Case

We need to implement the command line search available on portal user pages in the knowledge base not only by the primary field (name), but also by article contents and public tags.

Solution

The search can be developed in the "knowledge base search line" of a portal user page. It is a separate element that looks as a command line, but its logic implementation is contained in the KnowledgeBaseSearchModule schema.

This page can be debugged when logged in as a regular user via regular interface by opening it as a module using the following link:

http://your-website/0/Nui/ViewModule.aspx#PortalMainPageModule/

To implement an advanced filter instead of filtering by article title only, modify the following code by replacing the KnowledgeBaseSearchModule base schema:

/*sessionFilters.CustomFilters = { value: value, displayValue: value, primaryDisplayColumn: true };*/
 
var filters = Ext.create("Terrasoft.FilterGroup");
filters.addItem(Terrasoft.createColumnFilterWithParameter(
    Terrasoft.ComparisonType.CONTAIN, "Notes", value));
filters.addItem(Terrasoft.createColumnFilterWithParameter(
    Terrasoft.ComparisonType.CONTAIN, "Name", value));
filters.addItem(Terrasoft.createColumnFilterWithParameter(
    Terrasoft.ComparisonType.CONTAIN, "Keywords", value));
filters.logicalOperation = Terrasoft.LogicalOperatorType.OR;
 
var serializationInfo = filters.getDefSerializationInfo();
serializationInfo.serializeFilterManagerInfo = true;
 
sessionFilters.CustomFilters = {
    "null": {
        "displayValue": value,
        "filter": filters.serialize(serializationInfo)
    }
};

To record public tags into the "Keywords" column for further search by this column, implement the events of modifying, adding and deleting knowledge base tags by creating them in the KnowledgeBaseInTagV2 replacing object.

var userConnection = (UserConnection)HttpContext.Current.Session["UserConnection"];
Guid entityId = Entity.GetTypedColumnValue<Guid>("EntityId");
var esq = new EntitySchemaQuery(userConnection.EntitySchemaManager, "KnowledgeBaseInTagV2");
var publicTypeId = "D6FB4DE6-0809-41FE-A84F-6D245CBC5F32";
esq.AddColumn("Tag.Name");
var entityFilter = esq.CreateFilterWithParameters(FilterComparisonType.Equal,
    "Entity.Id", entityId);
var typeFilter = esq.CreateFilterWithParameters(FilterComparisonType.Equal,
    "Tag.Type", publicTypeId);
esq.Filters.Add(entityFilter);
esq.Filters.Add(typeFilter);
var entityCollection = esq.GetEntityCollection(userConnection);
string allTags = string.Empty;
foreach (var entity in entityCollection) {
    var tagName = entity.GetTypedColumnValue<string>("Tag_Name");
    allTags += tagName + ", ";
}
using (DBExecutor executor = userConnection.EnsureDBConnection()) {
    Update updateRelationshipQuery = new Update(userConnection, "KnowledgeBase");
    updateRelationshipQuery.Set("Keywords", Column.Parameter(allTags));
    updateRelationshipQuery.Where("Id").IsEqual(Column.Parameter(entityId));
    updateRelationshipQuery.Execute(executor);
}
return true;

The last thing is: after publishing the schemas, populate the "Keywords" column with public tags for already existing knowledge base records via the following script:

UPDATE KnowledgeBase
SET Keywords = ISNULL(res.Tags, '')
FROM (SELECT a.Id, Tags = (SELECT stuff((
                select ', ' + Name from (SELECT t.Name FROM KnowledgeBaseTagV2 t WHERE
                                t.TypeId = 'D6FB4DE6-0809-41FE-A84F-6D245CBC5F32'
                                and t.Id
                                IN (
                                                SELECT e.TagId FROM KnowledgeBaseInTagV2 e WHERE e.EntityId = a.Id
                                )
) tb FOR XML PATH('')), 1, 2, ''))
FROM KnowledgeBase a
GROUP BY a.Id) res
WHERE res.ID = KnowledgeBase.Id

Where "D6FB4DE6-0809-41FE-A84F-6D245CBC5F32" is a "public tag" type identifier.

