edit page | Community Creatio

02:10 Jun 13, 2019

When Open edit page is used in a process, how do you complete the process if the page is canceled? If the user selects CANCEL, instead of SAVE, the process should continue and this should be detectable in some way. How do I set it so that the element is considered complete without saving the record and verify it afterwards?

3 comments

Oleg Drobina

03:02 Jun 13, 2019

Hello,

If the page is canceled the process is left in "Running" status so the system user could return to it and complete this element (if he doesn't want to reschedule completion of this element, for example if the page was opened by mistake).

If you select "Cancel" the process is not finished and it is still in "Running" status and you can see it in process log section.

You can leave the page without changes and click on "Save" and the process will go to the next step in this case.

We will leave a suggestion to our R&D team to change the logic of "Cancel" button so it could be easier for users to work with an edit page. Thank you for helping us to make our application better!

Best regards,

Oscar

Janine White

18:40 Jun 13, 2019

Oscar Dylan,

So, what's the difference between CANCEL and PERFORM LATER? Why are there two buttons? The CANCEL button should be eliminated until the code is fixed to represent the meaning of the button if it doesn't actually stop the process or throw a signal. It's particularly annoying because the user can delete the notification and ignore the process completely, but the process is left running.

Oleg Drobina

22:49 Jun 13, 2019

Janine White,

I guess "Cancel" button was left in the application when "Perform button" was developed. I agree that from technical point of view "Cancel" button is useless and should be removed. I've already created a problem for our R&D team and also left your feedback on this question. Hope they will remove this button from the application in nearest version.

Best regards,

Oscar

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Not planned

studio

edit page

trigger business process

actions

Process only starts from Start Events

Janine White

19:51 Jun 10, 2019

Currently, if a process is started, it will run from all actions that do not have a previous step. This means that troubleshooting a complex process requires inserting false branches if a step is to be skipped for testing, rather that just deleting undesired paths. Processes should only start from a Start event. If a step does not have a Start event leading into it, it should be ignored.

Do you like this idea?

3 comments

Dennis Hudson

20:16 Jun 10, 2019

Dear Janine,

Thank you for the idea! We've transferred this request to development team and this functionality may be added to future releases.

Best regards,

Dennis

Alexander Khardikov

18:33 Sep 12, 2019

System starts execution from all actions that do not have a previous step according to BPMN. This is a correct behaviour.

Janine White

19:41 Sep 12, 2019

That makes sense from the perspective of reading a process flow and process flow notation. It doesn't make sense from a software development perspective. There are many features in programming process flows in bpm'online that are not strictly about BPMN, but rather are about managing data and control of software. I believe this is a case where not requiring a preceding Start event to run a branch doesn't make sense from the perspective of software usability and reliability.

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Detail with an edit page to the self-service portal

Grigoriy

02:32 May 25, 2019

After adding a custom detail with an edit page to the self-service portal page, the "+" button (add entry) does not visible.

How to make the addition of a record work in detail?

1 comments

Anastasia Botezat

18:32 May 28, 2019

Dear Grigoriy,

Please destribute access rights on the detail object for portal users. For example you have a detail based on UsrObject, then you need to turn on "managed by operations" for UsrObject for portal userd, so tha they can add and edit records.

http://prntscr.com/nuhpmo

Regards,

Anastasia

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How to open the Schema of an edit page

Janine White

22:09 Apr 29, 2019

Get the Usr code of the edit page that the field is on.
1. Open a record in the section to the edit page that you want to update. The link will appear in the format https:// /0/Nui/ViewModule.aspx#CardModuleV2//edit/
Open dev: https:///0/dev
Search for the Usr code of the edit page by Title.
Double click on the page object to open the Schema.

0 comments

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How to make an URL String field into a clickable hyperlink

Janine White

21:56 Apr 29, 2019

Get the Usr code of the field.
1. Open the section wizard for the section.
2. Double click on the field.
3. Note the Name in DB of the field.
4. Close the section wizard.
Open the Schema for the edit page.
Backup the current Schema by copying and pasting it to a Notepad file.
Find the DIFF section of the insert operation for the Usr code of the field.
If there is a labelCofig section, delete the content of labelConfig
```
"labelConfig": {}
```
Add a comma after "enabled": true
```
"enabled": true,
```

After enabled add:

"showValueAsLink": true,
"href": {
        "bindTo": "UsrCodeOfTheField",
        "bindConfig": {"converter": "getUsrCodeOfTheField"}
         },
"controlConfig": {
         "className": "Terrasoft.TextEdit",
         "linkclick": { bindTo: "onUsrCodeOfTheFieldClick"}
         }

In methods add:

getUsrCodeOfTheField: function(value) {
   return {
       "url": value,
       "caption": value
   };
},
onUsrCodeOfTheFieldClick: function(url) {
   if (url != null) {
        window.open(url, "_blank", "height=" + this.get("WindowHeight") + ",width=" + this.get("WindowWidth"));
        return false;
   }
}

Click the Code Validation button to verify that there are no errors on the page.
Click the Save button.

