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.