},
"UsrMyNotes": {
   "RequiredModels": [
       "UsrMyNotes"
   ],
   "ModelExtensions": [],
   "PagesExtensions": [
       "UsrMobileUsrMyNotesActionsSettingsBlyzenkoWS",
       "UsrMobileUsrMyNotesGridPageSettingsBlyzenkoWS",
       "UsrMobileUsrMyNotesRecordPageSettingsBlyzenkoWS",
       "UsrMobileNotesModuleConfig"
   ]
}
Але фільтр не працює. Допоможіть, будь ласка. 
 

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Доброго дня,
Наведений вами приклад актуальний для класичних секцій мобільного додатку, однак, вочевидь ви використовуєте інтерфейс Freedom UI для мобільного розділу вашого об'єкту. 
Для реалізації вашої задачі в даному випадку необхідно змінити схему Mobile[Object]GridPageSettings[Workplace].
В цій схемі всередині масиву [ ] необхідно додати блок з кодом фільтру:
{
    "operation": "merge",
    "name": "settings",
    "values": {
        "viewModelConfigDiff": "[{\"operation\":\"merge\",\"name\":\"Attribute_Items_ModelConfig\",\"values\":{\"filterAttributes\":[]}},{\"operation\":\"insert\",\"name\":\"MyFilter\",\"values\":{},\"parentName\":\"Attribute_Items_ModelConfig\",\"propertyName\": \"filterAttributes\"},{\"operation\":\"merge\",\"name\":\"Attributes\",\"values\":{\"MyFilter\":{ ВАШ ФІЛЬТР }}}]"
    }
}
Для отримання самого фільтру варто використати наступний метод:
1) В дизайнері Freedom UI для довільної сторінки додаєте новий список на ваш об'єкт 
2) В цьому списку налаштовуєте фільтр, який який ви хочете застосувати в мобільному додатку
3) Зберігаєте фільтр і саму сторінку
4) Відкриваєте код самої сторінки і всередині неї можете знайти повний код фільтру:
5) Цей код і треба вставити всередину {\"MyFilter\":{ ВАШ ФІЛЬТР }}.
Важливо, в ньому треба екранувати символи " за допомогою штриха \, тобто таким чином \" і код фільтру не повинен містити табуляцій.
В результаті ваша сторінка Mobile[Object]GridPageSettings[Workplace] має виглядати приблизно наступним чином:
[
{
    "operation": "merge",
    "name": "settings",
    "values": {
        "viewModelConfigDiff": "[{\"operation\":\"merge\",\"name\":\"Attribute_Items_ModelConfig\",\"values\":{\"filterAttributes\":[]}},{\"operation\":\"insert\",\"name\":\"MyFilter\",\"values\":{},\"parentName\":\"Attribute_Items_ModelConfig\",\"propertyName\": \"filterAttributes\"},{\"operation\":\"merge\",\"name\":\"Attributes\",\"values\":{\"MyFilter\":{\"value\": {\"items\": {\"154ca683-b9f9-4359-88ca-e9dfbd10481a\": {\"filterType\": 4,\"comparisonType\": 3,\"isEnabled\": true,\"trimDateTimeParameterToDate\": false,\"leftExpression\": {\"expressionType\": 0,\"columnPath\": \"Status\"},\"isAggregative\": false,\"dataValueType\": 10,\"referenceSchemaName\": \"CaseStatus\",\"rightExpressions\": [{\"expressionType\": 2,\"parameter\": {\"dataValueType\": 10,\"value\": {\"Name\": \"In progress\",\"IsFinal\": false,\"Id\": \"7e9f1204-f46b-1410-fb9a-0050ba5d6c38\",\"Image\": \"\",\"StatusColor\": \"#FFAC07\",\"value\": \"7e9f1204-f46b-1410-fb9a-0050ba5d6c38\",\"displayValue\": \"In progress\"}}}]},\"d819453a-7122-4f49-92e8-3b0d7e4601f5\": {\"filterType\": 4,\"comparisonType\": 3,\"isEnabled\": true,\"trimDateTimeParameterToDate\": false,\"leftExpression\": {\"expressionType\": 0,\"columnPath\": \"Status\"},\"isAggregative\": false,\"dataValueType\": 10,\"referenceSchemaName\": \"CaseStatus\",\"rightExpressions\": [{\"expressionType\": 2,\"parameter\": {\"dataValueType\": 10,\"value\": {\"Name\": \"New\",\"IsFinal\": false,\"Id\": \"ae5f2f10-f46b-1410-fd9a-0050ba5d6c38\",\"Image\": \"\",\"StatusColor\": \"#0058EF\",\"value\": \"ae5f2f10-f46b-1410-fd9a-0050ba5d6c38\",\"displayValue\": \"New\"}}}]}},\"logicalOperation\": 1,\"isEnabled\": true,\"filterType\": 6,\"rootSchemaName\": \"Case\"}}}}]"}
}
]
Після цього зберігаєте зміни і синхронізуєте мобільний додаток, в результаті розділ має бути відфільтрованим.

