Creatio (formerly bpm’online) recognized as a Leader in 2019 Gartner Magic Quadrant for Sales Force Automation

Aligning the sales activity, accumulating customer data and accelerating growth will be a challenge for any organization. To channelize the sales effort, increase productivity and drive customer satisfaction, Sales Force Automation or SFA plays a key role for an organization.

AgilizTech with its unique combination of innovative digital solutions and agile processes focuses on enriched customer experience delivering best in class are partners for bpm’online in CRM implementation and are happy to share the news of Creatio (formerly bpm’online) being recognized the Leader in 2019 Gartner Magic Quadrant for Sales Force Automation.

According to Ganesh Babu Vasantha Rajan, MD and CEO of AgilizTech; “Hearty congratulations to Creatio (formerly bpm’online) for this recognition. We are proud to partner with bpm’online in implementing their solutions to our customers all over the world. Creatio (formerly bpm’online) enables our customers a flexible and customizable platform that helps in aligning the sales process which ultimately improves sales, enhances growth and customer experience.”

SFA software is applicable to all types of business and facilitates increased sales and productivity. Creatio (formerly bpm’online) , a global software company are leaders for business process automation and CRM. They offer innovative technology and products that help a business to accelerate growth with enriched customer experience.

Sales Creatio delivers comprehensive sales processes that manages the entire customer journey. It also offers world class technology the aligns the sales, marketing and customer service. Creatio (formerly bpm’online) services being par excellence, they have been accoladed with various awards and recognition. Adding on to this, is the recent recognition as the Leader in 2019 Gartner Magic Quadrant for Sales Force Automation.

According to Katherine Kostereva, CEO and Managing Partner bpm’online; “At Creatio (formerly bpm’online) we are laser focused on meeting the needs of today’s sales organization striving to accelerate their sales growth. We believe we’ve improved year over year and that our position in this Magic Quadrant is the result of the persistent efforts we make to empower our customers in growing their organizations through automation of their sale processes and activities.”

Gartner Magi Quadrant is a series of market research reports conducted on technology industries demonstrating market trends, such as direction, maturity and participants. In 2019, Gartner evaluated 19 vendors based upon their strength and weakness and rated the vendors according to the completeness of vision and ability to execute. The vendors are plotted in the graph in four quadrants: niche players, challengers, visionaries, and leaders.

 

Below is the figure on how the vendors are placed:

Download the complimentary copy of Gartner’s Magic Quadrant for Sales Force Automation to know more.

September 1, 2019 Creatio No comments yet

Creatio (formerly bpm’online) ACCELERATE London event 2019

AgilizTech is delighted to announce the ACCELERATE London event 2019 hosted by Creatio (formerly bpm’online). It is an insightful event attended by business and tech leaders who can discover new ways to enhance and improve their business.

ACCELERATE London event is an exclusive platform for business leaders to get insights on how to strategize and align organizational process to accelerate business growth.  In this event the key takeaways would be to get knowledgeable and inspirational cognizance on rebuilding your business with latest technology. Today digital being the buzzword for technology, explore all about BPM and CRM, the modern technology trends that help in digital transformation of organizations.

This event provides a holistic platform for business leaders not only to gain insights on innovative technology through speeches, but also a place where you can collaborate and build your network with top industry heads sharing ideas, challenges and solutions to boost your business.

The main purpose of the event is to offer expert advice on how latest technologies can help a business achieve success. You can also learn how Creatio (formerly bpm’online) has helped leading companies transform their processes in marketing, sales, service and operations in just a few months to stay competitive in an increasingly dynamic environment.

Creatio (formerly bpm’online) are global leaders for business process automation and CRM. Explore how they make use of several technologies that help organizations align their business process, one of them being the low-code no-code technology which has an approach wherein ‘everyone is a developer’, helping accelerate business with limited IT resources.

Few of the eminent speakers for the event are:

CHRIS PARRY (Guest speaker) – UK based writer, thinker and author and talk about operational strategy, future technological, geo-political, and human trends.

