diff --git a/server/provision/700_crm/1400_pages.yaml b/server/provision/700_crm/1400_pages.yaml index 55a2e92ef..bdd194371 100644 --- a/server/provision/700_crm/1400_pages.yaml +++ b/server/provision/700_crm/1400_pages.yaml @@ -3,6 +3,46 @@ pages: - handle: Home (envoy): { onExisting: "skip" } title: Home + layouts: + - handle: primary + meta: + title: Home + config: + buttons: + new: + enabled: true + label: + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 11, 4, 9] + - blockID: 2 + xywh: [4, 11, 4, 9] + - blockID: 3 + xywh: [8, 11, 4, 9] + - blockID: 4 + xywh: [6, 0, 2, 4] + - blockID: 5 + xywh: [0, 0, 2, 4] + - blockID: 6 + xywh: [2, 0, 2, 4] + - blockID: 7 + xywh: [4, 0, 2, 4] + - blockID: 8 + xywh: [0, 4, 4, 7] + - blockID: 9 + xywh: [4, 4, 4, 7] + - blockID: 10 + xywh: [8, 0, 4, 11] blocks: - title: My New Leads options: @@ -30,7 +70,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 11, 4, 9] - title: My Key Deals - Recent Opportunities options: allowExport: true @@ -56,7 +95,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [4, 11, 4, 9] - title: My Tasks options: allowExport: true @@ -80,14 +118,12 @@ pages: style: variants: {border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [8, 11, 4, 9] - title: Sales vs. Target options: chart: SalesVsTarget style: variants: {border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [6, 0, 2, 4] - title: New Leads options: metrics: @@ -102,7 +138,6 @@ pages: style: variants: {border: primary, headerBg: white, headerText: primary} kind: Metric - xywh: [0, 0, 2, 4] - title: Converted Leads options: metrics: @@ -116,7 +151,6 @@ pages: style: variants: {border: primary, headerBg: white, headerText: primary} kind: Metric - xywh: [2, 0, 2, 4] - title: Total Pipeline € options: metrics: @@ -136,21 +170,18 @@ pages: style: variants: {border: primary, headerBg: white, headerText: primary} kind: Metric - xywh: [4, 0, 2, 4] - title: Leads per Month options: chart: LeadsPerMonth style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [0, 4, 4, 7] - title: Monthly Sales options: chart: MonthlySales style: variants: {border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [4, 4, 4, 7] - title: My Calendar options: defaultView: dayGridMonth @@ -219,11 +250,35 @@ pages: style: variants: {border: primary, headerBg: white, headerText: primary} kind: Calendar - xywh: [8, 0, 4, 11] visible: true - handle: Leads (envoy): { onExisting: "skip" } title: Leads + layouts: + - handle: primary + meta: + title: Leads + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [9, 0, 3, 8] + - blockID: 2 + xywh: [9, 8, 3, 8] + - blockID: 3 + xywh: [0, 0, 9, 16] blocks: - title: Leads by type options: @@ -231,14 +286,12 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: New Leads Per Month options: chart: LeadsPerMonth style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] - title: Leads options: allowExport: true @@ -266,12 +319,46 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 0, 9, 16] pages: - handle: RecordPageForModuleLead (envoy): { onExisting: "skip" } module: Lead title: Record page for module "Lead" + layouts: + - handle: primary + meta: + title: Record page for module "Lead" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 15] + - blockID: 2 + xywh: [9, 0, 3, 31] + - blockID: 3 + xywh: [3, 0, 3, 15] + - blockID: 4 + xywh: [6, 0, 3, 15] + - blockID: 5 + xywh: [0, 15, 6, 8] + - blockID: 6 + xywh: [0, 23, 4, 8] + - blockID: 7 + xywh: [4, 23, 5, 8] + - blockID: 8 + xywh: [6, 15, 3, 8] blocks: - title: Personal Data options: @@ -290,7 +377,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 3, 15] - title: Twitter feed options: profileSourceField: Twitter @@ -298,7 +384,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: SocialFeed - xywh: [9, 0, 3, 31] - title: Company Data options: fields: @@ -315,7 +400,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [3, 0, 3, 15] - title: Other Information options: fields: @@ -332,7 +416,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [6, 0, 3, 15] - title: Notes options: allowExport: true @@ -357,7 +440,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 15, 6, 8] - title: Events options: allowExport: true @@ -382,7 +464,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 23, 4, 8] - title: Tasks options: allowExport: true @@ -408,7 +489,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [4, 23, 5, 8] - title: Lead Actions options: buttons: @@ -426,11 +506,31 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Automation - xywh: [6, 15, 3, 8] visible: true - handle: MyLeads (envoy): { onExisting: "skip" } title: My Leads + layouts: + - handle: primary + meta: + title: My Leads + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 12, 17] blocks: - title: My Leads options: @@ -462,11 +562,31 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 0, 12, 17] visible: true - handle: AllNewLeads (envoy): { onExisting: "skip" } title: All New Leads + layouts: + - handle: primary + meta: + title: All New Leads + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 12, 16] blocks: - title: New Leads options: @@ -498,12 +618,36 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 0, 12, 16] visible: true visible: true - handle: Accounts (envoy): { onExisting: "skip" } title: Accounts + layouts: + - handle: primary + meta: + title: Accounts + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] blocks: - title: All accounts options: @@ -533,26 +677,66 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 9, 16] - title: Account by Type options: chart: AccountsByType style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: Accounts by Rating options: chart: AccountsByRating style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] pages: - handle: RecordPageForModuleAccount (envoy): { onExisting: "skip" } module: Account title: Record page for module "Account" + layouts: + - handle: primary + meta: + title: Record page for module "Account" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 12] + - blockID: 2 + xywh: [3, 0, 3, 12] + - blockID: 3 + xywh: [6, 0, 3, 12] + - blockID: 4 + xywh: [9, 0, 3, 12] + - blockID: 5 + xywh: [0, 17, 9, 7] + - blockID: 6 + xywh: [0, 24, 4, 8] + - blockID: 7 + xywh: [0, 32, 4, 8] + - blockID: 8 + xywh: [8, 24, 4, 8] + - blockID: 9 + xywh: [4, 32, 4, 8] + - blockID: 10 + xywh: [8, 32, 4, 8] + - blockID: 11 + xywh: [4, 24, 4, 8] + - blockID: 12 + xywh: [9, 17, 3, 7] blocks: - title: Account Detail options: @@ -568,7 +752,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 3, 12] - title: Account Address options: fields: @@ -582,7 +765,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [3, 0, 3, 12] - title: Other Information options: fields: @@ -595,7 +777,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [6, 0, 3, 12] - title: Company Twitter Feed options: profileSourceField: Twitter @@ -603,7 +784,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: SocialFeed - xywh: [9, 0, 3, 12] - title: Opportunities options: allowExport: true @@ -630,7 +810,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 17, 9, 7] - title: Contacts options: allowExport: true @@ -656,7 +835,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 24, 4, 8] - title: Notes options: allowExport: true @@ -681,7 +859,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 32, 4, 8] - title: Cases options: allowExport: true @@ -707,7 +884,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [8, 24, 4, 8] - title: Events options: allowExport: true @@ -732,7 +908,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [4, 32, 4, 8] - title: Tasks options: allowExport: true @@ -758,7 +933,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [8, 