Filtering
mobile application
Mobile_Creatio

Hi,

 

There are list of columns available in order to search for a contact in Mobile App. I have a use case to remove/hide those and set "Last Name" as the primary and default column to search based on.

E.g. as soon as you chose to set a filter, your text to be search as a last name.

 

How is this possible in Creatio?

 

Thanks

 

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Dear Kavian, 



It's possible to configure columns by which search will be performed in mobile application. 

Information on where and how it can be configured can be found in this academy article: https://community.creatio.com/articles/search-multiple-columns-mobile-a…



Please refer to it and configure the list of columns in your own way. 



Kind regards,

Roman

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mobile application
7.15
Mobile_Creatio

Hi community,

 

We implement a user action on "Ocorrências" section that give us our current location and set "imdEndereco" with our coordinates, as you can see on the "Screenshot_1.png".

Also, we created "Serviços" section with detail "Ocorrências" ("Screenshot_3.png") and we successfully establish connection between them. When we tried to create a new record on that detail, our action return our coordinates but cannot successfully set "imdEndereco". ("Screenshot_2.png")

 

Any sugestions on how can we resolve this problem?

 

Thanks in advance.

 

Best regards,

Pedro Pinheiro

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1 comments

Dear Pedro, 

 

As discussed in the support case, the issue occurred because the imdEndereco was not in the QueryConfig columns and there was an issue with variables not explicitly converted into string type. 

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mobile application
7.15
Mobile_Creatio

Hi Community,

In mobile how can I change the display name of column in Section Page just like in web application we can change the column display name in "Section->Select fields to Display".

The image below show the example that I tried put the title name of the column.

 

An example already exists but is directed to change the display name of a column in mobile grid/List Page (https://community.creatio.com/questions/column-display-name-mobile-gridlist-page)

 

 

Thanks an advance.

 

Best Regards,

Pedro Pinheiro

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1 comments

Dear Pedro,

 

Currently it is not possible to do it in the mobile application. There were multiple similar requests from different customers and our development team accepted this idea. It will be available in the nearest future application versions.

 

Regards,

Dean

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mobile
mobile sdk
7.15_()
Mobile_Creatio_()

Hi,

I am relatively new to doing development. I have only used it for the addition/removal of columns in objects, and for cleaning up extra versions of Business Processes.

I am trying to learn more and am starting with trying to set up Business Rules for the Mobile application. I am using this article: https://academy.creatio.com/documents/technic-sdkmob/7-15/business-rules-mobile-application.

 

I can see where to update the extension section to add a business rule to a page, but I don't see where I create the rule itself. It says to use "add business rule", but where do I call that? Is it within the dev interface as a new object?

 

Thanks,

Heather

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8 comments

Dear Heather, 

To add business rule you would need to create your custom module where you add the code similar to the one in the article, after that create a replacing schema for MobileApplicationManifestDefaultWorkplace and add the Module to the ModelExtensions. I've found a bit more detailed instruction here:

http://agiliztech.com/2019/06/11/conditionally-hideshow-fields-bpmonline-mobile-app/

Best regards, 

Dennis 

Thanks very much, that is helpful.

So I choose Module as the object type for the new rules? 

Dear Heather, 

Yes, you would need to create a module. 

Dennis Hudson,

Can you put code for more than one rule into one module, or do I create one for every rule? Thanks

Heather,

You need to create separate modules for each business rule and put those models to models extensions in MobileApplicationManifestDefaultWorkplace.

Thank you for your help so far. I did a test but my rule is not taking effect in the app. Can you see if you see any glaring errors?

Hello Heather,

Please mention the Object name to which you are applying the business rule.

As per your screenshots 

You need to mention the Object Name in line which i have highlighted.

In the below screen shot, you have defined the module name in page extensions of Opportunity . So the Object Name should be Opportunity. 

 

 

regards,

Sriraksha KS

Senior Software Engineer

AgilizTech software services pvt ltd

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Mobile app
Filtering
mobile

Hi all,

Is there any way to read all the existing records of sections in the mobile app without setting up individual filters? If yes, how?

 

Thanks 

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The mobile application doesn't have a section that contains all data. However, it's usually not needed. Probably, it will be possible to give you more information if you describe the business task.

