AgilizTech’s Customization for Creatio (formerly bpm’online) – Conditionally Enable / Disable Field in bpm’online mobile app

In this blog we will be discussing on how to conditionally enable or disable a field in Creatio (formerly bpm’online) mobile app.

In this third use case, the user can enter the product details, price and quantity needed, and can edit the total amount field in the order page of the mobile app. The total amount field should be an auto computed one based on the price and quantity given at order product level. To restrict this we have created a code which completely disables the ‘order total amount’ field.

creatio

Figure:1 By default if you add the “total order amount” in mobile page, it will be editable.

creatio

Figure:2 After applying the below code, the field will not be editable.

How to make changes in the page?

To apply these changes and set the corrections, you should be aware of the workplace in which the changes have to be done.

In the Custom package > MobileApplicationManifestDefaultWorkplace select the mobile app workplace where the changes need to be done.

As a business rule, the module UsrMobileDisableModelConfig must be created and you need to write the business event for accessibility.

Below is the code for this customization:

Terrasoft.sdk.Model.addBusinessRule(“Order”,{
ruleType : Terrasoft.RuleTypes.Activation,
events:[Terrasoft.BusinessRuleEvents.Load,Terrasoft.BusinessRuleEvents.ValueChanged],
triggeredByColumns : [“Id”],
conditionalColumns :[ {name :”Id”,value : “Disable All the time”} ],
dependentColumnNames : [“Amount”]

The above code will disable ‘amount’ field which stores the ‘total order value’only if the order ID field is having a value other than the value mentioned in the condition line (i.e. value of ‘Disable All the time’). In this code we have chosen ‘ID’ field as the conditional field, but you can choose a field of your choice as per the business need.

Once UsrMobileDisableModelConfig module is created, we need to place this in the
custom package >  MobileApplicationManifestDefaultWorkplace

For Example:
UsrMobileDisableModelConfig – if this Business rule is created for accessing the columns, then you will have to mention this name in Model > Object’s Page Extension section.

Below is the code:

“Models”: {
“Order”: {
“RequiredModels”: [
“Order”,
“Account”,
“OrderStatus”,
“OrderPaymentStatus”,
“OrderDeliveryStatus”,
“Currency”,
“DeliveryType”,
“PaymentType”,
“LeadType”,
“SocialMessage”,
“OrderProduct”,
“Product”,
“Unit”,
“Pricelist”,
“OrderVisa”,
“VisaStatus”
],
“ModelExtensions”: [],
“PagesExtensions”: [
” UsrMobileDisableModelConfig “, // Module Name
“UsrMobileOrderGridPageSettingsDefaultWorkplace”,
“UsrMobileOrderRecordPageSettingsDefaultWorkplace”
]
},
}

Once the above codes are implemented, the user cannot change the order amount because the field will be disabled.
Click here to navigate to the main blog post which contains the complete list of Creatio (formerly bpm’online) customization use cases.

AgilizTech celebrates 4th anniversary – Journeying with the spirit to celebrate a centenary

Congratulations to AgilizTech for having completed 4 successful years. It was a bright and happy Monday morning of 10th June 2019 with AgilizTech completing 4th anniversary. Though it was a busy day, the celebrations started off with lot of excitement and energy by decorating the office premises, distributing sweets and sharing the experiences of employees. This was just the beginning of celebration with the main celebration held on 15th June 2019.

Pre-Preparations for the Event

The spirits of celebrating had made the team enthusiastic and all were on their toes preparing for the event. Practicing for the dance and song performances, running around for shooting of videos, selecting the venue, organizing the event was fun and showed complete team effort.

The Gala Evening

The anniversary celebration was held at Hotel La Marvella on 15th June 2019. The event was presided by our Honourable Chief Guest Mr. Biswanath Bhattacharya (CEO and Founder of Venerate Solutions Pvt. Ltd.) and his family. It was a mesmerising evening wherein not only the AgilizTech team, but also their families were present which added to the splendour of the celebrations.

