pre-configured page
edit page
open edit page
dialog box
mobile application
mobile
Mobile app
Mobile_Creatio
7.17

Hi Team,

 

I want to know how we can use the functionality of open- edit pages, pre - configured pages and dialog box in Creatio mobile application.

 

Can you please help me out in figuring this out?

 

Thanks in advance

Sarika Sharma

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1 comments

Hello Sarika, 

 

Unfortunately, the pre-configured pages and the dialog boxes (modal windows) are not presented in the default configuration of the mobile application yet. 

 

Detailed information about the mobile application interface (as well as information on how the edit data option works there) can be found in the Get started with the mobile app UI Academy article. 

 

Best regards, 

Olga. 

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mobile
mobile application
ESQ
Ext
Mobile_Creatio
7.17

Hi Community,

 

We've this situation where we need to execute a query to the database when we press the button that we created following this article https://academy.creatio.com/docs/developer/mobile_development/mobile_ap….

 

So far we manage to create the button itself and retrieve the record id when this button is pressed.

Ext.define("Terrasoft.controls.CustomRecordPanelItem", {
    extend: "Terrasoft.RecordPanelItem",
  	requires: ["Terrasoft.EntitySchemaQuery"],
    xtype: "cftestrecordpanelitem",
    config: {
        items: [
            {
                xtype: "container",
                layout: "hbox",
                items: [
                    {
                        xtype: "button",
                      	cls: 'btn',
                        id: "clickMeButton",
                      	text: 'TERMINAR',
                        flex: 5,
                    },
                ]
            }
        ]
    },
    initialize: function() {
        var clickMeButton = Ext.getCmp("clickMeButton");
        clickMeButton.element.on("tap", this.onClickMeButtonClick, this);
    },
    onClickMeButtonClick: function() {
        var record = this.getRecord();
      	var servicoId= record.data.imdServico.data.Id;
      	var activitycategoryId = '82e0f151-a00a-46c5-8916-b87992266de6';
      
      	var esq = this.Ext.create("Terrasoft.EntitySchemaQuery", {
            rootSchemaName: "Activity"
        });
      	esq.addColumn("imdServicos.Id", "ServicoId");
      	esq.addColumn("ActivityCategory.Id", "TipoCheckListId");
      
      	var esqFirstFilter = esq.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "imdServicos.Id", servicoId);
      	var esqSecondFilter = esq.createColumnFilterWithParameter(Terrasoft.ComparisonType.EQUAL, "ActivityCategory.Id", activitycategoryId);
      
      	esq.filters.logicalOperation = Terrasoft.LogicalOperatorType.AND;
      
      	esq.filters.add("esqFirstFilter", esqFirstFilter);
		esq.filters.add("esqSecondFilter", esqSecondFilter);
      
        esq.getEntityCollection(function (result) {
            if (result.success) {
              	window.console.log(result);	
                /*result.collection.each(function (item) {
                    
                });*/
            }
  		}, this);
      
        Terrasoft.MessageBox.showMessage(record);
    }
});

We are having problems trying to execute the Ext.create("Terrasoft.EntitySchemaQuery") because we think that some dependencies are missing.

 

Any idea on how to solve this problem?

 

Thanks in Advance.

 

Best Regards,

Pedro Pinheiro

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3 comments

Hi Pedro,

 

Can you send the debug result using the mobile application emulator? What is the error?

 

Best regards,

Oscar

Hi Oscar Dylan,

 

Thank you for your response. The following image shows the error that we are getting when pressing the button.

 

 

var esq = this.Ext.create("Terrasoft.EntitySchemaQuery", {
            rootSchemaName: "Activity"
        });

We think that the error might be related to the lack of dependencies.

 

Best Regards,

Pedro Pinheiro

Hello Pedro. Did you manage to get the result of the queries?

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mobile application
mobile
Mobile app
Run Process
terrasoft
Mobile_Creatio
7.17

Hi Community,

In mobile application I have a button "Terminar" that when I press it I want run a process from my process library in Creatio.

To implement this button I created the following component and a function "onClickMeButtonClick", that is responsable for executing the process after pressing the button. To execute the process I used "Terrasoft.configuration.ProcessModuleUtilities", but I'm not sure if this is the best way to implement this example.

Any idea on how to develop this logic?

 

Thanks an advance.

 

Best Regards,

Daniel Longo

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2 comments

Hello Daniel,

 

The mobile application UI doesn't support working with business processes and processes are only triggered on the server side in real-time once the record is modified in the mobile application or record is added (and correspondent start signals are present in some process).

 

Our core R&D team already has a task to make it possible to work with business processes from the UI directly and I will also let them know about your post so to prioritize the task for them.

 

Thank you for helping us in making the app better!

 

Best regards,

Oscar

Thank You Oscar.

I think it is a important feature for the application, so that the actions of the buttons can be dynamic and don't just give it "Message Alerts".

 

Best Regards,

Daniel Longo

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mobile
mobile application
Mobile_Creatio
7.17

Hi Community?

I want to hide some column filters, like I show in image below, since I have many columns in this object.

Does anyone know if there's any way to hide it? I'm not finding any documentation about it.

Thanks in Advance.

 

Best Regards, 

Daniel Longo

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1 comments

Hello Daniel,

 

This is a core application logic and it's not possible to hide these columns. However you can use the "Search for filter column" option that was developed to find the needed filter column fast.

 

Best regards,

Oscar

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#mobile
mobile application
#Link
linktoanothersection
Sales_Creatio_enterprise_edition
7.17

Hello,

 

I am trying to get a link in Activity section to redirect to Order section directly by tapping on it. I have attached a screenshot ahead.

 

Please let me know how to implement this.