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online mode
7.14_()
mobile

Other than the need for synchronization, are there differences in app functionality between online and offline mode? Our instance was in Offline mode by default. 

However, we're considering switching to Online mode because the case-sensitive search in Offline mode is a significant problem for our users. 

Before we switch, however, we'd like to know if Online mode will cause any other differences. (Aside from the need to synch.)

Thanks,

Jeff

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Hello Jeffrey,

Please refer to this Academy article regarding bpm'online mobile application architecture. The main difference between these two modes is that if you select the online operation mode, there is no need to synchronize the application manually. In this mode, the app synchronizes with the bpm'online server automatically, in real time. For example, if you add a task using the mobile application, the task will immediately display in the primary application and vice versa.

In the offline mode, the mobile app user should synchronize periodically with the primary bpm’online application. Changes made to the mobile application are saved on the bpm'online server only after synchronizing with the primary application.

There is also a table in the article provided which displays difference between these two modes.

In different mobile app operation modes, synchronization with bpm’online has different functions. In the online mode, the synchronization is required only to apply configuration changes. In the offline mode, the synchronization is required both to apply configuration changes and to synchronize the data between the mobile app and the bpm’online server.

So as a result Online mode should not cause any errors and it is not significantly different from Offline mode.

Regards,

Oscar

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CAn portal user login to mobile application?

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Hello, 

Portal users can login to the mobile app. They would have access to the records and section for which they would have corresponding rights. Also you can create a separate workspace for portal users in mobile application wizard or distribute rights to sections and records for portal users.

The academy page on mobile application wizard below: 

https://academy.bpmonline.com/documents/mobile/7-13/mobile-application-…

Best regards,

Dennis

thanks for the reply . Iam getting an error message while logging as a portal user . Tried two instance (studio and CRM )the error message is same .

 

From: Sethuraghav N ; Sent on: 3/11/2019 11:40:49 AMTo: Bpmonline support ; Cc: Subject: Bpm'online mobile bug report (https://044762-crm-bundle.bpmonline.com/)Model Name: iPhone10,1 Platform: iOS Platform Version: 12.1.4 Resolution: 0x0 IsHybridMode: false UIVersion: UIV2 ApplicationVersion: 7.13.10 ApplicationMajorVersion: 7.13 BackgroundSyncMode: Always ServerUrl: https://044762-crm-bundle.bpmonline.com/ ContactId: 4a778dcf-15af-4bfd-b18c-8ed92354655c CultureName: en-US ApplicationRevision: null WorkplaceCode: DefaultWorkplace ProductInfo: {"ProductName":"bpm'online","ProductEdition":"service enterprise","CustomerId":"321","Version":{"Major":7,"Minor":13,"Build":4,"Revision":638,"MajorRevision":0,"MinorRevision":638}} CurrentDateTime: 2019-03-11T09:39:51.576Z Type: Terrasoft.SyncException Message: An error occurred while synchronizing Stack trace: @sencha-touch-all-debug.js:10397:31 failure@terrasoft-all-combined.js:25030:23 @sencha-touch-all-debug.js:10397:31 failure@terrasoft-all-combined.js:3739:21 @sencha-touch-all-debug.js:10397:31 requestItemFailure@terrasoft-all-combined.js:31616:25 Terrasoft.RequestManager#onRequestFailure@terrasoft-all-combined.js:31428:34 @sencha-touch-all-debug.js:10397:31 terrasoft-all-combined.js:31620:21 @sencha-touch-all-debug.js:10397:31 Terrasoft.core.CancellableOperationManager#finish@terrasoft-all-combined.js:32010:19 Terrasoft.core.mixins.Cancellable#finishCancellableOperation@terrasoft-all-combined.js:1419:49 terrasoft-all-combined.js:31606:38 [nativecode] @sencha-touch-all-debug.js:10397:31 Fn@terrasoft-all-combined.js:31660:27 failure@terrasoft-all-combined.js:31676:23 @sencha-touch-all-debug.js:10397:31 failure@terrasoft-all-combined.js:52784:27 @sencha-touch-all-debug.js:10397:31 terrasoft-all-combined.js:35722:19 FromNative@cordova.js:295:57 nc2@cordova.js:1022:39 Type: Terrasoft.ServerException Message: Server request returned error AdditionalInfo: { "responseText": "Access to non-SSP API is denied for portal users{\"responseStatus\":{\"ErrorCode\":\"SecurityException\",\"Message\":\"Current user does not have sufficient permissions to read values of system setting with code \\\"UseMobileUIV2\\\".\",\"Errors\":[]},\"rowsAffected\":-1,\"nextPrcElReady\":false,\"success\":false}", "statusCode": 403, "statusText": "Forbidden" } Stack trace: Terrasoft.util.Service#getExceptionFromResponse@terrasoft-all-combined.js:5726:45 Terrasoft.nativeApi.ExceptionParser.getException@terrasoft-all-combined…:52836:65 Terrasoft.util.DataServiceUtils#getExceptionFromError@terrasoft-all-combined.js:5771:63 terrasoft-all-combined.js:35711:71 FromNative@cordova.js:295:57 nc2@cordova.js:1022:39 Sent from my iPhone