The celebrations started at 5:30pm with Gayathri, Shailey and Gaurav hosting it. Lamp lighting by the Chief Guest Mr. Biswanath Bhattacharya and his wife, Ganesh Babu (CEO and MD of AgilizTech), Sujeeth Shetty (VP – Sales and Marketing at AgilizTech) and family, Anand Gangoor (Senior Technical Delivery Manager) and family, Karan Singh (Senior Project Manager) and family marked the beginning of the celebrations.

Then Ganesh Babu spoke about the company roadmap enlightening on the achievements by each team, sales forecast and upcoming projects. It was an exciting moment for the team as Ganesh Babu addressed each one of them and spoke about his/her contribution. His words have motivated the team in delivering better work with complete dedication.

Subsequent to that we had our Chief Guest Mr. Biswanath Bhattacharya addressing the young and energetic team about startup being the best learning institution to shape a career. He emphasized that passion and focus are the important qualities which shows the path of success in a start-up environment , and AgilizTech is offering the right platform to learn and explore new dimensions.

A Proud Moment for Agillians!! The Award Ceremony

At AgilizTech we respect the contribution of every employee. Team members are recognized and awarded for their achievements and contribution. It was a stupendous award ceremony where the recipients collected the award along with their family members.

The Most Awaited One

Yes, no celebration is complete without some fun, performances and surprises. It was a gripping moment for all our participants who left no stone unturned in giving their best. We at AgilizTech believe that every person has a hidden talent which needs to be recognized and applauded.

First, we had a smash hit video presentation where the team wished AgilizTech in their own way. We also had tik tok videos by our team members which sparked the moods of the crowd with laughter.

We also had the families actively participating in the events and showcasing their talent. We had a combination star performance by Lopamudra, wife of Sai Prasad Das singing, with Master Arnav, son of Anand Gangoor synchronizing for the song by playing the tabla.

Next, we had AR Rehman’s mash up song sequence by Meghana M and Pawan. It’s not easy to sync with the karaoke and sing simultaneously with different songs and music. But our performers were simply amazing.

Coming up next was a dance performance by the Gulab Gang (only ladies) of AgilizTech. We also had the Lazy and Crazy Dance by the men. Our team lit up the stage with the crowd cheering for them.

The show was not over, we had few more surprises for the families and the kids. We had games for couple and kids which was entertaining and fun.

We also celebrated by having a cake cutting ceremony, photo sessions and a sumptuous dinner. Families enjoyed and shared great moments by being a part of this celebration and interacting with the other family members.

Final Words

With the entire AgilizTech family coming together and putting in their efforts the celebration was a grand success. It was a day which motivated us to show our dedication and involvement in our work, to contribute for the success and continue to celebrate more.

Our celebrations and achievements would not have been possible without the support of our clients, partners and vendors. We thank each one of them for the support.

AgilizTech’s Customizations for Creatio (formerly 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  sales Creatio 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.

Creatio                               Creatio

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.

Creatio
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

Creatio
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.

Creatio

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.
The ID value of ‘status’ is hard coded in the above code. The ID value may be different in different instances; hence the 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 Creatio (formerly bpm’online) customization use cases.

AgilizTech Again! The Winners for the Illustrious Small Enterprise Business Awards 2019

 

It was a pleasant surprise when Ganesh Babu (MD and CEO of AgilizTech) announced we are among the top finalists for the Small Business Enterprise Award 2019. This event was organized by Aspire Media. On D-Day 30th May 2019, a busy Thursday as usual, the buzz around the office was about the optimistic spirit of winning the award. Finally, the precious moment soon arrived with our team members getting ready to attend the ceremony.
And the moment arrived with AgilizTech bagging the prestigious Small Enterprise Business Award 2019.

Gala Award Night

The event was set up at St. John’s Auditorium Bangalore, a spellbound and exciting night of recognition for the finalists of the awards in various business categories. The ceremony marked the presence of elite business class dignitaries, sponsors, judges and the participants.
These awards are symbolic in recognizing small businesses in India as well as the values associated with them which includes service, commitment, leadership, endurance, courage, innovation, performance, persuasion and generosity.
So, being the winner is not an easy task.  The nomination criteria is based on the Growth Performance, Financial Strength, Innovation, People Capital, International Outlook, Corporate Governance and CSR Initiatives taken up by the company.
We had been adjudged the winner in the BEST SME – Technology Award category which and bagged it in the year 2016 as well. The award was received by Sujeeth Shetty (Vice President – Business Development), Anand Gangoor (Service Delivery Head), Meghana M (Senior Software Engineer) and Karan Singh (Senior Project Manager) on behalf of AgilizTech. Indeed, a cheerful and proud moment for AgilizTech family as this feat would not have been possible, but for the hard-work and dedication put in by the team and the immense support of our customers.

