See this example here: https://community.creatio.com/questions/LOOKUPLISTNOTPOPULATEDININPUTBOXSectionSchema

Ryan

Ryan Farley,

Thank you so much, it works great!

Hello,



To analyze this issue, we need access to the site. Please write to us at our email: support.creatio.com.

Malika,

thank you Malika, i'll do.

Can you please provide some direct example of what you are trying to achieve since unfortunately it's not obvious to us what is performed on the page at the moment, what is the expected result and what is the actual result? Maybe some steps to reproduce it in the local application (like the following:

1) Add column A

2) Add attribute B

3) Connect B to A in the following manner

4) Go to the page where the column and the attribute were added

5) Do "this"

6) Expected result is C

7) Actual result is D

) .

Thank you!

Oleg Drobina,

Basically all I want is to be able to set the value of an attribute in code without triggering the "You have unsaved changes that will be lost. Continue?" message when you leave the page. Is this possible?

Harvey Adcock,

I tried to reproduce the issue, but changing the value of the virtual attributes (like attributes created to control the visibility of the field) by itself does not cause this dialog to appear. 

Please ensure that no other changes need to be saved on the page. Or provide us with additional information describing the exact steps to reproduce the issue.

Best regards,

Natalia

Natalia Kalynovska,

Sorry, I was probably not detailed enough in my abbreviated version - the changes are actually to an attribute that is based over a real column on the entity, so not a virtual attribute. Is there any way to modify such a field in code without triggering the dialog?

Hello Harvey,

To change the field without triggering the dialog, you should save it at once.

It could be implemented by adding the following code to the HandleViewModelAttributeChangeRequest:

…

if (request.attributeName === “[Name of the attribute]”) {

const saveResult = await this.handlerChain.handlerChain$.process({

           type: "crt.SaveRecordRequest",

           preventCardClose: true,

           $context: request.$context

    });

}

…

Please pay attention that too many saving requests may decrease performance.

Another way is to save the necessary changed values to a virtual attribute first, and then extract all of them (set attributes values) and initiate SaveRecordRequest while closing the page (in crt. ClosePageRequest). This approach has some disadvantages:

1. you need to manually adjust the visibility  of “SaveButton” and “CloseButton“ by adding the corresponding merge operations to “viewConfigDiff” of ListPage and FormPage modules (see example - https://community.creatio.com/questions/how-remove-closesave-button-custom-section);
2. data would be saved only on a close/back button click.

And again – you should provide some conditions in order not to store too many changes.

Additionally, starting from the 8.1.1 Creatio version, the dialog may be prevented by adding to handlers the overridden “crt.CanDiscardUnsavedDataRequest” handler:

{request: "crt.CanDiscardUnsavedDataRequest", handler: async (request, next) => {return true;}},

(see https://community.creatio.com/questions/possible-suppress-message-upon-canceling-freedom-ui-mini-page).

However, it still requires manually adjusting the button's visibility and providing proper data saving.

Best regards, 

Natalia

Thanks Natalia, it would be really useful to have the functionality for making silent changes from code that existed in Classic UI added back into Freedom UI - see this post for what was possible in Classic: https://community.creatio.com/questions/change-value-field-without-firing-changed-events

The utility can be in setting fields from code when a create record page loads based on more complicated conditions than you can define in business rules/by other means, but not causing the user additional clicks to cancel or think that they might lose work.

Possibly some usage of this guide might be able to fulfil the ability to discard such data, though it would probably be quite tedious to implement in this scenario: https://customerfx.com/article/suppressing-the-unsaved-data-prompt-when-canceling-a-creatio-freedom-ui-modal-dialog/

Hello!



In order to cancel a DCM transition you will have to add a handler for the system request crt.SaveRecordRequest, which is executed when you click the Save button on the record editing page.