Necessary conditions

Application version with a portal user page and the KnowledgeBaseSearchModule base schema.

Case description:

We need to add virtual fields to page like OpportunityPageV2 which will display the value of the field from the Contact object.

Algorithm of realization:

1. You should create replacing client schema for your page.
2. You should create localizable strings which will contain captions of the fields.
   
   
   
   
   
   Figure 1. Adding of localizable string
   
    

3. You should create attributes for your fields like following:

   "GlbSignatureDeeds": {

       "dataValueType": Terrasoft.DataValueType.DATE,

       "type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN

   }

   Enumeration dataValueType specifies the type that will contain the virtual field.

   
   
   Figure 2. Terrasoft.DataValueType values

4. You should add code like following to diff for inserting your field into page:

   {
       "operation": "insert",
       "name": "GlbSignatureDeeds",
       "values": {
           "layout": {
               "colSpan": 12,
               "rowSpan": 1,
               "column": 0,
               "row": 11
           },
           "caption": {
               "bindTo": "Resources.Strings.DeedsSigned"
           },
           "bindTo": "GlbSignatureDeeds",
           "enabled": {
               "bindTo": "Contact"
           },
           "contentType": 0
       },
       "parentName": "GeneralInfoTabGridLayoutef9cc299",
       "propertyName": "items",
       "index": 16
   },
   

    

5. You should add an attribute for binding object like Contact. In the attributes property of the view model, you need to add the name of the column for which the dependency is set. For this column, declare the property dependencies, which is an array of configuration objects, each of which contains the following properties: columns - an array of column names, from the values of which the value of the current column depends; methodName is the name of the handler method. 

   "Contact": {
       "lookupListConfig": {
           "columns": ["UsrSignatureDeeds", "UsrContractSigned"]
       },
       "dependencies": [
           {
               "columns": ["Contact"],
               "methodName": "onContactChanged"
           }
       ]
   },
   

    

6. You should add the logic to fill the virtual field to “methods”. Usually a virtual field is associated with the field of another object or it is calculated.

   onContactChanged: function() {
       if (this.get("Contact")) {
           this.set("GlbSignatureDeeds", this.get("Contact").UsrSignatureDeeds);
       } else {
           this.set("GlbSignatureDeeds", null);
       }
   },
   

    

7. You should call this method from onEntityInitialized method.

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

    

8. If you want to save this virtual fields, youd should add code like following into save() and onSaved() methods:

   save: function() {
       this.set("NeedUpdateDateDeeds", this.changedValues && this.get("Contact") &&
           this.changedValues.hasOwnProperty("GlbSignatureDeeds"));
       this.callParent(arguments);
   },
   onSaved: function(response, config) {
       if (this.get("NeedUpdateDateDeeds")) {
           var args = arguments;
           var update = Ext.create("Terrasoft.UpdateQuery", {
               rootSchemaName: "Contact"
           });
           var contactId = this.get("Contact").value;
           var filter = Terrasoft.createColumnFilterWithParameter(this.Terrasoft.ComparisonType.EQUAL,
               "Id", contactId);
           update.filters.addItem(filter);
           if (this.get("NeedUpdateDateDeeds")) {
               update.setParameterValue("UsrSignatureDeeds", this.get("GlbSignatureDeeds"),
                   this.Terrasoft.DataValueType.DATE);
           }
           update.execute(function() {
               this.set("NeedUpdateDateDeeds", false);
               this.superclass.onSaved.call(this, args);
           }, this);
       } else {
           this.callParent(arguments);
       }
   },
   

    

Case description:

We need to have opportunity to open edit page by double click on detail record.