Small Enterprise Business Award 2019

We express our gratitude to all our clients, partners and patrons for extending valuable support, encouragement throughout our journey. We consider this to be a small step in our achievement and striving towards achieving more.

AgilizTech customization for Creatio (formerly bpm’online) – Using Custom Section Filters to view records

This post is in the first of a series that discusses customization of Creatio (formerly 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 Creatio (formerly 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:

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

Creatio

Creatio

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

Let’s now look at how we can create a custom filter in Sales Creatio 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
      • Creatio
      • ii)Save wizard once

    Creatio

      • 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.

Creatio

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

Different ways Creatio (formerly bpm’online) can be customized for your business’ unique needs

Creatio (formerly 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 Creatio (formerly 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 Creatio (formerly 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

Use Case 3: Disable Edit of Total Amount Field

Use Case 4: Enable Display of Active Products in System

Use Case 5: WordPress Landing Page Integration 

Update Access Rights For Accounts and Contacts

Coming soon….

Lead and Opportunity Turn Around Time (TAT) in Creatio

 

Woman’s Day 2019 – AgilizTech celebrates #BalanceForBetter

“A woman is a full circle. Within her is the power to create, nurture and transform.”

– Diane Mariechild

AgilizTech recently celebrated Women’s Day on 8th March 2019. The AgilizTech Fun Committee dedicated the day to the women employees, recognizing their contribution and participation in the organization.

 

Saying it with flowers

The day began with a surprise for all the ladies. A beautiful bouquet of flowers and a card awaited them at their workstations. It was a delight to watch the expressions of pleasant surprise on the faces of the female employees. Not only AgilizTech, the Fun Committee extended the gesture to even the other female employees at Kokarya CoWorks and gifted them chocolates and flowers.

 

Celebrating with cakes and talks

In the afternoon, the event began with a cake-cutting ceremony, post which the ladies also expressed their delight over the women’s day celebrations and how comfortable they feel at AgilizTech. After that Ganesh Babu, MD and CEO of AgilizTech and Anand Gangoor, Senior Technical Delivery Manager expressed their thanks towards the women employees and spoke about the important women in their lives. They also remarked upon the importance of women in IT and the need for #BalanceForBetter 

An industrial visit to remember –Students from PSG College of Technology visit AgilizTech

University is like a sculptor’s studio, where students are modeled and chiseled, gaining professional knowledge. But the knowledge there is mostly theoretical. Sure, they know the ‘what’, but the ‘how’ is learnt in the real-world. It is in the industry that a newly minted professional puts their theories to test. 

 What today’s students need is a stepping stone as they crossover from being a student to a professional. As John Keats wisely said, “Nothing ever becomes real till it is experienced”. AgilizTech recognizes this a gap, and hence conducted a one-day industrial visit for the students of PSG College of Technology, Coimbatore, on February 4, 2019. With an aim to go beyond academics, this industrial visit provided students a practical perspective on the world of work, an opportunity to learn practically through interaction, and an exposure to current work practices. 

A day of observation, interaction and learning

The event kick-started with a briefing on the nature and purpose of the visit. This included a short introduction on AgilizTech by Sujeeth Shetty, VP – Business Development, AgilizTech.  

Next, V Ganesh Babu, MD and CEO narrated the AgilizTech journey, spoke about his experiences and touched upon today’s IT trends.  

Following this, Anand Gangoor, Senior Technical Delivery Manager, AgilizTech, talked about the various teams that work together to develop a software application. He also explained the same with a practical example . 

The students were divided into batches of 20 each. Each batch moved around the office for interacting with the various teams and understanding how they operate. While one batch was visiting the work area, the rest had an open Q&A session with  Anand and Sujeeth, clarifiying their doubts about how the industry operates and what it takes to plunge into entrepreneurship. 