In this example, we also added crt.HandleViewModelAttributeChangeRequest, which is executed whenever the value of an attribute changes, and an "IsStageChanged" attribute to control the Stage state. This way we check if a Stage attribute (LookupAttribute_ioghn6a) has been changed and prevent it from being saved. You can adjust this code according to your business needs:

 

...
	viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/[
			{
				"operation": "merge",
				"path": [
					"attributes"
				],
				"values": {
					...
					"IsStageChanged":{
						value: false
					}
				}
			},
 
		]/**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/,
 
		handlers: /**SCHEMA_HANDLERS*/[
			{
				request: "crt.SaveRecordRequest",
				handler: async (request, next) => {
 
					if(await request.$context.LookupAttribute_ioghn6a && await request.$context.IsStageChanged){
						request.$context._notifyService.show({message: 'Cannot set status'});
						return false;
					}
 
					const saveResult = await next.handle(request);
					if(saveResult){
						request.$context.IsStageChanged = false;
					}
 
					return saveResult;
				}
			}, 
			{
				request: "crt.HandleViewModelAttributeChangeRequest",
				handler: async (request, next) => {
 
					if (request.attributeName === 'LookupAttribute_ioghn6a' && request.value != request.oldValue && request.oldValue) {
						request.$context.IsStageChanged = true;
					}
					return next?.handle(request);
				},
			}
		]/**SCHEMA_HANDLERS*/,
...

Hello,

Here is an example of OpenLookupPageRequest with a filtersConfig.

handlers: /**SCHEMA_HANDLERS*/[
			{
				request: "usr.OpenLookupRequest",
				handler: async (request, next) => {
					devkit.HandlerChainService.instance.process({
						type: "crt.OpenLookupPageRequest",
						scopes: [...request.scopes],
						$context: request.$context,
						entitySchemaName: "Contact",
						// caption: 'Responsible',
						schemaName: 'CustomLookupPage',
						itemAttributeName: 'LookupAttribute_2mnilrq',
						// itemsAttributeName: 'Contact_List',
						afterClosed: (result) => {
							alert(result?.displayValue ?? '');
						},
						filtersConfig: {
							filterAttributes: [
								{
									name: 'MyFilter',
									loadOnChange: false
								}
							],
							attributesConfig: {
								MyFilter: {
									value: {
										"items": {
											"29e16d42-36f1-4e04-9029-4321cbb2494d": {
												"filterType": 1,
												"comparisonType": 11,
												"isEnabled": true,
												"trimDateTimeParameterToDate": false,
												"leftExpression": {
													"expressionType": 0,
													"columnPath": "Name"
												},
												"isAggregative": false,
												"dataValueType": 1,
												"rightExpression": {
													"expressionType": 2,
													"parameter": {
														"dataValueType": 1,
														"value": "Super"
													}
												}
											}
										},
										"logicalOperation": 0,
										"isEnabled": true,
										"filterType": 6,
										"rootSchemaName": "Contact"
									}
								}
							}
						}
					});
					return next?.handle(request);
				}
			}
		]/**SCHEMA_HANDLERS*/,

If you don't know how to build a proper filter here is a small tip. On a Freedom UI page add a list with the object you want to filter. In this list add a static filter with a condition you want to apply to a OpenLookupPageRequest and save it. As a result, in the code of this page, you can find the full filter code, all you need to do is to replace "MyFilter" with it.

Question on OpenLookupPageRequest. In an edit scenario, could you pass the already selected options so that they appear already selected in the lookup list?

You can use the option selectionState to predefine selected rows, which will be pre-selected

type: "crt.OpenLookupPageRequest",
	...
	selectionState: {
		type: 'specific',
		selected: [
			'9d06bf9f-eb7a-4849-b83d-cbba994f185d',
			'49ba9a9e-2e28-48cb-b1bc-81b7871acb9d',
		],
	},

Dmytro Vovchenko,

Those are really useful, are there any other parameters that can be passed to the newly opened lookup page? I'm currently looking for a way to automatically set the initial search value of the lookup window, but I'm sure there are many other undocumented useful parameters like the selectionState that can be passed to a lookup page when opening it. A generic way to pass data into the page would be great!

