I think you can try the "Access Rights" option in dashboard and not give access to certain set of users who use the mobile app.

Thanks KrishnaPrasad,

On my scenario, access rights will not do. They should still need to see these dashboards in web application. I only need to limit the dashboards in mobile. Do you know if it can be achieve through filtration?

Dear Fulgen, 

 

There is no possibility to reach the functionality you have requested by applying changes to manifest only. 

You can do that overriding method onDashboardRecordsLoaded in Terrasoft.configuration.controller.DashboardPage (MobileDashboardPageController). 

An argument called "records" is passed into this method which contains all dashboards uploaded from DB. 

You can filter which of them to display in method onDashboardRecordsLoaded

Here is the short instructions on how to override an existing controller:

1. Create custom module which inherits the existing controller and add your own logic to it. Here is example for activity controller: https://prnt.sc/s8izs3

2. Create a custom module for replacing grid page for the created controller: https://prnt.sc/r0pz21

3. Create a Replacing client module for the existing manifest, copy the code from the base manifest, change the Grid property in the needed object and add the controller in the PageExtentions array: https://prnt.sc/r0q35h

4. Recycle pool and re-synchronize your mobile app.



Kind regards,

Roman

Hello Nicolas,

I did everything straight to Ryan's instruction and everything worked on my side perfectly. Please pay attention to your CSS file - you should put

#ExternalisationTab {

    height: 100%;

}

not to the source code, but to the "LESS" tab of the .css file. After that everything should work as expected (save the .css file as well as Account Page schema).

Best regards,

Oscar

Super !! it was the issue, i putted the code in the source code and not in the less tab.

Thank you Oscar !

Dear Julio,

You can add a column that was selected as display value for the object to make it clickable. For example for Case object display value is case number, so if the case number is added to detail it becomes clickable. 

FYI, you could also just double click on the record to open it. 

Best regards,

Angela

Dear Angela Reyes,

Could you please explain more on how to make it clickable? Maybe by sharing some piece of code

Thank you in advance.

Regards,

Mohammad Yahfoufi

Mohammad Yahfoufi,

A field on the detail is clickable by the default if it has the “Lookup” type. Please see the screenshot below:

Therefore, it is difficult to understand what you want to achieve. Please provide us with a more detail description of the required functionality.

Best regards,

Norton

Norton Lingard,

Hi Norton what I ask at the beginning of this Article and I think what Mohammad also wants to know is have a field like a Case number or similar, not a lookup, where if you click on this it open the case, in this case if you have a detail with some detail, could have some field to identify each line of this detail, like a correlative, and enable this field to be clickable to could click on it and open the detail line. Is that's correct 

Mohammad ?

Make following pages to use the main page as the parent.

Kirill Krylov CPA,

Thanks Kirill, on the source code? is there any where to do this, because I did it, but have a lot of problem to recognize the change, like Compile All to work!, could you be more specific, please?

Dear Julio,

In order to implement the required functionality you should do the following:

1. Create a main page schema that should contain a common functionality for all other pages.

2. When creating any other edit page, use the main page schema as a parent https://prnt.sc/s4h2pq

As a result, the functionality of the main page is available for all edit pages that have this page as a parent.

You can look at how any section page is implemented as an example. For example, the "AccountSecitonV2" schema has the "BaseSecitonV2" schema as a parent https://prnt.sc/s4h7a1

Best regards,

Norton

Norton Lingard,

Hello again

This doesn't works. What's wrong?

I create several pages on accounts, for example, please see at http://prntscr.com/tyf89k

Later go to the source code schema and inherits from the base one, see before at http://prntscr.com/tyfaq8 and after change the parent page at http://prntscr.com/tyfbnh

Clear cache, reloads http://prntscr.com/tyfev7

Open the account page and nothing http://prntscr.com/tyfgd7

Also I logout, clear cache, login and also nothing, even I compile all and nothing.

Go to section wizard opens page config and the parent page it's ok, but doesn't get the page I need, just an empty one http://prntscr.com/tyfhut

But if I click, for example on Source code and again on Page, magically I get what I want, but still doesn't work, because if I go back to Section Wizard and save, the page doesn't save the changes see at the following video in https://share.vidyard.com/watch/bFEFaUVYPMKVBiSVdgjSDJ?

Thanks

Julio.Falcon_Nodos,

We are glad to inform you that starting from 7.16.2 version you can now copy a section record page and customize it as a separate page. Please find more information about it in the article by the link below (the “USER CUSTOMIZATION TOOLS” chapter):

https://academy.creatio.com/documents/creatio-release-notes-7-16-2

Best regards,

Norton

Norton Lingard,

Hi Norton, doesn't works, if fails. Did you try?, Support inform to me it's will be resolved on 7.16.4. For this reason I need to understand the "old way"

Julio.Falcon_Nodos,

I have just tried to copy one page to another and it worked perfectly on my local instance with 7.16.3 version. Therefore, please consider using this functionality instead of using the old solution.

Best regards,

Norton

Hi Jose,



You can select * from RuleRelationSections and see how the fields look.



You need the Name (capitalized) of the custom section you want to add and the Uid of this section from SysSchema table.



So the script should look like this:



insert into RuleRelationSections (Name,SectionSchemaUId) values ('name of the object capitalized','UID of the custom object from SysSchema')



Thank you.

Thanks Bohdan! I follow your instructions and it worked as I need it.

Hello Bohdan Zdor, 

Where we can get RuleRelationSections? and where to put the query?

Thanks in Advance

Hi Shrey Soni,



You can find RuleRelationSections as the object in advanced settings of your instance.



You can put the query using SQL Executor (https://marketplace.creatio.com/app/sql-executor-creatio)

if your instance is the cloud one.



In case you have an on-site SQL installation of Creatio you can use your SQL Management Studio to put the queries.



Thank you for choosing Creatio!

Dear Shrikanth,

In order to store an object in Application cache you should serialize the object to string and save the string. Please find more information about serialization in the article by the link below:

https://stackoverflow.com/questions/2434534/serialize-an-object-to-string

Best regards,

Norton

Hello Fulgen,

This is an out-of-the box logic of our application so that IDs of elements on the page are generated randomly when refreshing the page. Currently there is no way to modify this logic since it is set in core application schemas and binary files of the application. We already have a problem registered to our R&D team so they could add some extra logic that allows static IDs of elements on the page (since request like that was asked to integrate Creatio application with PRA tools like UiPath).

The only possible way to achieve your task is to use data-item-marker since values there are static and doesn't modify after each refresh of the page. For example data-item-marker for global search window is "command-line".

Best regards,

Oscar

Oscar Dylan,

Thanks Oscar,



I just noticed like in Product Section data item marker is the product name, if there are duplicate product name data item marker will not be unique. Is there a way I can modify the data-item-marker of each row, i will give the guid of the record instead of the name? Please give me example how to do it. Thank you so much

Hello,

It is not possible to modify "data-item-marker" of the edit page (it is being generated) and we don't have a particular example of such an implementation. 

Best regards,

Oscar

Dear Gokul, 

You can enable a change log to track the modification/deletion of data. Here is an academy page on the change log: 

https://academy.creatio.com/documents/administration/7-15/change-log

Dennis Hudson,

Thank you

It's possible to set the correct date time format in user profile settings in Creatio that will be automatically applied to the mobile application too - https://i.imgur.com/luwba6x.png

Hi Alina (or others), I aware that this is a quite old post, but in the current Mobile app it doesn't seem to work. I have the date and time format in my Creatio app set to Dutch, which should mean DD/MM/YYYY for the date, yet it remains in format MM/DD/YYYY in the mobile app. I've also searched system settings in the browser app, but am not able to find anything useful. Is there any way to force this change in the Mobile app, as I can't seem to find it. Thanks

Hi Kurt,

unfortunately, there is no such option to change the date format, as for now.

We will register the task for our developers to add this functionality in the future.

Regards,

Gleb.

What does the URL look like that you're doing the PUT on? It needs to look like this (but obviously with the record Id instead of an empty Guid):

https://creatioaddress/0/ServiceModel/EntityDataService.svc/ContactCollection(guid'00000000-0000-0000-0000-000000000000')

Also, even though the docs specify a PUT for updates, it will also accept a PATCH (which is what I usually use)

Ryan

Hi Ryan,

I don't understand why my PUT calls work fine today without any modification on my side.

Here's the URL:

https://urltocreatio/0/ServiceModel/EntityDataService.svc/UsrExternalisationCollection(guid'b83bedb1-ad72-4c6a-9965-88677a13dfe1')

I see with my support team if they have modified something.

Thank you for the answer, have a nice day.

Nicolas

=>>>>

I had the problem one more time.

it was because i didn't compile the database new elements before to try my oData access