32, 4, 8] - title: Contracts options: allowExport: true @@ -785,7 +959,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [4, 24, 4, 8] - title: Account Actions options: buttons: @@ -808,12 +981,32 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Automation - xywh: [9, 17, 3, 7] pages: - handle: RecordPageForModuleAccountContactRole (envoy): { onExisting: "skip" } module: AccountContactRole title: Record page for module "AccountContactRole" + layouts: + - handle: primary + meta: + title: Record page for module "AccountContactRole" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 5, 15] blocks: - title: Account Contact Role Details options: @@ -823,13 +1016,37 @@ pages: - name: Role - name: IsPrimary kind: Record - xywh: [0, 0, 5, 15] visible: false visible: true visible: true - handle: Contacts (envoy): { onExisting: "skip" } title: Contacts + layouts: + - handle: primary + meta: + title: Contacts + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] blocks: - title: List of Contacts options: @@ -856,26 +1073,60 @@ pages: selectable: true selectionButtons: [] kind: RecordList - xywh: [0, 0, 9, 16] - title: Number of Contacts with Senior Title options: chart: ContactsPerSeniorLeveltitle style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: Contacts per Country options: chart: ContactsPerCountry style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] pages: - handle: RecordPageForModuleContact (envoy): { onExisting: "skip" } module: Contact title: Record page for module "Contact" + layouts: + - handle: primary + meta: + title: Record page for module "Contact" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 13] + - blockID: 2 + xywh: [3, 0, 3, 13] + - blockID: 3 + xywh: [6, 0, 3, 13] + - blockID: 4 + xywh: [9, 0, 3, 21] + - blockID: 5 + xywh: [0, 21, 4, 8] + - blockID: 6 + xywh: [4, 21, 4, 8] + - blockID: 7 + xywh: [8, 21, 4, 8] + - blockID: 8 + xywh: [0, 13, 6, 8] + - blockID: 9 + xywh: [6, 13, 3, 8] blocks: - title: Personal Data options: @@ -892,7 +1143,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 3, 13] - title: Contact Address options: fields: @@ -906,7 +1156,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [3, 0, 3, 13] - title: Other Information options: fields: @@ -919,7 +1168,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [6, 0, 3, 13] - title: Contact Twitter Feed options: profileSourceField: Twitter @@ -927,7 +1175,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: SocialFeed - xywh: [9, 0, 3, 21] - title: Notes options: allowExport: true @@ -953,7 +1200,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 21, 4, 8] - title: Events options: allowExport: true @@ -978,7 +1224,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [4, 21, 4, 8] - title: Tasks options: allowExport: true @@ -1004,7 +1249,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [8, 21, 4, 8] - title: Cases related with this Contact options: allowExport: true @@ -1031,7 +1275,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 13, 6, 8] - title: Contact Actions options: buttons: @@ -1044,12 +1287,38 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Automation - xywh: [6, 13, 3, 8] visible: false visible: true - handle: Opportunities (envoy): { onExisting: "skip" } title: Opportunities + layouts: + - handle: primary + meta: + title: Opportunities + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 8, 16] + - blockID: 2 + xywh: [8, 6, 4, 10] + - blockID: 3 + xywh: [10, 0, 2, 6] + - blockID: 4 + xywh: [8, 0, 2, 6] blocks: - title: List of Opportunities options: @@ -1077,33 +1346,69 @@ pages: selectable: true selectionButtons: [] kind: RecordList - xywh: [0, 0, 8, 16] - title: Opportunity Pipeline options: chart: OpportunitySalesPipeline style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [8, 6, 4, 10] - title: Sales vs. Target options: chart: SalesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [10, 0, 2, 6] - title: Opportunities vs. Target options: chart: NumberOfOpportunitiesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [8, 0, 2, 6] pages: - handle: RecordPageForModuleOpportunity (envoy): { onExisting: "skip" } module: Opportunity title: Record page for module "Opportunity" + layouts: + - handle: primary + meta: + title: Record page for module "Opportunity" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 10] + - blockID: 2 + xywh: [8, 0, 4, 10] + - blockID: 3 + xywh: [6, 26, 6, 8] + - blockID: 4 + xywh: [4, 0, 4, 10] + - blockID: 5 + xywh: [0, 18, 8, 8] + - blockID: 6 + xywh: [0, 34, 4, 8] + - blockID: 7 + xywh: [4, 34, 4, 8] + - blockID: 8 + xywh: [8, 34, 4, 8] + - blockID: 9 + xywh: [0, 26, 6, 8] + - blockID: 10 + xywh: [8, 18, 4, 8] + blocks: - title: Opportunity Detail options: @@ -1116,7 +1421,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 4, 10] - title: Additional Information options: fields: @@ -1129,7 +1433,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [8, 0, 4, 10] - title: Contact Roles options: allowExport: true @@ -1154,7 +1457,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [6, 26, 6, 8] - title: Stage options: fields: @@ -1166,7 +1468,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [4, 0, 4, 10] - title: Products options: allowExport: true @@ -1204,7 +1505,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 18, 8, 8] - title: Notes options: allowExport: true @@ -1229,7 +1529,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 34, 4, 8] - title: Events options: allowExport: true @@ -1254,7 +1553,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [4, 34, 4, 8] - title: Tasks options: allowExport: true @@ -1280,7 +1578,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [8, 34, 4, 8] - title: Quotes options: allowExport: true @@ -1308,7 +1605,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 26, 6, 8] - title: Opportunity Actions options: buttons: @@ -1327,12 +1623,33 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Automation - xywh: [8, 18, 4, 8] pages: - handle: RecordPageForModuleOpportunityContactRole (envoy): { onExisting: "skip" } module: OpportunityContactRole title: Record page for module "OpportunityContactRole" + layouts: + - handle: primary + meta: + title: Record page for module "OpportunityContactRole" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 16] + blocks: - title: Opportunity Contact Role Details options: @@ -1342,12 +1659,36 @@ pages: - name: Role - name: IsPrimary kind: Record - xywh: [0, 0, 4, 16] visible: false - handle: RecordPageForModuleOpportunityLineItem (envoy): { onExisting: "skip" } module: OpportunityLineItem title: Record page for module "OpportunityLineItem" + layouts: + - handle: primary + meta: + title: Record page for module "OpportunityLineItem" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 16] + - blockID: 2 + xywh: [4, 0, 4, 16] + - blockID: 3 + xywh: [8, 0, 4, 16] blocks: - title: Opportunity Line Item Details options: @@ -1361,7 +1702,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [0, 0, 4, 16] - title: Automatically inserted values options: fields: @@ -1372,7 +1712,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [4, 0, 4, 16] - title: Other Information options: fields: @@ -1383,12 +1722,33 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [8, 0, 4, 16] visible: false - handle: RecordPageForModuleOpportunityCompetitor (envoy): { onExisting: "skip" } module: OpportunityCompetitor title: Record page for module "OpportunityCompetitor" + layouts: + - handle: primary + meta: + title: Record page for module "OpportunityCompetitor" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 5, 17] + blocks: - title: Opportunity Competitor Details options: @@ -1400,13 +1760,38 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [0, 0, 5, 17] visible: false visible: false visible: true - handle: Quotes (envoy): { onExisting: "skip" } title: Quotes + layouts: + - handle: primary + meta: + title: Quotes + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] + blocks: - title: List of Quotes options: @@ -1437,26 +1822,65 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 0, 9, 16] - title: Quotes Status options: chart: QuotesByStatus style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: Number of Quotes per Month options: chart: QuotesPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] pages: - handle: RecordPageForModuleQuote (envoy): { onExisting: "skip" } module: Quote title: Record page for module "Quote" + layouts: + - handle: primary + meta: + title: Record page for module "Quote" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 12] + - blockID: 2 + xywh: [8, 0, 4, 12] + - blockID: 3 + xywh: [4, 0, 4, 9] + - blockID: 4 + xywh: [0, 20, 4, 9] + - blockID: 5 + xywh: [4, 20, 4, 9] + - blockID: 6 + xywh: [8, 20, 4, 9] + - blockID: 7 + xywh: [0, 12, 12, 8] + - blockID: 8 + xywh: [0, 29, 4, 8] + - blockID: 9 + xywh: [4, 29, 4, 8] + - blockID: 10 + xywh: [8, 29, 4, 8] + - blockID: 11 + xywh: [4, 9, 4, 3] + blocks: - title: Quote Information options: @@ -1470,7 +1894,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 4, 12] - title: Totals options: fields: @@ -1484,7 +1907,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [8, 0, 4, 12] - title: Primary contact data options: fields: @@ -1497,7 +1919,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [4, 0, 4, 9] - title: Bill To options: fields: @@ -1510,7 +1931,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 20, 4, 9] - title: Quote To options: fields: @@ -1523,7 +1943,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [4, 20, 4, 9] - title: Ship To options: fields: @@ -1536,7 +1955,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [8, 20, 4, 9] - title: Quote Line Items options: allowExport: true @@ -1576,7 +1994,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 12, 12, 8] - title: Notes options: allowExport: true @@ -1601,7 +2018,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 29, 4, 8] - title: Events options: allowExport: true @@ -1626,7 +2042,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [4, 29, 4, 8] - title: Tasks options: allowExport: true @@ -1652,7 +2067,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [8, 29, 4, 8] - options: buttons: - enabled: true @@ -1669,12 +2083,32 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Automation - xywh: [4, 9, 4, 3] pages: - handle: RecordPageForModuleQuoteLineItem (envoy): { onExisting: "skip" } module: QuoteLineItem title: Record page for module "QuoteLineItem" + layouts: + - handle: primary + meta: + title: Record page for module "QuoteLineItem" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 15] blocks: - title: Quote Line Item Information options: @@ -1692,13 +2126,38 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [0, 0, 4, 15] visible: false visible: false visible: true - handle: Contracts (envoy): { onExisting: "skip" } title: Contracts + layouts: + - handle: primary + meta: + title: Contracts + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 18] + - blockID: 2 + xywh: [9, 9, 3, 9] + - blockID: 3 + xywh: [9, 0, 3, 9] + blocks: - title: List of Contracts options: @@ -1728,26 +2187,63 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 0, 9, 18] - title: Active Contracts by Strarting Month options: chart: ContractsPerStartingMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 9, 3, 9] - title: Contracts by Status options: chart: ContractsByStatus style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 0, 3, 9] pages: - handle: RecordPageForModuleContract (envoy): { onExisting: "skip" } module: Contract title: Record page for module "Contract" + layouts: + - handle: primary + meta: + title: Record page for module "Contract" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 10] + - blockID: 2 + xywh: [9, 0, 3, 10] + - blockID: 3 + xywh: [3, 0, 3, 10] + - blockID: 4 + xywh: [6, 0, 3, 10] + - blockID: 5 + xywh: [9, 10, 3, 9] + - blockID: 6 + xywh: [0, 19, 4, 8] + - blockID: 7 + xywh: [4, 19, 4, 8] + - blockID: 8 + xywh: [8, 19, 4, 8] + - blockID: 9 + xywh: [6, 10, 3, 9] + - blockID: 10 + xywh: [0, 10, 6, 9] + blocks: - title: Contract Details options: @@ -1761,7 +2257,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 3, 10] - title: Contract Billing Address options: fields: @@ -1773,7 +2268,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [9, 0, 3, 10] - title: Contract Description and Special Terms options: fields: @@ -1784,7 +2278,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [3, 0, 3, 10] - title: Other Information options: fields: @@ -1795,7 +2288,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [6, 0, 3, 10] - title: Contract Shipping Address options: fields: @@ -1807,7 +2299,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [9, 10, 3, 9] - title: Notes options: allowExport: true @@ -1832,7 +2323,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 19, 4, 8] - title: Events options: allowExport: true @@ -1857,7 +2347,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [4, 19, 4, 8] - title: Tasks options: allowExport: true @@ -1883,7 +2372,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [8, 19, 4, 8] - title: Contacts related to the Contract options: allowExport: true @@ -1908,7 +2396,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [6, 10, 3, 9] - title: Contract Line Items options: allowExport: true @@ -1946,12 +2433,33 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 10, 6, 9] pages: - handle: RecordPageForModuleContractContactRole (envoy): { onExisting: "skip" } module: ContractContactRole title: Record page for module "ContractContactRole" + layouts: + - handle: primary + meta: + title: Record page for module "ContractContactRole" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 16] + blocks: - title: Contract Contact Role Details options: @@ -1961,12 +2469,41 @@ pages: - name: Role - name: IsPrimary kind: Record - xywh: [0, 0, 4, 16] visible: false - handle: RecordPageForModuleEntitlement (envoy): { onExisting: "skip" } module: Entitlement title: Record page for module "Entitlement" + layouts: + - handle: primary + meta: + title: Record page for module "Entitlement" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 13] + - blockID: 2 + xywh: [4, 0, 4, 13] + - blockID: 3 + xywh: [6, 13, 6, 7] + - blockID: 4 + xywh: [0, 13, 6, 7] + - blockID: 5 + xywh: [8, 0, 4, 13] + blocks: - title: Entitlement Details options: @@ -1981,7 +2518,6 @@ pages: - name: EndDate - name: Status kind: Record - xywh: [0, 0, 4, 13] - title: Other Information options: fields: @@ -1992,7 +2528,6 @@ pages: - name: LastModifiedById - name: LastModifiedDate kind: Record - xywh: [4, 0, 4, 13] - title: Notes options: fields: @@ -2003,7 +2538,6 @@ pages: perPage: 5 prefilter: EntitlementId = ${recordID} kind: RecordList - xywh: [6, 13, 6, 7] - title: Entitlement Templates options: fields: @@ -2017,7 +2551,6 @@ pages: perPage: 5 prefilter: EntitlementId = ${recordID} kind: RecordList - xywh: [0, 13, 6, 7] - title: Entitlement Contacts options: fields: @@ -2028,12 +2561,33 @@ pages: perPage: 8 prefilter: EntitlementId = ${recordID} kind: RecordList - xywh: [8, 0, 4, 13] pages: - handle: RecordPageForModuleEntitlementContact (envoy): { onExisting: "skip" } module: EntitlementContact title: Record page for module "EntitlementContact" + layouts: + - handle: primary + meta: + title: Record page for module "EntitlementContact" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 14] + blocks: - title: Entitlement Contact Details options: @@ -2042,12 +2596,32 @@ pages: - name: ContactId - name: Name kind: Record - xywh: [0, 0, 4, 14] visible: false - handle: RecordPageForModuleEntitlementTemplate (envoy): { onExisting: "skip" } module: EntitlementTemplate title: Record page for module "EntitlementTemplate" + layouts: + - handle: primary + meta: + title: Record page for module "EntitlementTemplate" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 14] blocks: - title: Entitlement Template Details options: @@ -2059,13 +2633,38 @@ pages: - name: Term - name: BusinessHours kind: Record - xywh: [0, 0, 4, 14] visible: false visible: false - handle: RecordPageForModuleContractLineItem (envoy): { onExisting: "skip" } module: ContractLineItem title: Record page for module "ContractLineItem" + layouts: + - handle: primary + meta: + title: Record page for module "ContractLineItem" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 11] + - blockID: 2 + xywh: [4, 0, 4, 11] + - blockID: 3 + xywh: [8, 0, 4, 11] + blocks: - title: Contract Line Item Details options: @@ -2076,7 +2675,6 @@ pages: - name: EndDate - name: Status kind: Record - xywh: [0, 0, 4, 11] - title: Contract Line Item Pricing options: fields: @@ -2086,7 +2684,6 @@ pages: - name: Discount - name: TotalPrice kind: Record - xywh: [4, 0, 4, 11] - title: Notes options: fields: @@ -2098,13 +2695,50 @@ pages: perPage: 5 prefilter: ContractLineItemId = ${recordID} kind: RecordList - xywh: [8, 0, 4, 11] visible: false visible: false visible: true - handle: Campaigns (envoy): { onExisting: "skip" } title: Campaigns + layouts: + - handle: primary + meta: + title: Campaigns + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 4, 8, 12] + - blockID: 2 + xywh: [8, 4, 4, 7] + - blockID: 3 + xywh: [8, 11, 4, 5] + - blockID: 4 + xywh: [0, 0, 2, 4] + - blockID: 5 + xywh: [2, 0, 2, 4] + - blockID: 6 + xywh: [4, 0, 2, 4] + - blockID: 7 + xywh: [6, 0, 2, 4] + - blockID: 8 + xywh: [8, 0, 2, 4] + - blockID: 9 + xywh: [10, 0, 2, 4] + blocks: - title: List of Campaigns options: @@ -2133,21 +2767,18 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 4, 8, 12] - title: Campaign Costs vs. Revenue options: chart: CampaignCostVsRevenue style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [8, 4, 4, 7] - title: Active Campaigns per Type options: chart: ActiveCampaignsByType style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [8, 11, 4, 5] - title: Number of Leads in Campaigns options: metrics: @@ -2161,7 +2792,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [0, 0, 2, 4] - title: Number of Accounts in Campaigns options: metrics: @@ -2175,7 +2805,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [2, 0, 2, 4] - title: Number of Contacts in Campaigns options: metrics: @@ -2189,7 +2818,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [4, 0, 2, 4] - title: Number of Opp. in Campaigns options: metrics: @@ -2203,26 +2831,59 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [6, 0, 2, 4] - title: Campaign Opps. vs. Target options: chart: CampaignAmountAllOpportunitiesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [8, 0, 2, 4] - title: Campaign Won Opps. vs. Target options: chart: CampaignAmountAllWonOpportunitiesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [10, 0, 2, 4] pages: - handle: RecordPageForModuleCampaign (envoy): { onExisting: "skip" } module: Campaigns title: Record page for module "Campaign" + layouts: + - handle: primary + meta: + title: Record page for module "Campaign" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 10] + - blockID: 2 + xywh: [3, 0, 3, 10] + - blockID: 3 + xywh: [6, 0, 3, 10] + - blockID: 4 + xywh: [6, 19, 6, 9] + - blockID: 5 + xywh: [9, 0, 3, 10] + - blockID: 6 + xywh: [0, 10, 6, 9] + - blockID: 7 + xywh: [6, 10, 6, 9] + - blockID: 8 + xywh: [0, 19, 6, 9] + blocks: - title: Campaign Details options: @@ -2234,7 +2895,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [0, 0, 3, 10] - title: Campaign Planning options: fields: @@ -2245,7 +2905,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [3, 0, 3, 10] - title: Campaign Results options: fields: @@ -2259,7 +2918,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [6, 0, 3, 10] - title: Generated Opportunities options: allowExport: true @@ -2285,7 +2943,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [6, 19, 6, 9] - title: Campaign Status options: fields: @@ -2296,7 +2953,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [9, 0, 3, 10] - title: Leads in Campaign options: allowExport: true @@ -2323,7 +2979,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 10, 6, 9] - title: Contacts in Campaign options: allowExport: true @@ -2349,7 +3004,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [6, 10, 6, 9] - title: Accounts in Campaign options: allowExport: true @@ -2375,12 +3029,37 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 19, 6, 9] visible: false visible: true - handle: Products (envoy): { onExisting: "skip" } title: Products + layouts: + - handle: primary + meta: + title: Products + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] + blocks: - title: List of Products options: @@ -2406,26 +3085,55 @@ pages: selectable: true selectionButtons: [] kind: RecordList - xywh: [0, 0, 9, 16] - title: Products per Product Family options: chart: ProductsPerFamily style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: Products added per Month options: chart: ProductsAddedPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] pages: - handle: RecordPageForModuleProduct (envoy): { onExisting: "skip" } module: Product title: Record page for module "Product" + layouts: + - handle: primary + meta: + title: Record page for module "Product" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 10] + - blockID: 2 + xywh: [0, 10, 6, 9] + - blockID: 3 + xywh: [6, 10, 6, 9] + - blockID: 4 + xywh: [0, 19, 12, 9] + - blockID: 5 + xywh: [4, 0, 4, 10] + - blockID: 6 + xywh: [8, 0, 4, 10] + blocks: - title: Product Description options: @@ -2437,7 +3145,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [0, 0, 4, 10] - title: Appears in the following Price Books options: allowExport: true @@ -2462,7 +3169,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 10, 6, 9] - title: Related Cases options: allowExport: true @@ -2488,7 +3194,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [6, 10, 6, 9] - title: Notes options: allowExport: true @@ -2513,7 +3218,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 19, 12, 9] - title: Files options: fields: @@ -2522,7 +3226,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [4, 0, 4, 10] - title: Record Information options: fields: @@ -2534,11 +3237,36 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [8, 0, 4, 10] visible: false - handle: PriceBook (envoy): { onExisting: "skip" } title: Price book + layouts: + - handle: primary + meta: + title: Price book + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] + blocks: - title: Price Books options: @@ -2565,26 +3293,49 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 0, 9, 16] - title: Price Books created per Month options: chart: PriceBooksCreatedPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: Price Book Entries per Month options: chart: PriceBookEntriesPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] pages: - handle: RecordPageForModulePricebook (envoy): { onExisting: "skip" } module: Pricebook title: Record page for module "Pricebook" + layouts: + - handle: primary + meta: + title: Record page for module "Pricebook" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 6, 