I looked into passing a defaultSearchValue parameter into the request, but it didn't seem to affect the modal lookup.

Harvey Adcock,

Hello,

Here is all the available documentation we have:

Lookup window example:

In order to open the lookup window, you have to use crt.OpenSelectionWindowRequest

/**
 * @publicApi
 */
@CrtRequest({
    type: 'crt.OpenSelectionWindowRequest',
})
export class OpenSelectionWindowRequest extends BaseRequest {
    public itemAttributeName?: string;
    public itemsAttributeName?: string;
    /**
     * @publicApi
     */
    public entitySchemaName?: string;
    /**
     * @publicApi
     */
    public schemaName?: string;
    /**
     * @publicApi
     */
    public filtersConfig?: FiltersConfig;
    /**
     * @publicApi
     */
    public features?: PageLookupFeatures;
    /**
     * @publicApi
     */
    public selectionState?: SelectionState;
    /**
     * @publicApi
     */
    public afterClosed?: (result: SelectionWindowResult) => void;
    /**
     * @publicApi
     */
    public caption?: LocalizableString;
}

Add the following code to your custom handler:

handlers: /**SCHEMA_HANDLERS*/[
			{
				request: "usr.OpenLookupRequest",
				handler: async (request, next) => {
					devkit.HandlerChainService.instance.process({
						type: "crt.OpenSelectionWindowRequest",
						scopes: [...request.scopes],
						$context: request.$context,
						entitySchemaName: "Contact",
						// caption: 'Responsible',
						schemaName: 'CustomLookupPage',
						itemAttributeName: 'LookupAttribute_2mnilrq',
						// itemsAttributeName: 'Contact_List',
						afterClosed: async (result) => {
							if (!result.canceled) {
								const lookupValues = await result.getLookupValues();
								const value = lookupValues[0];
								if (value) {
									alert(value?.displayValue ?? '');
								}
							}
						},
						filtersConfig: {
							filterAttributes: [
								{
									name: 'MyFilter',
									loadOnChange: false
								}
							],
							attributesConfig: {
								MyFilter: {
									value: {
										"items": {
											"29e16d42-36f1-4e04-9029-4321cbb2494d": {
												"filterType": 1,
												"comparisonType": 11,
												"isEnabled": true,
												"trimDateTimeParameterToDate": false,
												"leftExpression": {
													"expressionType": 0,
													"columnPath": "Name"
												},
												"isAggregative": false,
												"dataValueType": 1,
												"rightExpression": {
													"expressionType": 2,
													"parameter": {
														"dataValueType": 1,
														"value": "Super"
													}
												}
											}
										},
										"logicalOperation": 0,
										"isEnabled": true,
										"filterType": 6,
										"rootSchemaName": "Contact"
									}
								}
							}
						}
					});
					return next?.handle(request);
				}
			}
		]/**SCHEMA_HANDLERS*/,

where

entitySchemaName - the name of the entity schema whose data is displayed in the lookup window. Optional parameter. If not specified, the data source is taken from the attribute specified in itemAttributeName

caption - optional parameter, displayed in the window title. If caption is not specified, the caption is taken from the attribute specified in the itemAttributeName parameter. If itemAttributeName is not specified, then from the entity schema.

schemaName - the name of the schema that is displayed in the lookup window. Optional parameter. Default is BaseLookupPageTemplate

itemAttributeName - the name of the attribute from which the title is taken, the name of the entity schema and in which the result of the selection in the window will be written. Optional parameter. As a rule, this is the attribute with which the Combobox control is associated.

itemsAttributeName - the name of the attribute from which the data source name is taken. Optional parameter.

afterClosed - callback function returning the result of the selection in the window. Optional parameter.

filtersConfig-  describes the filter to be applied to the data. Optional parameter

PageLookupFeatures

Additionally, the user can specify additional features for the selection window.

