Dialog Section Extension: Settings

The described functionality is delivered as a snippet and is out of the standard CT Mobile solution.

Please consult with your Customertimes team regarding the implementation of the functionality stated below.

Dialog Section Extension Settings Detail

Information

Field Description Comments Field Description Comments

Label

Label of the Dialog Section Extension setting.

Protected Component

Dialog Section Extension Settings Name

API name of the Dialog Section Extension setting.

Namespace Prefix

Dialog Section

The label of the Dialog Section setting that the Dialog Section extension is related to.

Display Type

The display type to define the format of the Dialog Section extension.

For example, Hierarchy View.

Record Description Field

List Order

The order of list views in the case of several ones.

Height Value

Extension Object Settings

Field Description Comments Field Description Comments

Extension Object

API name of the object to display and for which a list view will be created.

In the example below, the SalesOrderitem__c will be displayed in the hierarchy view.

Define a current object to use in the extension.

Lookup from Extension to Current Object

The API name of the field with the Lookup type is to associate the Extension Object and the Dialog Section object.

Lookup from Extension to Query Object

The API name of the field with the Lookup type is to associate the Extension Object and another object if necessary.

Lookup Hierarchical Records To Parent

Extension Object Attributes

Permissions cannot overcome the User Profile settings. Restrictions can become only tougher.
Field Description Comments

Field Layout

The API names of the fields (columns) that must be displayed.

Comma-separated, without blank spaces.

Required Attribute

If selected, the field (a column) is required.

Comma-separated, without blank spaces, in the same order as in the Fields Layout field.

Read Only Attribute

If selected, the field (a column) is read-only.

Comma-separated, without blank spaces, in the same order as in the Fields Layout field.

Record Condition

The SOQL query to select records from the list view.

Column Width

The width of the columns.

Comma-separated.

  • The standard width is 1. To make a column wider, use the bigger values, e.g., 1.5.

  • The columns are the same width and the sum of the widths is 1. For example, if there are 3 columns on the screen, the standard column is 1/3 of the screen.

Group By Field API Name

Extension Permissions

Field Description Comments Field Description Comments

Record Select Allowed

If selected, a user is allowed to select records using checkboxes. Otherwise, records will be read-only.
Currently, this checkbox does not work properly.

Selector Field on Item Object

The field on the current object.

If the fields match each other, the checkbox in the list view is selected.

Selector Field on Query Object

The field of the list view object.

Field value for select

Field value for unselecting

Helper Screen Settings

It defines the object to display (the navigation between the objects). The start point for navigation is the current object to which the dialog section is related.

Field Description Comments Field Description Comments

Parent Object

The parent object for the current object.

Lookup from Current to Parent Object

The API name of the field with the Lookup type to relate parent and current objects.

Related Object

Consider the following:

  • If the Parent Object field is empty, define an object that is related to the current one.

  • If the Parent Object is specified, define an object that is related to the parent one.

Lookup from Related to Parent Object

The API name of the field with the Lookup type to relate parent and related objects.

Object to Search

The object that we can reach from the current object

Lookup From Extension to Search Object

The API name of the field with the Lookup type to relate current object and Object to Search.

That field duplicates the Lookup from Extension to Query Object field of the Extension Object Settings record. It is better to fill in both fields.

Field Value Update Settings

Field Description Comments Field Description Comments

Target Fields on Extension Object

The fields to update on the Extension Object.

Comma-separated, without blank spaces.

Field values from Query object

The fields on the list view object whose values will be used.

Comma-separated, without blank spaces.

Extension Object Record Type

Specify the record type for created records if needed.

Filter Settings

Field Description Comments

Filter Allowed

If selected, the filter is allowed in the list view.

Filter Fields

The list of fields that can be filtered.

Record Description

This part is used if we need the record description in the list view (as extension to extension).

Field Description Comments

Record Description Field

The field where the description of the record will be displayed.

Record Description Layout

The API names of the fields (columns) that must be displayed.

Comma-separated, without blank spaces.

Field Transformation Settings

The Image Transformation functionality that works with Salesforce library. The steps are:

  1. The object has a field with the Text type that contains the name of the file.

  2. The custom CT Mobile app transforms the field into the Image.

    • If the image file is not found or the library is unavailable, the CT Mobile will show the special icon instead of the image. This icon should be stored in the custom CT Mobile app

PDF Transformation also works with SalesForce Library.
Field Description Comments Field Description Comments

Field Transformation Type

The type of the transformation.

Available values:

  • Image

  • Barcode

  • PDF

Barcode Transformation Field

When a field must be transformed into a barcode.

This field is used when List View Screen is selected as the Display Type.

Barcode Type

The Barcode type, which will be used to transform the field.

This field is used if the Barcode should be on the section.

Image Transformation Field

When a field must be transformed into an image.

This field is used when List View Screen is selected as the Display Type.

Pass To PDF

If selected, the Barcode has to have proceeded to PDF.
Not in use.

PDF Transformation Field

When a field must be transformed to PDF on the layout.

Very specific case.

Validation

Field Description Comments Field Description Comments

Validation Type

The type of validation that defines if the work of snippet is blocked or not.

Available values:

  • Block Next Step

  • Block Action

  • Alert User Without Block

Validation Error Field

The field to display the error.

Validation Action

Error Location

The picklist to define where the error message will be displayed.
Currently not working. The error is displayed as a pop-up alert.

Error Label

The error message.

The custom label can be used in multilanguage projects
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