Algorithm of realization:

For example, I want to open all details by double click on the appropriate detail record:

1. Create replacing Client Module for schema "Base schema - Detail with list" (BaseGridDetailV2)

2. Add next code to methods and diff properties:

   methods: {
           onGridDoubleClick: function() {
           this.editRecord();
       }
   },
   diff: /**SCHEMA_DIFF*/[
       {
           "operation": "merge",
           "name": "DataGrid",
           "values": {
               "openRecord": {
                   "bindTo": "onGridDoubleClick"
               }
           }
       }
   ]/**SCHEMA_DIFF*/
   

   

    

    

3. Save schema -> Clear cache

Question

I need to delete the connection to Documents and Leads in the [Connected to] detail of the [Activities] section.

Answer

For deleting the needed columns from the [Connected to] detail of the activities, execute the following request to the database:

DELETE FROM EntityConnection WHERE SysEntitySchemaUId = 'c449d832-a4cc-4b01-b9d5-8a12c42a9f89'
AND (ColumnUId = 'd6e94162-4354-413a-bc84-e118df5e852e'
OR ColumnUId = 'f6137557-741e-42f8-8bf6-69b2524a83f7')

Question

How can I set up a field of a drop-down list type out of a lookup field in an editable record list version 7.7.0.2293 SalesEnterprise + Marketing + CustomerCente? I created an editable record list of activities, the [Status] field on the activity page is a drop-down list. But in the editable record list the same field is a typical lookup with the corresponding lookup window.

P.S. The solution is useful, if there is no edit page or there are either a lot of them, or they are basic.

Answer

You can override the generateActiveRowControlsConfig() method in the detail schema and pass the necessary additional config when needed.

In our case, you can add:

if (columnName = "Status") {
 
   cellConfig.contentType = Terrasoft.ContentType.ENUM;
 
}

Right after you create cellConfig in it.

You can take the source code from the ConfigurationGridUtilities schema if it is different from the one used in the provided example.

An example of a detail schema, where everything was tested, including making the grid editable, with overriding generateActiveRowControlsConfig:

define("UsrSchema1Detail", ["terrasoft", "BusinessRulesApplierV2", "ConfigurationEnums", "BusinessRuleModule",
    "GridUtilitiesV2", "ConfigurationGrid", "ConfigurationGridGenerator", "ConfigurationGridUtilities"], function(
        Terrasoft, BusinessRulesApplier, ConfigurationEnums, BusinessRuleModule) {
    return {
        entitySchemaName: "Activity",
        attributes: {
         "IsEditable": {
            dataValueType: Terrasoft.DataValueType.BOOLEAN,
            type: Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
            value: true
         }
        },
        mixins: {
         ConfigurationGridUtilites: "Terrasoft.ConfigurationGridUtilities"
        },
        details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
        diff: /**SCHEMA_DIFF*/[
            {
            "operation": "merge",
            "name": "DataGrid",
            "values": {
               "className": "Terrasoft.ConfigurationGrid",
               "generator": "ConfigurationGridGenerator.generatePartial",
               "generateControlsConfig": {"bindTo": "generatActiveRowControlsConfig"},
               "changeRow": {"bindTo": "changeRow"},
               "unSelectRow": {"bindTo": "unSelectRow"},
               "onGridClick": {"bindTo": "onGridClick"},
               "activeRowActions": [
                  {
                     "className": "Terrasoft.Button",
                     "style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
                     "tag": "save",
                     "markerValue": "save",
                     "imageConfig": {"bindTo": "Resources.Images.SaveIcon"}
                  },
                  {
                     "className": "Terrasoft.Button",
                     "style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
                     "tag": "cancel",
                     "markerValue": "cancel",
                     "imageConfig": {"bindTo": "Resources.Images.CancelIcon"}
                  },
                  {
                     "className": "Terrasoft.Button",
                     "style": this.Terrasoft.controls.ButtonEnums.style.TRANSPARENT,
                     "tag": "remove",
                     "markerValue": "remove",
                     "imageConfig": {"bindTo": "Resources.Images.RemoveIcon"}
                  }
               ],
               "initActiveRowKeyMap": {"bindTo": "initActiveRowKeyMap"},
               "activeRowAction": {"bindTo": "onActiveRowAction"},
               "multiSelect": false
            }
         }
        ]/**SCHEMA_DIFF*/,
        methods: {
            generateActiveRowControlsConfig: function(id, columnsConfig, rowConfig) {
                this.columnsConfig = columnsConfig;
                var gridLayoutItems = [];
                var currentColumnIndex = 0;
                this.Terrasoft.each(columnsConfig, function(columnConfig) {
                    var columnName = columnConfig.key[0].name.bindTo;
                    var column = this.getColumnByColumnName(columnName);
                    var cellConfig = this.getCellControlsConfig(column);
 
