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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Hello,



I am trying to sort list in Mobile.



I was able to sort Detail List, the list located in Section > Related/History Tab, but the sorting algo won't take effect in the Section List and Embedded Detail.



Here's my other post: https://community.creatio.com/questions/mobile-list-sorting

 

What am I missing here? Is sorting only available for Related/History Tab detail list?

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Update:



I was able to make it worked but only for Classic Mobile UI.



I need something like Terrasoft.sdk.RecordPage.configureEmbeddedDetail that will work for Freedom UI in mobile.

Hello Solem Khan,

1. Prepare JSON sorting config:

"sortingConfig": {
    "default": [
         {"columnName": "Name", "direction": "desc"}
     ],
}

2. Prepare diff for viewModelConfig. Actually, add sortingConfig to viewModelConfig → attributes → Items → modelConfig.

[
 {
  "operation":"insert",
  "name":"Attribute_Items_SortingConfig",
  "parentName":"Attribute_Items_ModelConfig",
  "propertyName":"sortingConfig",
  "values":{
   "default":[
    {
     "columnName":"Name",
     "direction":"desc"
    }
    ]
  }
 }
]

3. Add this diff to scheme. For instance, open scheme MobileFUIUsrSectionGridPageSettingsDefaultWorkplace and add diff to section with name = "settings" in block values (in “stringified” format):

"viewModelConfigDiff": "[{\"operation\":\"insert\",\"name\":\"Attribute_Items_SortingConfig\",\"parentName\":\"Attribute_Items_ModelConfig\",\"propertyName\":\"sortingConfig\",\"values\":{\"default\":[{\"columnName\":\"Name\",\"direction\":\"desc\"}]}}]"

If it’s needed to sort by several columns, set configs in “default“ property like this:

"viewModelConfigDiff": "[{\"operation\":\"merge\",\"name\":\"Attribute_ContactCareerDetailV2EmbeddedDetail_SortingConfig\",\"values\":{\"default\":[{\"columnName\":\"StartDate\",\"direction\":\"desc\"},{\"columnName\":\"Primary\",\"direction\":\"desc\"}]}}]"

Best regards, Anhelina!

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Sorting in setup for mobile do not reflect in actual.



Here's what I did:

//New Module UsrMobileActivityModuleConfig :
Terrasoft.sdk.GridPage.setOrderByColumns("Activity", {
	column: "StartDate",
	orderType: Terrasoft.OrderTypes.DESC
});
 
//MobileApplicationManifestDefaultWorkplace > Models :
"Activity": {
			"RequiredModels": [
				"Activity",
				"ActivityPriority",
				"ActivityType",
				"ActivityCategory",
				"ActivityStatus",
				"CallDirection",
				"ActivityFile",
				"FileGroup",
				"ActivityParticipant",
				"Contact",
				"ActivityParticipantRole"
			],
			"ModelExtensions": [],
			"PagesExtensions": [
				"MobileActivityRecordPageSettingsDefaultWorkplace",
				"UsrMobileActivityModuleConfig"
			]
		},
 
//MobileApplicationManifestDefaultWorkplace > ModelDataImportConfig:
{
				"Name": "Activity",
				"SyncColumns": [
					"Account",
					"Opportunity",
					"StartDate"
				]
},

 

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Hi Solem,

 

I've created the very same rule and test it at the moment and sorting is ascending (tested descending first and then tried ascending and it worked in both cases):

 

--Rule

--Result

If you perform this setup locally try recycle the application pool in IIS and relogin to the mobile application.

Oleg Drobina,



I am installing the maintenance tool to try clearing redis and restarting app_pool.



Can you show me the config for the sort in your module? Not sure if I missed something.

Solem Khan Abdusalam,

 

It's absolutely same as in your example. The code is in my previous messge, here is the text (module name - UsrMobileActivityModuleConfig):

Terrasoft.sdk.GridPage.setOrderByColumns("Activity", {
	column: "StartDate",
	orderType: Terrasoft.OrderTypes.ASC
});

Added into PagesExtension for Activity model:

"Models": {
		"Activity": {
			"RequiredModels": [
				"Activity",
				"ActivityPriority",
				"ActivityType",
				"ActivityCategory",
				"ActivityStatus",
				"CallDirection",
				"SocialMessage",
				"SysFile",
				"FileGroup"
			],
			"ModelExtensions": [],
			"PagesExtensions": [
				"UsrMobileActivityActionsSettingsUsrForTest",
				"UsrMobileActivityGridPageSettingsUsrForTest",
				"UsrMobileActivityRecordPageSettingsUsrForTest",
				"UsrMobileActivityModuleConfig"
			]
		},

After relogin it worked correctly.

Oleg Drobina,



Made a trial account. Tried doing it there and it is not working.

Installed Maintenance tool to clear redis cache and restart app_pool, still not working. This is weird.

Oleg Drobina,



I was able to sort it, Yehey!



Problem is it only worked for Classic View, we are using Mobile Freedom UI where the following is not working:

 

Terrasoft.sdk.GridPage.setOrderByColumns
Terrasoft.sdk.RecordPage.configureEmbeddedDetail

Do you have any idea how to sort in Freedom UI for Mobile?

