Diego,

Can you please give a bit more details on your actions? Can you please share some screenshots of the issue?

Thanks.

Dean

Thanks Dean and sorry the delay responding. Here's a link to the video https://www.dropbox.com/s/g23lwhtykzbxuy6/Visit%20Campaign.mp4?dl=0

You will see that I use a filter of 2 accounts but when I activate Campaign Visits for this filter, only the first account receives the first account "Realway" receives the activity, not the second. No matter how many accounts the filter has, it does always the same. Thank you! 

The new Connected To tab in 7.17 doesn't use the Parent column on the account - it has a new table structure that works for both accounts and contacts. You can add the previous Connected To detail on the page and it will show the account relationships using the Parent column. 

Ryan

Dear Stefano,

Thank you for your question!

You may feel free to refer to Ryan`s answer above.

Ryan, thank you very much for your dedication!

Have a great day team!

Regards,

Danyil

Danyil Onoprienko,

thank you all,

If I would like to use the new features which tables should I import ?

This is an sql script that creates for an account with parent column set the right records in the new relationship tables.

DO $$ 
declare
  SchemaId uuid;
  AuthorId uuid := '410006e1-ca4e-4502-a9ec-e54d922d2c00'; -- supervisor
  RelationTypeId uuid;
begin 
    -- Get Schema Account
    SELECT "UId"
    FROM "SysSchema"
    WHERE "Caption" = 'Account'
        AND "ExtendParent" = false
    INTO SchemaId;
 
    -- Get relation
    SELECT "Id"
    FROM "RelationType"
    WHERE "Name" = 'Holding company'
    INTO RelationTypeId;
 
    CREATE TEMP TABLE "Entities" (
        "EntityIdA" uuid
        , "EntityIdB" uuid
        , "RelationshipDiagramId" uuid
        , "AuthorId" uuid
        , "RelationshipEntityAId" uuid
        , "RelationshipEntityBId" uuid
        );
 
    INSERT INTO "Entities" (
        "EntityIdA"
        , "EntityIdB"
        , "RelationshipDiagramId"
        , "AuthorId"
        , "RelationshipEntityAId"
        , "RelationshipEntityBId"
        )
    SELECT a."ParentId" AS "EntityIdA"
        , a."Id" AS "EntityIdB"
        , uuid_generate_v4() AS "RelationshipDiagramId"
        , AuthorId AS "AuthorId"
        , NULL AS "RelationshipEntityAId"
        , NULL AS "RelationshipEntityBId"
    FROM "Account" a
    WHERE a."ParentId" IS NOT NULL
        AND NOT EXISTS (
            SELECT 1
            FROM "RelationshipConnection" rc
            JOIN "RelationshipEntity" ea
                ON rc."RelationshipEntityAId" = ea."Id"
            JOIN "RelationshipEntity" eb
                ON rc."RelationshipEntityBId" = eb."Id"
            where ea."RecordId" = a."ParentId"
            and eb."RecordId" = a."Id"
            );
 
    INSERT INTO "RelationshipDiagram" (
        "Id"
        , "CreatedById"
        , "ModifiedById"
        )
    SELECT ee."RelationshipDiagramId"
        , ee."AuthorId" AS CreatedById
        , ee."AuthorId" AS ModifiedById
    FROM "Entities" ee;
 
    -- Entity A
    INSERT INTO "RelationshipEntity" (
        "RecordId"
        , "CreatedById"
        , "ModifiedById"
        , "SchemaUId"
        )
    SELECT ee."EntityIdA"
        , AuthorId AS CreatedById
        , AuthorId AS ModifiedById
        , SchemaId
    FROM "Entities" ee
    WHERE NOT EXISTS (
            SELECT 1
            FROM "RelationshipEntity" re
            WHERE re."RecordId" = ee."EntityIdA"
            );
 
    -- Entity B
    INSERT INTO "RelationshipEntity" (
        "RecordId"
        , "CreatedById"
        , "ModifiedById"
        , "SchemaUId"
        )
    SELECT ee."EntityIdB"
        , AuthorId AS CreatedById
        , AuthorId AS ModifiedById
        , SchemaId
    FROM "Entities" ee
    WHERE NOT EXISTS (
            SELECT 1
            FROM "RelationshipEntity" re
            WHERE re."RecordId" = ee."EntityIdB"
            );
 