 To propel students into thinking mode, a Logical Puzzle solving contest was handled by Thomas Linson, Senior Software Engineer, AgilizTech. A fun way to learn more about IT, the students showed keen interest and actively solved the puzzles given to them. 

    

During the visit, the students also visited our photo booth to capture memories of the visit.  

Student Speak

The students were delighted with the visit. Here’s a brief feedback we received: 

We had a great time at AgilizTech and the reason was most of the time it was an interactive session. We got an overall view regarding startups as well as the difficulties to be faced by an Engineer. The main thing we appreciate about AgilizTech was the way you encouraged the volunteers which boosted everyone’s confidence.  

The effort you made for us was really unbelievable such as arranging refreshments and meeting halls , Social media photo frame etc. Finally, the entire team interacted with us with no hesitation and with full enthusiasm. Students completely enjoyed the game you organized for them. Faculties were satisfied with the Group Discussion session which helped everyone explore and exchange views. Thanks for the entire team for your work and making our visit a memorable experience. 

A visit to remember and ponder on

According to recent surveys, one of the biggest causes of concern across industries has been the skill-gap prevailing across our country. Conducting such industrial visits offers students the opportunity to learn more about the industry and sharpen their skill sets accordingly.  

We were happy to help ignite young minds by giving more exposure into the real world of Information Technology, and we would be glad to conduct many more such events. 

 

AgilizTech Christmas 2018 Celebrations

“Jingle bells, jingle bells

Jingle all the way!

Oh what fun it is to ride

In a one-horse open sleigh………..”

Yes, it is Christmas season – a festival of happiness, love and peace. And Team AgilizTech was no exception in celebrating this wonderful festival with great pomp and joy on Friday, 21st December.

 

Christmas weaves its magic at AgilizTech

Organized and hosted by the AgilizTech Fun Committee, the day was made very colorful and joyous by decorating the workplace with a beautiful Christmas tree with gifts beneath, colorful balloons, and wreathes with bright decorative bulbs.

Games Galore

The entire team was divided into two to play some fun-filled games which reminded us our childhood. The winning team was rewarded with delicious chocolates.

 

 

Secret Santa Time

What is Christmas without a fun game of Secret Santa? Everyone at AgilizTech indulged in a gifting spree by being Secret Santas. It was a gleeful exchange of presents under the Christmas tree that united the team as a family and brought us all closer.

A Christmas celebration is incomplete without a cake, and we were all eager to devour the delectable cake.

 

May the joy and peace of Christmas be with you all through the Year. AgilizTech wishes you all a very happy and joyous Christmas and New Year.

 

 

AgilizTech Diwali 2018 – a celebration to remember

 

It is that time of the year again where houses are decked with lights, the smell of delectable sweets and savories is in the air, and joy and festive spirit is in the hearts of everyone. Yes, it is Diwali time.

AgilizTech celebrates the victory of hope over despair and good over evil every year with great gusto, and 2018 was no exception. The team had a gala time indulging in festivities on Friday, 02 November.

AgilizTech celebrates Diwali

Hosted by the AgilizTech Fun Committee, Diwali 2018 witnessed the team participating in the festivities by decorating the workplace. A beautiful traditional rangoli was drawn at the foyer, welcoming everyone cheerfully with its bright colors. A special dress code had been announced for the team with prizes for the best dressed.

The first event of the day was the team reminiscing their favorite Diwali moments. Mr Ganesh, MD & CEO, spoke about how Diwali meant new clothes, the exciting thiruvizha (village fair), the thrill of bursting crackers and delicious sweets made at home. Other team members also spoke about what Diwali signifies for them and how they celebrated the event with their families over the years.

Dressed to win !

Not just the office, even the employees were decked in their finest traditional attire keeping in line with the dress code, with the competition of the best dressed won by Dinesh and Rajesekaran among the gentlemen and Pooja, Nikitha and Ramyashree amongst the ladies.

Celebrating with sweets

The event ended with Mr Ganesh distributing sweets among the team, along with exchanging greetings and good wishes.

AgilizTech wishes everyone a very happy and prosperous Diwali!

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