Dear Shrikanth,

Please see the following article on how to implement virtual detail on page with calling API to populate data:

https://community.bpmonline.com/articles/add-virtual-detail-page

 

Hope you find it helpful,

Anastasia

Hello, 

To change this caption you need to replace schema MainHeaderSchema and change the value of localizable string DefaultPageHeaderCaption to the needed value (http://prntscr.com/ofyfpa). 

Here is the academy page on how to replace schemes: 

https://academy.bpmonline.com/documents/technic-sdk/7-13/creating-custom-client-module-schema

Best regards,

Dennis

Dennis Hudson,

Thanks Dennis but when i replace the schema changes are made for all the sections, i wand custom header for one section like new page for account page. Also please tell me how will i change the subject of email before sending like dynamic subject. Please see the screen shot below

Muzzammil Alam,

You can check if you are you are in the certain section and use the needed value instead of DefaultPageHeaderCaption in the subscribeSandboxEvents method in MainHeaderSchema. To do this you would need to override this method in the replacing schema. To check if you are in the correct section you can use this.get("entitySchemaName"), for example. 

Best regards, 

Dennis 

Hello Fulgen,

Such a task should appear on the records actions dashboard and in CTI panel as well (see screenshot http://prntscr.com/og1wm1). The easiest way to disable such tasks is to click on their name http://prntscr.com/og1xkw and click "Cancel activity" http://prntscr.com/og1xqv. As a result you will need to specify the result of this activity http://prntscr.com/og1xzb and click "Save".

The second way to disable such tasks is to open a task in the CTI panel and change status to "Canceled" http://prntscr.com/og1yu0. After that you will need to enter some activity results and save changes.

The third way to disable such tasks is to delete them from SysProcessElementToDo table, but it is not a good practice at all since there can be connections between deleted activity and case stages and it can lead to errors when working with the case, from which deleted task was created, in future.

If you want to remove tasks generation from case stage - you need to delete this task from case stages designer and here is an Academy article on how to delete case stage element.

Best regards,

Oscar

Dear Fulgen,

Unfortunately, there is no way to retrieve account data without making a request directly to the AccountCollection. You need firstly get the Id of needed account and afterwards make a request to Account object.

Regards,

Anastasia

Dear Fulgen,

Such business task requires advanced development in the system. We do not have a code snippet for such task, however, the algorithm for the case is the following:

1. You add a lookup filed to the CaseFile object. 

2. Add an attachment detail to the Case page via Mobile application wizard.

3. Create your custom generator for the file attachment functionality. You can take basic MobileFileAndLinksEmbeddedDetailGenerator as a reference and indicate it as a parent object for your custom schema.

4. Indicate this custom generator in the values section of detail insert diff, e.g.:

     "generator": "UsrMyControlGenerator.generateUsrMyControl",
 

5. Add filed to the case file page, make it required. You can make it required on object level, or override save method in the JS schema.

Regards,

Anastasia

Dear Fulgen, 

Please try the MUTUALFILTRATION rule in the mobile business rules from the academy page below:

https://academy.bpmonline.com/documents/technic-sdkmob/7-12/business-rules-mobile-application

Best regards, 

Dennis 

Dennis Hudson,

Thank you Dennis



Is there a way I can manipulate using esq and set the result directly to assignee field?

Dear Fulgen,

It’s possible to create a custom business rule for adding and deleting filtration. Please, use the academy article by the link below and check the second example:

https://academy.bpmonline.com/documents/technic-sdkmob/7-12/custom-business-rules-mobile-application

In order to set a query result directly to some field please use the function set(). Please feel free to read about the function in the beginning of the page from the article by the link above. Also it possible to use esq to manipulate data. Please find code example below. (Example 2)

 In order to apply the code create an empty module and insert the code to the module. Then use mobile wizard to create a replacing module of manifest and add the name of your module to attribute “PageExtensions” of corresponding page section. Please find code example below (in my case it’s section Activity, example 1).

