Making a Detail Read-Only (or Removing Add, Edit, Copy, or Delete Capabilities) in Creatio (formerly bpm’online)

 

 

At times you might want to remove certain capabilities from a detail in bpm’online. Sure, you could change permissions on the object the detail is based on, but it’s also possible to do this in code in the detail schema as well. One benefit to doing this in code is it allows you to conditionally remove or add these capabilities.

It’s a fairly easy task, all you really need to do is override some functions in your detail itself. To remove add, edit, copy, and delete capabilities from you detail, open the detail schema and add the following to the methods. Note, this code goes in the detail schema, not the page. When you run the detail wizard, it will create a client schema named something like “Detail schema: “My detail object name”. This code goes into the methods of that file.

// remove the add (+) button
getAddRecordButtonVisible: function() {
    return false;
},

// remove the edit option			
getEditRecordMenuItem: Terrasoft.emptyFn,
// remove the copy option
getCopyRecordMenuItem: Terrasoft.emptyFn,
// remove the delete option
getDeleteRecordMenuItem: Terrasoft.emptyFn

Obviously, you can pick and choose which of those you want to remove (for example, to only remove delete, only add that line). We’re basically overriding these functions in the BaseGridDetailV2, which your detail inherits from, and either returning false (in the case of the add button) or just stubbing out the functions with and empty function (instead of returning the menu item config).

ABOUT THE AUTHOR

Ryan Farley

Ryan Farley is the Director of Development for Customer FX and creator of slxdeveloper.com. He's been blogging regularly about SalesLogix, now Infor CRM, since 2001 and believes in sharing with the community. His new passion for CRM is Creatio, formerly bpm'online. He loves C#, Javascript, web development, open source, and Linux. He also loves his hobby as an amateur filmmaker.

Submit a Comment

Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) news and product updates!

You have Successfully Subscribed!