Update crm & ser-sol provision config files
This commit is contained in:
Denis Arh
@@ -0,0 +1,22 @@
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templates:
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quote:
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type: text/html
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template: "<h1>Details of Quote: {{.quote.values.QuoteNumber}} - {{.quote.values.Name}}</h1>\r\n<br>\r\n<table border=\"1\" cellpadding=\"1\" cellspacing=\"1\" style=\"min-width:100%;\">\r\n <tr>\r\n <td valign=\"top\">\r\n <strong>Quote Information</strong>\r\n <br><br>\r\n <strong>Quote Number:</strong> {{.quote.values.QuoteNumber}}<br>\r\n <strong>Quote Name:</strong> {{.quote.values.Name}}<br>\r\n <strong>Expiration Date:</strong> {{.quote.values.ExpirationDate}}<strong><br>\r\n <strong>Description:</strong> {{.quote.values.Description}}\r\n </td>\r\n <td valign=\"top\">\r\n <strong>Primary contact data</strong>\r\n <br><br>\r\n <strong>Contact Name:</strong> {{.quote.values.ContactId}}<br>\r\n <strong>Email:</strong> {{.quote.values.Email}}<br>\r\n <strong>Phone:</strong> {{.quote.values.Phon}}\r\n </td>\r\n <td valign=\"top\">\r\n <strong>Totals</strong><br>\r\n <br>\r\n <strong>Subtotal:</strong> {{.quote.values.Subtotal}}<br>\r\n <strong>Additional Discount:</strong> {{.quote.values.Discount}}<br>\r\n <strong>Shipping and Handling:</strong> {{.quote.values.ShippingHandling}}<br>\r\n <strong>Total Price:</strong> {{.quote.values.TotalPrice}}<br>\r\n <strong>Tax:</strong> {{.quote.values.Tax}}<br>\r\n <strong>Grand Total:</strong> {{.quote.values.GrandTotal}}\r\n </td>\r\n </tr>\r\n <tr>\r\n <td colspan='3'>\r\n <strong>Products</strong>\r\n <br><br>\r\n {{range $index, $element := .lineItems}}\r\n <strong>Price:</strong>{{$element.values.UnitPrice}}<br>\r\n <strong>Quantity:</strong>{{$element.values.Quantity}}<br>\r\n <strong>Subtotal:</strong>{{$element.values.Subtotal}}<br>\r\n <strong>Discount:</strong>{{$element.values.Discount}}<br>\r\n <strong>Total Price:</strong>{{$element.values.TotalPrice}}<br>\r\n -------------------------<br>\r\n {{end}}\r\n </td>\r\n </tr>\r\n <tr>\r\n <td valign=\"top\">\r\n <strong>Bill To</strong><br>\r\n <br>\r\n <strong>Bill to Name:</strong> {{.quote.values.BillingName}}<br>\r\n <strong>Bill to Street:</strong> {{.quote.values.BillingStreet}}<br>\r\n <strong>Bill to City:</strong> {{.quote.values.BillingCity}}<br>\r\n <strong>Bill to State:</strong> {{.quote.values.BillingState}}<strong><br>\r\n <strong>Bill to Postal Code:</strong> {{.quote.values.BillingPostalCode}}<br>\r\n <strong>Bill to Country:</strong> {{.quote.values.BillingCountry}}\r\n </td>\r\n <td valign=\"top\">\r\n <strong>Quote To</strong><br>\r\n <br>\r\n <strong>Quote to Name:</strong> {{.quote.values.QuoteToName}}<br>\r\n <strong>Quote to Street:</strong> {{.quote.values.QuoteToStreet}}<br>\r\n <strong>Quote to City:</strong> {{.quote.values.QuoteToCity}}<br>\r\n <strong>Quote to State:</strong> {{.quote.values.QuoteToState}}<strong><br>\r\n <strong>Quote to Postal Code:</strong> {{.quote.values.QuoteToPostalCode}}<br>\r\n <strong>Quote to Country:</strong> {{.quote.values.QuoteToCountry}}\r\n </td>\r\n <td valign=\"top\">\r\n <strong>Ship To</strong><br>\r\n <br>\r\n <strong>Ship to Name:</strong> {{.quote.values.ShippingName}}<br>\r\n <strong>Ship to Street:</strong> {{.quote.values.ShippingStreet}}<br>\r\n <strong>Ship to City:</strong> {{.quote.values.ShippingCity}}<br>\r\n <strong>Ship to State:</strong> {{.quote.values.ShippingState}}<strong><br>\r\n <strong>Ship to Postal Code:</strong> {{.quote.values.ShippingPostalCode}}<br>\r\n <strong>Ship to Country:</strong> {{.quote.values.ShippingCountry}}\r\n </td>\r\n </tr>\r\n</table>"
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meta:
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short: quote
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description: quote
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lead_converted_content:
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type: text/html
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template: |
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<h2 style="color: #568ba2;text-align: center;">The following lead has been converted:</h2>
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{{template "record_table" .account }}
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meta:
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short: Lead Converted (Content)
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description: The lead was converted
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lead_converted_subject:
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type: text/plain
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template: Lead {{ .lead.values.FirstName }} {{ .lead.values.LastName }} from {{ .lead.values.Company }} has been converted
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meta:
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short: Lead Converted (subject)
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description: lead_converted_subject
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@@ -6055,6 +6055,7 @@ modules:
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CampaignId:
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label: Primary Campaign Source
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kind: Record
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multi: true
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options:
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labelField: Name
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module: Campaigns
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@@ -7541,7 +7542,7 @@ modules:
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expressions:
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validators:
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- test: "value < 0"
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error: Discount cannot be a negative number
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error: Discount can not be a negative number
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Email:
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label: Email
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kind: Email
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@@ -8616,7 +8617,7 @@ modules:
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expressions:
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validators:
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- test: "value < 0"
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error: Shipping and Handling cannot be a negative number
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error: Shipping and Handling can not be a negative number
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Status:
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label: Status
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@@ -8650,7 +8651,7 @@ modules:
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expressions:
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validators:
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- test: "value < 0"
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error: Sub total cannot be a negative number
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error: Sub total can not be a negative number
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Tax:
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label: Tax
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kind: Number
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@@ -8661,7 +8662,7 @@ modules:
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expressions:
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validators:
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- test: "value < 0"
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error: Tax cannot be a negative number