Example 1:

{

                "SyncOptions": {

                                "SysSettingsImportConfig": [

                                                "DefaultMessageLanguage"

                                ],

                                "ModelDataImportConfig": [

                                                {

                                                                "Name": "Contact",

                                                                "SyncColumns": [

                                                                                "City"

                                                                ]

                                                },

                                                {

                                                                "Name": "City",

                                                                "SyncColumns": []

                                                },

                                                {

                                                                "Name": "SysLanguage",

                                                                "SyncColumns": []

                                                },

                                                {

                                                                "Name": "Activity",

                                                                "SyncColumns": []

                                                },

                                                {

                                                                "Name": "ActivityPriority",

                                                                "SyncColumns": []

                                                },

                                                {

                                                                "Name": "ActivityType",

                                                                "SyncColumns": []

                                                },

                                                {

                                                                "Name": "ActivityCategory",

                                                                "SyncColumns": []

                                                },

                                                {

                                                                "Name": "ActivityStatus",

                                                                "SyncColumns": []

                                                },

                                                {

                                                                "Name": "CallDirection",

                                                                "SyncColumns": []

                                                },

                                                {

                                                                "Name": "ActivityParticipant",

                                                                "SyncColumns": [

                                                                                "Activity",

                                                                                "Participant"

                                                                ]

                                                },

                                                {

                                                                "Name": "ActivityParticipantRole",

                                                                "SyncColumns": []

                                                },

                                                {

                                                                "Name": "ParticipantResponse",

                                                                "SyncColumns": []

                                                }

                                ]

                },

                "Modules": {},

                "Models": {

                                "Contact": {

                                                "RequiredModels": [

                                                                "Contact",

                                                                "City",

                                                                "SysLanguage"

                                                ],

                                                "ModelExtensions": [],

                                                "PagesExtensions": [

                                                                "MobileContactGridPageSettingsDefaultWorkplace"

                                                ]

                                },

                                "Activity": {

                                                "RequiredModels": [

                                                                "Activity",

                                                                "ActivityPriority",

                                                                "ActivityType",

                                                                "ActivityCategory",

                                                                "ActivityStatus",

                                                                "CallDirection",

                                                                "ActivityParticipant",

                                                                "Contact",

                                                                "ActivityParticipantRole",

                                                                "ParticipantResponse"

                                                ],

                                                "ModelExtensions": [],

                                                "PagesExtensions": [

                                                                "MobileActivityRecordPageSettingsDefaultWorkplace",

                                                                "UsrMobile1"(my module)

                                                ]

                                }

                }

}

Example 2:

Terrasoft.sdk.Model.addBusinessRule("Activity", {

    name: "ActivityResultByAllowedResultFilterRule",

    position: 1,

    ruleType: Terrasoft.RuleTypes.Custom,

    triggeredByColumns: ["Result"],

    events: [Terrasoft.BusinessRuleEvents.ValueChanged, Terrasoft.BusinessRuleEvents.Load],

    executeFn: function (record, rule, column, customData, callbackConfig) {

        var store = Ext.create('Terrasoft.store.BaseStore', {

    model: 'ActivityResult'

                                });

                var queryConfig = Ext.create('Terrasoft.QueryConfig', {

    columns: ['Id'],

    modelName: 'ActivityResult'

                                                });

                store.loadPage(1, {

    queryConfig: queryConfig,

    filters: Ext.create('Terrasoft.Filter', {

        property: 'Id',

        value: '6CBD22D4-F36B-1410-5E98-00155D043204'

                }),

            callback: function (records, operation, success) {

                var loadedRecord = records[0];

                var allowedResult = record.get("AllowedResult");

                var filterName = "ActivityResultByAllowedResultFilter";

                if (!Ext.isEmpty(allowedResult)) {

                    var allowedResultIds = Ext.JSON.decode(allowedResult, true);

                    var resultIdsAreCorrect = true;

                    for (var i = 0, ln = allowedResultIds.length; i < ln; i++) {

                        var item = allowedResultIds[i];