Andie Dovgan – Vice President of Global Sales, Creatio

Alex Donchuk – Global Channel Director, Creatio

Michael Barber – Marketing Director, Praesto Consulting

The event will be held on 10th of September 2019 at Park Plaza Victoria, London. The event is free of cost with a limited number of seats. You still stand a chance to attend the ACCELERATE event. For more details click here.

 

September 1, 2019 Creatio No comments yet

Creatio (formerly bpm’online) ACCELERATE Jakarta event 2019

AgilizTech is delighted to announce the ACCELERATE Jakarta event 2019 hosted by Creatio (formerly bpm’online). It is an insightful event attended by business and tech leaders who can discover new ways to enhance and improve their business.

ACCELERATE Jakarta event is an exclusive platform for business leaders to get insights on how to strategize and align organizational process to accelerate business growth.  In this event the key takeaways would be to get knowledgeable and inspirational cognizance on rebuilding your business with latest technology. Today digital being the buzzword for technology, explore all about BPM and CRM, the modern technology trends that help in digital transformation of organizations.

This event provides a holistic platform for business leaders not only to gain insights on innovative technology through speeches, but also a place where you can collaborate and build your network with top industry heads sharing ideas, challenges and solutions to boost your business.

The main purpose of the event is to offer expert advice on how latest technologies can help a business achieve success. You can also learn how bpm’online has helped leading companies transform their processes in marketing, sales, service and operations in just a few months to stay competitive in an increasingly dynamic environment.

Creatio (formerly bpm’online) are global leaders for business process automation and CRM. Explore how they make use of several technologies that help organizations align their business process, one of them being the low-code no-code technology which has an approach wherein ‘everyone is a developer’, helping accelerate business with limited IT resources.

Few of the eminent speakers for the event are:

Paul Greenberg (Guest speaker) – Referred to as The Godfather of CRM and is the leading CRM analyst focusing on customer facing strategic services.

Andie Dovgan – Vice President of Global Sales, Creatio

Alex Donchuk – Global Channel Director, Creatio

Harismawan Wahyuadi – VP Ancillary and Cargo6 PT Citilink Indonesia

Azalea Ayuningtyas – Co Founder and CEO of Dya’nyum

The event will be held on 5th of September 2019 at Westin Jakarta, Indonesia. The event is free of cost with a limited number of seats. You still stand a chance to attend the ACCELERATE event. For more details visit here.

 

August 31, 2019 Creatio No comments yet

CRM Buyer’s Guide 2019

Customer experience and satisfaction is key to the growth and success of an organization. In the highly competitive world today, with various products and services to choose from, companies need to prioritise their sales, marketing and service efforts. Customer Relationship Management or CRM is one of the best software that helps in improving and aligning your business process.

If you are an existing user of CRM and want to upgrade or, planning to implement the CRM software for the first time, then you need to outline the business requirements and objectives and see how this software will help in achieving your business goals.

 

What you need to understand before selecting the CRM?

  • Analyze and outline as to what your business wants to achieve from the CRM software
  • Match your objectives with the features and functionalities of the CRM systems based on the vendor guide or other criteria
  • To implement a CRM, do a thorough research on what technology is being used, what is that you want to improve with technology, how many people will be using it, how can the new software help and do we need any additional software along with CRM
  • Consider CRM as an ideology to build and improve customer relations and not only as a technology tool yielding results.
  • CRM software does not fix business issues in a single go. It is a tool enhancing operations based upon your business strategy.

 

Understanding on how to choose CRM vendors

Once you understand on how to strategize your business objectives before implementing a CRM software, then you need to carefully select CRM vendors. We have a plethora of CRM software available in the market like HubSpot, Salesforce, Zoho, Insightly, bpm’online and many more.

Important checklist before choosing CRM vendor which includes:

  • Do some analysis on the features and functionalities available in the CRM. Select the ones which is applicable for your business, easy to use, and which suits your budget.
  • Know how the vendor is performing. This can be done with the help of review or other platforms like Gartner’s report, Forrester Wave, G2 Crowd, Capterra and more.
  • Based on your audit, charter a list of top vendors and select the one which meets your business requirements.

