Hello.

Please be advised that adding business rules to a page using the Terrasoft.sdk.Model.addBusinessRule(name, config) method is only supported on the old user interface. Unfortunately, the feature to create business rules on the mobile application is not yet available, as it is currently under development. However, I can assist you in setting up card-level business rules, that might be helpful for you.

At the moment, the difference between the rules on the card and the model is insignificant. Namely, the difference is that the card has Visibility rules that can show or hide card elements. Therefore, let's consider this particular example, and try to hide a column under a condition.

1. Set up the rules in the web.

2. The names of the controls ("Code" and "Element code") must be given according to the names of the columns. That is, if the column is called UsrText, then the control should be called that way (because the names are generated by the web by default):

3. The rule that hides the UsrText field can be configured as follows:

When saving, do not forget to click Save in the card itself.

4. Add a new (or existing) section in the mobile application wizard and configure the card properly.

5. Go to the Configuration (WorkspaceExplorer) and look for the card setup scheme (scheme name format: Mobile[Object name]RecordPageSettings[Workspace name]):

In this case, the object name is Rules.

6. Open this schema. Open its metadata (Actions → Open metadata) and look at its metadata (Metadata (Read-Only) section) and copy its Uid, PackageUid and CreatedInPackageUId.

7. Export the rules configured in step 3.

8. This metadata needs to be slightly adapted to the mobile platform. Open the downloaded metadata file and make the following changes:

а) Change the Uid. You can either generate it or simply change a few digits/characters in the current value. The old UId must be changed throughout the scheme (at least 2).

b) Give a new name to the Addon in Name and A2. The format will be as follows: [Object name]RecordPageSettingsBusinessRule (for example, RulesRecordPageSettingsBusinessRule).

c) Replace all "EntitySchemaManager" with "ClientUnitSchemaManager", if any.

d) In B6, write the PackageUId from step 6.

e) In AD1 and TargetSchemaUId, write the UId from step 6.

f) In A5 we write the CreatedInPackageUId from step 6.

g) Replace all the names of the controls generated on the web with the corresponding column names. You can search for them using the following masks: LookupAttribute_, Input_, ComboBox_.

For example, instead of LookupAttribute_6wy705z, you should use UsrContactType.

h) Save the changes.

9. Import this modified schema. Select the desired package in the Configuration, click "Add" and select the "Import" item in the list (at the moment it is the last in the list).

As a result, in the package in which this section was added in the mobile application wizard, an Addon scheme with rules that are linked to the card configuration scheme in the mobile application should appear.

10. After that, synchronize the mobile app with Creatio and check the rule's operation.

Hello,

Thank you for your question!

We kindly ask you to provide us with more detailed information about your needs.

This should work for the embedded detail. You need to create a custom business rule to check the condition and then use something like:

var view = this.getView();
        var panel = view.getPanel();
        var type = record.get("UsrDriverCheckType");
        var isNeededType = (type && type.getId() === "079acedd-585f-4a0e-aff0-eb419ec09925");
        var panelItems = panel.getItems();
        for (var i = 0, ln = panelItems.getCount(); i < ln; i++) {
            var item = panelItems.items[i];
            if (item.getName() === "UsrSchema11DetailEmbeddedDetail") {
                var isItemHidden = item.getHidden();
                if (type && isNeededType) {
                    if (!isItemHidden) {
                        item.setHidden(true);
                    }
                } else if (type) {
                    if (isItemHidden) {
                        item.setHidden(false);
                    }
                }
            }
        }

This should hide the detail with UsrSchema11DetailEmbeddedDetail name.

Hello,

You need to use a custom business rule (like described  in the Academy article here), get column value using record.get() method and then compare it to the instance of the Date like it's done in JS (using getDate(), getMonth() etc. methods).