14] + - blockID: 2 + xywh: [6, 0, 6, 14] + - blockID: 3 + xywh: [0, 14, 12, 8] + blocks: - title: Price Book Details options: @@ -2594,7 +3345,6 @@ pages: - name: IsStandard - name: IsActive kind: Record - xywh: [0, 0, 6, 14] - title: Price Book Entries options: allowExport: true @@ -2624,7 +3374,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [6, 0, 6, 14] - title: Notes options: draggable: false @@ -2646,12 +3395,33 @@ pages: selectable: false selectionButtons: [] kind: RecordList - xywh: [0, 14, 12, 8] pages: - handle: RecordPageForModulePricebookEntry (envoy): { onExisting: "skip" } module: PricebookEntry title: Record page for module "PricebookEntry" + layouts: + - handle: primary + meta: + title: Record page for module "PricebookEntry" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 15] + blocks: - title: Details options: @@ -2662,7 +3432,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [0, 0, 4, 15] visible: false visible: false visible: true @@ -2670,6 +3439,34 @@ pages: - handle: Events (envoy): { onExisting: "skip" } title: Events + layouts: + - handle: primary + meta: + title: Events + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] + - blockID: 4 + xywh: [3, 0, 6, 16] + blocks: - title: List of Events options: @@ -2695,21 +3492,18 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 0, 3, 16] - title: Events per Type options: chart: EventsPerType style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: Events per Month options: chart: EventsPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] - title: Event Calendar options: defaultView: dayGridMonth @@ -2778,12 +3572,39 @@ pages: style: variants: {border: primary, headerText: primary} kind: Calendar - xywh: [3, 0, 6, 16] pages: - handle: RecordPageForModuleEvent (envoy): { onExisting: "skip" } module: Event title: Record page for module "Event" + layouts: + - handle: primary + meta: + title: Record page for module "Event" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 16] + - blockID: 2 + xywh: [9, 0, 3, 16] + - blockID: 3 + xywh: [3, 0, 3, 16] + - blockID: 4 + xywh: [6, 0, 3, 16] + blocks: - title: Event Data options: @@ -2795,7 +3616,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [0, 0, 3, 16] - title: Other Information options: fields: @@ -2811,7 +3631,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [9, 0, 3, 16] - title: Event Date and Time options: fields: @@ -2821,7 +3640,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [3, 0, 3, 16] - title: Assigned To options: fields: @@ -2829,12 +3647,37 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [6, 0, 3, 16] visible: false visible: true - handle: Tasks (envoy): { onExisting: "skip" } title: Tasks + layouts: + - handle: primary + meta: + title: Tasks + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] + blocks: - title: List of Tasks options: @@ -2865,26 +3708,51 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 0, 9, 16] - title: Tasks by Status options: chart: TasksByStatus style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: Tasks per Month options: chart: TasksPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] pages: - handle: RecordPageForModuleTask (envoy): { onExisting: "skip" } module: Task title: Record page for module "Task" + layouts: + - handle: primary + meta: + title: Record page for module "Task" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 16] + - blockID: 2 + xywh: [9, 0, 3, 16] + - blockID: 3 + xywh: [3, 0, 3, 16] + - blockID: 4 + xywh: [6, 0, 3, 16] + blocks: - title: Task Details options: @@ -2895,7 +3763,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 3, 16] - title: Related To options: fields: @@ -2908,7 +3775,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [9, 0, 3, 16] - title: Task Status options: fields: @@ -2918,7 +3784,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [3, 0, 3, 16] - title: Assigned To options: fields: @@ -2928,12 +3793,49 @@ pages: style: variants: {border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [6, 0, 3, 16] visible: false visible: true - handle: Dashboards (envoy): { onExisting: "skip" } title: Dashboards + layouts: + - handle: primary + meta: + title: Dashboards + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 6, 7] + - blockID: 2 + xywh: [6, 0, 3, 7] + - blockID: 3 + xywh: [6, 7, 6, 7] + - blockID: 4 + xywh: [9, 0, 3, 7] + - blockID: 5 + xywh: [0, 7, 6, 7] + - blockID: 6 + xywh: [9, 14, 3, 7] + - blockID: 7 + xywh: [0, 14, 3, 7] + - blockID: 8 + xywh: [3, 14, 3, 7] + - blockID: 9 + xywh: [6, 14, 3, 7] + blocks: - title: Leads per day options: @@ -2941,67 +3843,108 @@ pages: style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 0, 6, 7] - title: Leads By Type options: chart: LeadsByType style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 0, 3, 7] - title: Leads by Country options: chart: LeadsByCountry style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 7, 6, 7] - title: Lead Funnel options: chart: LeadFunnel style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 0, 3, 7] - title: Monthly Sales options: chart: MonthlySales style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 7, 6, 7] - title: Sales Pipeline options: chart: OpportunityStatusFunnel style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 14, 3, 7] - title: Sales vs. Target options: chart: SalesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 14, 3, 7] - title: Number of Opportunities vs. Target options: chart: NumberOfOpportunitiesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [3, 14, 3, 7] - title: Accounts by Rating options: chart: AccountsByRating style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 14, 3, 7] pages: - handle: LeadFunnelDashboard (envoy): { onExisting: "skip" } title: Lead Funnel Dashboard + layouts: + - handle: primary + meta: + title: Lead Funnel Dashboard + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 4] + - blockID: 2 + xywh: [3, 0, 3, 4] + - blockID: 3 + xywh: [6, 0, 3, 4] + - blockID: 4 + xywh: [9, 0, 3, 4] + - blockID: 5 + xywh: [3, 4, 3, 6] + - blockID: 6 + xywh: [6, 4, 3, 6] + - blockID: 7 + xywh: [0, 4, 3, 6] + - blockID: 8 + xywh: [0, 10, 6, 8] + - blockID: 9 + xywh: [6, 10, 6, 8] + - blockID: 10 + xywh: [0, 18, 3, 7] + - blockID: 11 + xywh: [3, 18, 3, 7] + - blockID: 12 + xywh: [0, 25, 12, 8] + - blockID: 13 + xywh: [9, 4, 3, 6] + - blockID: 14 + xywh: [6, 18, 3, 7] + - blockID: 15 + xywh: [9, 18, 3, 7] + blocks: - title: Number of Leads in Campaigns options: @@ -3016,7 +3959,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [0, 0, 3, 4] - title: Number of Accounts in Campaigns options: metrics: @@ -3031,7 +3973,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [3, 0, 3, 4] - title: Number of Contacts in Campaigns options: metrics: @@ -3045,7 +3986,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [6, 0, 3, 4] - title: Number of Opp. in Campaigns options: metrics: @@ -3059,88 +3999,112 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [9, 0, 3, 4] - title: Campaign Opps. vs. Target options: chart: CampaignAmountAllOpportunitiesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [3, 4, 3, 6] - title: Campaign Won Opps. vs. Target options: chart: CampaignAmountAllWonOpportunitiesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 4, 3, 6] - title: Active Campaigns per Type options: chart: ActiveCampaignsByType style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 4, 3, 6] - title: Campaign Costs vs. Revenue options: chart: CampaignCostVsRevenue style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 10, 6, 8] - title: New Leads Per Month options: chart: LeadsPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 