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bpm'online CRM, bpm'online education, bpm' online customization

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6 Min Read

Adding a Text Rich Custom Note Section in bpm online

We want to add a 'Notes' detail section with the rich text options into a custom section. This would allow users the ability to format note entries, attach related Web URL's and even add images enriching each note entry.

This tab looks like this:

Figure 0. "Attachment and notes" tab on contact page.

Algorithm of realization:

  1. Create object which will represent file object in DataBase (ex. ContactFile object in base packages). This object can be exist.

     

    • You should create new Object and configure it like at next figure:
      Figure 1. Configuration of custom file object.

      IMPORTANT!!! This object must be inherited from File (Base)
       
  2. Add "Notes" field to your section object. It must be multi-line string and have unlimited length 
  3. Add detail to client schema of your page in details section

    Files: {
    schemaName: "FileDetailV2",
    entitySchemaName: "ContactFile", //Name of your object which represent file which connected with you main object
    filter: {
    masterColumn: "Id",
    detailColumn: "Contact"
    }
    },
  4. Add code for "define tab", "attachment detail" and "notes field group" in your page. This code you should insert in different section of your client schema.

     

    {
    "operation": "insert",
    "name": "NotesAndFilesTab",
    "parentName": "Tabs",
    "propertyName": "tabs",
    "index": 3,
    "values": {
    "caption": {"bindTo": "Resources.Strings.NotesAndFilesTabCaption"},
    "items": []
    }
    },
    {
    "operation": "insert",
    "parentName": "NotesAndFilesTab",
    "propertyName": "items",
    "name": "Files",
    "values": {
    "itemType": Terrasoft.ViewItemType.DETAIL
    }
    },
    {
    "operation": "insert",
    "name": "NotesControlGroup",
    "parentName": "NotesAndFilesTab",
    "propertyName": "items",
    "values": {
    "itemType": Terrasoft.ViewItemType.CONTROL_GROUP,
    "items": [],
    "caption": {"bindTo": "Resources.Strings.NotesGroupCaption"}
    }
    },
    {
    "operation": "insert",
    "parentName": "NotesControlGroup",
    "propertyName": "items",
    "name": "Notes", //Name of notes field in your main object
    "values": {
    "contentType": Terrasoft.ContentType.RICH_TEXT,
    "layout": {"column": 0, "row": 0, "colSpan": 24},
    "labelConfig": {
    "visible": false
    },
    "controlConfig": {
    "imageLoaded": {
    "bindTo": "insertImagesToNotes"
    },
    "images": {
    "bindTo": "NotesImagesCollection"
    }
    }
    }
    }
  5. Add localizable strings to resources of your client schema:

    1. NotesAndFilesTabCaption - tab caption 

    2. NotesGroupCaption - notes group caption

  6. IMPORTANT!!! If you have some troubles try to clear browser cache, redis, recompile schemas in bpm'online or restart web-site.  

 

For related information on this article, visit the bpm' online community Website.

Topics:   bpm'online CRM bpm'online education bpm' online customization

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