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Disable record creation in Creatio Mobile for specific sections

Level: advanced

Based on your business goals, you may need to disable record creation in Creatio Mobile. For example, to enforce data entry through a specific workflow or prevent accidental record creation. Creatio lets you hide the record creation button for newly created or converted Freedom UI sections. Converted Freedom UI sections are sections that are created using the Mobile Application Wizard and have the Freedom UI checkbox selected. You can hide the button for the section and record mobile pages separately.

Disable record creation for newly created Freedom UI mobile pages​

  1. Open the needed app in the Application Designer.

  2. Open the needed mobile page in the Freedom UI Mobile Designer.

  3. Click btn_actions_in_freedom_ui_designer.png → Source code to open the source code of the Freedom UI mobile page.

  4. Go to the viewConfigDiff schema section → CreateRecordButton element. If the source code does not contain the element, add it.

  5. Set the visible property to "false."

    viewConfigDiff schema section
    "viewConfigDiff": [
        {
            "operation": "merge",
            "name": "CreateRecordButton",
            "values": {
                "visible": false
            }
        }
    ],

  6. Click Save.

As a result, the record creation button will be hidden on the newly created Freedom UI section or record mobile page depending on the selected schema. The changes will be available to Creatio Mobile users after synchronization.

Disable record creation for converted Freedom UI mobile pages​

  1. Open the Configuration section. Instructions: Open the Configuration section.

  2. Open the needed page schema whose Code property contains GridPageSettings. For example, "MobileCaseGridPageSettingsPortal" (MobileCaseGridPageSettingsPortal code) schema.

    If you are yet to set up the page using the Mobile Application Wizard, the schema will not be available in the user-made package. To add the schema to the user-made package, follow the instructions: Add a base package schema to the user-made package.

  3. Add the source code that disables record creation for converted Freedom UI mobile pages.

    Disable record creation for converted Freedom UI mobile pages
    {
        "operation": "merge",
        "name": "settings",
        "values": {
            "viewConfigDiff": "[{\"operation\":\"remove\",\"name\":\"ViewConfig\",\"properties\":[\"floatAction\"]}]"
        }
    }

  4. Click Save.

As a result, the record creation button will be hidden on the converted Freedom UI section or record mobile page depending on the selected schema. The changes will be available to Creatio Mobile users after synchronization.

See also​

Set up the mobile portal

Customize Freedom UI page for Creatio Mobile