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error: Tax can not be a negative number
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TotalPrice:
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label: Total Price (calculated)
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kind: Number
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@@ -415,11 +415,13 @@ pages:
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- enabled: true
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label: Convert this Lead into an Account
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resourceType: compose:record
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script: /client-scripts/compose/crm/Lead/ToAccount.js:default
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workflow: CRM-Lead-ToAccount
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stepID: 3
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- enabled: true
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label: Convert this Lead into an Account and Opportunity
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resourceType: compose:record
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script: /client-scripts/compose/crm/Lead/ToAccountAndOpportunity.js:default
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workflow: CRM-Lead-ToAccountAndOpportunity
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stepID: 77
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sealed: false
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style:
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variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
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@@ -790,16 +792,19 @@ pages:
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- enabled: true
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label: Create new Opportunity from this Account
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resourceType: compose:record
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script: /client-scripts/compose/crm/Account/CreateNewOpportunity.js:default
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workflow: CRM-Account-CreateNewOpportunity
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stepID: 3
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- enabled: true
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label: Create new Contract from this Account
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resourceType: compose:record
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script: /client-scripts/compose/crm/Account/CreateNewContract.js:default
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workflow: CRM-Account-CreateNewContract
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stepID: 3
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- enabled: true
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label: Create new Case from this Account
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resourceType: compose:record
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script: /client-scripts/compose/crm/Account/CreateNewCase.js:default
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sealed: false
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workflow: CRM-Account-CreateNewCase
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stepID: 14
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sealed: false
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style:
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variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
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kind: Automation
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@@ -1033,7 +1038,8 @@ pages:
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- enabled: true
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label: Create a new Case for this Contact and Account
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resourceType: compose:record
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script: /client-scripts/compose/crm/Contact/CreateNewCase.js:default
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workflow: CRM-Contact-CreateNewCase
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stepID: 3
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sealed: false
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style:
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variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
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@@ -1310,11 +1316,13 @@ pages:
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label: Update prices of Products by applying the selected Price
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Book and inserted discounts
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resourceType: compose:record
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script: /client-scripts/compose/crm/Opportunity/ApplyPriceBook.js:default
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workflow: CRM-Opportunity-ApplyPriceBook
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stepID: 3
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- enabled: true
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label: Create a new Quote for this Opportunity
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resourceType: compose:record
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script: /client-scripts/compose/crm/Opportunity/NewQuote.js:default
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workflow: CRM-Opportunity-NewQuote
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stepID: 3
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sealed: false
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style:
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variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
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@@ -1649,12 +1657,14 @@ pages:
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buttons:
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- enabled: true
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label: Send this Quote via email to the primary contact
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resourceType: compose:record
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script: /client-scripts/compose/crm/Quote/SendToPriContact.js:default
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resourceType: compose:record,
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workflow: CRM-Quote-SendToPriContact
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stepID: 3
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- enabled: true
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label: Send this Quote to a custom email
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resourceType: compose:record
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script: /client-scripts/compose/crm/Quote/SendToCustomEmail.js:default
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workflow: CRM-Quote-SendToCustomEmail
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stepID: 3
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sealed: false
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style:
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variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
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@@ -3787,15 +3797,18 @@ pages:
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- enabled: true
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label: Set Case status to Working
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resourceType: compose:record
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script: /client-scripts/compose/crm/Case/SetStatusToWorking.js:default
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workflow: CRM-Case-SetStatusToWorking
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stepID: 21
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- enabled: true
