AgilizTech’s customization for Creatio (formerly bpm’online) – Look up filtration based on flag in mobile app
In this fourth post of the series we will be discussing how to list only active products in the product selection page of the Sales Creatio (formerly bpm’online) enterprise edition mobile app.
The product section in mobile app has provision to activate or inactivate the products. In the desktop version if a product is inactivated, it will not list in any product selection page. In mobile page, however by default the product will be listed.
Business use case:
To display active products only in the production selection while booking orders through bpm’online mobile app.
Product: Sales Creatio enterprise edition
Applicable for Version: 7.13 & above
Below is the desktop version of Sales Creatio enterprise wherein you can see that the Product Inactivated does not appear in the product selection page.
Fig 1: Product Inactivated
Whereas in the product selection page of the Creatio (formerly bpm’online) mobile app the inactive product will be listed. This can be corrected by applying a certain code.
Fig 2: Before applying code change, product will be listed in mobile product lookup
Fig 3: After applying the code change, product will not be listed in lookup
Filtration of lookup columns based on the flag or a column is demonstrated below.
You should be knowing in which Workplace the changes need to be done. Select the workplace first to apply the changes.
In Custom package > MobileApplicationManifestDefaultWorkplace
For Example:
UsrMobileFilterModelConfig – If this is the business rule created for filtering the columns based on other columns, then you will have to mention this name in Model > Object’s Page Extension section.
Refer below code:
“Models”: {
“Order”: { {
“RequiredModels”: [
“Order”,
“Account”,
“OrderStatus”,
“OrderPaymentStatus”,
“OrderDeliveryStatus”,
“Currency”,
“DeliveryType”,
“PaymentType”,
“LeadType”,
“SocialMessage”,
“OrderProduct”,
“Product”,
“Unit”,
“Pricelist”,
“OrderVisa”,
“VisaStatus”
],
“ModelExtensions”: [],
“PagesExtensions”: [
” UsrMobileFilterModelConfig “, // Module Name
“UsrMobileOrderGridPageSettingsDefaultWorkplace”,
“UsrMobileOrderRecordPageSettingsDefaultWorkplace”
]
},
}
“Order”: { {
“RequiredModels”: [
“Order”,
“Account”,
“OrderStatus”,
“OrderPaymentStatus”,
“OrderDeliveryStatus”,
“Currency”,
“DeliveryType”,
“PaymentType”,
“LeadType”,
“SocialMessage”,
“OrderProduct”,
“Product”,
“Unit”,
“Pricelist”,
“OrderVisa”,
“VisaStatus”
],
“ModelExtensions”: [],
“PagesExtensions”: [
” UsrMobileFilterModelConfig “, // Module Name
“UsrMobileOrderGridPageSettingsDefaultWorkplace”,
“UsrMobileOrderRecordPageSettingsDefaultWorkplace”
]
},
}
Create a module with the specified name. In this example it is UsrMobileFilterModelConfig.
In UsrMobileFilterModelConfig. module write the business event for Accessibility.
Find the code below.
Terrasoft.sdk.Model.addBusinessRule(“OrderProduct”,{
ruleType:Terrasoft.RuleTypes.Filtration,
events:[
Terrasoft.BusinessRuleEvents.Load,
Terrasoft.BusinessRuleEvents.Insert,
Terrasoft.BusinessRuleEvents.ValueChanged
],
triggeredByColumns:[“Product”],
filters:Ext.create(“Terrasoft.Filter”,{
modelName:”Product”,
property:”IsArchive”,
value:false
})
});
ruleType:Terrasoft.RuleTypes.Filtration,
events:[
Terrasoft.BusinessRuleEvents.Load,
Terrasoft.BusinessRuleEvents.Insert,
Terrasoft.BusinessRuleEvents.ValueChanged
],
triggeredByColumns:[“Product”],
filters:Ext.create(“Terrasoft.Filter”,{
modelName:”Product”,
property:”IsArchive”,
value:false
})
});
Here we are filtering “Product” lookup column in Order Products, based on Is Archive field in the product object. If the value is false, product will be listed; if value is correct i.e. if product is inactive, it won’t be listed. This Filtration should work while inserting new order, i.e. selecting a product for new order and while editing order product list for an existing order.
The event handling is explained below:
Find the code below.
events:[
Terrasoft.BusinessRuleEvents.Load, //On Data Load
Terrasoft.BusinessRuleEvents.Insert, //upon inserting new
Terrasoft.BusinessRuleEvents.ValueChanged //While Editing
]
Terrasoft.BusinessRuleEvents.Load, //On Data Load
Terrasoft.BusinessRuleEvents.Insert, //upon inserting new
Terrasoft.BusinessRuleEvents.ValueChanged //While Editing
]
Hence, if the above code is applied the inactive products will not be listed in the mobile product look up.
Click here to navigate to the main blog post which contains the complete list of Creatio (formerly bpm’online) customization use cases.
