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12.3 SDK fieldAction: Multiplication
This SDK function allows you to perform the multiplication between 2 or more values that must be passed as parameters.Being a fieldAction type function, it can be called within the individual fields of modules or dynamic forms. EXAMPLE OF USE To better und...
12.4 SDK fieldAction: Division
This SDK function allows you to perform the division between 2 or more values that must be passed as parameters.Being a fieldAction type function, it can be called within the individual fields of modules or dynamic forms. EXAMPLE OF USE To better understan...
12.5 SDK fieldAction: vte_json_column_fields
This SDK function allows you to generate a JSON code containing the labels and values of the 2 or more fields passed as parameters. As the first parameter, you must pass the crmid of the record from which you want to extract the information, instead as subs...
12.6 SDK fieldAction: vte_json_string
This SDK function allows you to convert a string into JSON format by managing compatibility with special characters, so as to format them correctly and avoid conflicts with it. It is mainly used to format strings in order to perform REST Web Service calls (al...
12.7 SDK fieldAction: vte_json_field_string
It is a function similar to vte_json_string(), in fact it allows you to convert a string in JSON format in the same way by managing compatibility with special characters, so as to format them correctly and avoid conflicts with it. It is also mainly used to fo...
12.8 SDK fieldAction: vte_json_record
This SDK function allows you to generate a JSON code containing the labels and values of all the fields of a module instance (record) passed as input. The only parameter to be passed is the crmid of the record from which you want to extract the information ...
12.9 SDK fieldAction: Format Date
This SDK function allows you to convert any date passed as input into a specific format. As the first parameter, you must pass the value of a field of a module or dynamic form containing the date you want to format, instead as the second parameter you must pa...
12.10 SDK fieldAction: Now Date
This SDK function allows you to obtain and save today's date within any text, text area, date and datetime field. By default (so without passing any parameter), the result will always be returned in the "d-m-Y" format, to obtain the date in a different format...
12.11 SDK fieldAction: Diff Date
This SDK function allows you to perform the difference between two dates passed as input parameters. As the first two parameters, separated by a comma, you will need to pass the values of the two date type fields to be involved in the difference, but keep i...
12.12 SDK fieldAction: Set lead converted
This SDK function allows the system to perform a series of automations that allow the correct and complete conversion of the lead. In fact, this function can be used exclusively within the standard lead conversion process available in the "Process manager" se...
12.13 SDK Action: Set entity reference
This SDK function allows you to force a certain record within an entity (of the same module) involved in the process. It is mainly used to be able to perform any type of standard action even on records that have been inserted within "Related to" fields of a d...
12.14 SDK Action: Add comment to ticket
This SDK function allows you to generate a comment that will be inserted in the "Comments" section of the Customer Support module. As the first parameter, you will need to pass the crmid of the ticket on which you want to add the comment. As the second param...
12.15 SDK Action: Update ModLight row
This SDK function allows you to perform an update of the existing rows of a table field present on a specific module. The row ID must be passed as the first parameter, i.e. the key parameter that allows you to uniquely identify a specific existing row in the ...
12.16 SDK Action: Update DynaForm table row
This SDK function allows you to update existing rows of a table field present on a dynamic form of a process helper. The metaid must be passed as the first parameter, i.e. the ID that uniquely identifies a specific dynamic form within the process.NOTE: the nu...
12.17 SDK Task Condition: Current User: User Name
This SDK function allows you to perform a check on the user who triggered the process, i.e. the user who performed the save. Specifically, it allows you to check if this user corresponds to a statically specified user within the function (Figure 1) For more ...
12.18 SDK Task Condition: Project Task usage %
This SDK function allows you to perform a comparison between a static value (passed to the function) and a percentage value calculated based on the content of the "Service Delivery" field of the Operations module. If the "Package" item has been selected in th...
13.1 Sub-processes: Configuration and Usage Modes
Subprocesses are particular types of processes that can be called within other processes defined as “parent”. To proceed with their configuration, you must create a process by inserting the entry “when the subprocess is launched” in the initial condition (Fig...
13.2 Example: Opportunity Management Process Configuration
Main Process: Opportunity Management Process The SubProcess task is used to call other processes (subprocesses) and therefore simplify the logic of the main process. In the case proposed below there are 2 SubProcesses: 1st Send a summary email to the assi...