Creating a pop-up summary (mini page) for adding records

Introduction

You can quickly add and view records using Creatio pop-up summaries. Information about adding pop-up summaries that display record details is available in the “Creating pop-up summaries (mini pages)” and “Adding pop-up summaries (mini pages) to a module” articles.

To implement a custom pop-up summary page for adding new records in an existing section:

1. Add a pop-up view model schema to the custom package. Select BaseMiniPage schema as a parent object.
2. Modify the SysModuleEdit system table in the Creatio database via a special SQL query.
3. Add the necessary pop-up summary functionality to the schema source code.
4. Add the HasProductMiniPageAddMode system setting.

Case description

Create a custom pop-up summary page for adding new records in the [Products] section. The pop-up summary must contain a base set of fields: [Name] and [Code].

Source code

Use the following link to download a package with the [Products] section pop-up summary schema, implemented according to this case.

Case implementation algorithm

1. Create a pop-up summary view model schema

Execute the [Add] — [Additional] — [Schema of the Edit Page View Model] menu command on the [Schemas] tab in the [Configuration] section (Fig.1).

Fig. 1. Adding a pop-up summary view schema

Populate the following properties of the pop-up summary view schema (Fig.2):

• [Name] – “UsrProductMiniPage”.
• [Subject] – “Product Mini Page”.
• [Package] – the custom package, in which the development is performed, for instance, Custom.
• [Parent object] — the BaseMiniPage schema from the NUI package.

Fig. 2. Properties of the pop-up summary view model schema

2. Register the pop-up summary in the database

Execute the following SQL query to make changes in the database:

DECLARE 
    -- The name of the created pop-up summary view schema.
    @ClientUnitSchemaName NVARCHAR(100) = 'UsrProductMiniPage',
    -- The name of the pop-up summary object schema.
    @EntitySchemaName NVARCHAR(100) = 'Product'

UPDATE SysModuleEdit
SET MiniPageSchemaUId = (
    SELECT TOP 1 UId
    FROM SysSchema
    WHERE Name = @ClientUnitSchemaName
)
WHERE SysModuleEntityId = (
    SELECT TOP 1 Id
    FROM SysModuleEntity
    WHERE SysEntitySchemaUId = (
        SELECT TOP 1 UId
        FROM SysSchema
        WHERE Name = @EntitySchemaName
            AND ExtendParent = 0
    )
);

As a result of this query execution you will have a unique pop-up identifier, populated in SysModuleEdit table of the record MiniPageSchemaUId field that corresponds to the [Products] section (Fig.3).

Fig. 3. Unique pop-up summary identifier value in SysModuleEdit table

3. Add fields from the primary object to the pop-up summary

Add the source code below to the created pop-up summary view model schema.

define("UsrProductMiniPage", ["UsrProductMiniPageResources"],
    function(resources) {
        return {
            entitySchemaName: "Product",
            details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
            attributes: {
                "MiniPageModes": {
                    "value": [this.Terrasoft.ConfigurationEnums.CardOperation.ADD]
                }
            },
            diff: /**SCHEMA_DIFF*/[
                {
                    "operation": "insert",
                    "parentName": "MiniPage",
                    "propertyName": "items",
                    "name": "Name",
                    "values": {
                        "isMiniPageModelItem": true,
                        "layout": {
                            "column": 0,
                            "row": 1,
                            "colSpan": 24
                        },
                        "controlConfig": {
                            "focused": true
                        }
                    }
                },
                {
                    "operation": "insert",
                    "parentName": "MiniPage",
                    "propertyName": "items",
                    "name": "Code",
                    "values": {
                        "isMiniPageModelItem": true,
                        "layout": {
                            "column": 0,
                            "row": 2,
                            "colSpan": 24
                        }
                    }
                }
            ]/**SCHEMA_DIFF*/
        };
    });

The array containing the collection of the necessary pop-up summary operations is assigned to MiniPageModes attribute, which was declared in the base schema. Two objects that configure the [Name] and [Code] fields are added to the diff array.

4. Add the HasProductMiniPageAddMode system setting

In the [System settings] section of the system designer, add a new system setting with the following properties (fig. 4)

• [Name] — "HasProductMiniPageAddMode".
• [Code] — "HasProductMiniPageAddMode".
• [Type] — "Boolean".
• [Default value] — true.

Fig. 4. — System setting

As a result, a pop-up summary with two fields will be displayed when you add a new product (Fig.4).

Fig. 4. Implemented pop-up summary

After saving the pop-up summary, a corresponding record will appear in the section list (Fig.5).

Fig. 5. Records in the [Products] section