Edit Control

Configuring the Keyboard

You can define that the keyboard is shown according to the field type, e.g. that for an e-mail address field the @ character is available.

To set the keyboard's layout:

1. Switch to the desired Edit control.
2. The options Phone, Hyperlink and Mail display customized keyboards.

Predefined Values for New Records

You can define values that are automatically entered when a new record is created. This requires a Template filter that you specify when you assign the NewView action call.

To specify a Template filter in the NewView action:

1. Define a filter with the values you want to enter automatically, see the CRM.designer Administrator Guide on how to define filters.

   For example, the following filter (MA.TemplateNew) sets the activity type, the status, the current date and time, and the current rep name.

   
   
   
2. Assign this filter to a button, e. g. the AddAppointment button, see Buttons.
3. Click on (Edit) besides Action and enter your filter's name in the TemplateFilterName field.
   
   
   

   In this example, when the user clicks on the (Add Appointment) button, the filter is applied and the following data is automatically entered in the new record.

   
   
   

Field values are either used as predefined field values (the field must be included in the record's Edit control or as fixed field values (the fields are configured on the Edit control and, therefore, cannot be changed by the user).

You can also add template filter values to tabs of type CHILDREN by adding the name of the filter as third argument, e. g. CHILDREN_MA_MA.MyTemplateFilter.

Creating Child Records for a New Record Automatically

You can also define in Template filters that child records are automatically created for new records.

Example:

The following filter enters the current date and the current rep in a new order (AU) record and also creates a delivery date record with the following day of the current date ($curDay+1d).

If you want to create more than one child record, add the same info area again.

Predefined Values for Additional Child Records

You can also set predefined values for further child records (if more than one child record are created) that are entered automatically when a user creates a child record by adding a sub-info area to the Template filter using the WITHOUT relation.

Example:

The following filter, in addition to the example from, see Creating Child Records for a New Record Automatically also creates a delivery date record where the delivery date is entered in the WITHOUT relation ($curDay+4).

The first record is displayed with date = current date + 1 day, all subsequent child records are created by default with current date + 5 days:

Field Values from a Parent Record

You can copy field values from the parent record to a new child record.

Example: When the user creates a new person for a company, the content of the company's Country field is copied to the person record.

1. Define a List control in the field group containing the fields you want to copy.
2. Select the desired field in the Fields area and enter the names for the fields you want to copy in the Function field.
   
   
   
3. Enter this field group's name in the CopySourceFieldGroupName parameter of the assigned action, e.g. the NewView action for the AddPerson button.
4. You can enter the fields with the $par prefix combined with their function names in the Template filter to access the values from the parent record.
   
   
   

Adding Icons

You can define an area containing icons that execute a function when a user taps on them. For example, if your reps have to cover predefined steps while visiting a client, you can add them to a page.

To configure such icons:

1. Define a context menu action.
2. Define and/or assign the desired actions for the icons to this context menu. The icons assigned to each menu action are displayed in the application.
3. Switch to the desired field group and open the control, where you want to add the icon area.
4. Add a tab and enter the context menu action's name into the Type field.

Editing Geographic Coordinates

You can add the geo-coordinate fields (longitude (x) and latitude (y)) to an Edit control and allow the user to clear the stored values and/or set the coordinates to his current location. To do so, perform the following steps:

1. Switch to the desired Edit control. For example, Edit control for the FI Field group.
2. If necessary, add the Longitude (x) and Latitude (y) fields (the Longitude field must be added first) to the desired Edit view panel.
3. Define the following Field Attributes:

   For the Longitude (x) field:

   • Enable No Label
   • Enable Extended Options and enter {"GPS":"X"}

   For the Latitude (y) field:

   • Enable Colspan and enter 2
   • Enable Extended Options and enter {"GPS":"Y"}

The two coordinates display as shown below, in the Edit view:

When the user taps on the coordinates, the MiniMap displays the location:

Users can change the geographic coordinates to their current position, delete them (with a long tap on the map), or enter new coordinates manually.

Rep Selection Filter

In some infoareas like Activities you can add Reps as internal participants. The Reps can be presented in groups or as a plain list of all the reps (default view).

To display the Reps in groups by default, add the following JSON configuration to the extended options:

{"ExpandFilterByDefault":"true"}

The following screenshot shows the settings for Rep fields in the Edit control mask of the MACalendar field group: