Using an Edit Page to Add Records to an Editable Detail (Instead of Adding an Editable Row) in Creatio

The default behavior for adding a record to an editable detail in Creatio is for a new row to be added to the list that the user can then edit inline. However, what if you still want to use an edit page for adding records, but still keep the detail editable to edit values inline in the list?

To do this, you’ll need to override the openCardByMode in the detail schema, so instead of the default behavior of a row getting added to the detail, the edit page for the detail is opened instead. The code to do this will look like the following:

openCardByMode: function() {
     var cardState = this.get("CardState");
     var editPageUId = this.get("EditPageUId");
     var primaryValueUId = this.get("PrimaryValueUId");
     this.openCard(cardState, editPageUId, primaryValueUId);    
}

Now, the detail will still be editable and when the add button is clicked, the edit page will be opened to add the record, just like the normal behavior for non-editable details.

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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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