Question

How do I hide the "Dashboards" section in the mobile app?

Answer

Create a custom schems (Source Code) (for example, "MobileUtilitiesCustom")

/* Hiding the "Dashboards" section */
 
Terrasoft.ApplicationUtils.initializeSystemData({
    success: function() {
        Terrasoft.ApplicationConfig.moduleGroups.get("sales").modules.splice(0, 1);
    }
});

In the mobile application manifest (for example, "UsrMobileApplicationManifestCustomMobile") specify the custom schema

{
    "CustomSchemas": [
        "MobileUtilitiesCustom"
    ]
}

Question

How can I add a loading mask to the [Connected to] detail of the [Accounts] section (version 7.7.0) in a diagram display mode?

Answer

To add a loading mask to the [Connected to] detail of the [Accounts] section in a diagram display mode, create a replacing client module for the AccountRelationshipDetailV2 schema and insert the following code therein:

define("AccountRelationshipDetailV2", [], function() {
    return {
        methods: {
            loadRelationship: function() {
                this.set("MaskId", Terrasoft.Mask.show({
                    selector: "#RelationshipTabContainer"
                }));
                this.callParent(arguments);
            },
 
            relationshipDiagramServiceCallback: function(response) {
                this.callParent(arguments);
                Terrasoft.Mask.hide(this.get("MaskId"));
            }
        },
 
        diff: /**SCHEMA_DIFF*/ []/**SCHEMA_DIFF*/
    };
});

Save the schema and reload the application page with clearing the cache.

Question

Mobile app. How to add the "Add" button to the lookup field which does not have its own section?

Answer

According to the base logic of the mobile application, you can only add new values in the lookup fields only if there is a section for this field with an edit page (for example, the “Owner” field and the “Contacts” section). In order to implement the "Add" button, you need to add a separate edit page and all necessary columns.

To do this:

Create a page schema with an Edit type for the Usrnomberoflid object (for example, the name of the UsrnomberoflidEditPage schema (page)). Quick page code generation mechanisms are described in the "How to quickly generate a page code for the mobile application" article:

Terrasoft.LastLoadedPageData = {
    controllerName: "Terrasoft.configuration.UsrnomberoflidEditPageController",
    viewXClass: "Terrasoft.configuration.UsrnomberoflidEditPageView"
};
 
Ext.define("Terrasoft.configuration.view.UsrnomberoflidEditPage", {
    extend: "Terrasoft.view.BaseEditPage",
    alternateClassName: "Terrasoft.configuration.UsrnomberoflidEditPageView",
    config: {
        id: "UsrnomberoflidEditPage"
    }
});
 
Ext.define("Terrasoft.configuration.controller.UsrnomberoflidEditPage", {
    extend: "Terrasoft.controller.BaseEditPage",
    alternateClassName: "Terrasoft.configuration.UsrnomberoflidEditPageController",
    statics: {
        Model: Usrnomberoflid
    },
    config: {
        refs: {
            view: "#UsrnomberoflidEditPage"
        }
    }
});

Create a schema and register the columns that we want to display on the page (for example, the name of the UsrMobileUsrnomberoflidModuleConfig schema (setting up columns in a new page)):

Terrasoft.sdk.GridPage.setPrimaryColumn("Usrnomberoflid", "Name");
Terrasoft.sdk.RecordPage.addColumnSet("Usrnomberoflid", 
    {
        name: "primaryColumnSet",
        isPrimary: true
    }, 
    [
        {
            name: "Name"
        }
    ]);
Terrasoft.sdk.RecordPage.addColumn("Usrnomberoflid", {
    name: "CreatedOn"
}, "primaryColumnSet");

Connect these schemas to the manifest. For example, "UsrMobileApplicationManifestOpportunities":

"Usrnomberoflid": {
    "Edit": "UsrnomberoflidEditPage",
    "RequiredModels": [
        "Usrnomberoflid"
    ],
    "PagesExtensions": [
        "UsrMobileUsrnomberoflidModuleConfig"
    ]
},

Now if you click on a record, all its information will be displayed; if you swipe across the field from right to left, you will see a list of available values with a quick filter.

Question

Due to special characters, or because of the long file name, synchronization does not take place.

It is necessary to change the name of the file so that it is displayed.

Answer

To customize the display of the file name, you need to make the following changes in the manifest (example in the Activities section on the ActivityFile details): set the UseRecordIdAsFileName flag to true for the binary column Data. Thus, file names will be generated based on the record ID.

"SyncOptions": {
    "ModelDataImportConfig": [
        {
            "Name": "ActivityFile",
            "SyncColumns": [
                "Id",
                "Name",
                {
                    "Name": "Data",
                    "UseRecordIdAsFileName": true
                },
                "Activity",
                "Type"
            ]
        }
    ]
},

Question

We need to add a "LinkedIn" communication option type to the  [Communication options] detail.

I mean, we do not need to add a new "Web" communication option and paste a link to the LinkedIn contact profile, but to add a link which would have the "LinkedIn" name.

Answer

1. In the [Communication option types] lookup, add a new communication option and name it, e.g., "LinkedIn", the Communication type - Web

2. On the LinkedIn record, click "Edit" and find the recordId.

3. In configuration, replace the CommunicationUtils schema by copying the code from the original schema. Add ConfigurationConstants in the dependency as it is in the original.