                        if (!Terrasoft.util.isGuid(item)) {

                            resultIdsAreCorrect = false;

                            break;

                        }

                    }

                    allowedResultIds.push(loadedRecord.get("Id").toUpperCase());

                    if (resultIdsAreCorrect) {

                        var filter = Ext.create("Terrasoft.Filter", {

                            name: filterName,

                            property: "Id",

                            funcType: Terrasoft.FilterFunctions.In,

                            funcArgs: allowedResultIds

                        });

                        record.changeProperty("Result", {

                            addFilter: filter

                        });

 

                    }

                    else {

                        record.changeProperty("Result", {

                            removeFilter: filterName

                        });

                    }

                } else {

                    record.changeProperty("Result", {

                        removeFilter: filterName

                    });

                }

                Ext.callback(callbackConfig.success, callbackConfig.scope, [true]);

            },

            scope: this

        });

    }

});

 

Best regards,

Norton

 

Dear Fulgen,

There are a couple of processes that can create the reminders and notifications. They are: 'Lead qualification 7.8.0', 'Lead distribution 7.8.0', 'Handoff to sales 7.8.0' and 'Awaiting sale' 

All these processes are sub-processes of the parent process 'Lead management 7.8.0'

There are 2 options. You can either deactivate the parent process that runs all the sub-processes or edit all sub-processes so that the would not create any activities and reminders.

Best regards,

Dean

 

Hello Fulgen,

This is an out-of-the-box behavior of the application and we've created a problem to our R&D team so they could fix it in one of future versions of the application. This is a very interesting problem and thank you for reporting it to us. Currently we assume that it cannot be changed sine it is a hard coded behavior of the application in base schemas and fix needs to be applied by our R&D team. Once this fix is applied - we will notify all our users in Academy release notes that can be accessed here.

Thank you for helping us to make our application better!

Best regards,

Oscar

Dear Fulgen,

You do not have to modify MobileCaseRecordPageSettingsDefaultWorkplace schema. The reading mode is set up in MobileCaseModuleConfig schema. You need to modify the readOnly default value to false to make the status field editable http://prntscr.com/oby661

Best regards,

Dean

Dean Parrett,

Thanks Dean,



I am now trying to create a custom config file for mobile case which uses 

MobileCaseModuleConfig as parent in order for me to modify the readOnly property of status field, but I am getting error "Substitution of modules is not allowed".

 

Dear Fulgen,

It seems like you are trying to replace the module. It is no longer possible to do in the system.. In order to change an out-of-the-box module, please create your own module and connect it to the place where the out-of-the-box module was connected in order to force the system to use the new module instead of the old one. 

Best regards,

Dean

Dean Parrett,

Thanks Dean,

I have already created my custom usrmobilecasemoduleconfig inside this i have already set the readonly property of status field to false. In MobileApplicationManifestDefaultWorkplace i have already added the usrmobilecasemoduleconfig as part of PagesExtensions, but still the status field is disabled.

Dear Fulgen,

Have you tried to synchronize with the mobile application after schema modifications? I've modified the property so now my status can be changed. http://prntscr.com/obz6ka & http://prntscr.com/obz6ok

Dean

Dean Parrett,

Hi Dean,



After synchronize still it did not work. What I did, I compiled first the configuration the after compiling I synchronize the mobile. Now the changes I did for enabling the status field for case page is already working on mobile.



Thank you so much Dean

Hi, you can do a business process. Reading the approval use a conditional flow when the approval is approve you modify with the modify item the stage field to "Checked" and when is "Rejected" to Something else.

I hope i can help you!

King regards!

 

It's possible to do via js development. I hope the development guide below will help you. ApprovalDashboardItemViewModel module contains approved/reject button.

https://academy.bpmonline.com/documents/technic-sdk/7-13/bpmonline-development-guide