CT Mobile Workflow Field Reference

CT Mobile Workflow is a custom metadata type that is intended to store the conditions for triggering CT Mobile Workflows (refer to CT Mobile Control Panel: Workflows / CT Mobile Control Panel 2.0: Workflows). Actions of CT Mobile Workflow are stored in the CT Mobile Workflow Step object.

CT Mobile Workflows override the logic defined by the code of the CT Mobile app. For example, if a CT Mobile Workflow is created on the Start/Visit button, the Capture Geoposition and Update Start/End Date Fields options will no longer be applied even if they are enabled on the CT Mobile Control Panel: Calendar tab (Capture Geolocation when Activity is Started and Update Start/End Date when Starting/Ending Activity options in CT Mobile Control Panel 2.0: Activities tab).

Custom metadata type API name: clm__Workflow__mdt

Field API Name Type Description

Active

clm__IsActive__c

Checkbox

If enabled, the CT Mobile Workflow is activated.

Description

clm__Description__c

Text Area(255)

The description of the CT Mobile Workflow.

It is recommended to fully describe all affected fields, established rules, and corresponding actions.

Object API Name

clm__ObjectAPIName__c

Text(255)

The API name of the object, on which the CT Mobile Workflow will be triggered.

Trigger Context

clm__TriggerContext__c

Picklist

Event for triggering CT Mobile Workflow. Available values:

  • on trigger:

    • after create

    • after update

    • after delete

      Currently, the after create and after delete contexts are not supported.

  • tapping a button:

    • On Click

      With this value, the Evaluation Criteria field is not used.

Proposed values:

  • on trigger:

    • before create

    • before update

    • before delete

Button/Action API Name

clm__ButtonAPIName__c

Text(255)

The button API name to trigger the CT Mobile Workflow.

It is used with the On Click value in the Trigger Context field.

Trigger Criteria

clm__TriggerCriteria__c

Text(255)

The CT Mobile Workflow will run on those records of the object in the clm__ObjectAPIName__c field that meet the criteria of the SOQL filter.

  • To check the null values, use the null operator, for example, WHERE ActivityDate != null.

  • For after create, after update, or after delete context, the CT Mobile Workflow will also consider the value in the clm__EvaluationCriteria__c field if it is set.

  • To specify the value of a lookup field, use the exact ID of the record. For example, instead of RecordTypeId.DeveloperName = 'Volume' use RecordTypeId = 'Id RT'.

Evaluation Criteria

clm__EvaluationCriteria__c

Picklist

The criterion to trigger the CT Mobile Workflow. Available values:

  • every time it’s edited

    Whenever editing a record that matches the criteria in the Trigger Criteria field.

  • any time it’s edited to subsequently meet criteria

    When the edited record matches the criteria in the Trigger Criteria field.

It is used with the after create, after update, or after delete value in the Trigger Context field. If the Trigger Context field is set to On Click, the Evaluation Criteria field is not used.

API-names of Available Buttons

API Name Description

CTM.Button.StartActivity

The Start button of the Activity object.

CTM.Button.FinishActivity

The Finish button of the Activity object.

CTM.Button.TakePhoto

Pressing the button displays a layout with all available photos.

CTM.Button.AddObject

The button defines record creation in related lists.

CTM.Button.Geoposition

The button displays a combo menu to define Geolocation.

CTM.Button.ActivityHistory

The icon displays historical activities.

CTM.Button.Signature

The combo-menu button displays a pop-up signature window.

CTM.Button.ScanBarсode

The icon displays the EAN code scanner on the related list.

CTM.Button.Mail

After pressing the button, the data are sent via Email.

CTM.Button.AddPost

After pressing the button, a new post in the Chatter feed is added.

CTM.Button.ConvertLead

Pressing the button converts Leads into an Account record.

CTM.Button.SortSwitch

The switcher is to edit the visibility of records in a custom related list.
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