 

Best practices in selecting the right CRM

Once you have shortlisted on a few vendors, deciding on the perfect CRM vendor is quiet challenging. Do a background evaluation about the CRM offered by them like; whether they have worked on similar model like your business, how cost effective they are, time taken to implement the software, whether they have updated the features, what kind of support they offer.

 

Listing down few important ways to narrow down your choice of CRM

  • Create a scoring system amongst the selected vendors and see how the features in each product matches with your business requirements.
  • Ensure that the CRM integrates with other software in your business process like the HR software, Accounting software, website, etc.
  • Each vendor will have his own sales pitch while presenting or giving a demo of the CRM. Take time and see what fits best for your business.
  • Don’t just go by the words of the sales reps in taking the final decision, request for a run through or a free trial of the CRM.
  • Incorporate all the users while selecting the software, as the better user adaptability the better results.
  • Select for vendors niche in your industry which also helps in understanding the companies they have worked with.

 

Important platforms to evaluate CRM performance

Now that we know there are various CRM software available, we need to find the one with the best features suitable for your business requirements. And here the reviews and reports on CRM can help you selecting the best one. Few of the platforms which are:

G2 Crowd is a peer to peer review site wherein organisations can offer feedback on the products used. They have 400 plus product categories with ample number of reviews that helps organisations in effective purchasing decisions.

Gartner Magic Quadrant a publication platform evaluating technology based companies helping potential buyers in analyzing the company before selecting a product, solution or service.

Capterra is a review platform that basically connects with business owners and software companies assisting businesses in selecting the right kind of software.

Financesonline is a well-known B2B and SaaS review platform wherein experts and user reviews are provided. With more the 11000 user reviews a business can find the perfect software solution that matches their criteria.

Forrester Wave is a publication that outlines the vendors products and services in a detailed way and helps buyers in taking the right purchasing decisions for a product or service in the technology marketplace.

 

Why choose Creatio (formerly bpm’online) CRM?

Creatio (formerly bpm’online) is one of the leading CRM platform and global business software company. Creatio (formerly bpm’online) CRM enables companies big or small to adopt the agile processes quickly into their business. Marketing, sales and services can be aligned in a single platform with this CRM.

This CRM is flexible and user friendly. It can be used across various industries like; Financial services, professional services, retail, wholesale, and distribution, telecom, real estate, transportation, and others.

 

Key benefits of Creatio (formerly bpm’online) CRM

  • Out-of-the-box applications in Creatio guide users through the most effective actions and make it easy to start using the system and bring industry best practices to their work.
  • It provides a 360 degree customer view which helps in tracking complete customer details
  • Creatio delivers end-to-end processes to manage the complete customer journey. As the marketing, sales and customer services are aligned in a single platform companies can effectively manage every step of the customers’ interactions.
  • User friendly interface which makes working with the application easy and smooth
  • Creatio CRM integrates with Gmail as well as Outlook.

AgilizTech, leading partner for bpm’online CRM implementation helps businesses to successfully channelize their sales and marketing activities. Our portfolio in CRM implementation spans across various industries like aviation, financial services, healthcare and more.

To get a deeper understanding on the factors to consider before you take a final decision on buying a CRM please refer the eBook CRM Buyer’s Guide 2019. The eBook is an insightful read helping CRM buyers make intelligent and smart buying decisions based on their requirements. “CRM Buyer’s Guide 2019” by Creatio.

Download ebook
August 31, 2019 CRM No comments yet

5 Major DevOps implementation challenges

Organizations today are striving towards enhancing innovation, agility and customer experience through modernized applications. And the key approach will be continuous delivery which incorporates agile and DevOps methodology.

DevOps is emerging as a popular term, as businesses implementing it are experiencing increased efficiency and productivity in work. Effective cooperation between the development and operations team boosts integration and strive towards achieving a common goal creating an efficient, reliable, and faster delivery system.

Major DevOps Challenges

Though DevOps has emerged as an important tool in achieving automation and integration, still for a business to implement newer technologies is challenging. Let us delve into the major problems faced by a business while implementing DevOps.

 

Adapting to a new culture

Implementing of a new process like DevOps in an organization changes the entire business perspective in terms of replacing old methods with new ones.

 

 

Traditional system

DevOps results will not be achievable if an organization is running on traditional infrastructure and systems. To be in the competition, business needs to adopt to the latest technologies and software.

 

 

 Numerous Tools

The availability of various tools in DevOps like open source are very easy to use. Here the challenge would be the lack of training or knowledge on using these tools.

 

 

Security of information

Will there be a security for the information? Though DevOps automates the entire process and fixes the problems faster based on customer feedback, the problem of security comes at the end of the process which becomes a major hindrance.

 

 

Separate Metrics

As the development and Operations team will be using different tool sets and metrics, it becomes quiet challenging to get adapted to a new set of tools and work ethics.

 

These are just a few of the major problems which a business would face at the time of implementing DevOps into the system. Overcoming these challenges will help in better growth of business and better work efficiency.

At AgilizTech, the DevOps team expertise can give you a solution right from ideating your requirements, to production and final deployment of the product. In the process, based on the feedback of customers we improvise on the product we deliver, efficiency of the infrastructure on which we are delivering the capability and the process through which we are delivering.

CONTACT US
August 20, 2019 Devops No comments yet

Team outing – splurge with nature

It was a perfect day on the 10th of August 2019 to head outside and enjoy the breezy, cloudy and exciting day at Urban Valley, a picturesque lakeside resort. The day was filled with fun, adventures, and bonding with the team.

We started off with team building activities like hula hoop, blind fold game, human knot and the puzzle challenge. These games were organised to build certain core capabilities of the employees. The strategies used in these games by each of the team member highlighted their individual strengths.

In the hula hoop game, the challenge was to pass through the hoop two times without leaving hands. The teams communicated and focused to complete it.

In the blind fold game, one team member was blind folded and had to pick few things upon the instructions of the team member.  The blind folded person had to trust and focus on listening to the voice of his team member, against that of others.

The mind-boggling puzzle game was the toughest challenge as the final picture had to be created with bits and pieces. It was tough initially, but on seeing the original picture it was easier to solve the puzzle. The teams worked collaboratively in joining the pieces to get the result.

The main goal of conducting these activities was to enhance communication, co-ordination, trust, time management, decision making amongst the teams.

With five teams playing, we had two winners . All the teams worked collaboratively towards winning and strategising their own ways of completing the tasks.

It was time for some fun with interesting indoor, outdoor games at the resort like badminton, cricket, zip lining, paintball and more. The day would have been incomplete without shaking a leg in rain dance to the electrifying beats of the DJ and relaxing in the pool.

It was a well-planned day revitalizing us with new energy, creating stronger team bond and better interaction with our team-mates. It was a day never to be forgotten and we hope to recreate the memories with more enthusiasm and fervour.

 

August 19, 2019 Awards & Celebrations No comments yet

5 Best ways on how mobile app can make your business successful

Mobile apps have made technology and business smarter. Smartphones have drastically changed the mode of communication which has become faster, better and accessible anywhere anytime.

Technology being accessed at your fingertips; mobile apps have made lives better and easier. Ordering food online, shopping online, payments to be made, ticket booking, news updates, name anything you have an app which can be accessed from your comfort zone. Inspite of having mobile friendly websites, mobile apps are considered to drive better traffic and revenue as the content consumed is higher in an app than browser.

A quick look into the app land stats:

  • Mobile apps are expected to generate $189 billion in revenue by 2020.
  • The Apple App Store has 2.2 million apps available for download.
  • There are 2.8 million apps available for download in Google Play Store.
  • 49% of people open an app 11+ times each day.
  • 57% of all digital media usage comes from mobile apps.
  • The average smartphone owner uses 30 apps each month.
  • Worldwide app downloads to reach 258.2 billion.

How mobile apps can help your business to grow?

With the above statistics we can see that mobile apps have created humungous opportunities for businesses wherein entrepreneurs can leverage the mobile apps to enhance their business. So, building a mobile app requires immense groundwork and certain key areas to be focused on which include:

  • Who is your target audience?
  • Why do you want a mobile app for a business?
  • What is the uniqueness in the app or what different are you offering over the competitors?

