Mobile_Creatio | Community Creatio

09:34 Dec 31, 2022

I have a custom section that i've added to the mobile app.

This section record module has a check box.

When i "click" the checkbox, the record is automatically updated with the value of the checkbox (in the backend).

I need to update other fields on the record page, jest before it sends the update to the server.. basically what i need is to "catch" the "onClick / OnTouch" of the checkbox field -> update other field based on the checkBox field value -> (continue)send the update to the server..

Any Idea ?

Thanks,

Eran.

1 comments

Dmytro Vovchenko

12:51 Jan 06, 2023

Hello,

The best way of doing your task would be to create a custom mobile business rule on your checkbox field with the event Terrasoft.BusinessRuleEvents.ValueChanged.

You can find more about the business rules in this article.

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Lookup filtering - Mobile app

Federica

18:58 Sep 01, 2022

Hi community!

I'm adding a br on the mobile app to filter a custom lookup field based on another field's value.

To do this I have created a separate module and included it in the MobileApplicationManifestDefaultWorkplace.

It's not working on the app.

Could you help me out understanding what's missing?

Here's the BR

Terrasoft.sdk.Model.addBusinessRule("Account", {
	ruleType: Terrasoft.RuleTypes.MutualFiltration,
	triggeredByColumns: ["Industry", "UsrApplication"], 
	connections: [{
		parent: "Industry", //Lookup field on Account
		child: "UsrApplication", // Custom Lookup field on Account (the Obj UsrApplication has a Lookup column "Industry")
		connectedBy: "UsrIndustry" // Lookup field on the "UsrApplication" obj
	}]
});

0 comments

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How to create a "Required Column" rule for a specific detail based on the value of other object column inside Creatio Mobile?

Pedro Pinheiro

14:09 May 12, 2022

Hi Community,

I've this situation where I've developed a new page for the Creatio Mobile Application. This new page has a detail and a set of columns, as you can see on the following image.

My goal is to apply a "Required Field" business rule to this detail (marked as red) based on the values of a specific column inside this page.

How can I achieve this requirement?

Thanks in Advance.

Best Regards,

Pedro Pinheiro

1 comments

Kalymbet Anastasia

16:22 May 13, 2022

Hello, Pedro!

In the actual version of the system business rules from the desktop, the platform is not transferred to the page in the mobile application. At the moment, business rules can be set with the help of development only.

We have the enhancement request registered by our R&D. It means the functionality will be implemented in future releases, although there is no ETA yet.

Hope for your understanding.

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Mobile_Creatio

7.18

How can I show an information dialog on mobile?

Fernando Rios

00:02 May 04, 2022

Hello!

I'm trying to show a pop up message on the mobile app when a certain condition is given.

Is there a way to do this?

I'm doing this right now:

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

   name: "SaveValidationAprov",

   ruleType: Terrasoft.RuleTypes.Custom,

   events: [Terrasoft.BusinessRuleEvents.Save],

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

           debugger;

       var IsFieldValid = true;

       if ( (record.get("IcoTotalAvailableStock")) < (record.get("Quantity")) ){

           alert("There is not enough stock");

           IsFieldValid = false;

       }



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

   }

Thanks!

})

3 comments

Best reply

Ryan Farley

18:51 May 04, 2022

Hello Fernando,

You can display a message in mobile using the following:

Terrasoft.MessageBox.showMessage("This is a message!");

This works from code in the mobile client - as Oscar mentioned, there's no option for sending a message from the server to the mobile client, however, from within the mobile client code, you can use the above.

Ryan

Oleg Drobina

14:59 May 04, 2022

Hello,

As stated here there is no possibility to display such popups in the mobile app. However here is an article on how to setup push notifications in the mobile app https://academy.creatio.com/docs/user/bpm_tools/bpm_process_examples/ne…

You can trigger it once the record is modified and perform the condition check there directly and send a push notification about the result.

Best regards,

Oscar

Fernando Rios

17:27 May 04, 2022

Oscar Dylan,

Thank you for your time and knowledge :)

Ryan Farley

18:51 May 04, 2022

Hello Fernando,

You can display a message in mobile using the following:

Terrasoft.MessageBox.showMessage("This is a message!");

Ryan

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Display case page based on service column value

Mariam Moufaddal

17:05 Apr 19, 2022

Hello,

I have created several pages in the case section. Each page corresponds to a different value of the service column.