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I want to remove the ability to add new records in lookup in mobile .

How can i hide the "+" button ?

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Hello,

Could you please clarify where exactly you want to hide "+" sign, because I can't find such in any of basic lookups. Add a screenshot if possible.

Thank you in advance!

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I am trying to get the current user role in mobile but it is not working !

 

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

  name: "GetRoleFromtheUser",

  ruleType: Terrasoft.RuleTypes.Custom,

  triggeredByColumns: ["UsrVisitType","UsrTypeDeVisiteManager"],

  events: [Terrasoft.BusinessRuleEvents.ValueChanged, Terrasoft.BusinessRuleEvents.Save],

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



    var myrecord = record; 

    var currentUser =Terrasoft.CurrentUserInfo.userId;

    var store = Ext.create('Terrasoft.store.BaseStore', {

      model: 'SMVwUserRoles'

    });

    var queryConfig = Ext.create('Terrasoft.QueryConfig', {

      columns: ['SMId', 'SMUserName', 'SMRoleName'],

      modelName: 'SMVwUserRoles'

    });

    store.loadPage(1, {

      queryConfig: queryConfig,

 

      filters: Ext.create('Terrasoft.Filter', {

        property: 'SMId',

        value: currentUser

      }),

      callback: function(records, operation, success) {

        var loadedRecord = records[0];

        if (loadedRecord) {

          var role = loadedRecord.get('SMRoleName');                                                                                                    

          if (role=='Sales Management') {                                                                                                                   

            record.changeProperty("UsrVisitType", {

                 hidden: true,

              readOnly: true

               });

          }else{

            record.changeProperty("UsrTypeDeVisiteManager", {

                 hidden: true

               });

          }

          }

        },

      });



Ext.callback(callbackConfig.success, callbackConfig.scope, [hidden,readOnly]); 

  }

});

Any idea please ?

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Hello!

You’re thinking in a right way and I would recommend you to change the logic of getting the role a bit. I tested this code on basic table SysAdminUnitInRole where we have a column SysAdminUnitRoleId

var currentUser =Terrasoft.CurrentUserInfo.userId;
var store = Ext.create('Terrasoft.store.BaseStore', {
  model: 'SysAdminUnitInRole'
});
var queryConfig = Ext.create('Terrasoft.QueryConfig', {
  columns: ['SysAdminUnitRoleId'],
  modelName: 'SysAdminUnitInRole'
});

Variable records structure looks like this:

 

And each class contains SysAdminUnitRoleId:

 

I used ID from loadedRecord.get('SysAdminUnitRoleId') and it works for me to see the role. You can do it in two ways:

  1. Create a loop for each “records” element and check if SysAdminUnitRoleId is equal to the user's current role id
  2. If you want to use “role=='Sales Management'” you can create a new object to display extensions of ID and role names.

P.S. Check if you added models to MobileApplicationManifestDefaultWorkplace:

"Models": { 
			"Activity": {
			"RequiredModels": ["SysAdminUnitInRole"],
			"ModelExtensions": ["UsrActivityModel"],
			"PagesExtensions": []
		}
	},

 

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Hi Community,

 

What is the correct syntax to add multiple or array of filter to store.loadPage in mobile. We've tried below but it is not working.

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Hello Fulgen,

 

Something like that:

...
var filtersConfig = {
				type: Terrasoft.FilterTypes.Group,
				logicalOperation: Terrasoft.FilterLogicalOperations.And,
				subfilters: [
					{
						property: "Order",
						value: currentOrderId
					},
					{
						property: "Product",
						value: productId
					}
				]
			};
...
store.loadPage(1, {
			isCancelable: true,
			filters: Ext.create("Terrasoft.Filter", filtersConfig),
			queryConfig: queryConfig,
			callback: function(loadedRecords, operation, success) {
...

 

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I have been trying to remove the preview page from mobile app.

When I select on record i want to go directly to edit page and not preview page.

I tried to add this code to my Manifest, but it did not work:

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Hello,

 

8.0 interface account page has no preview page and edit page is opened automatically for it. So there is no need to remove preview page from this model.

Oleg Drobina

Hello,

then what is the solution ?

There is solution for this with the old versions?

Hello. I found a solution. You need to extend the grid controller and replace the openpreview to this:

That will open directly the edit page.

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I'm trying to add a default filter to my account grid page in the mobile app so that it only imports accounts owned by the current user.

I've tried multiple solutions, but nothing worked, and this is my last one:

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Hello,

In order to add such filter you need to create a new module in the configuration with this code:

 Terrasoft.sdk.Module.addFilter("Account", Ext.create("Terrasoft.Filter", {
    type: Terrasoft.FilterTypes.Group,
    subfilters: [
		Ext.create("Terrasoft.Filter", {
			compareType: Terrasoft.ComparisonTypes.Equal,
			property: "Owner",
			valueIsMacros: true,
			value: "Terrasoft.ValueMacros.CurrentUserContactId"
		})
	]
}));

After this, you need to connect this module in the Manifest schema:

	"Models": {
		"Account": {
			"RequiredModels": [
				------
			],
			"ModelExtensions": [],
			"PagesExtensions": [
				--------,
				"UsrAccountOwnerFilterMobile"
			]
		}
	},

 

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