    -- Update data in temp table
    UPDATE "Entities" ee
    SET "RelationshipEntityAId" = re."Id"
    FROM "RelationshipEntity" re
    WHERE ee."EntityIdA" = re."RecordId";
 
    UPDATE "Entities" ee
    SET "RelationshipEntityBId" = re."Id"
    FROM "RelationshipEntity" re
    WHERE ee."EntityIdB" = re."RecordId";
 
    -- RelationEntInDiagram
    INSERT INTO "RelationEntInDiagram" (
        "CreatedById"
        , "ModifiedById"
        , "RelationshipDiagramId"
        , "RelationshipEntityId"
        )
    SELECT ee."AuthorId" AS CreateById
        , ee."AuthorId" AS ModifiedBy
        , ee."RelationshipDiagramId"
        , ee."RelationshipEntityAId"
    FROM "Entities" ee;
 
    -- RelationEntInDiagram
    INSERT INTO "RelationEntInDiagram" (
        "CreatedById"
        , "ModifiedById"
        , "RelationshipDiagramId"
        , "RelationshipEntityId"
        )
    SELECT ee."AuthorId" AS CreateById
        , ee."AuthorId" AS ModifiedBy
        , ee."RelationshipDiagramId"
        , ee."RelationshipEntityBId"
    FROM "Entities" ee;
 
    -- RelationshipConnection
    INSERT INTO "RelationshipConnection" (
        "RelationshipEntityAId"
        , "RelationshipEntityBId"
        , "RelationTypeId"
        )
    SELECT ee."RelationshipEntityAId"
        , ee."RelationshipEntityBId"
        , RelationTypeId AS RelationTypeId
    FROM "Entities" ee;
 
DROP TABLE "Entities";
 
end $$;

Stefano Bassoli,

This is fantastic! Thanks for sharing this Stefano!

Ryan

Dear Malay,

In detail Communication option for accounts and contacts, you can find the communication option Web - after the link is added to it you will be able to click it. To add this logic to your field check the code of this detail in OOB mobile application and mimic it for your field. 

Best regards,

Angela

Hello Angela,

 

I have seen this field, but in the advanced settings it is hidden from me as it is a out of the box field. I cannot find it in any lead mobile page or lead edit page v2.

If you have source code for this, please provide me so that I can implement that on my field.

Regards,

Malay

Malay,

Check MobileAccountCommunicationModelConfig schema or simular schema for contact section. 

Best regards,

Angela

Angela Reyes,

I have checked all the schemas related to account and contact, but could not find the definition for that "Web" field which is clickable in mobile.

I have checked the MobileAccountCommunicationModelConfig  also but could not find anything.

Regards,

Malay

Hello Shivani,

"visible" parameter doesn't work for the INFORMATION_BUTTON item type, but I found a workaround. This function was called in the onEntityInitializedFunction:

          	onEntityInitialized: function(){
				this.callParent(arguments);
              	this.checkCondition();
            },

and

checkCondition: function(){
			if (this.get("Name")=="123 2"){
				document.getElementById("ContactPageV2SimpleInfoButtonButton-imageEl").style.display = "none";
            } else {
			return;
            }
          },

where ContactPageV2SimpleInfoButtonButton-imageEl was received from the HTML of the page (this particular Id remains static on the contact page for all contact records):

As a result button successfully disappears in case the name of a contact is "123 2" so you can test the following code on your side.

Best regards,

Oscar

Oscar Dylan,

Thank you for your response Oscar. We were able to achieve this through another way as well. Adding the snippet for those who might need it.

