
In Creatio many sections use the Actions Dashboard that makes it easy to quickly create a task, send an email, or log a phone call on a record. When recording a call, the default call direction is “Incoming”. This article will outline how to change this default to “Outgoing”. Once complete, the end result will be the following:
In order to change this default, we’ll need to create a “Replacing view model” in our configuration. When you select a new “Replacing view model” we’ll select “CallMessagePublisherPage” as the parent:
Then, paste in the following code:
define("CallMessagePublisherPage", ["ConfigurationConstants"], function(ConfigurationConstants) { return { methods: { setDefaultCallDirection: function() { var query = this.Ext.create("Terrasoft.EntitySchemaQuery", { rootSchemaName: "CallDirection" }); query.addColumn("Name"); var recordId = ConfigurationConstants.Activity.ActivityCallDirection.Outgoing; query.getEntity(recordId, function(result) { this.setDefaultCallDirectionQueryHandler(result); }, this); } } }; } );
That is it. After saving, the default will now show as Outgoing in the call panel.
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