10, 6, 8] - title: Leads by type options: chart: LeadsByType style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 18, 3, 7] - title: Leads by Source options: chart: LeadsBySource style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [3, 18, 3, 7] - title: Lead by Country options: chart: LeadsByCountry style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 25, 12, 8] - title: Lead Funnel options: chart: LeadFunnel style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 4, 3, 6] - title: Leads by Rating options: chart: LeadsByRating style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 18, 3, 7] - title: Accounts by Rating options: chart: AccountsByRating style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 18, 3, 7] visible: true - handle: ForecastDashboard (envoy): { onExisting: "skip" } title: Forecast Dashboard + layouts: + - handle: primary + meta: + title: Forecast Dashboard + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [6, 0, 3, 6] + - blockID: 2 + xywh: [6, 6, 6, 8] + - blockID: 3 + xywh: [0, 14, 6, 8] + - blockID: 4 + xywh: [9, 0, 3, 6] + - blockID: 5 + xywh: [0, 0, 3, 6] + - blockID: 6 + xywh: [3, 0, 3, 6] + - blockID: 7 + xywh: [6, 14, 6, 8] + - blockID: 8 + xywh: [0, 6, 6, 8] + blocks: - title: Sales YTD options: @@ -3148,60 +4112,108 @@ pages: style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 0, 3, 6] - title: Dealsize options: chart: Dealsize style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 6, 6, 8] - title: Monthly Sales options: chart: MonthlySales style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 14, 6, 8] - title: Opportunity Pipeline options: chart: OpportunityStatusFunnel style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 0, 3, 6] - title: Opportunities vs. Target options: chart: NumberOfOpportunitiesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 0, 3, 6] - title: Sales vs. Target options: chart: SalesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [3, 0, 3, 6] - title: Quotes Per Month options: chart: QuotesPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 14, 6, 8] - title: Number of Opportunities per Month options: chart: OpportunitiesCreatedPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 6, 6, 8] visible: true - handle: KPIsAndSalesActivitiesDashboard (envoy): { onExisting: "skip" } title: KPIs and Sales Activities Dashboard + layouts: + - handle: primary + meta: + title: KPIs and Sales Activities Dashboard + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 2, 4] + - blockID: 2 + xywh: [2, 0, 2, 4] + - blockID: 3 + xywh: [4, 0, 2, 4] + - blockID: 4 + xywh: [0, 4, 2, 4] + - blockID: 5 + xywh: [2, 4, 2, 4] + - blockID: 6 + xywh: [4, 4, 2, 4] + - blockID: 7 + xywh: [6, 4, 2, 4] + - blockID: 8 + xywh: [6, 0, 2, 4] + - blockID: 9 + xywh: [8, 0, 2, 4] + - blockID: 10 + xywh: [10, 0, 2, 4] + - blockID: 11 + xywh: [8, 4, 2, 4] + - blockID: 12 + xywh: [10, 4, 2, 4] + - blockID: 13 + xywh: [0, 8, 6, 7] + - blockID: 14 + xywh: [0, 15, 6, 7] + - blockID: 15 + xywh: [6, 8, 6, 7] + - blockID: 16 + xywh: [6, 15, 6, 7] + - blockID: 17 + xywh: [0, 22, 6, 7] + - blockID: 18 + xywh: [6, 22, 6, 7] + blocks: - title: New Leads options: @@ -3216,7 +4228,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [0, 0, 2, 4] - title: Converted Leads options: metrics: @@ -3230,7 +4241,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [2, 0, 2, 4] - title: Open Opportunities options: metrics: @@ -3244,7 +4254,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [4, 0, 2, 4] - title: Number of Leads in Campaigns options: metrics: @@ -3258,7 +4267,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [0, 4, 2, 4] - title: Number of Accounts in Campaigns options: metrics: @@ -3272,7 +4280,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [2, 4, 2, 4] - title: Number of Contacts in Campaigns options: metrics: @@ -3286,7 +4293,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [4, 4, 2, 4] - title: Number of Opp. in Campaigns options: metrics: @@ -3300,7 +4306,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [6, 4, 2, 4] - title: Won Opp. YTD options: metrics: @@ -3314,81 +4319,110 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [6, 0, 2, 4] - title: Sales YTD options: chart: SalesYTD style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [8, 0, 2, 4] - title: Sales vs. Target options: chart: SalesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [10, 0, 2, 4] - title: Campaign Opps. vs. Target options: chart: CampaignAmountAllOpportunitiesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [8, 4, 2, 4] - title: Campaign Won Opps. vs. Target options: chart: CampaignAmountAllWonOpportunitiesVsTarget style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [10, 4, 2, 4] - title: Leads per Month options: chart: LeadsPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 8, 6, 7] - title: Sales per Month options: chart: MonthlySales style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 15, 6, 7] - title: Campaign Cost vs. Revenue options: chart: CampaignCostVsRevenue style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 8, 6, 7] - title: Quotes per Month options: chart: QuotesPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 15, 6, 7] - title: Contracts Starting per Month options: chart: ContractsPerStartingMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 22, 6, 7] - title: Cases per Month options: chart: CasesPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 22, 6, 7] visible: true - handle: ExecutiveDailyViewDashboard (envoy): { onExisting: "skip" } title: Executive Daily View Dashboard + layouts: + - handle: primary + meta: + title: Executive Daily View Dashboard + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 8] + - blockID: 2 + xywh: [3, 0, 6, 8] + - blockID: 3 + xywh: [9, 0, 3, 8] + - blockID: 4 + xywh: [0, 8, 3, 7] + - blockID: 5 + xywh: [3, 8, 6, 7] + - blockID: 6 + xywh: [3, 15, 3, 7] + - blockID: 7 + xywh: [0, 15, 3, 7] + - blockID: 8 + xywh: [9, 15, 3, 7] + - blockID: 9 + xywh: [6, 15, 3, 7] + - blockID: 10 + xywh: [9, 8, 3, 7] + blocks: - title: Sales Pipeline options: @@ -3396,7 +4430,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 0, 3, 8] - title: Key Opportunities options: draggable: false @@ -3419,7 +4452,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [3, 0, 6, 8] - title: Total Pipeline (€) options: metrics: @@ -3438,71 +4470,106 @@ pages: style: variants: {border: primary, headerText: primary} kind: Metric - xywh: [9, 0, 3, 8] - title: Activities by Type options: chart: EventsPerType style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 8, 3, 7] - title: Activities per Month options: chart: EventsPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [3, 8, 6, 7] - title: Quotes by Status options: chart: QuotesByStatus style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [3, 15, 3, 7] - title: Lead Funnel options: chart: LeadFunnel style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [0, 15, 3, 7] - title: Cases by Status options: chart: CasesByStatus style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 15, 3, 7] - title: Contract by Status options: chart: ContractsByStatus style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [6, 15, 3, 7] - title: Tasks by Status options: chart: TasksByStatus style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 8, 3, 7] visible: true visible: true - handle: More (envoy): { onExisting: "skip" } title: More + layouts: + - handle: primary + meta: + title: More + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 3] + blocks: - title: Additional CRM modules options: body:


Available in the menu under "More".