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label: Set Case status to Closed
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resourceType: compose:record
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script: /client-scripts/compose/crm/Case/SetStatusToClosed.js:default
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workflow: CRM-Case-SetStatusToClosed
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stepID: 3
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- enabled: true
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label: Inform the contact via email of the Case solution
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resourceType: compose:record
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script: /client-scripts/compose/crm/Case/InformContact.js:default
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workflow: CRM-Case-InformContact
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stepID: 14
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sealed: false
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style:
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variants: {border: primary, headerText: primary}
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File diff suppressed because it is too large
Load Diff
@@ -0,0 +1,13 @@
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templates:
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case_update_subject:
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type: text/plain
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template: 'Case: [{{.case.values.Number}}] {{.case.values.Subject}}'
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meta:
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short: case_update_subject
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description: case_update_subject
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case_update_content:
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type: text/html
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template: "<p>\n Dear {{.contact.values.FirstName}},\n\n We are contacting you with regard to the case \"{{.case.values.Subject}}\".\n \n {{.reason}}\n \n You can reply directly to this email. When replying, please make sure the ticket ID is kept in the subject so we can track your replies.\n \n Kind regards,\n \n The service team\n</p>"
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meta:
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short: case_update_content
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description: case_update_content
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@@ -878,6 +878,15 @@ modules:
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PreviousStatus:
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label: PreviousStatus
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kind: String
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CaseSysTemplate:
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label: Case Email Template
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kind: Select
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default: case_update
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options:
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options:
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- text: Default Case update template
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value: case_update
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selectType: default
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Contact:
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(envoy): { onExisting: "skip" }
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name: Contact
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@@ -1618,83 +1627,6 @@ modules:
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format: "0.00"
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precision: "2"
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prefix: $
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EmailMessage:
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(envoy): { onExisting: "skip" }
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name: EmailMessage
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meta: '{}'
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fields:
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HtmlBody:
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label: Body
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kind: String
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options:
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multiLine: true
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useRichTextEditor: true
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MessageDate:
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label: Message Sent Date
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kind: String
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ContactId:
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label: Contact
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kind: Record
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options:
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labelField: RecordLabel
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module: Contact
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queryFields:
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- RecordLabel
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selectType: default
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Status:
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label: Status
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kind: Select
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options:
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options:
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- Draft
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- Sent
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selectType: default
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ToAddress:
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label: To Address
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kind: Email
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Subject:
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label: Subject
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kind: String
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EmailTemplateId:
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label: Email Template
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kind: Record
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options:
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labelField: Name
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module: EmailTemplate
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queryFields:
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- Name
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selectType: default
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CaseId:
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label: Case
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kind: Record
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options:
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labelField: Number
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module: Case
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queryFields:
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- Number
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selectType: default
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EmailTemplate:
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(envoy): { onExisting: "skip" }
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name: EmailTemplate
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meta: '{}'
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fields:
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Name:
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label: Email Template Name
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kind: String
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Subject:
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label: Subject
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kind: String
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Body:
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label: Body
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kind: String
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options:
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multiLine: true
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useRichTextEditor: true
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Description:
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label: Description
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kind: String
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options:
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multiLine: true
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Entitlement:
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(envoy): { onExisting: "skip" }
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name: Entitlement
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@@ -1991,21 +1923,9 @@ modules:
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format: "0.00"
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precision: 2
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suffix: ' hour(s)'
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DefaultSupportChannel:
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label: Default support channel id
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kind: String
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DefaultCaseRecordLink:
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label: Default case link
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kind: String
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DefaultCaseEmailTemplate:
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label: Default case email template
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kind: Record
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options:
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labelField: Name
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module: EmailTemplate
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queryFields:
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- Name
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selectType: default
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Update:
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(envoy): { onExisting: "skip" }
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name: Update
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@@ -157,10 +157,11 @@ pages:
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options:
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fields:
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- name: Subject
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- name: CaseSysTemplate
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style:
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variants: {bodyBg: white, border: success, headerBg: white, headerText: success}
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kind: Record
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xywh: [3, 0, 6, 3]
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xywh: [3, 0, 6, 5]
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- title: Updates
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options:
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fields:
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@@ -184,7 +185,7 @@ pages:
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style:
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variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
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kind: RecordList
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xywh: [3, 5, 6, 13]
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xywh: [3, 5, 6, 11]
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- title: Related Attachments
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options:
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fields:
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@@ -230,11 +231,13 @@ pages:
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- enabled: true
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label: Add Update to this Case
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resourceType: compose:record
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script: /client-scripts/compose/service-solution/Case/AddUpdate.js:default
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workflow: ServiceSolution-Case-AddUpdate
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stepID: 3
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- enabled: true
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label: Create email for this Case
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label: Send Email for this Case with custom reason
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resourceType: compose:record
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script: /client-scripts/compose/service-solution/Case/CreateEmail.js:default
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workflow: ServiceSolution-Case-SendEmail
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stepID: 3
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sealed: false
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style:
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variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
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@@ -630,92 +633,6 @@ pages:
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variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
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kind: RecordList
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xywh: [0, 11, 9, 9]
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- title: Emails
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options:
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allowExport: true
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fields:
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- name: ToAddress
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- name: Subject
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- name: HtmlBody
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- name: EmailTemplateId
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- name: Status
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- name: MessageDate
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- name: createdAt
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module: EmailMessage
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page: RecordPageForModuleEmailMessage
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perPage: 20
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prefilter: ContactId = ${recordID}
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presort: createdAt DESC
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style:
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variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
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kind: RecordList
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xywh: [0, 20, 9, 9]
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pages:
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- handle: RecordPageForModuleEmailMessage
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(envoy): { onExisting: "skip" }
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module: EmailMessage