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1 comments

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

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mobile application
7.17

Hi Community,

 

How to get the current user contact in Mobile? What is the counterpart of this in Mobile Terrasoft.SysValue.CURRENT_USER_CONTACT? Thank you

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1 comments

Hi Fulgen,

 

Please use Terrasoft.CurrentUserInfo.contactName in the mobile app to get the current user contact name.

 

Best regards,

Oscar

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Hi Community,

 

In mobile, how can I get the value of some fields in lookup fields?

 

Suppose in Case, using I will get MobilePhone from Contact using CreatedBy field in case. I tried below but it is undefined:

 

var mobile = record.get("CreatedBy.MobilePhone");

 

Any idea please

 

 

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1 comments

Hello Fulgen,

 

You need to use the following code:

record.get("CreatedBy").get("Name")

 

You can also set the breakpoint in one of the business rules and study which keys and values the record object returns.

Please also note that two possible values that you can get from the related record are:

 

1) Record Id

2) Record display column value

 

Best regards,

Oscar

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detail
mobile application
mobile
page designer
Sales_Creatio_team_edition
7.17

Hello all,

 

How can I modify the page layout of a detail that isn't also a section within the Creatio mobile app? I only get the option to change how it's connected to a page. 

I need to be able to change the fields that are shown but the embedded detail won't do the trick because it's not clear on when one detail record ends and the next begins.

 

Thanks in advance for your help.

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1 comments

Hello Kevin,

 

It is necessary to go to the section Page Setup, scroll down to New button, select Embedded detail option, add your detail and hit New column to add required fields. You can also the fields them in the required order there. 

 

Regards,

Dean

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Filters
global search
mobile application
7.17
Mobile_Creatio

Hi all,

I am facing this issue with filter functionality in Mobile App. In previous version we used to have filter icon for section, and in the current version (7.17) that replaced with search based on the first field on the page.

Is there any workaround to apply filtered search? 

This kind of annoying, specially when searching for full name and it doesn't respond when you are typing last name. For example, 'John Doe' only appears in search if you search for 'John'. If you type 'Doe' it returns with no results.

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Best reply

Hello Kavian,

 

Hope you're doing well.

 

If I understood your question correctly, it seems that search functionality didn't change (we have compared the last version (7.17) and the previous one (7.16)) and we were able to get search results via looking for the part of the full name and full name (for section search and for filtered search):

 

7.16:

 

7.17:

 

You can use '%' sign for partial word search if you are not sure in the full name:

 

Also, it is possible to configure columns by which search will be performed in mobile application from your side. Information on where and how it can be configured can be found in the next post: https://community.creatio.com/articles/search-multiple-columns-mobile-a…

 

Best regards,

Roman

Hello Kavian,

 

Hope you're doing well.

 

If I understood your question correctly, it seems that search functionality didn't change (we have compared the last version (7.17) and the previous one (7.16)) and we were able to get search results via looking for the part of the full name and full name (for section search and for filtered search):

 

7.16:

 

7.17:

 

You can use '%' sign for partial word search if you are not sure in the full name:

 

Also, it is possible to configure columns by which search will be performed in mobile application from your side. Information on where and how it can be configured can be found in the next post: https://community.creatio.com/articles/search-multiple-columns-mobile-a…

 

Best regards,

Roman

Roman Rak,

Thanks.

Roman Rak,

On the other note, is it possible to define the which fields to filter based on? for example, currently, it shows all the fields been used on the contact page, but we are only looking for searching based on 'Last name' and 'Type'

 

Thanks

Hello Kavian,

 

Thank you for your question.

 

As for now, there is no such functionality. I have created the functional request to our R&D department about this case so they could consider enhancing the following functionality in the upcoming releases.

 

Best regards,

Roman

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mobile
mobile application
reload
record
Mobile app
7.16
Mobile_Creatio

Hello, 

I have button to set some data in one field. this field is empty before button click, so it is hidden on record page. after button click when I set data to this field, I want to show this field immediately.

 

How can I reload record page? 

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4 comments
Best reply

Hello Luka,

 

To solve your business task you need to add visible value to the field and bind it to the method:

"visible": {"bindTo": "visibleMethodName"}
and create an attribute 
"hideFieldAttribute": {
        "dataValueType": Terrasoft.DataValueType.BOOLEAN,
        "value": true
      },

This method will be triggered by a button click and should set an attribute:

buttonAction: function() {
        this.set("hideFieldAttribute", false);
      },

This method is bound to the visible property of the field:

 visibleMethodName: function() {
        var result = this.get("hideFieldAttribute");
        return result;
      },

Please let us know if it helps!

 

Best regards,

Bogdan S.

Hello Luka,

 

Have you tried calling the this.reloadEntity(); method on custom button click? What was the result?

 

Best regards,

Oscar

reloadEntity is for web app. in mobile app, record instance doesn't have reloadEntity :( 

Hello Luka,

 

To solve your business task you need to add visible value to the field and bind it to the method:

"visible": {"bindTo": "visibleMethodName"}
and create an attribute 
"hideFieldAttribute": {
        "dataValueType": Terrasoft.DataValueType.BOOLEAN,
        "value": true
      },

This method will be triggered by a button click and should set an attribute:

buttonAction: function() {
        this.set("hideFieldAttribute", false);
      },

This method is bound to the visible property of the field:

 visibleMethodName: function() {
        var result = this.get("hideFieldAttribute");
        return result;
      },

Please let us know if it helps!

 

Best regards,

Bogdan S.

I resolved it, using business rule. Thanks a lot, you gave me good point.

record.changeProperty("UsrGeneralAgreementUrl", {
    hidden: false
});

 

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