                    cellConfig = this.Ext.apply({
                        layout: {
                            colSpan: columnConfig.cols,
                            column: currentColumnIndex,
                            row: 0,
                            rowSpan: 1
                        }
                    }, cellConfig);
 
                    if (columnName = "Status") {
                        cellConfig.contentType = Terrasoft.ContentType.ENUM;
                    }
 
                    gridLayoutItems.push(cellConfig);
                    currentColumnIndex += columnConfig.cols;
                }, this);
                var gridData = this.getGridData();
                var activeRow = gridData.get(id);
                var rowClass = {prototype: activeRow};
                BusinessRulesApplier.applyRules(rowClass, gridLayoutItems);
                var viewGenerator = this.Ext.create("Terrasoft.ViewGenerator");
                viewGenerator.viewModelClass = {prototype: this};
                var gridLayoutConfig = viewGenerator.generateGridLayout({
                    name: this.name,
                    items: gridLayoutItems
                });
                rowConfig.push(gridLayoutConfig);
            },
        }
    };
});

Symptoms

Bpm'online mobile bug report

Type: Terrasoft.SourceCodeException

Message: TypeError: undefined is not an object (evaluating 'columnConfig.columnType')

Cause

The error occurs due to the fact that you have not configured the parameters of the embedded details correctly, e.g., in the "Leads" section.

Solution

You have to correctly configure all the details. For example, to set up the “Files and Attachments” detail in the “Leads” section:

- To display the details in the mobile application, you must select the “Lead attachments” detail

- Select "Lead" in the "Detail column" field

- In the “Object column” field specify “Id”

Question

I need to place a button under or next to one of the fields on the edit page, clicking on which will display the lookup list.

I need to open a lookup that is not related to the page, and I may need additional operations before that. This cannot be done by just adding a lookup field.

Is it possible to place a button somewhere in the middle of the page? The manual action will be quite inconvenient for the user.

Answer

In the config view, define the required control + a method to display it, and in the controller, assign a handler:

Ext.define("...view...", {
    config: {
       refreshButton: {
            id: 'usr_order_refresh_btn',
            cls: "x-button-primary-blue",
            text: 'Update'
        }
    },
    showRefreshButton: function (isShow) {
        var navigationPanel = this.getNavigationPanel(); /*a component in which the controll will be displayed*/
        var refreshButton = this.getRefreshButton();
        if (isShow) {
            this._refreshButton = navigationPanel.addButton(refreshButton);
        } else {
            navigationPanel.removeButton(refreshButton);
        }
        return this._refreshButton;
    }
});
Ext.define("...controller...", {
    initializeView: function (view) {
        this.callParent(arguments);
        var btn = view.showRefreshButton(true);
        btn.on("tap", this.onRefreshButtonTap, this);
    },
    onRefreshButtonTap: function() {
        /* subject */
    }
});

If you need to open a picker to select a value, then look in the MobileActivityGridPageControllerV2.  For example, there are pickers that enable you to select the "Responsible" employee (the "getEmployeePicker()" method) or select the schedule mode (the "getGridModePicker()" method).

Question

At the moment, the synchronization does not complete successfully, due to the fact that the application (in the "Activities" section) contains a large number of files that the mobile application is trying to synchronize and as a result ends with a timeout error.