export interface PageLookupFeatures {
    create?: {
        enabled: boolean;                         // false by default
    };
    select: {
        multiple: boolean;                        // false by default
        selectAll: boolean;                       // false by default
    };
    showDeactivatedRecords?: boolean;
}

The user should provide the Create option as enabled to display the New button in the selection window (only for the FreedomUI host).

devkit.HandlerChainService.instance.process({
	type: "crt.OpenSelectionWindowRequest",
	scopes: [...request.scopes],
	$context: request.$context,
	....
	"features": {
		"create": {
            "enabled": true;
        }
	}
});

The New button in this window works best only in the Freedom UI shell. In the Classic UI, new record will be created, but the selection window will close after saving it without passing the created record selected value. If you want to use this window in the Classic UI, please consider it, or don’t show this button there.

SelectionWindowResult  type

export class SelectionWindowResult {
    canceled: boolean; // indicates whether selection window was canceled by user
    filter: FilterMetadata; // Filter 
    async getLookupValues(options?: { pagingConfig: DataSourcePagingConfig }): Promise<LookupValue[]>; // method to get lookup values
}

where DataSourcePagingConfig is 

interface DataSourcePagingConfig {
    rowsOffset: number;
    rowCount: number;
}

example

devkit.HandlerChainService.instance.process({
	type: "crt.OpenSelectionWindowRequest",
	scopes: [...request.scopes],
	$context: request.$context,
	....
	"features": {
		"select": {
            "multiple": true;
        }
	},
	afterClosed: async (selectionWindowResult) => {
		const filter = selectionWindowResult.filter // getting filter
		// or 
		const lookupValues = await selectionWindowResult.getLookupValues(); // getting lookupValues
	}
});

Multiselection mode

To enable multiselection mode user should add next feature to OpenPageLookupRequest

devkit.HandlerChainService.instance.process({
	type: "crt.OpenSelectionWindowRequest",
	scopes: [...request.scopes],
	$context: request.$context,
	....
	features: {
		select: {
            "multiple": true
        }
	}
});

So afterClosed will look like this 

devkit.HandlerChainService.instance.process({
	type: "crt.OpenSelectionWindowRequest",
	scopes: [...request.scopes],
	$context: request.$context,
	....
	features: {
		select: {
			multiple: true
		}
	},
	afterClosed: async (selectionWindowResult) => {
		const lookupValues = await selectionWindowResult.getLookupValues();
		// do something with lookup values
	}
});

Select all

To enable the ability to select all records, you should add the next features to OpenPageLookupRequest.

devkit.HandlerChainService.instance.process({
	type: "crt.OpenSelectionWindowRequest",
	scopes: [...request.scopes],
	$context: request.$context,
	....
	features: {
		select: {
            multiple: true,
            selectAll: true
        }
	}
});

Canceled
 

Handling cases when the user presses the cancels Selection window

devkit.HandlerChainService.instance.process({
	type: "crt.OpenSelectionWindowRequest",
	scopes: [...request.scopes],
	$context: request.$context,
	....
	features: {
		select: {
			multiple: true
		}
	},
	afterClosed: (selectionWindowResult) => {
		const canceled = selectionWindowResult.canceled;
		if (canceled) {
			// do some logic when user canceled selection window
		}
	}
});

Selecting a special set of values

getLookupValues could be called with paging config where user can specify rowsOffset and rowCount to get a specific list of values

devkit.HandlerChainService.instance.process({
	type: "crt.OpenSelectionWindowRequest",
	scopes: [...request.scopes],
	$context: request.$context,
	....
	features: {
		select: {
			multiple: true
		}
	},
	afterClosed: async (selectionWindowResult) => {
		const pagingConfig = {
			rowsOffset: 2,
			rowCount: 2
		}
		const lookupValues = await selectionWindowResult.getLookupValues({ pagingConfig });
		// do something with received lookup values
	}
});