The following code is added to Diff array where Resources.Images.QueueInfo - QueueInfo is an image added

{

                "operation": "insert",

                "name": "QueuedInfoChat",

                "values": {

                    "layout": {

                        "colSpan": 2,

                        "rowSpan": 1,

                        "column": 8,

                        "row": 1

                    },

                    "itemType": 5,

                    "hint": {

                        "bindTo": "Resources.Strings.QueuedStatusChat"

                    },

                    "tips": [],

                    "canExecute": {

                        "bindTo": "canBeDestroyed"

                    },

                    "imageConfig": {

                        "bindTo": "Resources.Images.QueueInfo"

                    },

                    "markerValue": "Update-button-QueuedInfoChat",

                    "tag": "Update-button-QueuedInfoChat",

                    "visible": {

                        "bindTo": "QueuedChatVisibility"

                    }

                },

                "parentName": "Header",

                "propertyName": "items",

                "index": 5

            }

The following is added to attributes

"QueuedChatVisibility": {

                "type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,

                "dataValueType": Terrasoft.DataValueType.BOOLEAN,

                "value": false

            }

Last piece is the method that checks the status. This method is called in onEntityInitialized function

    checkChatStatus :function()

            {

                var chatStatus="";

                

                try 

                    {

                        chatStatus = this.get("UsrChatStatus").displayValue;

                    }

                 catch (e) {

                     this.console.log("Chat status not set");

                    

                }

            

                if(chatStatus!==undefined && chatStatus!=="")

                {

                    if(chatStatus==="Queued")

                    {

                        this.set("QueuedChatVisibility",true);

                        this.console.log("Setting tooltip chat true");

                        return true;

                    }

                }

                this.set("QueuedChatVisibility",false);

                this.console.log("setting chat to false");

                return true;

            }

Thanks again!

Dear Malay,

Try adding the "Count" filter to the dashboard to show only values that appear more than once. 

Best regards,

Angela

I have already tried this, but function 'count' is not available in any condition. I have attached the screenshots of the filters at both places.

malay garg,

You need to go to the higher object in the hierarchy to check this connection. The resulting filter depends on where those records appear. In the system, you will be able to check the number of records in a specific section/record, like the number of contacts in one account. 

Best regards,

Angela

Hello,

You need to create a separate module and then add it to the mobile application manifest (PagesExtensions property of the object model) as described here or here. In this community post, I've provided an example of a business rule that activates a field based on conditions.

Best regards,

Oscar

Thanks Oscar,

I have got it working.

Hello,

I also applied same business rule for a string which needs to be permanently read-only in Order section. So, I have put in the condition column Total amount as negative which will never be true. But, this is not working in mobile.

I have attached that business rule below. I have added this module in the page extensions of Order section also.

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

    ruleType: Terrasoft.RuleTypes.Activation,

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

    triggeredByColumns: ["JFLOrderOneOffTotal" ],

    conditionalColumns: [

       

      {name: "JFLOrderOneOffTotal", value: "-1.00"} 

    ],

    dependentColumnNames: ["JFLPaymentMandateLink"]

});

I want to make "JFLPaymentMandateLink" field read only.

Hoping for an early reply.

malay garg,

Hello,

You need to install the emulator to debug the logic (can be found here). You need to check which value if passed for the JFLOrderOneOffTotal column and if the rule is triggered. Also you will need to recycle the application pool after creating a new rule and adding it to the page extensions in the manifest.

Best regards,

Oscar

Oscar Dylan,

Thanks for the information.

I am looking for a logic to make a Date, String, Integer field read only in mobile.

The column JFLOrderOneOffTotal was chosen because it can never be negative in my implementation, so the affected field would be always read only. 

But, as this is not working , can you please suggest me proper logic to make these fields read only always.

Hoping for an early reply.

Regards,

Malay.

Malay,

You are welcome!

Yes, you can do it! See the example of my business rule below:

Terrasoft.sdk.Model.addBusinessRule("Account", {
    ruleType: Terrasoft.RuleTypes.Activation,
    events: [Terrasoft.BusinessRuleEvents.Load, Terrasoft.BusinessRuleEvents.ValueChanged],
    triggeredByColumns: ["UsrInteger"],
    conditionalColumns: [
        {name: "UsrInteger", value: 1}
    ],
    dependentColumnNames: ["UsrWaranty","UsrDate","UsrDelivery"]
});

Please note that the business rule name should be the same as the object for which the rule is created (not the module name, but the rule name ("Account" in my case, one of the arguments for the Terrasoft.sdk.Model.addBusinessRule method)). The module itself can have any name you want (in my case it is "UsrAccountReadOnly" that was then added to the manifest:

).

As a result all three columns became read-only: UsrWaranty - integer column, "UsrDate" - date column and "UsrDelivery" - string column:

The condition is that columns become unlocked when the UsrInteger column value is 1. Once this rule was created and the application pool restarted and relogin to the mobile app executed the rule started to work as expected. So you need to double-check your rule.

