New

From Accelerator for SageCRM
Revision as of 14:08, 4 December 2024 by Sagecrmw (talk | contribs)

The NEW menu is available on all menu bars in the task pane.

Clicking on an item loads a modal with the fields on it. The context with which something is created is important as this will preset some fields.

Click Save to Save the record and then the UI will show the summary of this record.

Deduplication is available on the company

and person screens

Field Mappings

This is the current field mappings from the email to the NEW screen fields. Setting default values for these fields in Create Scripts will have no effect.

  • Company
 comp_name=Name parsed from email address
 comp_website=domain parsed from email address
 Business Email field is set to the from address
  • Person
 pers_firstname=fullName (first part)
 pers_lastname=fullName (all bar first part)
 pers_website=domain parsed from email address
 Business Email field is set to the from address
  • Opportunity
 oppo_description=subject
 oppo_note=body
 oppo_primarycompanyid=set to the context under which the opportunity was created
 oppo_primarypersonid=set to the context under which the opportunity was created
  • Case
 case_description=subject
 case_problemnote=body
 case_primarycompanyid=set to the context under which the opportunity was created
 case_primarypersonid=set to the context under which the opportunity was created
  • Lead
 lead_companyname=Name parsed from email address
 lead_companywebsite=domain parsed from email address
 lead_personfirstname=fullName (first part)
 lead_personlastname=fullName (all bar first part)
 lead_description=subject
 lead_details=body
 lead_personemail=from email address

Note: If you do not want a value set you can add in the code 

    DefaultValue=" ";

into the "Create Script" of the field.

  • New Company - How it works

1. When you create a company/person in Accelerator (and MobileX) the phone and email information is ONLY stored against the person.

2. In MobileX (as you can edit entity records there) you can then edit the company to set the company email/phone information

Customising

A. The screen fields are controlled by metadata.

The screens are called "ENTITYOfficeIntNew".


B. To add in a primary custom Entity* 

   created using the entity wizard

Open the "...custompages/sagecrmws/web.config"

Edit the line "NewEntities"

EG..here we add in "Project" 

   <add key="NewEntities" value="Company,Person,Lead,Cases,Opportunity,Project" />

C. Screen Scripting

Supported 

   CustomContent - Basic HTML but no client script will be included. 
   CreateScript items - Caption, Required,DefaultValue,ReadOnly (case-sensitive), RemoveLookup(..value...)

   EG
      RemoveLookup("Consultancy");

   Validate Scripts - Supported - Example is 

   if (condition fails){
      Valid=false;
      ErrorStr="Message the user will see";
   }

   OnChange Scripts - Supported in Selects only
   Methods - Context is not the same as in CRM. So things like CRM.GetContextInfo will not work as if it was in CRM except for the user entity. We have created a method called "GetContextInfo" that will work based on the context that a screen is called from (EG company/person). "CRM.FindRecord" and "CRM.CreateQueryObj" will also work.

PLEASE NOTE:

Fields like "oppo_description" that are key fields and are set based on the email. So for those fields "DefaultValue" will not work.

Sample code:

1. 

 

 var __uid=GetContextInfo("company", "comp_primaryuserid");
 var __qu=CRM.FindRecord("user","user_userid="+__uid);
 if (!__qu.eof)
 {
   var chid=new String(__qu("user_primarychannelid"))
   var __ch=CRM.FindRecord("channel","Chan_ChannelId="+chid);
   DefaultValue={text: __ch("Chan_Description"), value: chid};
 }


2. 

 

 var __pid=GetContextInfo("company", "comp_primaryuserid");
 var __ufxsql="select User_FullName from vUsers where User_UserId="+__pid;
 var __ufxquery=CRM.CreateQueryObj(__ufxsql);
 __ufxquery.SelectSQL();
 DefaultValue={text: __ufxquery("User_FullName"), value: __pid}

3. Setting Default Territory (Territories)

The example here is on new opportunity (Screen = OpportunityOfficeIntNew) 

 var __pid=GetContextInfo("company", "comp_secterr");
 var qterr=CRM.CreateQueryObj("select terr_caption from territories where Terr_TerritoryID=-2147483641");
 qterr.SelectSQL();
 DefaultValue={text: qterr("terr_caption"), value: __pid}


