Setting the Default Call Direction to Outgoing in the Creatio Actions Dashboard Call Panel

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.

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.

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