Modal

This element is used to display modal windows on the page.

Name	Description	Value
id	Unique Identifier.	Any
name	The name of modal.	Any
visiblemodes	The modes the button should be visible.	A comma-separated list of the modes (read, new, edit)
visibilityconditions	The conditions that should be met in order to display the component.	'[[pagefunction, datatype, datapath ]]' operator(==,!=) 'value'
setmode	The mode of the page when the button is clicked.	read, new, edit
refresh	The parts of the page that should be refreshed when the button is clicked.	page mainmenu main details tab,tabID component,is_on_tab:is_on_menu:tabID:componentID element,is_on_tab:is_on_menu:tabid:componentID:elementID section,sectionID area,areaID
singleselect	If multiselect is specified then multiple lines of quicksearch can be selected. Used for type: quicksearch	multiselect
value	The value of the modal.	Any
type	The type of modal.	search, quicksearch, treesearch ,create , quickcreate,time,date,sharednotes,notes
xmlfile	The Data Entry xml file to open as modal. Used for types: create, quickcreate	The file path under the folder 'Crm/WebContent/pages/dataEntry'
datasetname	The dataset file name for search. Used for types: search, quicksearch, treesearch	The file path under the folder 'Crm/WebContent/pages/search' (multiple datasets can be specified: datasetname1:datasetname2) or ejb function ejbname;function call (example: ejb/CRMUIAccountDefinition;fc=addCreditRatings[/] )
datasetsearchtable	The main table name of dataset. Used for types: search, quicksearch, treesearch	A valid table name
datasetsearchfield	The fields to be shown on the modal. Used for types: quicksearch, treesearch	Valid fields that are specified in the search file
datasetreturnhiddenfield	The fields to be returned from a search file. Used for types: search, quicksearch, treesearch	Valid fields that are specified in the search file
datatype	The data type of the modal.	java.lang.Integer, java.lang.String, ...
datapath	The data path of the modal.	Needs to correspond to the CRMDO object field
autosearch	If its true then the user doesn't have to press the search button. Used for types: search, quicksearch, treesearch	true or false
hidesearchbox	If its true then no search text box will be available. Used in tabs (tab menu) and for quick search. Used for types: search, quicksearch, treesearch	true or false
filter	An extra filter for SQL. Used for types: search, quicksearch, treesearch	Any valid SQL condition (the keyword AND is not needed for the first condition)
assignandclosemodal	Closes the modal and assigns the values as defined when the modal was called. Used only when a page is opened as a modal. Used for types: create, quickcreate	true or false
assignments	Defines the assignment(s) to be assigned when a modal is closed.	<assignment>…</assignment>
onopenfunction	Defines the function call(s) triggered when a modal is opened. Used for types: create, quickcreate	<functions>…</functions>
onclosefunction	Defines the function call(s) triggered when a modal is closed. Used for types: search, quicksearch, treesearch, create, quickcreate	<functions>…</functions>
searchfunction	The function(s) to use to search for.	<functions>…</functions>

Create

Create

<modal>
	<id>mdlAddMoreInformation</id>
	<name>Add More Information</name>
	<visibilityconditions>'[[getValue,java.lang.String,contactInformation/name]]'!=''</visibilityconditions> 
	<visiblemodes>edit,new</visiblemodes>
	<type>create</type>
	<refresh>page</refresh>
	<datatype>alias</datatype>
	<datapath>dummyContact</datapath>
	<xmlfile>contactinfo/contactInformation</xmlfile>
	<hiddencomponents></hiddencomponents>
	<hiddentabs></hiddentabs>
	<onopenfunction>
		<functions>
			<function>
				<type>ejb</type>
				<classname>ejb/CRMUICommunicationCentre</classname>
				<functionname>echoDto</functionname>
				<resultaction>replace</resultaction>
				<datatype>root</datatype>
				<parameters>
					<parameter>
						<value>[[getValue,java.lang.String,contactInformation]]</value>
						<datatype>java.lang.Object</datatype>
					</parameter>
				</parameters>
			</function>
		</functions>
	</onopenfunction>
	<assignments>
		<assignment>
			<datapath>contactInformation</datapath>
			<value>[[getDTO]]</value>
			<datatype>java.lang.Object</datatype>
		</assignment>
	</assignments>
</modal>

