Case

When you enter the Dashboards section, the sales funnel opens by default, you can switch to activity, but the window does not close.

Purpose

Correct work of the "Close" button.

Necessary conditions

Understanding how to work with the mobile application.

Solution

This behavior is observed if the user clicks on the arrow to the right of the field with a drop-down list. If you open the “Section” window by clicking on the center of the field, the “Close” button works correctly.

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Question

Test email cannot be sent. Even if there are marketing active contacts/ marketing campaigns licenses provided to the Supervisor user.

Whe I try to send an email, the following error occurs: "Method not allowed. Please see the service help page for constructing valid requests to the service".

Cause

The "UnsubscribeApplicationUrl" system setting is missing.

Solution

Execute the following script:

INSERT INTO SysSettingsValue (Id, SysSettingsId, SysAdminUnitId, IsDef)
SELECT N'6A96A15A-34BD-4932-A924-56CC013E3312', Id, N'A29A3BA5-4B0D-DE11-9A51-005056C00008', 1
    FROM SysSettings WHERE Code = 'UnsubscribeApplicationUrl'

 

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Question

How to create a linked column in the mobile app? For example, the "Account" column in the "Contacts" section?

Answer

By default, custom columns (columns created through the mobile application wizard) that have the “Lookup” type in the mobile application are not linked (i.e., it is not possible to access the edit page by clicking on them). For example, the "Cases" section in the mobile app is not included in the base version. To implement this, you need to add a linked field to the mobile application module for the section.

An example implementation can be found in MobileContactModuleConfig ("Contacts" section):

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

 

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Question

How can I add a button in the Communication Panel?

Answer

1. Replace the "CommunicationPanel" module, where the new button will be described.

define("CommunicationPanel", ["terrasoft", "CommunicationPanelHelper"],
	function(Terrasoft, CommunicationPanelHelper) {
		return {
			messages: {
				"SelectCommunicationPanelItem": {
					"mode": Terrasoft.MessageMode.PTP,
					"direction": Terrasoft.MessageDirectionType.SUBSCRIBE
				}
			},
			attributes: {
				"UsrMyMenuActive": {
					"dataValueType": Terrasoft.DataValueType.BOOLEAN,
					"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
					"value": false
				},
				"UsrMyMenuCounter": {
					"dataValueType": Terrasoft.DataValueType.TEXT,
					"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
					"value": ""
				},
				"UsrMyMenuVisible": {
					"dataValueType": Terrasoft.DataValueType.BOOLEAN,
					"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
					"value": true
				}
			},
			methods: {
				getPanelItemConfig: function(moduleName) {
					var config = this.callParent(arguments);
					if (moduleName !== "UsrMyMenuModule") {
						return config;
					}
					return Ext.apply(config, {
						keepAlive: false
					});
				},
				selectItem: function(config) {
					this.set("SelectedMenuItem", config.selectedItem);
				},
				getUsrMyMenuImageConfig: function(itemTag) {
					return this.get("Resources.Images.VisaMenuIcon");
				},
				getUsrMyMenuCaption: function(itemTag) {
					return "test";
				}
			},
			diff: [
				{
					"operation": "insert",
					"index": 0,
					"parentName": "communicationPanelContent",
					"propertyName": "items",
					"name": "usrMyMenu",
					"values": {
						"tag": "UsrMyMenu",
						"visible": {"bindTo": "UsrMyMenuVisible"},
						"imageConfig": {"bindTo": "getUsrMyMenuImageConfig"},
						"caption": {"bindTo": "getUsrMyMenuCaption"},
						"generator": "CommunicationPanelHelper.generateMenuItem"
					}
				}
			]
		};
	});

2. Create the panel module. The module should contain required messages, as in ESNFeedModule:

RerenderModule – subscription, address.

InitModuleViewModel – subscription, address.

	Ext.define("Terrasoft.configuration.UsrMyMenuModule", {
 
		extend: "Terrasoft.BaseSchemaModule",
		alternateClassName: "Terrasoft.UsrMyMenuModule",
 
		generateViewContainerId: false,
 
		initSchemaName: function() {
			this.schemaName = "UsrMyMenu";
		},
 
		initHistoryState: Terrasoft.emptyFn,
 
		init: function() {
			this.callParent(arguments);
			this.initMessages();
		},
 
		initMessages: function() {
			this.sandbox.subscribe("RerenderModule", function(config) {
				if (this.viewModel) {
					this.render(this.Ext.get(config.renderTo));
					return true;
				}
			}, this, [this.sandbox.id]);
		},
 
		createViewModel: function() {
			var viewModel = this.callParent(arguments);
			return viewModel;
		}
 
	});
	return Terrasoft.UsrMyMenuModule;
});

3. Create the page view schema

define("UsrMyMenu", [], function() {
		return {
			mixins: {
			},
			messages: {
			},
			attributes: {
			},
			methods: {
				init: function(callback, scope) {
					this.callParent([function() {
						callback.call(scope);
					}, this]);
				},
				onTestClick: function() {
					alert(1);
				}
			},
			diff: [
				//MyMenu
				{
					"operation": "insert",
					"name": "MyMenu",
					"propertyName": "items",
					"values": {
						"generateId": false,
						"itemType": Terrasoft.ViewItemType.CONTAINER,
						"items": []
					}
				},
				//ShowNewMessagesButton
				{
					"operation": "insert",
					"name": "ShowNewMessagesButton",
					"parentName": "MyMenu",
					"propertyName": "items",
					"values": {
						"generateId": false,
						"itemType": Terrasoft.ViewItemType.BUTTON,
						"caption": "Test!",
						"click": {bindTo: "onTestClick"}
					}
				}
			]
		};
	});

 

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I have tried adding this code but did not got any such button in the communication panel. Can you guide through the way to it?

