signature
mobile application
7.15

Hi Community,

 

We have requirements to capture signature in mobile application. A drawing pad will show to where user can draw/write their signature and it will be saved as image attachment of a record. Any idea how we can achieve this?

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6 comments

There is a couple of recommendations:

1) third party Js libraries can be added as modules in configuration. If we are talking about mobile app, they can be included in CustomSchemas in manifest.

2) In mobile app, there is a way to create your own control. It is called Panel item. It can be then added to the page. Here is the sample adding chart to the page:

 

Ext.define("Terrasoft.controls.TestRecordPanelItem", {

                extend: "Terrasoft.RecordPanelItem",

                xtype: "cftestrecordpanelitem",

 

                config: {

 

                                items: [

                                                {

                                                                xtype: "container",

                                                                id: "TestRecordPanelItemContainer",

                                                                style: "width: 100%;height: 100%;"

                                                }

                                ]

 

                },

 

                /**

                * @private

                */

                chart: null,

 

                /**

                * @private

                */

                getChartConfig: function() {

                                return {

                                                type: Terrasoft.ChartType.Pie,

                                                colors: ["red", "orange", "blue"],

                                                series: [{

                                                                type: Terrasoft.ChartType.Pie,

                                                                name: "serie one",

                                                                color: "#000000",

                                                                data: [{

                                                                                name: "first",

                                                                                y: 25

                                                                }, {

                                                                                name: "second",

                                                                                y: 100

                                                                }, {

                                                                                name: "third",

                                                                                y: 30

                                                                }]

                                                }],

                                                scrollable: false

                                };

                },

 

                /**

                * @private

                */

                createChart: function() {

                                Ext.destroy(this.chart);

                                var chartConfig = this.getChartConfig();

                                this.chart = Ext.create("Terrasoft.Chart", chartConfig);

                },

 

                initialize: function() {

                                this.createChart();

                                var container = Ext.getCmp("TestRecordPanelItemContainer");

                                container.setHtml(this.chart.element.dom);

                }

 

});



And it’s usage:

Terrasoft.sdk.RecordPage.addPanelItem("Contact", {

                xtype: "cftestrecordpanelitem",

                align: "right",

                position: 1

});

Is this possible in the Creatio normal CRM as well? for a custom created section?

 

Lakindu Yasomith,

 

Hello,

 

We have a couple of marketplace addons that help in working with electronic signature:

 

https://marketplace.creatio.com/app/signnow-integration-creatio

https://marketplace.creatio.com/app/adobe-sign-connector-creatio

 

Please check them, maybe they will fit your business task.

Hi Fulgen Ninofranco,

Did you find the solution? I have the same use case. Please assist me how did you implemented in detail.

Regards

Parul

Alina Kazmirchuk,

Does the solution work for Freedom UI too?

 

hey, did you get answer?

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mobile application
7.15_()
Studio_Creatio_()
7.15
Studio_Creatio

Hi Community,

In mobile grid view, we are showing a date/time field, we want to change the format of Date/Time. Anyone, please guide me to do this.

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3 comments

It's possible to set the correct date time format in user profile settings in Creatio that will be automatically applied to the mobile application too - https://i.imgur.com/luwba6x.png

 

Hi Alina (or others), I aware that this is a quite old post, but in the current Mobile app it doesn't seem to work. I have the date and time format in my Creatio app set to Dutch, which should mean DD/MM/YYYY for the date, yet it remains in format MM/DD/YYYY in the mobile app. I've also searched system settings in the browser app, but am not able to find anything useful. Is there any way to force this change in the Mobile app, as I can't seem to find it. Thanks

Hi Kurt,

 

unfortunately, there is no such option to change the date format, as for now.

We will register the task for our developers to add this functionality in the future.

 

Regards,

Gleb.

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mobile application
sorting
7.15_()
Studio_Creatio_()

Hi Community,

How to Sort Records in Mobile App Section List?

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3 comments

Dear Fulgen,

Hope you are doing well today.

The mobile application doesn't have this option. We already had similar requests from multiple users and our R&D team has in plans to implement the sorting option in the future application versions.

Best regards,

Dean

Dean Parrett,

Thanks Dean, but programatically is there any way?

Dear Fulgen,

Yes, you can develop custom sorting function. You can try to debug the sorting feature in the web version and implement similar logic for mobile version.

Regards,

Dean

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mobile application
7.15_()
Studio_Creatio_()

Hi Community,

How to transfer the custom workplace created using mobile application wizard from one system to another? I transferred using 'export packages to archive' and 'installed applications' section. All the schemas were transferred but when I check in 'Mobile application wizard' the custom workplace is not there.

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Please suggest what object needs to be bind so that it will be part of my package and will be transferred to another system. Thanks

Fulgen Ninofranco,

Hello!



You should bind data for object 

SysMobileWorkplace.



Regards,

Dmytro

 

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mobile
mobile application

I am trying to create a mobile rule. This is in my DEV instance. Please see the screenshots.

My rule does not take effect in the mobile app and I am not sure why? Can anyone see any glaring issues?

 

Thanks,

Heather

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Heather,

Seems that the reason is in fact that you've specified your value using double quotes "", but it should be 'stage_id' (using single quotes instead).