Example of iterating through lookupValues. Getting pair of 2 lookupValues with step of 2

devkit.HandlerChainService.instance.process({
	type: "crt.OpenSelectionWindowRequest",
	scopes: [...request.scopes],
	$context: request.$context,
	....
	features: {
		select: {
			multiple: true
		}
	},
	afterClosed: async (selectionWindowResult) => {
		let rowsOffset = 0;
        const rowCount = 2;
        const pagingConfig = { rowsOffset, rowCount };
        let lookupValues = await selectionWindowResult.getLookupValues({ pagingConfig });
        while (lookupValues.length) {
            /*
              fn(lookupValues); // do something with received lookupValues pair
            */
            rowsOffset += 2;
            lookupValues = await selectionWindowResult.getLookupValues({ pagingConfig: { rowsOffset, rowCount }});
        }
        if (!lookupValues.length) {
            /*
              Do some logic here on end of list - when there are no more lookupValues
            */
        }
	}
});

Selection state

and SelectionState is:

{
    type: 'specific';
    selected: unknown[]; // array of id's
}

So user can predefine selected rows, which will be pre-selected

devkit.HandlerChainService.instance.process({
	type: "crt.OpenSelectionWindowRequest",
	...
	selectionState: {
		type: 'specific',
		selected: [
			'9d06bf9f-eb7a-4849-b83d-cbba994f185d',
			'49ba9a9e-2e28-48cb-b1bc-81b7871acb9d',
		],
	},
});

showDeactivatedRecords

When set to true, deactivated entries of the object are shown.

This is all the information that we have on the lookup page handling cases, I hope it helps.

Hi Sasor,

This is done in the same way with the only difference that:

1) Existing AccountProfileSchema should be replaced

2) In the diff array of the replaced AccountProfileSchema you need to add 3 new fields.

I've also previously showed how to add new columns to the same profile schema, but in the OpportunityPage (here). Same approach here should be used to add new columns.

Hi oleg,

Thank you for the great answer.

Just to double check , by ' Existing AccountProfileSchema should be replaced' you mean:

Thank you again

Sasor

Sasori Oshigaki,

Yes, replacing view model should be created.

Hello,



Could you please elaborate on the issue? 



Are transferring modifications between environments by packages? 

Is it working properly on the website where it was developed?

Bogdan,

Hi  Bogdan, Thanks for reply 

Yes transferring modifications between environments by packages and it is work successfully on my development environment

Hello Sandra,

There is no OOB tool that can help you to achieve your business task but you can do some inserts via SQL tools. The table that you need is called 'SysProfileData' and the Key that you need is called 'Section-Account-MainGrid-Summary'. So having this information you can do the insert for some specific Contacts in the system.

Hello Sasori,

This cannot be achieved in the current application version since there is no direct link to call on creating a new record (we can only pass the URL to the window.open). A new record is created via the addRecord method that in the final steps call the openCardInChain method that passes the operation: ConfigurationEnums.CardStateV2.ADD. This cannot be done with opening the new window. But I will create a suggestion for our R&D team to add this funcitonality in one of the future releases. Thank you for helping us in making the app better! 

Thank you Oleg !

hello there, is this functionnality available now with the new version release ? thanks a lot, Olivia

Capdevielle Olivia,

Hello,

This suggestion I registered is in the "Accepted" status so we expect this feature to be added in the app. Once it's developed and implemented we will notify about it in the Release notes of the version.

Hello,

Could you please describe what logic exactly you are trying to achieve in more detail?

Best regards,

Mira

Mira Dmitruk,

I am trying to do some operations when I delete a record.

If the function is lets say, onDelete: function() {

       this.callParent(arguments); // here the item will be deleted

       // here is my code, that needs to get triggered only when a record is deleted. this is mainly what I am looking for

}

Thank you!

The function is called (for both Sections and Details) is "deleteRecords" - this is implemented in the GridUtilitiesV2 mixin used by details and section lists. However, be aware there are many ways a record can be deleted. It might be best to implement any logic that needs to occur on record deleted as a process rather than in any/all places where the record could be deleted in the UI?

Ryan