Hi Ramya,

 

In order to override the functionality of the Add Record button on the Grid Page of the Mobile Application follow these steps:



1) In Configuration create a Module, for example call it UsrChangeButtonLogic:

Ext.define("InvoiceGridPage.Controller", {
    override: "Terrasoft.controller.BaseGridPage",
    statics: {
        Model: Invoice
    },
    executeAddAction: function () {
        console.log('Hello1');
        this.callParent(arguments);
           console.log('Hello2');
    }
});

2) Create a replacing view module for the MobileApplicationManifestDefaultWorkplace module. Or use a mobile wizard  - it will create the manifest automatically. Add the newly created module UsrChangeButtonLogic to the manifest:

  "Models": {
        ...
        },
        "Invoice": {
            ...
            ],
            "ModelExtensions": [],
            "PagesExtensions": [
                "MobileInvoiceRecordPageSettingsDefaultWorkplace",
                "UsrChangeButtonLogic"
            ]
        }
    },

3) Compile your Workplace and synchronize the mobile application again.

 

As a result, "Add record" button click of Invoices Grid Page will be overwritten.  

 

Artem Smyrnov,

Thank you! That worked. Can you also help me figure out how to show a confirmation dialog on the mobile application? Something similar to the web app implementation of Terrasoft.showConfirmation? Thanks in advance!

Regards,

Ramya

Ramya R,

Use Terrasoft.MessageBox.showMessage ('your confirmation dialog message') to display a confirmation dialog.



Many thanks.

Artem

 

Artem Smyrnov,

The Terrasoft.MessageBox.showMessage method only helps in displaying a message to the user. I am looking for a functionality where the user is able to select "Yes" or "No" options below the message. Can you please help me with this?

Thanks,

Ramya

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

Oleg Drobina,

Hello, Oleg 
I find it a little difficult to figure out how to implement the freedom ui component configuration in my page, even if Creatio documentation lists it all: https://academy.creatio.com/docs/8.x/dev/development-on-creatio-platfor…;

The "UsrMobileUsrLeaveRequestRecordPageSettingsWorkplace2" client module is attached to this mobile page for a custom section that I designed called "UsrLeaveRequest."
How do I proceed about adding a custom button to this edit page now?

[
   {
       "operation": "insert",
       "name": "settings",
       "values": {
           "entitySchemaName": "UsrLeaveRequest",
           "details": [],
           "columnSets": [],
           "localizableStrings": {
               "SocialMessageDetailCaptionUsrLeaveRequest_caption": "Feed",
               "AttachmentsDetailCaptionUsrLeaveRequest_caption": "Attachments",
               "primaryColumnSetUsrLeaveRequest_caption": "General information",
               "UsrEmployeV2_DetailStandardDetailUsrLeaveRequest_caption": "Employees detail"
           },
           "settingsType": "RecordPage",
           "operation": "insert",
 