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title: Record page for module "Email Message"
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blocks:
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- title: Message
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options:
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fields:
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- name: Subject
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- name: HtmlBody
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style:
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variants: {bodyBg: white, border: primary, headerBg: white,
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headerText: primary}
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kind: Record
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xywh: [0, 0, 6, 16]
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- title: To
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options:
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fields:
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- name: ContactId
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- name: CaseId
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style:
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variants: {bodyBg: white, border: primary, headerBg: white,
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headerText: primary}
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kind: Record
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xywh: [6, 0, 3, 8]
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- title: Template
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options:
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fields:
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- name: EmailTemplateId
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style:
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variants: {bodyBg: white, border: primary, headerBg: white,
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headerText: primary}
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kind: Record
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||||
xywh: [6, 8, 3, 8]
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- title: Status
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options:
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fields:
|
||||
- name: Status
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||||
- name: MessageDate
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||||
- name: createdBy
|
||||
- name: createdAt
|
||||
style:
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||||
variants: {bodyBg: white, border: primary, headerBg: white,
|
||||
headerText: primary}
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||||
kind: Record
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||||
xywh: [9, 0, 3, 8]
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||||
- title: Actions
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||||
options:
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||||
buttons:
|
||||
- enabled: true
|
||||
label: Load selected template in to email message
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variant: primary
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||||
resourceType: compose:record
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||||
script: /client-scripts/compose/service-solution/EmailMessage/TemplateLoad.js:default
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||||
- enabled: true
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||||
label: Send email to the contact
|
||||
variant: success
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||||
resourceType: compose:record
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||||
script: /client-scripts/compose/service-solution/EmailMessage/SendEmail.js:default
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style:
|
||||
variants: {bodyBg: white, border: primary, headerBg: white,
|
||||
headerText: primary}
|
||||
kind: Automation
|
||||
xywh: [9, 8, 3, 8]
|
||||
visible: false
|
||||
visible: false
|
||||
visible: true
|
||||
- handle: Entitlements
|
||||
@@ -1365,9 +1282,7 @@ pages:
|
||||
- name: DefaultCostPerHour
|
||||
- name: DefaultDepartment
|
||||
- name: DefaultTimeUpdate
|
||||
- name: DefaultSupportChannel
|
||||
- name: DefaultCaseRecordLink
|
||||
- name: DefaultCaseEmailTemplate
|
||||
hideAddButton: true
|
||||
hidePaging: true
|
||||
hideSearch: true
|
||||
@@ -1392,91 +1307,10 @@ pages:
|
||||
- name: DefaultCostPerHour
|
||||
- name: DefaultDepartment
|
||||
- name: DefaultTimeUpdate
|
||||
- name: DefaultSupportChannel
|
||||
- name: DefaultCaseRecordLink
|
||||
- name: DefaultCaseEmailTemplate
|
||||
style:
|
||||
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
|
||||
kind: Record
|
||||
xywh: [0, 0, 6, 17]
|
||||
visible: false
|
||||
- handle: EmailTemplates
|
||||
(envoy): { onExisting: "skip" }
|
||||
title: Email Templates
|
||||
blocks:
|
||||
- title: Email Templates
|
||||
options:
|
||||
allowExport: true
|
||||
draggable: false
|
||||
editFields: []
|
||||
editable: false
|
||||
fields:
|
||||
- name: Name
|
||||
- name: Subject
|
||||
- name: Description
|
||||
- name: createdAt
|
||||
hideRecordCloneButton: true
|
||||
hideRecordEditButton: false
|
||||
hideRecordReminderButton: true
|
||||
hideRecordViewButton: true
|
||||
module: EmailTemplate
|
||||
perPage: 20
|
||||
prefilter: ""
|
||||
presort: Name ASC
|
||||
selectMode: multi
|
||||
selectable: true
|
||||
selectionButtons: []
|
||||
style:
|
||||
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
|
||||
kind: RecordList
|
||||
xywh: [0, 0, 12, 16]
|
||||
pages:
|
||||
- handle: RecordPageForModuleEmailTemplate
|
||||
(envoy): { onExisting: "skip" }
|
||||
module: EmailTemplate
|
||||
title: Record page for module "Email Template"
|
||||
blocks:
|
||||
- title: Template
|
||||
options:
|
||||
fields:
|
||||
- name: Name
|
||||
- name: Description
|
||||
- name: Subject
|
||||
- name: Body
|
||||
style:
|
||||
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
|
||||
kind: Record
|
||||
xywh: [0, 0, 8, 12]
|
||||
- title: Other Information
|
||||
options:
|
||||
fields:
|
||||
- name: createdBy
|
||||
- name: createdAt
|
||||
- name: updatedBy
|
||||
- name: updatedAt
|
||||
style:
|
||||
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
|
||||
kind: Record
|
||||
xywh: [8, 0, 4, 12]
|
||||
- title: Template is used in following emails
|
||||
options:
|
||||
allowExport: true
|
||||
fields:
|
||||
- name: Subject
|
||||
- name: CaseId
|
||||
- name: ContactId
|
||||
- name: ToAddress
|
||||
- name: Status
|
||||
- name: MessageDate
|
||||
module: EmailMessage
|
||||
page: RecordPageForModuleEmailMessage
|
||||
perPage: 20
|
||||
prefilter: EmailTemplateId = ${recordID}
|
||||
presort: createdAt DESC
|
||||
style:
|
||||
variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary}
|
||||
kind: RecordList
|
||||
xywh: [0, 12, 12, 10]
|
||||
visible: false
|
||||
visible: true
|
||||
visible: true
|
||||
|
||||
File diff suppressed because one or more lines are too long
File diff suppressed because it is too large
Load Diff
@@ -32,17 +32,21 @@ function cleanup {
|
||||
|
||||
download
|
||||
|
||||
copyExtConfig 700 crm 0001_templates
|
||||
copyExtConfig 700 crm 1000_namespace
|
||||
copyExtConfig 700 crm 1100_modules
|
||||
copyExtConfig 700 crm 1200_charts
|
||||
copyExtConfig 700 crm 1400_pages
|
||||
copyExtConfig 700 crm 1500_record_settings
|
||||
copyExtConfig 700 crm 1600_workflows
|
||||
|
||||
copyExtConfig 701 service-solution 0001_templates
|
||||
copyExtConfig 701 service-solution 1000_namespace
|
||||
copyExtConfig 701 service-solution 1100_modules
|
||||
copyExtConfig 701 service-solution 1200_charts
|
||||
copyExtConfig 701 service-solution 1400_pages
|
||||
copyExtConfig 701 service-solution 1500_record_settings
|
||||
copyExtConfig 701 service-solution 1600_workflows
|
||||
|
||||
cleanup
|
||||
|
||||
|
||||
Reference in New Issue
Block a user