My question is how can I do the same on the mobile app side? like the user gets to choose which service he wishes to request and the corresponding case page is displayed.

Thank you,

1 comments

Artem

14:46 Apr 20, 2022

Hello Mariam,

Thank you for your question!

Unfortunately, such functionality is not available in the mobile app.

We have already registered a request for our development team so they will bring this feature in future releases.

Best regards,

Artem.

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can't add fields in case on mobile

Mariam Moufaddal

21:06 Apr 15, 2022

Hello,

I am working on adding new fields in the cases section on mobile application to be visible for a portal user when submitting a case. I have added the fields in page setup via mobile application wizard as shown bellow:

but I still can't see those fields on mobile as a portal user:

Is there a way to accomplish this?

Thanks,

1 comments

Gleb

13:38 Apr 16, 2022

Hello Mariam,

you can try to clear the cache and synchronize the Mobile app once again after you have created the Case page.

Also, you can refer to the articles on the Academy to find the solution:

https://academy.creatio.com/docs/7-18/developer/mobile_development/cust…

https://academy.creatio.com/docs/7-18/user/platform_basics/mobile_app/p…

if this won't help, we recommend you create a support case based on the problem so our Support team will be able to work on the issue.

Regards,

Gleb.

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Mobile app

Mobile_Creatio

Mobile workspace doesn't allow calendar view?

Susan Samara

07:20 Apr 07, 2022

I have created a second workplace for the mobile app, but when I add the activities section the view appears different than the original primary workplace set in the system.

When I am in the default workplace that was set in the system, on a mobile device, I am able to toggle in Activities from schedule to list view. In the newly created workplace the calendar options do not appear at the top of the list view screen and there is no option to toggle to the calendar.

Is this normal? There's no documentation indicating this should happen in a new workplace.

1 comments

Anastasiia Lazurenko

16:35 Apr 07, 2022

Hi Susan,

Thank you for your question!

Yes, this is the normal system behavior for now. The thing is you cannot select the calendar view option since you've created a custom workplace. Unfortunately, there is no such option in custom workplaces yet. We've already registered it in our R&D team backlog for consideration and implementation in future application releases. I will assign your case to this project in order to increase its priority. As for now, you should take the setup of the Activities section of the default workplace as an example and recreate it in your custom one to resolve this issue.

Best regards,

Anastasiia

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HOW CAN I HIDE DETAILS ON MOBILE APPLICATION BASED ON BUSINESS RULES?

Daniel Longo Ferreira

16:49 Dec 21, 2021

Hi Community,

I've this situation where I need to hide a detail based on condition, however i didn't find any example of this, only with filelds on the page, like i show on the image below with the custom business rule that I applied.

Any suggestions how to apply this condition in a detail?

Thanks in Advance,

Daniel Longo

3 comments

Bogdan Lesyk

12:38 Dec 22, 2021

Hi Daniel,

Actually, it is not possible to do with the detail, like the example with the fields you sent.

In order to achieve such implementation, you need to extend the controller and add the additional logic manually.

Unfortunately, we don't have such examples.

But here you can check my colleague answer, where to find the controller which you can modify:

https://community.creatio.com/questions/there-way-make-detail-read-only…

Hopefully, it will be useful for you!

Best Regards,

Bogdan L.

developer

14:15 Nov 23, 2023

Bogdan Lesyk,

Are there any updates regarding hiding a detail in mobiel based on a condition please ?

Oleg Drobina

14:32 Nov 23, 2023

developer,

Let's discuss it in terms of a thread created by you here https://community.creatio.com/questions/how-hide-detail-mobile-based-co…. I will check internal notes and will let you know about the possible ways of achieving this.

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Robert Pordes

15:15 Sep 01, 2021

Hi Community!

We use LDAP with SSO as authentication in our customer's onprem installation.

So the users are used to log in using their Windows username and password and don't have a separate creatio login.

However, the creatio app doesn't support this login method, which is understandable, since there is now windows user context on the phone.

I was wondering how others are dealing with this problem. Is it even possible to use LDAP and creatio authentication side-by-side, because it seems to be either or?

