I have a requirement to create a checkbox in Maximo and the checkbox will get checked automatically, if that wo has any attachment attached it. How do I do this?
Is it possible to do it through Condition expression or through automation script only?
Related
I have a requirement to setup customized printable for few Custom Modules to let the record owner print the details of the currently opened record, similar to Invoice Template or Sales Order Template.
Use Case:
Record Owner opens a record from Custom Module
A custom button Print Record will appear when a record is opened
On clicking the Print Record button, a PDF document with data of the opened record must be generated based on a template (similar to Invoice template) and either download the generated PDF record owner's local drive or send the generated PDF to a specific email address
Is there a way to set up Invoice Templates for Custom modules? It can be achieved with Mail Merge but I need the outcome as a PDF document and with Mail Merge doing that would require several clicks. I need the PDF to be generated on a single button click.
Also, can the aforementioned use case be automated? Automatically generate a PDF based on a template periodically and send it by email without the user having to navigate the record and print the PDF manually?
I would appreciate any guidance on this use case.
I have created an Edit button with associated Dynamic Action. In the dynamic action, set it to the Click event of the Edit button. I've created the actual action by reference to a JavaScript executing code. And then an update of the area.
In JavaScript code I wanted to enable items that are read only by pressing the edit button.
APEX_UTIL.PUBLIC_CHECK_AUTHORIZATION('ADMIN')
This was the check I made in the JavaScript code.
In this way I enabled edit mode for the region where I am applying.
ADMIN is a role.
How can I make the button click so that the items associated with the region that are just as read only, when clicking appear in an editable way?
In my opinion, you're reinventing the wheel.
OK, there's the ADMIN role (perhaps some other roles as well). If you know which user (identified by :APP_USER) has which role, then use
server-side condition (to decide whether to render (or process) certain page component (items, buttons, ...)
read only property (to decide whether user will be able to modify the value or not)
authorization scheme (under "Security")
So, there's no need for the EDIT button you currently have. Everything can be done declaratively by setting certain properties within Apex.
this function
APEX_UTIL.PUBLIC_CHECK_AUTHORIZATION('ADMIN')
is a plsql function, did you use it in your javascript code or as a server side condition?
you can make an ajax request to get the user role using that function and after getting the role in your javascript code you can disable/enable the items using the javascript api.
apex.item( "P1_ITEM" ).enable() ;
For the contact entity I have set the default values for some build in fields to specific values. For example I set the default value for the field "Contact -> donotemail" to the value "Do not Allow".
In the "normal" web browser forms it seems to be working as expected.
But if I create a new contact using a quick create form and select the save and then "view created record" button the view switches to the new created contact.
If I then scroll down to the "donotemail" - field the field does not have the default value I selected in the field settings.
I googled the problem, the nearest community post I could find is
https://community.dynamics.com/crm/b/mohamedmostafacrmblog/archive/2016/06/02/set-field-default-value-in-microsoft-dynamics-crm-online-and-on-premise-using-business-rules-without-javascript-or-custom-components-plugins-or-workflows
Unfortunately the post is from 2016 and it describes how to workaround the problem using custom business rules. But due to this is build in funtionality there is no business rule I could edit and creating some new to achive the goal of setting a default value seems odd.
Did someone encounter this problem too and could find a solution?
One possible reason I could think of: you might have not refreshed the main window after publish all, maybe cached QC form didn’t work as expected bcoz “customize the system” will open a separate popup to edit & publish all.
Still technically server side should not be cached with old customizations. But QC might have rendered from cached Metadata in browser.
But publish all should reflect immediately & no delays expected. Make sure to refresh the main window next time :)
I'm new to IBM Domino Designer. I'm trying to create an IBM Domino Designer application which has 2 fields and a button. Once click on the button the data has to be stored in DB.
Now the problem is how to store the data in DB and where to write this code?
Should it be either in Button click or do we need to write any agent for it?
Create an application via "File" - "Application" "New"
Click "Create" - "Design" - "Form" in a designer client.
Name the Form, "Test" for example.
Insert a field in the form via "Create" - "Field" , name that field, for example "field1".
Insert some button via create - hotspot - button.