4. In the replaced schema, update the isWebType() method by adding a recordId (see above) verification block and return true.

function isWebType(communicationType) {
    if (!communicationType) {
        return false;
    }
 
    if (communicationType === "5e4025d7-84cf-43ce-9a90-64a966c34853") {
        return true; /*LinkedIn*/
    }
 
    communicationType = communicationType.value || communicationType;
    return ConfigurationConstants.CommunicationTypes.Web.indexOf(communicationType) !== -1;
}

5. Save the changes, clear the cache, reset the site. As a result, the new LinkedIn communication option will look and will be processed as a link.

Question

Required "Organization"  field is affixed to the contact object "at the application level"

In the mobile app:



- Create a new contact

- Fill in the "Organization" field (created earlier in the web app)

- Save

- Synchronize

- An error occurs

Call Stack:

Contact (9d6652ba-5062-45d2-a7f2-1fb6c3ba1978) at Wed May 16 2018 11:13:07 GMT + 0300 (MSK). Error text: Type: Terrasoft.ODataRequiredColumnsEmptyValuesException

Message: The Organization field is a required field.

AdditionalInfo: {"position": 0, "error": {"code": "3", "message": {"value": "The Organization field is required"}, "innererror": {"message": "Organization field is required", "type": "Terrasoft.Core.Entities.RequiredColumnsEmptyValuesException", "stacktrace": "in Terrasoft.Core.Entities.Entity.ValidateRequiredColumns () \ r \ n in Terrasoft.Core.Entities .Entity.InternalSave (Boolean validateRequired, Boolean setColumnDefValue) \ r \ n in Terrasoft.Core.Entities.Entity.Save (Boolean validateRequired, Boolean setColumnDefValue) \ r \ n in Terrasoft.Core.Entti.SerathiraADe.V. \ r \ n in Terrasoft.Core.Entities.Services.ServiceContext.SaveChanges () "," internalexception ": null}}}

Everything works correctly if the field is not required.

Answer

Contact and Account objects are bound by cyclic links (for example, in a mobile application, both a contact and an account (as well as the connection between them) can be added).

Therefore, when synchronizing records, requests are split for correct storage: 

First, creating a contact record, then creating an account, then the lookup fields of the connections between them are updated with the necessary values of the newly created data. Thus, the binding will not work.

As a workaround, we can propose making it required at the card level using business rules:

Terrasoft.sdk.Model.addBusinessRule('Contact', {
    ruleType: Terrasoft.RuleTypes.Requirement,
    triggeredByColumns: ['Name']
});

Then add the required module to the manifest in the ModelExtensions section.

An example implementation can be found in the "MobileActivityModelConfig" schema.

Symptoms

An error occurs during synchronization:

The element with the "90a3e9f6-........................-7c4aadb41f28" identifier is not found.

Cause

The SysLookup table is not used in desktop versions 7.5 and 7.6, but is used in the mobile application below version 7.7.1.

In the SysLookup table, there are records that refer to nonexistent schemas, for example:

90A3E9F6-12D4-45B5-9122-7C4AADB41F28

A85932A3-30A5-49D7-9627-7F749A055AB7

CCF7D813-FC83-47AD-BE61-8F3B3B98A54F

E0AA5FA2-0910-478D-943B-E9C2579AD7B4

Solution

Run script:

UPDATE [SysLookup]
SET IsSimple = 0
WHERE IsSimple = 1
AND NOT EXISTS (select 1 from SysSchema ss WHERE ss.[UId] = SysEntitySchemaUId)

Symptoms

An error occurs during synchronization: The element with the identifier "90a3e9f6 -........................- 7c4aadb41f28" was not foundю

Cause

The SysLookup table is not used in desktop versions 7.5 and 7.6, but is used in the mobile application below version 7.7.1.

There are records in the SysLookup table that refer to nonexistent schemas, e.g., with such UIDs:

90A3E9F6-12D4-45B5-9122-7C4AADB41F28

A85932A3-30A5-49D7-9627-7F749A055AB7

CCF7D813-FC83-47AD-BE61-8F3B3B98A54F

E0AA5FA2-0910-478D-943B-E9C2579AD7B4

Solution

Run the following script:

UPDATE [SysLookup]
SET IsSimple = 0
WHERE IsSimple = 1
AND NOT EXISTS (select 1 from SysSchema ss WHERE ss.[UId] = SysEntitySchemaUId)

Necessary conditions and possible restrictions

Some versions of BPMonline 7.6

Mobile app version is lower than 7.7.0

Question

The field with image does not work for a detail (see instruction at https://academy.bpmonline.com/documents/technic-sdk/7-13/how-add-field-…).

Answer

This instruction is relevant for page schemas; for details, add the following method:

getSchemaImageUrl: function(primaryImageColumnValue) {
        if (!primaryImageColumnValue) {
            return null;
        }
        var imageConfig = {
            source: Terrasoft.ImageSources.SYS_IMAGE,
            params: {
                primaryColumnValue: primaryImageColumnValue.value
            }
        };
        return Terrasoft.ImageUrlBuilder.getUrl(imageConfig);
},