Thanks,

Robert

6 comments

Roman Brown

16:44 Sep 02, 2021

Dear Robert,

Yes, it's possible to enter the mobile application in case if you have SSO configured on your website and it is set as a default login method.

In order to enable SSO in mobile application you need to enable the system setting with code "MobileUseSSO"

Kind regards,

Roman

Robert Pordes

08:57 Sep 16, 2021

Roman Brown,

Hi,

we have enabled the option and the "login as domain user" link appears in the App!

However, we get the following error message when trying to log in with the domain users:

Is there something special to set up on IIS maybe, besides the Windows Authentication?

Thanks and best regards,

Robert

Roman Brown

09:58 Sep 16, 2021

Dear Robert,

Can you please register a case for our support team so we could check the LDAP configuration? Cause there can be several reasons for such error message.

Kind regards,

Roman

Robert Pordes

10:16 Sep 16, 2021

Roman Brown,

Hi Roman,

it's an on-prem installation, so that will not work really...

LDAP is working in the browser, so I guess it is set up correctly.

Any hints?

Thanks,

Robert

Roman Brown

17:56 Sep 16, 2021

Dear Robert,

The option to login as a domain user is option available as part of NTLM authentication which isn't available in mobile app.

For application you can use standard, SSO or LDAP authentication.

Thank you.

Robert Pordes

13:41 Oct 06, 2021

Roman Brown,

Dear Roman,

how can we use LDAP users with NTLM authentication on mobile?

Because as I have written in my original post, there is no option to set a password when selecting the LDAP option.

What is the system setting "MobileUseSSO" is exactly expected to do?

Thanks,

Robert

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mobile

Phone

communication options

Mobile_Creatio

7.17

new phone field in mobile client

Christian Kern

17:37 Aug 31, 2021

My customer doesn't want to use the communication options, because he just wants to have only one phone number, one mail-address etc.

I created new text fields, respectively we use the standard phone fields on the account entity. I placed this fields in a new field group called "Communication options".

One the normal "web client" we have no problem. With a little bit of configuration in the AccountPageV2 we have some clickable fields on the page.

But I have no idea how to configure this for the mobile client.

Has anyone implemented something like this before?

3 comments

Best reply

Ryan Farley

18:48 Aug 31, 2021

Hi Christian,

I assume what you're referring to is making the phone field a clickable field to dial the number in mobile, is this right?

To do this, you need to first create a module for the account model pages extensions. See https://customerfx.com/article/creating-modules-for-the-creatio-mobile-…

Once that is created, you can add the following to the new module to make the phone field a clickable phone field (in the code below, this is for a field named "Phone" on the Account page. If your phone field is named something else like "UsrOtherPhone", you'd replace the "Phone" in the top line with that instead):

Terrasoft.sdk.RecordPage.configureColumn("Account", "primaryColumnSet", "Phone", {
	viewType: Terrasoft.ViewTypes.Phone
});

Also, this code above also assumes the phone field is in the primary column set. This is the name of the main column group of a page, however it’s possible to create other column groups. If you’ve created another column set that you've added the field to, locate the record page for the Account page that was created by the mobile wizard in the configuration. The record page will be named [Prefix + “Mobile” + EntityName + “RecordPageSettings” + WorkplaceName]. Then you can open that and see the actual name of your column set and replace "primaryColumnSet" in the code above with this name.

Ryan

Ryan Farley

18:48 Aug 31, 2021

Hi Christian,

I assume what you're referring to is making the phone field a clickable field to dial the number in mobile, is this right?

To do this, you need to first create a module for the account model pages extensions. See https://customerfx.com/article/creating-modules-for-the-creatio-mobile-…

Terrasoft.sdk.RecordPage.configureColumn("Account", "primaryColumnSet", "Phone", {
	viewType: Terrasoft.ViewTypes.Phone
});

Ryan

Christian Kern

15:15 Sep 01, 2021

Hello. thanks for your detailed reply. At the moment I'm on vacation. I will try it as soon as possible. Best regards Chris

Christian Kern

16:06 Sep 10, 2021

Ryan Farley,

I tried your solution and it works perfect.

Many thanks for your help

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