Siddharth Miglani,

Hello,

We recommend using freedom UI components and the button element: https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ui-and-business-logic-customization/element-setup-examples/components/set-up-button-components
You can add a custom button to the page via the OOTB tools without dev tools.

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Question

How to quickly generate a page code for a mobile application.

Can be used for:

  • Edit
  • Grid
  • Preview

Answer

Run the following code in the emulator browser console:

(new Terrasoft.CodeGeneration.PageCodeGenerator({
    modelName: "Contact", 
    pageType: Terrasoft.PageTypes.Edit
})).generate()

In modelName, specify the desired object.

In pageType, specify the page type:

pageType: Terrasoft.PageTypes.Grid
pageType: Terrasoft.PageTypes.Edit
pageType: Terrasoft.PageTypes.Preview

The result is:

Terrasoft.LastLoadedPageData = {
    controllerName: "Terrasoft.configuration.ContactEditPageController",
    viewXClass: "Terrasoft.configuration.ContactEditPageView"
};
 
Ext.define("Terrasoft.configuration.view.ContactEditPage", {
    extend: "Terrasoft.view.BaseEditPage",
    alternateClassName: "Terrasoft.configuration.ContactEditPageView",
    config: {
        id: "ContactEditPage"
    }
});
 
Ext.define("Terrasoft.configuration.controller.ContactEditPage", {
    extend: "Terrasoft.controller.BaseEditPage",
    alternateClassName: "Terrasoft.configuration.ContactEditPageController",
    statics: {
        Model: Contact
    },
    config: {
        refs: {
            view: "#ContactEditPage"
        }
    }
});

 

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Symptoms

"Online help" does not work. The following error is displayed:

The error occurs when, e.g., trying to access Customer Engagement Centre in 7.7., which is now Customer Centre, the document is thus not found.

Cause

The "Product" or "Configuration version" system settings are incorrect.

Solution

Change the "Product" system setting value (write the correct name of the used bpm'online product).

Make sure, that the "Configuration version" system setting has the "7.7.0" version value.

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Question

I have the "Automatic Synchronization - Only through Wifi" enabled in the mobile app. How often does automatic data synchronization occur?

Answer

Each time the application is minimized, it synchronizes after 30 seconds. And if the user activates the application again, the synchronization stops.

Note. Due to the specifics of the iOS operating system, it can stop all processes in the background in about 3 minutes, i.e., if the synchronization did not occur in the background, then it actually did not occur at all. 

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Question

How can I add a button to the detail list for an active string?

Answer

You can implement this as follows:

In the script of a detail, to the diff block, add additional properties to DataGrid (the button name and caption are provided as an example):

{
        "operation": "merge",
        "name": "DataGrid",
        "values": {
                "activeRowAction": {"bindTo": "onActiveRowAction"},
                "activeRowActions": [
                        {
                                "className": "Terrasoft.Button",
                                "style":this.Terrasoft.controls.ButtonEnums.style.BLUE,
                                "markerValue": "myButtonAction",
                                "tag": "myAction",
                                "caption": "MyButton"
                        }
                ]
        }
}

After this, when you highlight the active string in the detail, a blue button with the "MyButton" caption should appear.

You can add several buttons to the activeRowActions array, they all will be displayed in the highllighted string as you can see it work in the section list.

Afterwards, implement the onActiveRowAction method in the methods of the same detail. This method takes the button tag and the key column value of the highlighted string as arguments. If you need to receive any other values of the highlighted string, you can call the this.getActiveRow() method, which returns the whole model of the highlighted string:

methods: {
        onActiveRowAction: function(buttonTag, primaryColumnValue) {
                if (buttonTag === "myAction") {
                        // the whole code below can be removed, it demonstrates that the
                        // primaryColumnValue and activeRowId values are equal
                        var activeRow = this.getActiveRow();
                        var activeRowId = activeRow.get("Id");
                        console.log(primaryColumnValue);
                        console.log(activeRowId);
                        // your implementation follows here
                        ...
                }
        },
        ...
}

 

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Question

The user creates a visit in the mobile application and syncs. Then removes a visit to the web version of the app.

The user is synchronized in the mobile application, visits are not deleted. User clears the cache - visits are deleted.

Is it possible to synchronize (to delete the records already deleted in the web version) without clearing the cache?

Answer

The mobile application does not implement the termination of deleted records in the desktop application. This is explained by the fact that no logging is performed by default on the server; accordingly, the mobile application does not know that the termination has occurred.

If you want to terminate the records, then you need to enable an additional option in the manifest for the necessary models (for example, the Activity model):

{
   "SyncOptions": {
      "ModelDataImportConfig": [
         {
            "Name": "Activity",
            "IsAdministratedByRights": true
         }
      ]
   }
}

This option adds an additional step to the synchronization, in which the sample of data from the server is selected and compared with the sample of the data in the mobile application.

All "extra" records will be deleted, and the synchronization time might increase (depending on the number of records).

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Question

Contact search does not work, if I enter the first name and the last name in the order that differs from the database order..

Answer

The search by the [Full name] field is performed based on comparing strings. If you change the order of the first name and the last name, the string will be absolutely different and bpm'online will not be able to identify it as the initial contact. Besides, depending on the above mentioned order of the first and last names in the [Full name] field as well as in some system settings, bpm'online automatically populates contact fields that correspond to the first and last names separately.

If you are not sure what the order of the first and last names of a contact is, you can leave only the first or the last name in the serach string with adding the "%" character in front of the name. In this case, bom'online will search for all the strings that start with or contain the specified value. For example, if you specify the "%Best" value in the search field, bpm'online will display the "John Best" and "Best John" contacts (if such contacts are available in the database).

You can also select the "First name" or "Last name" field as a search parameter.

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