Dinamic Contact Form Creation

[Legacy User]

hi Guys

I'm trying to modify the List_cnt and Detail_cnt form in order to whenever a new employee contracted
 temporarily in contact_type whose id = ' 1000019 ' change my form fields is the same to what
happens with contacts and groups obviously would create a new resource for this component.

The Fields to Modify label is

Last Name  =  Company
First Name =  Name / Last Name
Contact ID = Identification Number
Service Type = Service agreement

Anny Idea

[Legacy User]

Hi Jonathan,

 

It is not very clear what you are trying to achieve here. Can you elaborate a bit? Perhaps attach some screens of your requirement?

 

Regards,

Brian

[Legacy User]

Let me explain better

1. I create a new menu tree resource its similar to group structure

 

1. I created a new node called Contrated Temporally mark in red color

 

 

This is the idea

1.      When I click in contact node show this image (this is out of the box)

 

1.      When I click in Group node show this image (this is out of the box)

In this case the last name label change to Group Name then don’t show many fields and the contact type select is group

 

 

 

 

Now I need this

1. When I click in Contracted Temporally change the form to this is similar to when click in group change label and specify the contact type for default is the code 1000019 , it should be noted when clic in create new button the form detail_Cnt also changes the label

 

In this case I created a new list form for cnt table to explain better.

[Jon_Israel]

This would be a fairly complex customization that would require several spel code files to trigger the system to query only specific data based upon your requirements.  Unfortunately this is something that is outside the scope of support.  However, other customers on the communities here may be able to share their ideas with you if they have done something similar.

The other option for something like this would be for you work with your account director to have a CA Services engagement set up to do this for you.

Thanks,

Jon I.

[Giedrius Bekintis]

Hi, you may create restricted factory, as it is done with agt factory. For this you will need to create mod file in site/mods/majic with the following content:

OBJECT cnt {

FACTORY cnttemp {

         RESTRICT "type = 1000019" { type = 1000019} ;

        STANDARD_LISTS {

            SORT_BY "combo_name,phone_number,contact_num,organization=organization.name,location=location.name";

            WHERE "delete_flag = 0" ;

            MLIST OFF ;

            RLIST OFF ;

        };

};

};

 

After reboot you should have access to new factory cnttemp. You also need to create lis_cnttemp.htmpl and detail_cnttemp.htmpl forms and point your custom tree nodes to them.

[Legacy User]

Gutis It works with the only drawback that when you press the Search button node to form List_cnttemp.htmpl list_cnt changes automatically, so it is therefore selected as one of the contacts opens detail_cnt.htmpl instead of detail_cnttemp.htmpl

[Giedrius Bekintis]

Try to add the following statement at the begining of your list_cnt

<PDM_IF "$args.search_sql_clause" : "type = 1000019">

<PDM_INCLUDE FILE=list_in.htmpl>

</PDM_IF>

 

and the following statement in list_cnttemp

       var awc="( type = 1000019)";

     document.write('<INPUT TYPE=hidden ID=ADDL_WHERE_HARDCODE NAME=ADDL_WHERE_HARDCODE VALUE="'+awc+'">');

[Legacy User]

Gutis ! i modified the files but show me the same situation, i attached the source code forms, please review

Attachment(s)

list_cnttemp.htmpl.zip   1 KB 1 version

list_cnt.htmpl.zip   4 KB 1 version

[Giedrius Bekintis]

I made the changes but i can not test it right now so it may not work

Attachment(s)

list_cnt.htmpl.zip   4 KB 1 version

list_cnttemp.htmpl.zip   1 KB 1 version