The analysis revealed that the main file type is mostly images used in email signatures (have the name "image").

Is it possible to set up the filtering mechanism in such a way that does not upload the extra files?

Answer

Add a filtering mechanism, which will ignore files related to the signature during synchronization. Add the following code to the mobile application manifest (MobileApplicationManifestDefaultWorkplace):

{
    "SyncOptions": {
        "SysSettingsImportConfig": [],
        "ModelDataImportConfig": [
            {
                "Name": "ActivityFile",
                "SyncFilter": {
                    "property": null,
                    "valueIsMacros": false,
                    "value": null,
                    "isNot": true,
                    "type": "Terrasoft.FilterTypes.Group",
                    "logicalOperation": "Terrasoft.FilterLogicalOperations.Or",
                    "subfilters": [
                        {
                            "property": "Name",
                            "funcType": "Terrasoft.FilterFunctions.SubStringOf",
                            "funcArgs": ["image"] //the word used to filter the images
                        },
                        {
                            "property": "Activity.Owner",
                            "isNot": true,
                            "valueIsMacros": true,
                            "value": "Terrasoft.ValueMacros.CurrentUserContact"
                        }
                    ]
                }
            }
        ]
    },
    "Modules": {},
    "Models": {}
}

If this is a FieldForce product, then you also need to add the same code to the "MobileApplicationManifestFieldForceWorkplace" manifest.

Symptoms

Terrasoft.ServerException

{Terrasoft.PerformanceCounterManager.startCounter(\"onReady\");Ext.BLANK_IMAGE_URL=\"/0/terrasoft.axd?rm=Terrasoft.UI.WebControls&r=s.gif\";\r\n\r\nthis.ErrorIcon=new Terrasoft.ImageBox({\r\n  id: \"ErrorIcon\",\r\n  cls: \"application-ico-error\",\r\n  renderTo: \"ErrorIcon_Container\"\r\n});\r\nthis.ErrorOccures=new Terrasoft.Label({\r\n  id: \"ErrorOccures\",\r\n  cls: \"x-label-black\",\r\n  renderTo: \"ErrorOccures_Container\",\r\n  caption: \"В работе приложения bpm'online возникла ошибка. Приносим извинения за неудобства.\"\r\n});\r\nthis.ErrorSupportInfo=new Terrasoft.Label({\r\n  id: \"ErrorSupportInfo\",\r\n  cls: \"x-label-black\",\r\n  renderTo: \"ErrorSupportInfo_Container\",\r\n  caption: \"Please contact bpm'online regarding this error.\"\r\n});Terrasoft.PerformanceCounterManager.stopCounter(\"onReady\");}});Terrasoft.ScriptManagerUniqueID=\"ScriptManager\";\n\t//]]>\n\t\n\r\n\r\n\t\r\n\r\n\r\n\r\nМы гарантируем полную конфиденциальность и анонимность.
\r\n\t\t\t
\r\n\t\t\t\r\n\t\t\t
\r\n\t\t\t
\r\n\t\t\tПоказать детальную информацию об ошибке