Paste this code in the action section:
#If(#Command([FileSave]);#Command([FileCloseWindow]);#Prompt([Ok];"Attention!";"Error saving document"))
Save the form
Go to the Notes Client, Open your Application, click Create menu, choose the form name, "Test" in our example and you will get a new document created by form "Test".
You should see a white form with a brackets in it and a button.
You can type some text inside brackets and can push the button. Formula action will try to save and close the document When you press the button.
Thats it. You have got an application with the form where you can put some data into the field and save it to DB.
Designing Lotus Notes Databases is nothing, that you can learn from scratch without having any clue or a good teacher.
You could start with the help and click through starting at "IBM Domino Designer Basic User Guide and Reference > Application Design", but I doubt that you will ever be successful.
As long as you do not understand, what Lotus Notes Databases are all about, you will not be able to create even the most simple application.
To give you at least a starting point: Lotus Notes Databases are simple "unstructured" containers for everything you throw in there. Data is presented as "Notes Document" and can contain Structured Data, Images, Attachments, Tables, whatever...
To create a document the easiest way is to create a "Form" in Lotus Notes Designer, create some fields in that form and then use the "Preview in Notes"- Button to show the Form in Lotus Notes. Using Ctrl + S you can save the document, that you created with the form.
Then you use "Views" to show the "documents" that you created.
Now I explained 2 Design- Elements out of 20 "Base"- Design elements, and you might already got lost...
Take my advice: Let someone teach you, how to do this, there is no other sensible way to learn developing applications in Lotus Notes (now Known as IBM Notes)
Can any one help me to create a ribbon button dynamically in CRM 2011. The scenario is, when we create a record, one ribbon button has to be created dynamically based the optionset value selected in that record. Can we get it work using JScript or Plug-in or Workflow? Enable or Display rules are not useful here and should not touch XML code.
Quick principle: Ribbon Buttons are not a part the record, they are a part of the UI. You can make the UI change based on the record you are looking. Therefore you cannot 'add' a button to a record. You can add a button to an entity form.
Plugins definetly wont work here, they peform logic on the 'back-end'. JavaScript might work but I would expect this to be quite awkward. What you should do is edit the ribbon Xml. Now there is an excellent for editing the ribbon: Ribbon Workbench, this tool make it significantly easier to
edit the ribbon (this is editing the XML but this is the way its meant to be done).
Then I think you will need to
Create a ribbon button for each action.
Then follow this tutorial to enable and disable them: Enable/Disable a ribbon button dynamically based on a form value.
Using a display rule would be the right way to do this.
Create multiple buttons and set their display rule when selected option is equal
to the button's name.
We can get it done by two ways-
Through plug-in:(Note: It won't works in Sandbox mode and consume some time.)
Create one solution and add specified entity to it. Go through the source code here
Export this solution to Temp folder and unzip it.
Edit customizations.xml file to add our own RibbondiffXml tag.
Zip all the XML files and Import it to CRM.
Publish the Customization.
Through XML edit:
Export Application Ribbon, update XML to add button and replace entity name with {!EntityLogicalName} in all the places.
Ex: <CustomAction Id="New.{!EntityLogicalName}.MyButton.CustomAction" Location="Mscrm.HomepageGrid.{!EntityLogicalName}.MainTab.Management.Controls._children" Sequence="70">...
Add EnableRule to enable this button only if Config record exist for current entity.
<EnableRule Id="New.{!EntityLogicalName}.MyButton.Check">
<CustomRule FunctionName="checkConfigRecord" Library="$webresource:new_/Scripts/ValidateConfigRecords.js">
<CrmParameter Value="SelectedEntityTypeName" />
</CustomRule>
</EnableRule>
Create one JavaScript library with name new_/Scripts/ValidateConfigRecords.js which contains function checkConfigRecord which counts config records exists for particular entity. If count is greater than 1 return true. Otherwise false.
Import the ApplicationRibbon Zipped file
I ran into the same problem on Dynamics 365 and found a solution.
RibbonWorkbench includes a feature called "Fly Out Anchor Buttons"
This includes a property called PopulateQueryCommand.
You can use this command to dynamically (using JScript) add menu options to the Anchor Buttons at runtime.
The RibbonWorkbench documentation includes all the information you need to use this feature.