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Version: 8.0

Bind demo records to an app package

Level: intermediate

To implement the example:

  1. Set up the page UI. Read more >>>
  2. Add demo records. Read more >>>
  3. Set up the section list. Read more >>>
  4. Bind demo records to an app package. Read more >>>
Example

Bind the following demo records and list settings of the Books custom section to an app package. Display only required columns in the section list.

Name*

Description

ISBN

Author*

Publisher*

Price

JavaScript: The Definitive Guide: Activate Your Web Pages

Since 1996, JavaScript: The Definitive Guide has been the bible for JavaScript programmers-a programmer's guide and comprehensive reference to the core language and to the client-side JavaScript APIs defined by web browsers.

978-0-596-80552-4

David Flanagan
(select the appropriate contact)

Apress
(select the appropriate account)

49.99

Pro C# 7: With .NET and .NET Core

Pro C# 7.0 is logically divided into nine distinct parts, each of which contains a number of related chapters.

978-1-4842-3017-6

Andrew Troelsen
(select the appropriate contact)

Apress
(select the appropriate account)

60.00

1. Set up the page UI

  1. Create an app based on the Records & business processes template. Instructions: Create an app manually (user documentation).

    For this example, create a Books app.

  2. Open the form page in the Freedom UI Designer.

    For this example, open Books form page that includes the Name field out of the box.

  3. Add a field.

    For this example, add the following fields:

    • field that contains the book description
    • field that contains the book ISBN
    • field that contains the book author
    • field that contains the book publisher
    • field that contains the book price

    To do this:

    1. Add a field of needed type to the working area of the Freedom UI Designer.

    2. Click and fill out the field properties.

      Element

      Element type

      Property

      Property value

      Field that contains the book description

      Text

      Title

      Description

      Code

      UsrDescription

      Multiline text

      Select the checkbox

      Field that contains the book ISBN

      Text

      Title

      ISBN

      Code

      UsrISBN

      Field that contains the book author

      Dropdown

      Title

      Author

      Code

      UsrAuthor

      Lookup

      Contact

      Required

      Select the checkbox

      Field that contains the book publisher

      Dropdown

      Title

      Publisher

      Code

      UsrPublisher

      Lookup

      Account

      Required

      Select the checkbox

      Field that contains the book price

      Number

      Title

      Price

      Code

      UsrPrice

      Format

      Decimal (0.01)

  4. Save the changes.

2. Add demo records

Add Contacts demo records

For this example, add the following contacts:

  • David Flanagan
  • Andrew Troelsen

To do this:

  1. Open the Contacts section.
  2. Click NewAdd contact name and birth date.
  3. Fill out the contact properties.
  4. Click an arbitrary place in the contact mini page.
  5. Click Save.

As a result, the Contacts section will include appropriate contacts.

Add Accounts demo records

For this example, add the "Apress" account. To do this:

  1. Open the Accounts section.
  2. Click New.
  3. Fill out the account properties.
  4. Click Save.

As a result, the Accounts section will include the appropriate account.

Add Books demo records

For this example, add the following books:

  • JavaScript: The Definitive Guide: Activate Your Web Pages
  • Pro C# 7: With .NET and .NET Core

To do this:

  1. Open the Books section.

  2. Click New.

  3. Fill out the book properties.

    Element

    Property

    Property value

    "JavaScript: The Definitive Guide: Activate Your Web Pages" book

    Name

    JavaScript: The Definitive Guide: Activate Your Web Pages

    Description

    Since 1996, JavaScript: The Definitive Guide has been the bible for JavaScript programmers-a programmer's guide and comprehensive reference to the core language and to the client-side JavaScript APIs defined by web browsers.

    ISBN

    978-0-596-80552-4

    Author

    David Flanagan

    Publisher

    Apress

    Price

    49.99

    "Pro C# 7: With .NET and .NET Core" book

    Name

    Pro C# 7: With .NET and .NET Core

    Description

    Pro C# 7.0 is logically divided into nine distinct parts, each of which contains a number of related chapters.

    ISBN

    978-1-4842-3017-6

    Author

    Andrew Troelsen

    Publisher

    Apress

    Price

    60.00

  4. Click Save.

As a result, the Books section will include appropriate books.

3. Set up the section list

For this example, set up the Books section list. Select the following fields to display in the section list:

  • Name
  • Author
  • Publisher

To do this:

  1. Open the Books section.

  2. Click . This opens the Select field window.

  3. Select fields to display.

    For this example, select Author and Publisher fields.

  4. Click Select.

  5. Click Save list settings for all users as default.

  6. Click Yes.

As a result, the Books section list will display only required columns. After you install the Books app into another Creatio instances, the settings of the section list will be applied.

4. Bind data to an app package

  1. Open the Advanced settings tab in the No-Code Designer. To do this, click in the top right → Application managementApplication HubBooks app → Advanced settings.

  2. Select a package to bind data.

    For this example, select the UsrBook package.

Bind Contacts demo records

Since the Books section records are connected to the Contacts section records by the UsrAuthor field, bind the contacts to the package first.

For this example, bind the following contacts:

  • David Flanagan
  • Andrew Troelsen

To do this:

  1. Create a Data schema type. To do this, click AddData.

  2. Fill out the schema properties.

    For this example, use the following schema properties.

    Property

    Property value

    Object

    Contact

  3. Select data to bind.

    1. Open the Columns setting tab.
    2. Select the Full name checkbox.
    3. Open the Bound data tab.
    4. Click Add. This opens the Select: Contact window.
    5. Select the David Flanagan and Andrew Troelsen checkboxes.
    6. Click Select.
  4. Save the changes.

As a result, the needed records of the Contacts section will be bound to the app package.

Bind Accounts demo records

For this example, bind the "Apress" account. To do this:

  1. Create a Data schema type. To do this, click AddData.

  2. Fill out the schema properties.

    For this example, use the following schema properties.

    Property

    Property value

    Object

    Account

  3. Select data to bind.

    1. Open the Columns setting tab.
    2. Select the Name checkbox.
    3. Open the Bound data tab.
    4. Click Add. This opens the Select: Account window.
    5. Select the Apress checkbox.
    6. Click Select.
  4. Save the changes.

As a result, the needed records of the Accounts section will be bound to the app package.

Bind Books demo records

For this example, bind the following books:

  • JavaScript: The Definitive Guide: Activate Your Web Pages
  • Pro C# 7: With .NET and .NET Core

To do this:

  1. Create a Data schema type. To do this, click AddData.

  2. Fill out the schema properties.

    For this example, use the following schema properties.

    Property

    Property value

    Object

    UsrBooks

  3. Select data to bind.

    1. Open the Columns setting tab.
    2. Select all the checkboxes.
    3. Open the Bound data tab.
    4. Click Add. This opens the Select: Contact window.
    5. Select all the checkboxes.
    6. Click Select.
  4. Save the changes.

As a result, the needed records of the Books section will be bound to the app package.

View the result

To view the outcome of the example:

  1. Open the Advanced settings tab in the No-Code Designer. To do this, click in the top right → Application managementApplication HubBooks app → Advanced settings.

  2. Select a package that includes bound data.

    For this example, select the UsrBook package.

As a result, the UsrBooks app package will include multiple schemas of the Data type that bind demo records of the Contacts, Accounts, Books sections to the app package. View the result >>>

To view the outcome of the example for other Creatio instances:

  1. Open the Application Hub. To do this, click in the top right → Application managementApplication Hub.
  2. Export the Books app. To do this, click Export.
  3. Install the package into other Creatio instance. Instructions: Install an app from a file (user documentation).
  4. Open the Books section.

As a result:

  • The Application Hub will include the new Books app.

  • The Contacts section of the installed app will include the demo records.

  • The Accounts section of the installed app will include the demo records.

  • The Books section of the installed app will include the demo records. The list settings of the Books section will be applied for all users.


Resources

Package with example implementation