\r\n\t\t\tDate: 07.11.2015 8:12:22\r\nDate (UTC): 07.11.2015 6:12:22\r\n\r\nException Message: Memory gates checking failed because the free memory (107479040 bytes) is less than 1% of total memory.  As a result, the service will not be available for incoming requests.  To resolve this, either reduce the load on the machine or adjust the value of minFreeMemoryPercentageToActivateService on the serviceHostingEnvironment config element.\r\nException Type: System.InsufficientMemoryException\r\nException Source: System.ServiceModel.Activation\r\n\r\nException Stack Trace:\r\n  at System.ServiceModel.Activation.ServiceMemoryGates.Check(Int32 minFreeMemoryPercentage, Boolean throwOnLowMemory, UInt64& availableMemoryBytes)\r\n  at System.ServiceModel.ServiceHostingEnvironment.HostingManager.CheckMemoryCloseIdleServices(EventTraceActivity eventTraceActivity)\r\n  at System.ServiceModel.ServiceHostingEnvironment.HostingManager.EnsureServiceAvailable(String normalizedVirtualPath, EventTraceActivity eventTraceActivity)\r\n\r\nSessionID: w0l0muum2dgm2vmlxyszxo0j\r\nRequest URL: /0/ServiceModel/EntityDataService.svc/MobileDataCollection?$select=Id,CreatedById,CreatedOn,ModifiedById,ModifiedOn,Key&%24skip=0&%24top=-1\r\nRequest Path: /0/ServiceModel/EntityDataService.svc/MobileDataCollection\r\nRequest Type: GET\r\nUser Agent: Mozilla/5.0 (iPhone; CPU iPhone OS 9_1 like Mac OS X) AppleWebKit/601.1.46 (KHTML, like Gecko) Mobile/13B143 (5048248176)\r\nUser Host Address: 37.147.161.229\r\nUser: Xxxxxxxxxxx\r\nIs Authenticated: True\r\nAuthentication Type: Forms\r\nIs Secure Connection: True\r\n\r\nApplication Version: 7.6.0.1148\r\nApplication Path: D:\\App\\peremenatrade\\Terrasoft.WebApp\\\r\nApplication Virtual Path: /0\r\nApplication Trust Level: Full\r\nMachine Name: RU2-C004-WEB01\r\nIs Local: False\r\n\r\nProcess ID: 9124\r\nProcess Name: w3wp.exe\r\nProcess Account Name: RU\\iis-peremenatrade\r\nThread Account Name: RU\\iis-peremenatrade\r\nOS Version: Microsoft Windows NT 6.3.9600.0\r\nNet Framework Version: 4.0.30319.34209\r\nDBExecutor Type: MSSqlExecutor\r\n\r\n\t\t\r\n\t\r\n\r\n\r\n"}

Cause

According to the mobile application error:

Exception Message: Memory gates checking failed because the free memory (107479040 bytes) is less than 1% of total memory.  As a result, the service will not be available for incoming requests.  To resolve this, either reduce the load on the machine or adjust the value of minFreeMemoryPercentageToActivateService on the serviceHostingEnvironment config element.\r\nException Type: System.InsufficientMemoryException\r\nException Source: System.ServiceModel.Activation\r\n\r\nException Stack Trace:\r\n  at System.ServiceModel.Activation.ServiceMemoryGates.Check(Int32 minFreeMemoryPercentage, Boolean throwOnLowMemory, UInt64& availableMemoryBytes)\r\n  at System.ServiceModel.ServiceHostingEnvironment.HostingManager.CheckMemoryCloseIdleServices(EventTraceActivity eventTraceActivity)\r\n  at 

Connected with a memory jump on the server where the application is deployed.

Solution

Restart the site in IIS.

Question

How do I make all elements of the [Addresses] detail on an account page uneditable? Version 7.2.0.

Answer

Below you can find an example of implementing the function for the AddressDetail schema:

1) You can add a new enableDetailControls method:

this.methods.enableDetailControls = function(viewConfig, enabled) {
    if (!viewConfig.items) {
        return;
    }
    viewConfig.items.forEach(function(item) {
        item.enabled = enabled;
    }, this);
};

2) Call this method within the "getCustomItemView" method after complete generation of the view configuration and add the necessary conditions. For example, in front of the "return viewConfig" string:

this.methods.getCustomItemView = function(viewModel, itemKey, action, types, itemViewModel) {
    var viewConfig = {};
    ...
    var enableControls = (action === "edit") && (/*любые другие условия*/);
    this.enableDetailControls(viewConfig, enableControls);
    return viewConfig;
};

It is recommended to receive the values of the necessary conditions before this, since after you execute getCustomItemView, the control function will be passed to the base detail module (DetailModule), where the model connection to the view and detail rendering are performed.