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It is necessary to configure the filter CreatedBy=CurrentUser in the mobile application.

The filter is saved in the file UsrMobileNotesModuleConfig and referenced in the manifest.

The file is specified in the manifest:

},
"UsrMyNotes": {
   "RequiredModels": [
       "UsrMyNotes"
   ],
   "ModelExtensions": [],
   "PagesExtensions": [
       "UsrMobileUsrMyNotesActionsSettingsBlyzenkoWS",
       "UsrMobileUsrMyNotesGridPageSettingsBlyzenkoWS",
       "UsrMobileUsrMyNotesRecordPageSettingsBlyzenkoWS",
       "UsrMobileNotesModuleConfig"
   ]
}

Filter code:

Terrasoft.sdk.Module.addFilter("UsrMyNotes", Ext.create("Terrasoft.Filter", {
   type: Terrasoft.FilterTypes.Group,
   logicalOperation: Terrasoft.FilterLogicalOperations.And,
   subfilters: [
       {
           property: "CreatedBy",
           comparisonType: Terrasoft.ComparisonType.EQUAL,
           value: Terrasoft.sdk.CurrentUser.getContactId()
       }
   ]
}));

But it does not work. Please help.
 

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Hello,

The example you provided is relevant for the classic sections of the mobile application; however, it appears that you are using the Freedom UI interface for the mobile section of your object. To implement your task in this case, you need to change the Mobile[Object]GridPageSettings[Workplace] schema. In this schema, inside the array [ ], you need to add a block with the code:
{
    "operation": "merge",
    "name": "settings",
    "values": {
        "viewModelConfigDiff": "[{\"operation\":\"merge\",\"name\":\"Attribute_Items_ModelConfig\",\"values\":{\"filterAttributes\":[]}},{\"operation\":\"insert\",\"name\":\"MyFilter\",\"values\":{},\"parentName\":\"Attribute_Items_ModelConfig\",\"propertyName\": \"filterAttributes\"},{\"operation\":\"merge\",\"name\":\"Attributes\",\"values\":{\"MyFilter\":{ YOUR FILTER }}}]"
    }
}

To obtain the filter itself, you should use the following method:

  1. 1) In the Freedom UI designer, add a new list to your object on any page.
  2. 2) In this list, configure the filter you want to apply in the mobile application.
  3. 3) Save the filter and the page.
  4. 4) Open the code of the page and find the complete filter code inside it.
  5. 5) Insert this code inside the {"MyFilter":{ YOUR FILTER }}.

It's important to escape the " characters with a backslash, like this \", and the filter code should not contain tabs. As a result, your Mobile[Object]GridPageSettings[Workplace] page should look something like this:

[
{
    "operation": "merge",
    "name": "settings",
    "values": {
        "viewModelConfigDiff": "[{\"operation\":\"merge\",\"name\":\"Attribute_Items_ModelConfig\",\"values\":{\"filterAttributes\":[]}},{\"operation\":\"insert\",\"name\":\"MyFilter\",\"values\":{},\"parentName\":\"Attribute_Items_ModelConfig\",\"propertyName\": \"filterAttributes\"},{\"operation\":\"merge\",\"name\":\"Attributes\",\"values\":{\"MyFilter\":{\"value\": {\"items\": {\"154ca683-b9f9-4359-88ca-e9dfbd10481a\": {\"filterType\": 4,\"comparisonType\": 3,\"isEnabled\": true,\"trimDateTimeParameterToDate\": false,\"leftExpression\": {\"expressionType\": 0,\"columnPath\": \"Status\"},\"isAggregative\": false,\"dataValueType\": 10,\"referenceSchemaName\": \"CaseStatus\",\"rightExpressions\": [{\"expressionType\": 2,\"parameter\": {\"dataValueType\": 10,\"value\": {\"Name\": \"In progress\",\"IsFinal\": false,\"Id\": \"7e9f1204-f46b-1410-fb9a-0050ba5d6c38\",\"Image\": \"\",\"StatusColor\": \"#FFAC07\",\"value\": \"7e9f1204-f46b-1410-fb9a-0050ba5d6c38\",\"displayValue\": \"In progress\"}}}]},\"d819453a-7122-4f49-92e8-3b0d7e4601f5\": {\"filterType\": 4,\"comparisonType\": 3,\"isEnabled\": true,\"trimDateTimeParameterToDate\": false,\"leftExpression\": {\"expressionType\": 0,\"columnPath\": \"Status\"},\"isAggregative\": false,\"dataValueType\": 10,\"referenceSchemaName\": \"CaseStatus\",\"rightExpressions\": [{\"expressionType\": 2,\"parameter\": {\"dataValueType\": 10,\"value\": {\"Name\": \"New\",\"IsFinal\": false,\"Id\": \"ae5f2f10-f46b-1410-fd9a-0050ba5d6c38\",\"Image\": \"\",\"StatusColor\": \"#0058EF\",\"value\": \"ae5f2f10-f46b-1410-fd9a-0050ba5d6c38\",\"displayValue\": \"New\"}}}]}},\"logicalOperation\": 1,\"isEnabled\": true,\"filterType\": 6,\"rootSchemaName\": \"Case\"}}}}]"}
}
]

After that, save the changes and synchronize the mobile application. As a result, the section should be filtered.

 

 

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Dear colleagues

 

Hi all, I wanted to know if anyone knows of a way to have a "drawable" field in the mobile app, so I can get the "drawn" signature of the customer in the app.

 

Thanks in advance

 

Best regards

Julio Falcón

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Hello!

The idea to implement e-signature as basic functionality in further releases is already registered for our R&D team. We will add your case to it's backlog so to increase it's priority.
As f​​​​or now, this issue has already been discussed in another post, this may help you:

https://community.creatio.com/questions/capture-signature-mobile-applic…
 

Thank you for contacting the Creatio technical support team. 

Anton Starikov,

Thanks Anton, I'm Already see this post, but it's not clear to me the solution, not too much detail where to introduce the code and so in..

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Hi Comunity,

 

I am wondering if there is any way to make a detail inactive/non-editable in the mobile application,

 

Thank you :)

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Hello!

This issue has already been discussed in another post, you can find it here:
https://community.creatio.com/questions/how-make-fields-read-only-mobile-application-0
 

That should help, have a nice day. 

Regards,
Anton

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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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After enabling the Freedom UI option in the Activities section in the mobile application settings, the view changes from the calendar view to the records list view.

How do I enable the Freedom UI-compatible calendar view in the mobile app?

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I have the same question :)

Hello!



The schedule for Freedom UI will be available, but not in the immediate future. We cannot provide an exact timeframe, but for now, you can combine sections on Freedom UI and the old UI. You can use the old UI for the "Activities" section along with the schedule.



Best regards,

Anton

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I need to read system settings in mobile application from client side. Can anyone help me on this?

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Hello Pavan,

 

Could you please elaborate on your business task? 

You can use Terrasoft.SysSettings.YourCodeSysSetting if the system settings is cached and enabled for portal users.

Bogdan,

I have a Boolean in system setting. I need to show a popup if the Boolean is false. For that, I have to read system setting value.

Hello Pavan,

 

Please check the Federico's reply above. Is it suitable in your case? 

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