       }
   },
   {
       "operation": "insert",
       "name": "SocialMessageDetailV2StandardDetail",
       "values": {
           "caption": "SocialMessageDetailCaptionUsrLeaveRequest_caption",
           "entitySchemaName": "SocialMessage",
           "showForVisibleModule": true,
           "filter": {
               "detailColumn": "EntityId",
               "masterColumn": "Id"
           },
           "operation": "insert"
       },
       "parentName": "settings",
       "propertyName": "details",
       "index": 0
   },
   {
       "operation": "insert",
       "name": "AttachmentsFlutterDetailStandardDetail",
       "values": {
           "caption": "AttachmentsDetailCaptionUsrLeaveRequest_caption",
           "entitySchemaName": "SysFile",
           "filter": {
               "detailColumn": "RecordId",
               "masterColumn": "Id"
           },
           "operation": "insert"
       },
       "parentName": "settings",
       "propertyName": "details",
       "index": 1
   },
   {
       "operation": "insert",
       "name": "UsrEmployeV2_DetailStandardDetail",
       "values": {
           "caption": "UsrEmployeV2_DetailStandardDetailUsrLeaveRequest_caption",
           "entitySchemaName": "Employee",
           "filter": {
               "detailColumn": "Manager",
               "masterColumn": "UsrApplicant"
           },
           "detailSchemaName": "UsrEmployeV2_Detail",
           "operation": "insert"
       },
       "parentName": "settings",
       "propertyName": "details",
       "index": 2
   },
   {
       "operation": "insert",
       "name": "primaryColumnSet",
       "values": {
           "items": [],
           "rows": 1,
           "entitySchemaName": "UsrLeaveRequest",
           "caption": "primaryColumnSetUsrLeaveRequest_caption",
           "position": 0,
           "operation": "insert"
       },
       "parentName": "settings",
       "propertyName": "columnSets",
       "index": 0
   },
   {
       "operation": "insert",
       "name": "42d4b33c-f361-44d4-92cd-07e8db664fca",
       "values": {
           "row": 0,
           "content": "Leave Request No.",
           "columnName": "UsrLeaveReaquestNo",
           "dataValueType": 1,
           "operation": "insert"
       },
       "parentName": "primaryColumnSet",
       "propertyName": "items",
       "index": 0
   },
   {
       "operation": "insert",
       "name": "0d5ca981-1558-4e4d-b1a2-2b2b9dbd422c",
       "values": {
           "row": 1,
           "content": "End Date",
           "columnName": "UsrEndDate",
           "dataValueType": 8,
           "operation": "insert"
       },
       "parentName": "primaryColumnSet",
       "propertyName": "items",
       "index": 1
   },
   {
       "operation": "insert",
       "name": "2013f978-c87f-4896-96be-5383cfd044e3",
       "values": {
           "row": 2,
           "content": "Start Date",
           "columnName": "UsrStartDate",
           "dataValueType": 8,
           "operation": "insert"
       },
       "parentName": "primaryColumnSet",
       "propertyName": "items",
       "index": 2
   },
   {
       "operation": "insert",
       "name": "266417d3-f847-4386-af45-2674e9e779bb",
       "values": {
           "row": 3,
           "content": "Applicant",
           "columnName": "UsrApplicant",
           "dataValueType": 10,
           "operation": "insert"
       },
       "parentName": "primaryColumnSet",
       "propertyName": "items",
       "index": 3
   },
   {
       "operation": "insert",
       "name": "1655829d-ce75-476c-9350-ce2696ecbf6d",
       "values": {
           "row": 5,
           "content": "Reason",
           "columnName": "UsrReason",
           "dataValueType": 1,
           "operation": "insert"
       },
       "parentName": "primaryColumnSet",
       "propertyName": "items",
       "index": 4
   },
   {
       "operation": "insert",
       "name": "9f677f71-3322-4e75-9938-69ca4e1c650f",
       "values": {
           "row": 6,
           "content": "Status",
           "columnName": "UsrStatus",
           "dataValueType": 10,
           "operation": "insert"
       },
       "parentName": "primaryColumnSet",
       "propertyName": "items",
       "index": 5
   },
   {
       "operation": "insert",
       "name": "3d874029-b467-4d7b-9eb0-d2ebfbe20403",
       "values": {
           "row": 7,
           "content": "Working Days Count",
           "columnName": "UsrWorkingDaysCount",
           "dataValueType": 4,
           "operation": "insert"
       },
       "parentName": "primaryColumnSet",
       "propertyName": "items",
       "index": 6
   },
   {
       "operation": "insert",
       "name": "bc0d7d7e-ffdf-44a5-98b3-0a10094341e2",
       "values": {
           "row": 4,
           "content": "Applicant.Manager",
           "columnName": "UsrApplicant.Manager",
           "dataValueType": 10,
           "operation": "insert"
       },
       "parentName": "primaryColumnSet",
       "propertyName": "items",
       "index": 7
   }
]

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.

Hello,

It should be saved locally on the mobile device you are using.

Best regards,

Yuliya.

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!

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?