Best regards,

Oscar

Hello Malay,

Please open the mobile application wizard and simply add the "Orders" section to it:

And relogin to the mobile app.

Best regards,

Oscar

Hello Malay,

To update the date a little customization is needed. Here is an example of my update function:

updateAccount: function(callback, autoIds, valueWarranty, valueDelivery, valueDate) {
                        var update = Ext.create("Terrasoft.UpdateQuery", {
                            rootSchemaName: "Account"
                        });
                        var filters = Terrasoft.createFilterGroup();
                        filters.logicalOperation = Terrasoft.LogicalOperatorType.OR;
                        autoIds.forEach(function(item) {
                            var accountFIlter = update.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL,
                            "Id", item);
                            filters.add("ProductIdFilter" + item, accountFIlter);
                        }, this);
                        update.filters.add(filters);
                        if (valueWarranty) {
                            update.setParameterValue("UsrWaranty", valueWarranty, Terrasoft.DataValueType.TEXT);
                        }
                        if (valueDelivery) {
                            update.setParameterValue("UsrDelivery", valueDelivery, Terrasoft.DataValueType.TEXT);
                        }
            			if (valueDate) {
                          	valueDate="\""+valueDate+"T00:00:00.000"+"\"";
                            update.setParameterValue("UsrDate", valueDate, Terrasoft.DataValueType.DATE);
                        }
                        update.execute(function(result) {
                            callback.call(this, result);
                        }, this);
                    }

The main idea here is in this string:

valueDate="\""+valueDate+"T00:00:00.000"+"\"";

If you take a look at the regular update query that is sent when manually changing the date column value you will see that the value is transferred as "2021-03-21T00:00:00.000". To successfully update the date column using the modal window you will need to pass the date value as: 2021-03-21 and then the function itself will transform the value to "2021-03-21T00:00:00.000", add it to the update query parameters and send it to the server. As a result the field will be updated.

Best regards,

Oscar

It could be that you have required fields on the Lead object (by default "Customer need" is required. If you're not populating any required fields from the landing page, you'll need to add them as default values on the landing page record in Creatio. The Default Values tab will allow you to specify a default value for leads created from the landing page for Customer need, and another other possible required fields.

Ryan

Ryan Farley,

I have set up default values for any fields such as Customer need that are required by Creatio and prompts an error message if not filled in. If there are any that are required for landing pages to work but not required to actually save the Lead page then I may be missing those but I don't know if they exist.

Dear Kevin, Looks like the issue is as below.. as per the referer URL the site URL seems to be sending the below.. so try changing your landing page URL to https://keen360.com* and see if it works.. 

Dear Malay,

Thank you for your question!

Could you please check if the mobile device has the "Geolocation" turned on and if the synchronization is fine in the Mobile Application before proceeding?

We recommend synchronizing the Mobile Application more often to update the results.

Please note that in order to display the additional check-in results and show the columns in the detail list, you may add the [Check-in and check-out performance result] detail object to the page through the section wizard.

Please be advised that if the GPS coordinates of the sales rep and the visited account are in the verification range, the check-in will be verified and the status of the visit will be changed to “In progress”. 

You may use this Academy Article for your reference: https://academy.creatio.com/docs/user/sales_tools/field_sales/check-in_…

Hope this helps!

In case you have any additional questions please do not hesitate to contact the support team!

Regards,

Danyil

Danyil Onoprienko,

Thank you for your response!

The GPS is turned on in the mobile and permission for location is also allowed.

Also, when I select check-in, the time and location is not getting updated in the system.

I have attached the screenshot of the  page here:

Dear Malay,

Thank you for your patience!

Please be advised that in order for the information in the 'Actions -Visit' and in the 'Check-in and Check-out results' to appear it would be required for the user in the Mobile Application to click the 'Check-in' option as in the screenshot below and click 'Synchronize now' in the settings:

The result would be as in the screenshot below:

If the synchronizing the Mobile Application won`t help, please try Updating the DB structre for All items in the Configuration settings, Generating the Source code for all and then Recompiling the system and checking the Action - Visit detail behavior once again.

Thank you!

Regards,

Danyil