Refresh the edit page to see the field appear as link.

5 comments

Van Ly

07:47 Jul 31, 2019

You can add mixins "CommunicationOptionsMixin" and update the field as following:

	{
	    "operation": "insert",
	    "name": "...",
	    "values": {
	        "layout": {
	            // ...
	        },
	        "bindTo": "UsrDocumentLink",
	        "className": "Terrasoft.BaseEdit",
	        "showValueAsLink": "true",
	        "href": {
	            "bindTo": "UsrDocumentLink",
	            "bindConfig": {
	                "converter": "getLinkValue"
	            }
	        },
	        "linkclick": {
	            "bindTo": "onOpenWindowClick"
	        }
	    }
	    //...
	}

Julie cooper

22:15 Apr 10, 2020

If I want to have multiple string fields as hyperlinks, how do I do this in 'methods'? Do I add this whole section of code in again for the next field but replacing the 'UserCodeOfTheField with the 2nd string field name?

getUsrCodeOfTheField: function(value) {
   return {
       "url": value,
       "caption": value
   };
},
onUsrCodeOfTheFieldClick: function(url) {
   if (url != null) {
        window.open(url, "_blank", "height=" + this.get("WindowHeight") + ",width=" + this.get("WindowWidth"));
        return false;
   }
}

Oleg Drobina

11:31 Apr 11, 2020

Julie cooper,

you need to add a separate method for the second string field and bind it to your second string field. So there should be

getUsrCode1OfTheField

and

getUsrCode2OfTheField

as well as

onUsrCodeOfTheField1Click

and

onUsrCodeOfTheField2Click

methods and they should be bound to each string field accordingly.

Best regards,

Oscar

praveen n

15:33 Jul 16, 2020

Oscar Dylan,

Hi ,

Here my doubt was in column setup its showing like a normal filed.How to setup same text filed as an hyperlink in column setup also.

Regards,

Praveen

Dennis Hudson

16:15 Jul 16, 2020

Dear praveen n,

Unfortunately, there is no easy way to do the same it in the grid aside from using http/https (or other link-type strings like email, etc.) You can do it by extending or overriding class Terrasoft.Grid (you can find it in the web console, you won't be able to find it in configuration) and changing the method formatCellContent to call formatCellLink when you need it to aside from cases when it is called by default. You can debug method formatCellContent and see how it works in OOB version and create your own based on that. Unfortunately, we don't have examples of such implementation.

Please see the following articles on how to override modules:

https://community.creatio.com/questions/substitutionreplacing-modules

https://community.creatio.com/questions/change-task-displayed-fields

Best regards,

Dennis

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Discussion

studio

edit page

Collapse hidden filed blank spaces in edit pages

Janine White

03:06 Apr 27, 2019

It would be very helpful if fields that are hidden by business rules did not create white space in the edit page, or if there were at least a setting for this behavior.

Do you like this idea?

1 comments

Dean Parrett

04:59 Apr 29, 2019

Dear Janine,

Thank you for the feedback. There are no any setting to change this behavior. We will forward your idea to our R&D team for further consideration and implementation in the future application releases. Thank you for helping us to improve our product.

Best reg

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Difference between record open modes

Darian Lewis

17:31 Apr 26, 2019

I have a function in the Quote page that overrides generatePrintForm() from PrintReportUtilities (to automatically save the record prior to printing). The overridden function only fires under certain circumstances; I've used console logging to confirm that it isn't called at all in others. As best I can tell, this matches up to the difference between this mode (green button), when the record is opened from a link in another record or the page is refreshed after being opened from the section list:

And this mode (blue button), when the record is opened directly from the section list and not refreshed:

In the first mode, the function is called properly upon attempting to print; in the second, it isn't called at all. What exactly is the difference between these two modes, and is there a way to tell from the backend? (Or alternately, any way to ensure the record is always opened in the first mode?)

2 comments

Anastasia Botezat

16:00 Apr 29, 2019

Dear Darian,

You are correct regarding two different modes. There are two modes for the card: combined mode (blue save button) and add new record mode (green button save).

