AgilizTech’s Customizations for bpm’online – Conditionally Hide/Show Fields in bpm’online mobile app

In the second post of this series, we will be exploring a way to achieve conditional visibility of fields in the bpm’online sales enterprise edition mobile app.

Let us take a scenario where the Sales Manager is approving an order in the mobile app. As per business rule, once the Manager has approved the order, he should not be able to reject it. Currently, for approval purpose, ‘Order approvals’ detail is added in ‘order section’ in mobile app. The app allows manager to choose appropriate status in this detail (‘Approved’ or ‘Rejected’). By default, the status will be ‘To Set’. App allows manager to choose ‘Approved’ or ‘Rejected’ status, even after the order has been approved or rejected, which is incorrect as per business rule.

                               

We can correct this workflow by hiding the ‘order approval’ status option once the order has been approved/rejected.

Here are the steps to achieve this:
1. In the System Designer, navigate to Advanced Settings and select Configuration.


2. Here, in Custom Package, select the Mobile App Workplace, where you want the change to be in effect (here we have mentioned default workplace; if you have created a separate workplace for approvals, select the same).

For example, Custom package > MobileApplicationManifestDefaultWorkplace


3. Mention the visibility Module name in the object’s Page Extensions Section.

For Example:
UsrOrderMobileBusinessRules – If this is the business rule created for hiding the columns, then mention this name in Model > Object’s Page Extension section.

Here’s the code:

“Models”: {
“Order”: { {
“RequiredModels”: [
“Order”,
“Account”,
“OrderStatus”,
“OrderPaymentStatus”,
“OrderDeliveryStatus”,
“Currency”,
“DeliveryType”,
“PaymentType”,
“LeadType”,
“SocialMessage”,
“OrderProduct”,
“Product”,
“Unit”,
“Pricelist”,
“OrderVisa”,
“VisaStatus”
],
“ModelExtensions”: [],
“PagesExtensions”: [
” UsrOrderMobileBusinessRules “, // Module Name
“UsrMobileOrderGridPageSettingsDefaultWorkplace”,
“UsrMobileOrderRecordPageSettingsDefaultWorkplace”
]
},
//As we are hiding the ‘OrderVisa’ Status Field in the order screen, the OrderVisa Object is             //also required. In the Model Extension, we have also given VisaStatus Object as this is a              //lookup table for OrderVisa table’s Status field.
“OrderVisa”:{
“ModelExtensions”: [
“VisaStatus”
],
“PagesExtensions”: []
},
}

 

In the UsrOrderMobileBusinessRules module, write the business event for visibility.

The code is as given:

Terrasoft.sdk.Model.addBusinessRule(“OrderVisa”,{
ruleType: Terrasoft.RuleTypes.Visibility,
events:[Terrasoft.BusinessRuleEvents.Load],
conditionalColumns: [
{name: “Status” , value: “3462594d-77a7-4b0a-874a-6d8b54b293bc”}
],
triggeredByColumns: [ “Status” ] ,
dependentColumnNames: [ “Status” ]
});

 

Here we are displaying Status field, if the status is ‘To Set’. In case of the other two statuses, (i.e. ‘Approved’ & ‘Rejected’) the ‘Order Approval’ detail, with ‘Status’ field will be hidden, which will stop the manager from changing the status of an approved order to rejected or vice-versa.
Here the ID value of ‘status’ is hard coded in the above code. The ID value may be different in different instances; hence the ID value should be cross verified while using this code snippet.

Click here to navigate to the main blog post which contains the complete list of bpm’online customization use cases.

AgilizTech customization for bpm’online – Using Custom Section Filters to view records

This post is in the first of a series that discusses customization of bpm’online for increased efficiency and productivity. In this post, we explore creation of custom section filters to view records.

As per the operational process, sales persons log orders coming from customers in bpm’online. These orders must be ‘Approved’ by the sales manager, only after which they will be processed further. By default, a ‘Status’ filter does not exist in the system. The custom filter is required to help the managers to quickly filter out the ‘Pending Approval’ orders from their order list.

Default Filters in a section:

After applying custom filters (order section – status field):

Steps to create section filters in bpm’online – Quick filter

Let’s now look at how we can create a custom filter in bpm’online Sales Enterprise edition, v 7.13.0.284. Here are the steps:

  1. In the Orders page, select open Section Wizard and save the wizard to create a new section page in ‘custom’ package for ‘orders’
      • i)Open ‘orders’ section wizard
      • ii)Save wizard once

      • iii) New section will be created in custom package; edit this as mentioned in further steps

  2. In OrderSectionV2 Page (Configuration), place the below code snippet in the method block.
initFixedFiltersConfig: function() {
var fixedFilterConfig = {
entitySchema: this.entitySchema,
filters: [
{
name: “PeriodFilter”,
caption: this.get(“Resources.Strings.PeriodFilterCaption”),
dataValueType: this.Terrasoft.DataValueType.DATE,
startDate: {
columnName: “StartDate”,
defValue: this.Terrasoft.startOfWeek(new Date())
},
dueDate: {
columnName: “StartDate”,
defValue: this.Terrasoft.endOfWeek(new Date())
}
},
{
name: “Owner”,
caption: this.get(“Resources.Strings.OwnerFilterCaption”),
columnName: “Owner”,
defValue: this.Terrasoft.SysValue.CURRENT_USER_CONTACT,
dataValueType: this.Terrasoft.DataValueType.LOOKUP,
},
{
name: “Status”,
columnName: “Status”,
caption: this.get(“Resources.Strings.StatusFilterCaption”),
appendCurrentContactMenuItem: false,
dataValueType: this.Terrasoft.DataValueType.LOOKUP,
defValue : “1”,
addNewFilterCaption: this.get(“Resources.Strings.SelectStatusCaption”),
hint: this.get(“Resources.Strings.SelectStatusCaption”),
buttonImageConfig: this.get(“Resources.Images.StatusFilterImage”),
},
]
};
this.set(“FixedFilterConfig”, fixedFilterConfig);
}
  1. A default filter for Period, Owner & status is added. If you need to list the current user name in the filter (as in ‘owner’ filter), set “appendCurrentContactMenuItem” to true.

Click here to navigate to the main blog post which contains the complete list of bpm’online customization use cases.

4 ways bpm’online can be customized for your business’ unique needs

Bpm’online is a global business software company leading in the space of business process automation and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide.

AgilizTech partners with bpm’online to deploy and implement advanced CRM solutions that helps organizations strengthen customer acquisition, retention, loyalty and advocacy strategies.

We work with clients to customize bpm’online as per their unique organizational needs. In this series of blog posts, we will explore certain scenarios in which customization can be made to improve efficiency and increase productivity.

We will be adding blog posts for each of the use cases mentioned below in the coming weeks. Do stay tuned to learn how bpm’online can be tailored to suit your unique organizational needs.

Use Case 1: Custom Section Filters to view records

Use Case 2: Conditionally Hide/Show Fields in app

Coming Soon…

Use Case 3: Disable Edit of Total Amount Field

Use Case 4: Enable Display of Active Products in System