sethuraghav,

The error says user doesn't have access rights to system settings with code 

UseMobileUIV2. Distribute the rights to the needed users for this setting and it should work. 

Best regards, 

Dennis

Dennis Hudson,

The same error comes after the access is given 

regards,

sethuraghav N

sethuraghav,

Please try to recompile and  resync your application and if it wouldn't work please write to support@bpmonline.com 

Best regards,

Dennis

Hi, I have the same problem, how to fixed it?

Nataliia,

 

Please check if the proper access is given to the portal user so that they're able to read the value of the system setting "UseMobileUIV2". 

Also, please make sure, that the user has the required license and re-sync your application. 

If the issue persists please send the mobile bug report to support@creatio.com



Best regards,

Yurii

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7.13_()
mobile
Dear



We have an instance of bpmOnline which has a project you have already developed and which we want to see some screens on mobile devices and of course use the modules that bpmOnline already has built-in.

The problem is that we can not develop this same project in mobile mode, and for us it is very important to achieve it. In this case, we have investigated how to activate a bpm business process signal online from an external application and thus be able to insert data through a web service. Next, the situation is plotted.

In particular, our external application (Mobile created in another language), will take the JSON, call the bpm object online and insert this data into the database.

_______________________________________________________-

 

Estimados

Tenemos una instancia de bpmOnline la cual contiene un proyecto ya desarrollado y el cual queremos ver algunas pantallas en dispositivos mobiles y por supuesto utilizar los módulos que bpmOnline ya tiene incorporado.

El problema es que no podemos desarrollar este mismo proyecto en modo Mobile, y para nosotros es muy importante lograr hacerlo. Ante esto hemos estado investigando el como activar una señal de un procesos de negocios de bpmOnline desde una aplicación externa y así poder hacer una inserción de datos mediante un servicio web. A continuación se grafica la situación.

En concreto, seria que nuestra App externa(Mobile creada en otro lenguaje), tomara el JSON, llamara al objeto de bpmOnline e insertara estos datos en la BD.

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Hello, 



You can use ProcessEngineService.svc web service for this purposes. Please check the article below: 

https://academy.bpmonline.com/documents/technic-sdk/7-13/processengines…

Best regards,

Dennis

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mobile
sorting
List setup
7.13_()

Can you sort records by ascending or descending in the mobile app? I can only find and option to filter records, but I would like to have my records filtered by ascending on the created by column. Is that possible? I did not see an option in the mobile app wizard to set up default sorting either.

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3 comments

Dear Mitch,

Sorting is present only in the out-of-the-box sections and only in the out-of-the-box workplace “Main workplace”. Sorting is implemented at the code level that can be inspected in mobile%sectionname%moduleconf.js file. As for now any changes to sorting functionality can be done only with development. 

I'll inform our R&D team about this issue and suggest them to implement it. Thank you for helping us to make our application better!

Best regards,

Angela

Hi,

Is this available now in the 8.3 version for mobile?
Could anyone suggest some alternate way of implementing this through a sample code?

Thanks in advance,

Sarika

Sarika Sharma,

This functionality is available for the Classic UI — see:
https://community.creatio.com/articles/sorting-mobile-application
https://community.creatio.com/questions/mobile-list-sorting

For Freedom UI, sorting support was introduced starting from version 8.3.3.

 

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