Also you need to add your business rule to ModelExtensions, not PageExtensions of your mobile application manifest.

Please try applying stage id in such a way and also applying your business rule to ModelExtensions it should help, because there is nothing else that can cause the problem.

Best regards,

Oscar

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mobile application
Mobile app
7.15_()
Sales_Creatio_()

Toggle operation mode for Mobile Creatio is not working now, when I click the button toggle for offline mode there are some process running on it,

and stack as long as the application is open. Anyone idea to solve this problem?

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1 comments

Hi! In OOB creatio mobile app offline mode can be enabled only via PC version. If this button is custom try to debug it using mobile emulator that can be requested from support team. 

Best regards,

Angela

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mobile application
7.15_()
Studio_Creatio_()

Hi Community,

In Mobile App Settings menu, is it possible we can allow user to change their password and language.

 

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Dear Fulgen, 

This is quite complex, task, but here is an idea of how you can do this. 

To add new action to the settings page you would need to create a new module and add it in the mobile application manifest to the CustomSchemas.

The code for adding custom action in the settings page is the following: 

Ext.define("Terrasoft.configuration.action.MyAction", {

    extend: "Terrasoft.core.action.AbstractAction",

  

    config: {

        myMessage: null,

    },

  

    execute: function() {

        this.executionStart();

        Terrasoft.MessageBox.showMessage(this.getMyMessage());

        var mainPageController = Terrasoft.util.getMainController();

        Terrasoft.Router.route("basepage", mainPageController, ["calleridsettingspageview", {direction: "left"}]);

        this.executionEnd(true);

    }

});

// Add action

Terrasoft.sdk.Application.addSettingsAction({

    name: "myItemName",

    caption: "MyMobileCustomSchemaTestActionCaption",

    actionClassName: "Terrasoft.configuration.action.MyAction",

    actionClassConfig: {

        myMessage: Terrasoft.LS["MyMobileCustomSchemaTestActionMessage"]

    }

});



MyMobileCustomSchemaTestActionCaption and MyMobileCustomSchemaTestActionMessage are 2 localizable strings. 

After that you can look what does the onChangePasswordClick in the ChangePasswordModuleSchema schema and implement the same logic in mobile when clicking your action. For changing language you would need to display lookup column of SysCulture object and populate the current user's culture with the result of the selection of this field. 

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mobile application
7.15_()
Studio_Creatio_()

Hi Community,

Is there a way to trigger automatic refreshment of list data in mobile. Currently in order for you to refresh, user needs to manually drag down the list.

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Hi Fulgen,



I did not really get the case where you need to refresh list automatically. Whenever user adds new record - it will be loaded immediately, and if someone else added a record and you refresh the list for everyone  - it may disturb someone's work. If for example someone was scrolling down the list to find a record and you refresh the page - it will interrupt him a lot.



Nevertheless, I found logic that triggers refreshing which I believe you can use:

if you open mobile emulator (which you can request from support@creatio.com) you can find it in debugger:

pull-refresh.js



Inside there is a class Terrasoft.PullRefresh. This class is used in list-pull-refresh.js: https://prnt.sc/qp2lfp



Regards,

Dmytro

 

Dmytro Smishchenko,

 

Thanks Dmytro. We are changing read permission after user modified a record that is why we need to the the auto refresh. What we wanted, once user will go back from preview page to list page, lists will be refreshed automatically. Any idea how I can do it?

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sales_enterprise
section wizard
mobile application
7.15_()

Hi!

We have problems using the mobile application wizard.

The section "contact" does not open - no matter which point I choose (List, Page or Details). Only delete works immediately.

Even deleting and adding the section fails because the page does not rebuild after clicking on "save".

I do not think it's because of the number of contacts, because we have just created 10 test contacts.

Other sections (Account, Activities, ...) do not cause any problems.

Does anyone have any idea how to fix this?

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Hi!

I would recommend you to contact support and request mobile emulator - you will be able to check errors from the console and see network responses. It will help you to find more details about this issue. 

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mobile application
custom button
7.14_()

Hi Community,

Using below link we can add custom button on CRM section/edit page and specify our own logic like for example we will execute a business process after clicking this button

https://academy.bpmonline.com/documents/technic-sdk/7-12/adding-button-edit-page?_ga=2.110315717.1903804624.1571140505-682725158.1571140505

 

Any idea how we can achieve it in mobile example, I need to show custom button in section/edit page then on click i will execute a business process?

 

Thanks

 

 

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The functionality can be implemented through development.

In order to add a button to the mobile application please follow the instructions from the article by the link below:

https://community.bpmonline.com/articles/adding-custom-user-action-mobile-application

The business process is run on the server side. It's possible to run it from the mobile application by calling the web service. The ProcessEngineService.svc service allows the external application to run business process in the bpm'online. Please find more information about using the web service in the article on Academy:  https://academy.bpmonline.com/documents/technic-sdk/7-14/processengineservicesvc-web-service

Also please check the article about how to call the web service in the Mobile App. It will be helpful for your purposes. 

https://community.bpmonline.com/articles/calling-web-service-mobile-app

Alina Kazmirchuk,

Thanks Alina,

Any idea how can i put a custom button on section page?

 

Fulgen Ninofranco,

Unfortunately, there is no way to add a button on a section page in the mobile application.

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