Create records of a specific type using typified Freedom UI page
This functionality is available for Creatio 8.0.10 and later.
To implement the example:
- Set up the page UI. Read more >>>
- Set the record type available for creation. Read more >>>
- Lock the field on the page for adding records. Read more >>>
1. Set up the page UI
-
Open the Customer 360 app in the No-Code Designer.
-
Open the Advanced settings tab in the No-Code Designer. To do this, click
in the top right → "Application management" → "Application Hub" → Customer 360 app → "Advanced settings."
-
Create a user-made package to add the schema. To do this, click
→ Create new package → fill out the package properties → Save.
For this example, create the
sdkCreateSpecificAccount
user-made package. -
Open the Accounts list page. To do this, click
in the top right → Application management → Application Hub → Customer 360 → Accounts list page.
-
Select the page field that determines the record type you can create.
- Select the New button on the working area of the Freedom UI Designer. This opens the element setup menu.
- Click
. This opens the element setup area.
- Go to the Actions block.
- Click the Add field button. This opens the Select field window.
- Select the checkbox for the Type field.
- Click Select.
-
Save the changes.
2. Set the record type available for creation
Configure the business logic in the Client Module Designer. For this example, set the record type available for creation.
-
Open the source code of the Freedom UI page. To do this, click
.
-
Set up how to handle the action executed on button click.
- Find the ID of the "Customer" value in the Account types lookup. For this example, the ID is "03a75490-53e6-df11-971b-001d60e938c6."
- Go to the
viewConfigDiff
schema section →AddButton
element. - Bind the ID of the "Customer" value to the
clicked
button event.
viewConfigDiff schema sectionviewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[
/* Button that creates a new record. */
{
"operation": "merge",
"name": "AddButton",
"values": {
/* Send the base request handler to open the new page of the "Account" entity. Populate the "Type" field using the "Customer" value. */
"clicked": {
"request": "crt.CreateRecordRequest",
"params": {
"entityName": "Account",
"defaultValues": [
{
"attributeName": "Type",
"value": "03a75490-53e6-df11-971b-001d60e938c6"
}
]
}
},
...,
}
},
]/**SCHEMA_VIEW_CONFIG_DIFF*/, -
Save the changes.
As a result, the Type field on the New record window in the Accounts section will be populated by the "Customer" value, but it can be changed.
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To forbid changing the field value, lock the Type field on the page for adding record from the Accounts section.
3. Lock the field on the page for adding records
-
Find the page for adding records from the Accounts section.
-
Open the Accounts list page. To do this, click
in the top right → Application management → Application Hub → Customer 360 → Accounts list page.
-
Go to the Actions block.
-
Click View pages setup link. This opens the Pages setup window.
-
Find the name of page for adding records in the Page for adding record field.
For this example, the name of the page for adding records is Accounts mini page.
-
Close the page.
-
-
Open the Accounts mini page. To do this, click
in the top right → Application management → Application Hub → Customer 360 → Accounts mini page.
-
Lock the page field that includes the record type you can create.
- Select the Type field on the working area of the Freedom UI Designer. This opens the element setup menu.
- Click
. This opens the element setup area.
- Go to the Editability block.
- Select the Read-only checkbox.
-
Save the changes.
View the result
- Open the Accounts section.
- Click New.
As a result:
- Creatio will populate the Type field on the New record window in the Accounts section using the "Customer" non-editable value.
- You will be able to create an account of the "Customer" type only. View the result >>>
Source code
- Accounts_ListPage
- Accounts_MiniPage
/* Declare the AMD module. */
define("Accounts_ListPage", /**SCHEMA_DEPS*/[]/**SCHEMA_DEPS*/, function/**SCHEMA_ARGS*/()/**SCHEMA_ARGS*/ {
return {
viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[
/* Button that creates a new record. */
{
"operation": "merge",
"name": "AddButton",
"values": {
/* Send the base request handler to open the new page of the "Account" entity. Populate the "Type" field using the "Customer" value. */
"clicked": {
"request": "crt.CreateRecordRequest",
"params": {
"entityName": "Account",
"defaultValues": [
{
"attributeName": "Type",
"value": "03a75490-53e6-df11-971b-001d60e938c6"
}
]
}
},
"caption": "#ResourceString(AddButton_caption)#",
"visible": true,
"clickMode": "default"
}
},
{
"operation": "remove",
"name": "SearchFilter",
"properties": [
"targetAttributes"
]
},
{
"operation": "merge",
"name": "SearchFilter",
"values": {
"_filterOptions": {
"expose": [
{
"attribute": "SearchFilter_Items",
"converters": [
{
"converter": "crt.SearchFilterAttributeConverter",
"args": [
"Items"
]
}
]
}
],
"from": [
"SearchFilter_SearchValue",
"SearchFilter_FilteredColumnsGroups"
]
}
}
}
]/**SCHEMA_VIEW_CONFIG_DIFF*/,
viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/[
{
"operation": "merge",
"path": [
"attributes",
"Items",
"modelConfig"
],
"values": {
"filterAttributes": [
{
"loadOnChange": true,
"name": "FolderTree_active_folder_filter"
},
{
"name": "Items_PredefinedFilter",
"loadOnChange": true
},
{
"name": "SearchFilter_Items",
"loadOnChange": true
}
]
}
}
]/**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/,
modelConfigDiff: /**SCHEMA_MODEL_CONFIG_DIFF*/[]/**SCHEMA_MODEL_CONFIG_DIFF*/,
handlers: /**SCHEMA_HANDLERS*/[]/**SCHEMA_HANDLERS*/,
converters: /**SCHEMA_CONVERTERS*/{}/**SCHEMA_CONVERTERS*/,
validators: /**SCHEMA_VALIDATORS*/{}/**SCHEMA_VALIDATORS*/
};
});
/* Declare the AMD module. */
define("Accounts_MiniPage", /**SCHEMA_DEPS*/[]/**SCHEMA_DEPS*/, function/**SCHEMA_ARGS*/()/**SCHEMA_ARGS*/ {
return {
viewConfigDiff: /**SCHEMA_VIEW_CONFIG_DIFF*/[
{
"operation": "merge",
"name": "Type",
"values": {
/* The property that locks the field from editing. */
"readonly": true
}
}
]/**SCHEMA_VIEW_CONFIG_DIFF*/,
viewModelConfigDiff: /**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/[]/**SCHEMA_VIEW_MODEL_CONFIG_DIFF*/,
modelConfigDiff: /**SCHEMA_MODEL_CONFIG_DIFF*/[]/**SCHEMA_MODEL_CONFIG_DIFF*/,
handlers: /**SCHEMA_HANDLERS*/[]/**SCHEMA_HANDLERS*/,
converters: /**SCHEMA_CONVERTERS*/{}/**SCHEMA_CONVERTERS*/,
validators: /**SCHEMA_VALIDATORS*/{}/**SCHEMA_VALIDATORS*/
};
});