New Company Screen

This screen is made up of a number of screens and some hard coded sections.

a. Company 

  CompanyOfficeIntNew

b. Address 

  AddressOfficeInt
  * Note that field addr_address1 is required as we include the script 'Required=true;'
    Rather than change this to false set the 'DefaultValue="-";' so the records are set up correctly

c. Person 

  PersonOfficeIntSmall

d. Person Phone 

  This reflects what is seen in Sage CRM itself

e. Person Email 

  This reflects what is seen in Sage CRM itself

4. Workflow

The New UI will fetch all existing workflows based on the following example SQL

EG 

 select Work_Description, Work_WorkflowId 
 from workflow 
 where Work_Enabled='Y' and Work_WorkflowId in (select distinct WkRl_WorkflowId 
 from WorkflowRules 
 where WkRl_RuleType='Pre' and WkRl_Enabled='Y' 
 and WkRl_Entity='opportunity')

This gives the workflows that we then fetch the entry "state" for

EG 

 select WkSt_Name 
 from WorkflowState 
 where (WkSt_IsEntryPoint is null or WkSt_IsEntryPoint='N') 
 and WkSt_WorkflowId=2 and WkSt_StateId in (select top 1  
 WkTr_NextStateId 
 from vWorkflowTransitionsRules WITH (NOLOCK) where WkTr_WorkflowId=2
 and WkTr_NextStateId is not null 
 order by WkTr_TransitionId)

EG

and these workflows and states are used when the given entity NEW screen is displayed. If there is no data then no workflow section is displayed.

WORKFLOW TROUBLE SHOOT

If the workflow section is not showing in the NEW screen check the following:

a. Is the workflow enabled b. Is there a "Primary Rule" on the workflow? c. Is the "Primary Rule" enabled (this is a checkbox on the screen)?

OnChange Scripts

You can reference the data object based on the field name (all lowercase) from within the on change script code.

EG 

 if (case_status.value.value=="Closed"){
             for (i=0;i<case_stage.options.length;  i++) {
                            if (case_stage.options[i].value=='Open') {
                                          case_porttype.options.splice(i,1);
                            }
             }
 }



You can change the default entity to be created with the following setting

NewEntityDefault

<add key="NewEntityDefault" value="Company"/>

You might want to do this to make Leads the default

<add key="NewEntityDefault" value="Lead"/>

Extend the NEW menu

In "system menus" (in CRM) create a tabgroup/menu called 

 ACNewMenuExt

To add an item you set the values as follows

Caption=Simple Case Caption Action=Customurl SQL=CasesOfficeIntSmall#Second Case workflow#Logged II#cases#red#mdi-view-grid-plus

The key value here is the SQL value and this is delimited by a # character

a. CasesOfficeIntSmall = The screen to use b. Second Case workflow = The workflow to use c. Logged II = The state to set it to d. cases = The entity name e. red = The icon colour f. mdi-view-grid-plus = The icon to use

EG

Coming in Autumn 2023

You can filter the user selects using createscripts with code like the following 

 SearchSql="user_primarychannelid in (1,7,6)";
 formelm.options=getOptionsUsers('select user_userid, user_fullname from vusers where '+SearchSql+' and user_logon is not null and     User_Disabled is null order by user_fullname');

getOptionsUsers

is a function that will take replacement SQL to use to populate the user drop downs (selects)

How SSA lookup fields work

If you have an SSA field on a NEW screen or a File Email screen you may wonder how the search works.

By default it will try search on all fields in the ENTITYNewEntry screen (in CRM).

You can even see the where clause used in the Network trace area in EDGE dev tools.

In this example we created an Entity called Project

You can see the WhereClause and you can see its using the fields in ProjectNewEntry

This is the default.

If you want to change how this works you should create a screen in CRM called ENTITYOfficeIntSearch and add only the fields you want used in a search.

And then rerunning the search you can see only those field(s) are used.

New Person Address Picker

When in a Company Summary and you add a new person the "Address Picker" option shows up

When clicked this will show all addresses from this company and you can select one to fill in the details

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