Search

Search

<modal>
    <id>Find</id>
    <visiblemodes>edit,new</visiblemodes>
    <visibilityconditions>'[[getAlias,java.lang.String,contactInformationOption]]'=='EXISTING_CUSTOMER'</visibilityconditions>
    <name>Find</name>
    <type>search</type>
    <refresh>page</refresh>
    <setmode>edit</setmode>
    <datasetname>contactinfo.load</datasetname>
    <datasetreturnhiddenfield>CIID</datasetreturnhiddenfield>
    <datatype>alias</datatype>
    <datapath>customerInformation</datapath>
    <assignments>
        <assignment>
            <classname>com.crm.dataobject.contactinfo.CRMDOContactInformation</classname>
            <datapath>contactInformation</datapath>
            <value>CIID</value>
            <datatype>load</datatype>
        </assignment>
    </assignments>
    <onclosefunction>
        <functions>
            <function>
                <type>ejb</type>
                <classname>ejb/CRMUISubscriptionCreation</classname>
                <functionname>loadForm</functionname>
                <resultaction>replace</resultaction>
                <datatype>root</datatype>
                <parameters>
                    <parameter>
                        <value>[[getValue,java.lang.String,contactInformation]]</value>
                        <datatype>java.lang.Object</datatype>
                    </parameter>
                </parameters>
            </function>
        </functions>
    </onclosefunction>
</modal>

Quick Search

Quick Search

    
<modal>
    <id>mdlBill</id>
    <type>quicksearch</type>
    <refresh>page</refresh>
    <datasetname>billing.load</datasetname>
    <datasetreturnhiddenfield>BILLID</datasetreturnhiddenfield>
    <datasetsearchtable>BILLS</datasetsearchtable>
    <datasetsearchfield>BILLNUM;ACCRECNAME;BILLFROMDATE;BILLTODATE;BILLACTUALTOTALAMT;BILLTOPAYAMT</datasetsearchfield>
    <filter>CONTACTINFORMATION.CIID = '[[getValue,java.lang.String,contactInformation/id]]'</filter>
    <assignments>
        <assignment>
            <classname>com.crm.dataobject.billing.CRMDOBill</classname>
            <datapath>bill</datapath>
            <value>id</value>
            <datatype>load</datatype>
        </assignment>
    </assignments>
    <onclosefunction>
        <functions>
            <function>
                <type>ejb</type>
                <classname>ejb/CRMUICommunicationCentre</classname>
                <functionname>setQuickPaymentAmount</functionname>
                <resultaction>replace</resultaction>
                <datapath>root</datapath>
                <parameters>
                    <parameter>
                        <value>[[getDTO]]</value>
                        <datatype>java.lang.Object</datatype>
                    </parameter>
                </parameters>
            </function>
        </functions>
    </onclosefunction>
</modal>

Tree Search

Quick Search

<modal>
    <id>mdlCategoryQuickSearch</id>
    <name>Category Quick Search</name>
    <type>treesearch</type>
    <refresh>component,false:false:null:cmpCategory</refresh>
    <datasetname>contactinfo.categories</datasetname>
    <datasetreturnhiddenfield>CICATEGORYID</datasetreturnhiddenfield>
    <datasetsearchtable>CONTACTINFOCATEGORIES</datasetsearchtable>
    <datasetsearchfield>CICATEGORYNAME</datasetsearchfield>
    <assignments>
        <assignment>
            <classname>com.crm.dataobject.contactinfo.CRMDOContactInfoCategory</classname>
            <datapath>category</datapath>
            <value>id</value>
            <datatype>load</datatype>
        </assignment>
    </assignments>
</modal>

Notes

Notes

<modal>
    <id>mdlView</id>
    <name>View</name>
    <visiblemodes>edit,new</visiblemodes>
    <type>notes</type>
    <refresh>tab,tabAddresses</refresh>
    <assignments>
        <assignment>
            <datapath>addresses[CURRENT_ROW]/careOfName</datapath>
        </assignment>
    </assignments>
</modal>

Date

Date

<modal>
    <id>mdlDueDate</id>
    <visiblemodes>edit,new</visiblemodes>
    <name>Date</name>
    <type>date</type>
    <refresh>component,false:false:null:cmpDueDate</refresh>
    <setmode>edit</setmode>
    <assignments>
        <assignment>
            <datapath>dueDate</datapath>
            <datatype>java.util.Date</datatype>
        </assignment>
    </assignments>
</modal>

CRM.COM Development

Modal

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Modal

Modal

Attributes

Examples

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