 

Here are the best ways mobile apps help grow your business: (5 best ways)

 

                                                                                         Increase your lead generation

Modern Customers prefer an app over a website as it is easier to browse through the products, has better information, easier to place orders which ultimately boosts the retail orders. This will enhance the growth of the business in terms of revenue as well as profits. Also, the payment options are safe, secure and easy as a customer can save his payment details and the next time the process becomes just a few clicks away.

 

Boost customer experience

A business having an app needs to understand the customer preferences
and build the features accordingly. Responding to your customer queries and having user friendly features is when your customers get converted which ultimately leads to enhanced customer experience.

 

 

                                                                                        Brand Visibility

If the business app is built in a way which serves the purpose and satisfies the customer needs, your brand will be recognized at the top of customer choices. Though your business has good online presence, to increase the potential of your brand build an app to reach out to masses.

 

 

Unique offers

Offers and launches is another way to grow your business with mobile apps. You can create offers based on customers searches, upcoming festivals, cashback offers, discount coupons and more. Intimating your regular customers through messages, mails or app updates about offers or new launches will get them prepared for the purchases. Customers happy with their purchasing experience will share the feedback with friends and family which in turn helps in the success of the business.

                                                                                    

                                                                                       Easily accessible content

As we all know that content is king in the internet space, mobile apps with content which can be easy to understand and accessible will have greater value. Even if there are no sales in an app but is only a learning or information portal content should be genuine and easier to access.

 

 

These are just a few apart from various other benefits which mobile apps offer a business. It is not only the big business conglomerate, but also small organizations or startups that can benefit from mobile apps.

Learn how AgilizTech helps in building mobile application irrespective of your business niche to help in the growth strategy. You need a mobile app, but if the cost and resources are hindering in building one then we are here to help you out.

CONTACT US
July 30, 2019 Mobile App Development 1 comment

Updating Access Rights in bulk for Accounts and Contacts

Problem Statement

In the Creatio (formerly bpm’online) CRM there is a need to set limitations in accessing the Contacts and Accounts section wherein the users can have access only for limited records. In the present scenario, Creatio (formerly bpm’online) customer has a huge number of Contacts and Accounts, and their users had access to the entire records. In this post we will discuss, how to update the access rights for Accounts and Contacts section in bulk and check the same for each record with the help of a flag on table through a business process.

Solution

Access rights set up wizard for bpm’online https://marketplace.bpmonline.com/app/access-rights-setup-wizard-bpmonline is an add-on available in bpm’online marketplace to grant and change access rights for existing records.

This add-on could update only 100 contacts and accounts in one go and we could not monitor the progress of updates happening. Hence, we resolved it with a simple process mentioned below to grant or deny permissions for Creatio (formerly bpm’online) records and we could update 8000 contacts and accounts in a single run.

Image for the process that we created to achieve this in Contact Section

Creatio

Description of the process:

 Set Access Process Flag as N: We used ‘Modify Data’ element to set the value of flag created in section. Based on the business condition, we set value of Flag as ‘False’ (N)

Calculate records where flag is N: We used ‘Read Data’ element to ‘Calculate the number of records’ on ‘Contacts’ section where ‘Access Processed Flag’ = ‘N’ . Other necessary condition to filter records could also be added based on business use case.

‘OR’ Gateway: We used ‘Exclusive Gateway (OR)’ element to branch the flow.

Conditional Flow Branch: To move down the flow, Condition was set to check if the count of records is greater than 0, then move forward.

Default flow: Default branch was used to end the process.

Read Contact: We used ‘Read Data’ element where ‘Access Processed Flag’ = ‘N’. Other necessary condition to filter records could also be added based on business use case.

Change Access Rights: For applying access, we used this condition and added the ‘Read’, ‘Edit’ and ‘Delete’ permission for user role same as the business requirement.

Creatio

Creatio

Modify Contact Flag: In the end, we used ‘Modify Data’ element to modify the value of ‘Access Processed Flag’ as ‘True’. This will help us to identify the record whose access is modified.

Settings of Business Process:  We increased the number of iterations to achieve this in bulk, based on the number of contacts in system. This is configurable based on the business case requirement.

Pro Tip: We could monitor the process through checking the number in quantity and refreshing it when the process was running.

We added a filter on Contacts section with the field ‘Access Processed Flag’ and values as ‘Yes’ and kept on refreshing the system to see the count going up.

 

Creatio

In the second batch, run the process (if required), we can filter records where ‘Access Processed Flag’ = ‘N’ under set access process flag element for ‘modify records that match the condition’.

We did the same for ‘Accounts’ section using similar process as above but changed the section.

Creatio

In the later requirement, to revoke ‘Delete’ permission for 2 user roles, we used similar process but changed values in ‘Change access rights’ element.

Benefits

This solution helped us grant and revoke certain permissions to specific roles based on customer requirement. We could also monitor the performance while the process is running.

AgilizTech does customization forCreatio (formerly bpm’online) based on the requirements of a business. You can check out our posts for more information on Creatio customization.

July 29, 2019 Creatio No comments yet

WordPress landing page integration with custom object in Creatio (formerly bpm’online)

Problem Statement
During a lead generation process of a sales / marketing team, they should have the ability to capture as much as information about their lead in the Creatio (formerly bpm’online) CRM. Currently Creatio supports to capture few of the standard sections like leads, cases, orders & event registration through a WordPress integration of landing pages. This blog is about how to capture additional information to be gathered via landing pages other than the standard sections available as of today.

Solution
In this blog we will learn about the steps that needs to be followed to integrate WordPress landing page with a custom object in Creatio (formerly bpm’online).

Steps for integrating a WordPress landing Page to custom section

Creatio (formerly bpm’online) configurations
Create the custom object to which landing page needs to be integrated. For example; create an object “UsrAdditionalCustomerData” (sample object name for explanation purpose)

In the [Landing pages and webforms] section, you can select one of the default webforms available as given below (Fig.1).

Fig. 1
Creatio

In order to add new registration form for the custom object:

1. Add a new type “Additional Customer Data” landing page to the “Landing types” lookup, which is connected to the custom section.

Fig. 2

Creatio

2. After adding a new web form in the “Landing types” lookup, use the Section Wizard to add a new page in the [Landing pages and web forms] section for the newly added type. To open the Section Wizard, go to the [Landing pages and web forms] section, and in the [View] menu select [Open section wizard] (Fig.3 & Fig.4).
Fig.3

Creatio

Fig.4

3. Add new additional customer data web registration form in the section wizard (Fig.5). After saving you can see the additional customer data web registration form in the new dropdown (Fig.6).
Fig.5

Creatio

Fig.6

Creating the landing page for custom object
Add new additional customer data web from and save the record. You can get the landing Id for the saved web page from the link (Fig.7). This landing Id can be used to integrate the landing page and web form in WordPress.

Fig.7

Integrating the WordPress Page to Custom Object

Install bpm’online plugin for WordPress (gravity forms, Contact form7). The steps to integrate bpm’online to a WordPress contact form is mentioned in the link below.
https://community.bpmonline.com/articles/bpmonline-plugin-wordpress-gravity-forms-contact-form-7?_ga=2.73954770.153193264.1562563622-1951839029.1560317595
In mapping of the fields (WordPress), 3rd party fields should be the column names in the UsrAdditionalCustomerData table (custom object) (Fig.8).
Fig.8

Creario

Use the Landing Id (Fig.7) as the form Id and the column names of the additional customer data table for mapping the landing page fields.

Processing the submitted data in Creatio (formerly bpm’online)

After integration, when a new set of data is submitted in the additional customer data landing page, a corresponding record will be created in UsrAdditionalCustomerData object.
You can write a process to link the newly created record with the corresponding lead automatically or, can give a page where the sales team can review the submitted data and connect with corresponding lead.

Benefits
The solution helps in acquiring additional details (like customer requirement, alternate address, alternate contact information, additional company information etc.) of potential leads from a WordPress landing page.
To learn more on how AgilizTech does customization for bpm’online visit our Creatio blog were we have explained different ways of customization for a business as per their requirements.

July 23, 2019 Creatio No comments yet

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

Creatio

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

Creatio

Fig 3: After applying the code change, product will not be listed in lookup

Creatio

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”
]
},
}

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
})
});

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
]

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.

July 2, 2019 Creatio No comments yet
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