The main and most noticeable difference is top panel, where buttons and actions are. When you open a record from section, the page is working withing combined more, which means, that all buttons and actions are taken from section schema. Such mode enables you to unfold left panel and browse through other records from the section.

If you follow a direct link to a record from other section, or refresh the page (F5) the record with be opened via add new record mode. This follows, that buttons and actions will be taken from the page schema.

Based on your description, I can suppose, that you have added overriden generatePrintForm() function to the page schema (lets say ContactPageV2). Therefore, the functionality works when opening direct link to the record, or page refresh.

In order for the functionality to work in combined mode, please add the logic to the section schema as well (e.g. ContactSectionV2).

Please see this article on adding button to the combined mode. You will find more information on functionality realization:

https://academy.bpmonline.com/documents/technic-sdk/7-13/how-add-button-edit-page-combined-mode

Regards,

Anastasia

Darian Lewis

17:11 Apr 29, 2019

Anastasia Botezat,

Very helpful information, thank you.

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Make entire page readonly on a condition

Ezequiel Sacco

18:46 Apr 08, 2019

Hi everyone.

I need to make all fields and details of a page readonly if a certain condition is met. (In this case if a field has a certain value).

Mostly if there is any other way than going each field and adding enabled with a variable, and in each detail check the variable with EntitySchemaQuery.

3 comments

Dennis Hudson

19:15 Apr 08, 2019

Dear Ezequiel,

You can use business rules for that. Here is an academy page that:

User tools:

https://academy.bpmonline.com/documents/administration/7-13/setting-business-rules

Development tools:

https://academy.bpmonline.com/documents/technic-sdk/7-13/bindparameter-rule-how-lock-field-edit-page-based-specific-condition

Best regards,

Dennis

Ezequiel Sacco

18:23 Apr 09, 2019

Thanks,

But what I need is a way to avoid doing each field, and doing the whole page.

I've searched and found this on the community:

https://community.bpmonline.com/articles/set-page-readonlymode

But I couldn't find the package mentioned in the article.

Anyways the question is still the same, if there is any way to set a page to readonly, and not every single field one by one and details?.

Regards.

Dennis Hudson

21:51 Apr 10, 2019

Ezequiel Sacco,

Unfortunately we are not aware of the origin of the package, you can ask creator of the article in comment section of the article. We are not aware of such marketplace app as well. If you don't want to lock each field separately you can redistribute access rights for the record on a certain conditions taking away edit right for all users. You can do it for example using business process. Please note that in this case you would need to turn on managed by records.

Best regards,

Dennis

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How to Delete Column from Edit Page?

Janine White

22:29 Mar 27, 2019

How do I delete a column from an Edit Page? We have sections with unused or accidentally added columns that we want to clean up and not have visible in Edit Page or Mini Page.

2 comments

Dennis Hudson

22:39 Mar 27, 2019

Dear Janine,

If you want to just delete the field from the edit page you can just click X near the field in section wizard (http://prntscr.com/n3toyt). If you want to make the field invisible throughout the system you need to go to the configuration -> object, select this column -> all parameters (http://prntscr.com/n3tqlt) and set usage mode to 'None'

Best regards,

Dennis

Janine White

22:46 Mar 27, 2019

Dennis Hudson,

Thanks

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how create a web form?

Edgar Ortiz

15:33 Mar 25, 2019

Hello, I can not find the menu option "Landing page and web form". Does anyone know how to create a web form and associate it with a bpmn process?

3 comments

Dean Parrett

16:48 Mar 25, 2019

Dear Edgar,

Since you cannot find the 'Landing page and web form' section in your environment, then most likely you do not have marketing module in it. The section 'Landing page and web form' is only available in marketing applications or bundles. Therefore, make sure you have the marketing module. You can also request free trial CRM bundle to compare it with your environment. As for the business process, you can associate a landing page in your processes using base process elements as well as the custom script tasks. It depends on your process design and your process purpose. Apart from that, here is a chain of articles that describes how to associate your web form with the bmponline application:

https://academy.bpmonline.com/documents/marketing/7-13/how-create-landi…

Best regards,

Dean

Edgar Ortiz

17:03 Mar 25, 2019

Hi, how get the marketing module?

Regards.

Dean Parrett

17:29 Mar 25, 2019

Dear Edgar,

Our Support team can update your application and add the required module if you have the required licenses and the updated environment is your production instance. If you are using just a demo or trial environment, we would suggest you to request a new free application that includes Sales,Marketing, Service and Studio modules. To get the full bundle trial CRM, please follow the link below: