It's possible to implement the functionality by creating the replacing client module for "BaseIntroPageSchema" schema. Override the init method in the schema in order to show welcome message after login. Every time the IntroPage is loaded the message is shown. In order to show the message only after login please create the replacing object for "Contact" and add column that will save information about was message shown or not. Every time the user is logged in or logged out the column value should be changed.Please use client EntitySchemaQuery to check the column value and change it when the message was shown.To change the column value when the user is logged out you can create a trigger on an update statement to the SysAdminUnit table the LoggedIn column.
Yes, it is possible to do either via hard additional development or by changing "Displayed value" in object advanced settings for the object that is represented by the lookup http://prntscr.com/q50jbe. Please note that it is not preferred option since this value will be changed everywhere in the system where lookups based on "Contact" object are used.
Please also note that account field cannot be selected there since account is another lookup, but the system allows using only "String" data type fields when specifying "Displayed value", but you can add your custom hidden field and create a process that will fill this field in with the value of an account that is chosen for the contact specified.
we need to customize the modal box shown when we need to select for example Account lookup, by adding fixed filters on the top then the search button gets Accounts based on this filter.
Also can we hide the New Button here ?
will this customization affect other lookup selection modal box?
if this is not applicable is there any other approach ?
The schema you would need to modify is LookupPageViewGenerator. Please note, that applied changes would be displayed for all sections and each place where you use lookup page.
In order to remove New button, you need to override the getSelectionControlsConfig and getEditionControlsConfig methods on LookupPageViewGenerator schema and remove add button from there.
As an alternative approach, you can apply business rule on the field and in this case lookup would be automatically filtered.
I can't create "replacing client module" with parent is LookupPageViewGenerator. How can I "modify" it as you said? I found lookup Brand and Category in ProductPageV2 which hide button "New" when open its lookup modal. How can I see their source code?
If you want to hide 'NEW' button you can simply add "hideActions": true to your lookuplistconfig property of the attribute correspondent to lookup field.
I have problems with this Custom Lookup. I want to manage it through the pop-out window.
I have chenged the Access rights to match what I want. But the so called default page is not reacting to this at all. Do I need a custom page for New, Edit and Copy actions of the Lookup values?
How do I create a custom Lookup page? And do the New, Edit, Copy buttons require a custom lookup page?
I am having problems finding out how to do it. Even though I have done this before, I have forgotten.
The actions Edit, Copy, Delete are avaliable for those lookups, which are based on object with edit page. Therefore, in order to have such actions you need to create an edit page for your object.
In order to do so you need:
1. Create a new Schema of the Edit page View model
2. Indicate entitySchemaName property to the object of the lookup and create an edit page, you can take any other edit page as an example
3. Register your edit page in the SysModuleEdit table, where you indicate object - page relationship.
After this you will have the actions for the lookup. Another option to do so is to register a section for your custom object on which lookup is based. In this case edit page will be created automatically in the course of creating a section.
If you're asking about calling a popup from a business process, then there is no such a functionality in the out-of-the-box system.
It's possible to create such a functionality with code. This is the way on how to call a page method from a business process.
The code in the process
//Usingsusing Terrasoft.Configuration;using Terrasoft.Messaging.Common;using Newtonsoft.Json;//Codepublicvoid SendMessage(){
string senderName ="TestPopup";
string message = JsonConvert.SerializeObject(new{
RecordId = Guid.NewGuid(),
Name ="Some name"});// For all users//MsgChannelUtilities.PostMessageToAll(senderName, message);// For current user
var userConnection = Get<UserConnection>("UserConnection");
MsgChannelUtilities.PostMessage(userConnection, senderName, message);// For specific user with sysAdminUnitId/*IMsgChannel channel = MsgChannelManager.Instance.FindItemByUId(sysAdminUnitId);
if (channel != null) {
var simpleMessage = new SimpleMessage() {
Id = sysAdminUnitId,
Body = message,
Header = {
Sender = senderName
}
};
channel.PostMessage(simpleMessage);
}*/}