kind: Content - xywh: [0, 0, 3, 3] pages: - handle: Notes (envoy): { onExisting: "skip" } title: Notes + layouts: + - handle: primary + meta: + title: Notes + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 12, 16] + blocks: - title: List of Notes options: @@ -3532,12 +4599,37 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 0, 12, 16] pages: - handle: RecordPageForModuleNote (envoy): { onExisting: "skip" } module: Note title: Record page for module "Note" + layouts: + - handle: primary + meta: + title: Record page for module "Note" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 20] + - blockID: 2 + xywh: [4, 0, 4, 20] + - blockID: 3 + xywh: [8, 0, 4, 20] + blocks: - title: Note options: @@ -3549,7 +4641,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [0, 0, 4, 20] - title: Files options: fields: @@ -3557,7 +4648,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [4, 0, 4, 20] - title: Related Objects options: fields: @@ -3571,12 +4661,43 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [8, 0, 4, 20] visible: false visible: true - handle: Cases (envoy): { onExisting: "skip" } title: Cases + layouts: + - handle: primary + meta: + title: Cases + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 8, 17] + - blockID: 2 + xywh: [8, 11, 4, 6] + - blockID: 3 + xywh: [8, 0, 2, 5] + - blockID: 4 + xywh: [10, 5, 2, 6] + - blockID: 5 + xywh: [10, 0, 2, 5] + - blockID: 6 + xywh: [8, 5, 2, 6] + blocks: - title: List of Cases options: @@ -3605,47 +4726,79 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 8, 17] - title: Cases per Month options: chart: CasesPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [8, 11, 4, 6] - title: Cases by Status options: chart: CasesByStatus style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [8, 0, 2, 5] - title: Cases by Type options: chart: CasesByType style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [10, 5, 2, 6] - title: Cases by Priority options: chart: CasesByPriority style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [10, 0, 2, 5] - title: Cases by Origin options: chart: CasesByOrigin style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [8, 5, 2, 6] pages: - handle: RecordPageForModuleCase (envoy): { onExisting: "skip" } module: Case title: Record page for module "Case" + layouts: + - handle: primary + meta: + title: Record page for module "Case" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 12] + - blockID: 2 + xywh: [3, 0, 3, 12] + - blockID: 3 + xywh: [9, 0, 3, 12] + - blockID: 4 + xywh: [0, 21, 4, 8] + - blockID: 5 + xywh: [4, 21, 4, 8] + - blockID: 6 + xywh: [8, 21, 4, 8] + - blockID: 7 + xywh: [0, 12, 9, 9] + - blockID: 8 + xywh: [9, 12, 3, 9] + - blockID: 9 + xywh: [6, 0, 3, 12] + blocks: - title: Case Main Information options: @@ -3661,7 +4814,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [0, 0, 3, 12] - title: Case Details options: fields: @@ -3672,7 +4824,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [3, 0, 3, 12] - title: Case Status options: fields: @@ -3687,7 +4838,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [9, 0, 3, 12] - title: Notes options: allowExport: true @@ -3712,7 +4862,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 21, 4, 8] - title: Events options: allowExport: true @@ -3737,7 +4886,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [4, 21, 4, 8] - title: Tasks options: allowExport: true @@ -3763,7 +4911,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [8, 21, 4, 8] - title: Case Updates options: allowExport: true @@ -3790,7 +4937,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 12, 9, 9] - title: Case Actions options: buttons: @@ -3813,7 +4959,6 @@ pages: style: variants: {border: primary, headerText: primary} kind: Automation - xywh: [9, 12, 3, 9] - title: Case Solution options: fields: @@ -3825,12 +4970,32 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [6, 0, 3, 12] pages: - handle: RecordPageForModuleCaseUpdate (envoy): { onExisting: "skip" } module: CaseUpdate title: Record page for module "CaseUpdate" + layouts: + - handle: primary + meta: + title: Record page for module "CaseUpdate" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 15] blocks: - title: Case Update options: @@ -3845,13 +5010,38 @@ pages: style: variants: {border: primary, headerText: primary} kind: Record - xywh: [0, 0, 4, 15] visible: false visible: false visible: true - handle: Solutions (envoy): { onExisting: "skip" } title: Solutions + layouts: + - handle: primary + meta: + title: Solutions + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] + blocks: - title: List of Solutions options: @@ -3879,26 +5069,45 @@ pages: style: variants: {border: primary, headerText: primary} kind: RecordList - xywh: [0, 0, 9, 16] - title: Solutions by Status options: chart: SolutionsByStatus style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: Solutions Created per Month options: chart: SolutionsCreatedPerMonth style: variants: {border: primary, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] pages: - handle: RecordPageForModuleSolution (envoy): { onExisting: "skip" } module: Solution title: Record page for module "Solution" + layouts: + - handle: primary + meta: + title: Record page for module "Solution" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 15] + blocks: - title: Solution Details options: @@ -3912,7 +5121,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 4, 15] visible: false visible: true - handle: DefaultSettings @@ -3920,6 +5128,28 @@ pages: title: Default Settings description: A list of defaults values which are called upon in automation processes. + layouts: + - handle: primary + meta: + title: Default Settings + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 12, 7] + blocks: - title: Default settings options: @@ -3942,12 +5172,39 @@ pages: selectable: false selectionButtons: [] kind: RecordList - xywh: [0, 0, 12, 7] pages: - handle: RecordPageForModuleDefaultSettings (envoy): { onExisting: "skip" } module: Settings title: Record page for module "DefaultSettings" + layouts: + - handle: primary + meta: + title: Record page for module "DefaultSettings" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [3, 0, 3, 12] + - blockID: 2 + xywh: [0, 0, 3, 12] + - blockID: 3 + xywh: [6, 0, 3, 12] + - blockID: 4 + xywh: [9, 0, 3, 12] + blocks: - title: Quote Settings options: @@ -3957,7 +5214,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [3, 0, 3, 12] - title: Opportunity Settings options: fields: @@ -3968,7 +5224,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 3, 12] - title: Contract Settings options: fields: @@ -3977,7 +5232,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [6, 0, 3, 12] - title: Case Settings options: fields: @@ -3986,24 +5240,70 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [9, 0, 3, 12] visible: false visible: true visible: true - handle: UnpublishedModules (envoy): { onExisting: "skip" } title: Unpublished modules + layouts: + - handle: primary + meta: + title: Unpublished modules + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 3] + blocks: - title: Temp options: body:


kind: Content - xywh: [0, 0, 3, 3] pages: - handle: RecordPageForModuleQuestion (envoy): { onExisting: "skip" } module: Question title: Record page for module "Question" + layouts: + - handle: primary + meta: + title: Record page for module "Question" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 13] + - blockID: 2 + xywh: [0, 13, 12, 7] + - blockID: 3 + xywh: [4, 0, 8, 13] + blocks: - title: Question Details options: @@ -4015,7 +5315,6 @@ pages: - name: UpVotes - name: VoteScore kind: Record - xywh: [0, 0, 4, 13] - title: Replies options: draggable: false @@ -4039,7 +5338,6 @@ pages: selectable: false selectionButtons: [] kind: RecordList - xywh: [0, 13, 12, 7] - title: Votes options: draggable: false @@ -4059,12 +5357,35 @@ pages: selectable: false selectionButtons: [] kind: RecordList - xywh: [4, 0, 8, 13] pages: - handle: RecordPageForModuleReply (envoy): { onExisting: "skip" } module: Reply title: Record page for module "Reply" + layouts: + - handle: primary + meta: + title: Record page for module "Reply" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 6, 20] + - blockID: 2 + xywh: [6, 0, 6, 20] + blocks: - title: Reply Details options: @@ -4077,7 +5398,6 @@ pages: - name: DownVotes - name: VoteTotal kind: Record - xywh: [0, 0, 6, 20] - title: Votes options: fields: @@ -4089,12 +5409,35 @@ pages: perPage: 20 prefilter: ReplyId = ${recordID} kind: RecordList - xywh: [6, 0, 6, 20] visible: false - handle: RecordPageForModuleVote (envoy): { onExisting: "skip" } module: Vote title: Record page for module "Vote" + layouts: + - handle: primary + meta: + title: Record page for module "Vote" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 13] + - blockID: 2 + xywh: [4, 0, 4, 13] + blocks: - title: Vote Score options: @@ -4103,7 +5446,6 @@ pages: - name: CreatedById - name: CreatedDate kind: Record - xywh: [0, 0, 4, 13] - title: Related Object options: fields: @@ -4111,12 +5453,32 @@ pages: - name: ReplyId - name: QuestionId kind: Record - xywh: [4, 0, 4, 13] visible: false visible: false - handle: Ideas (envoy): { onExisting: "skip" } title: Ideas + layouts: + - handle: primary + meta: + title: Ideas + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 12, 20] blocks: - title: List of Ideas options: @@ -4141,12 +5503,37 @@ pages: selectable: false selectionButtons: [] kind: RecordList - xywh: [0, 0, 12, 20] pages: - handle: RecordPageForModuleIdea (envoy): { onExisting: "skip" } module: Idea title: Record page for module "Idea" + layouts: + - handle: primary + meta: + title: Record page for module "Idea" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 20] + - blockID: 2 + xywh: [8, 0, 4, 20] + - blockID: 3 + xywh: [4, 0, 4, 20] + blocks: - title: Idea Details options: @@ -4160,7 +5547,6 @@ pages: - name: VoteScore - name: VoteTotal kind: Record - xywh: [0, 0, 4, 20] - title: Votes options: fields: @@ -4172,7 +5558,6 @@ pages: perPage: 20 prefilter: IdeaId = ${recordID} kind: RecordList - xywh: [8, 0, 4, 20] - title: Replies options: fields: @@ -4186,12 +5571,32 @@ pages: perPage: 20 prefilter: IdeaId = ${recordID} kind: RecordList - xywh: [4, 0, 4, 20] visible: false visible: false - handle: Emails (envoy): { onExisting: "skip" } title: Emails + layouts: + - handle: primary + meta: + title: Emails + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [8, 0, 4, 20] blocks: - title: List of Email Templates options: @@ -4204,12 +5609,33 @@ pages: perPage: 20 presort: createdAt DESC kind: RecordList - xywh: [8, 0, 4, 20] pages: - handle: RecordPageForModuleEmailTemplate (envoy): { onExisting: "skip" } module: EmailTemplate title: Record page for module "EmailTemplate" + layouts: + - handle: primary + meta: + title: Record page for module "EmailTemplate" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 6, 19] + blocks: - title: Email Template Details options: @@ -4220,12 +5646,33 @@ pages: - name: Body - name: IsActive kind: Record - xywh: [0, 0, 6, 19] visible: false visible: false - handle: Questions (envoy): { onExisting: "skip" } title: Questions + layouts: + - handle: primary + meta: + title: Questions + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 12, 20] + blocks: - title: List of Questions options: @@ -4238,6 +5685,5 @@ pages: perPage: 20 presort: createdAt DESC kind: RecordList - xywh: [0, 0, 12, 20] visible: false visible: false diff --git a/server/provision/701_service-solution/1400_pages.yaml b/server/provision/701_service-solution/1400_pages.yaml index fee16e6c8..322c8b663 100644 --- a/server/provision/701_service-solution/1400_pages.yaml +++ b/server/provision/701_service-solution/1400_pages.yaml @@ -3,6 +3,40 @@ pages: - handle: Home (envoy): { onExisting: "skip" } title: Home + layouts: + - handle: primary + meta: + title: Home + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 6, 16] + - blockID: 2 + xywh: [6, 0, 3, 6] + - blockID: 3 + xywh: [6, 6, 3, 5] + - blockID: 4 + xywh: [6, 11, 3, 5] + - blockID: 5 + xywh: [9, 0, 3, 6] + - blockID: 6 + xywh: [9, 6, 3, 5] + - blockID: 7 + xywh: [9, 11, 3, 5] + blocks: - title: All Cases options: @@ -29,53 +63,72 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 6, 16] - title: New cases per month options: chart: NewCasesByMonth style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [6, 0, 3, 6] - title: Cases by priority options: chart: CasesByPriority style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [6, 6, 3, 5] - title: Cases by category options: chart: CasesByCategory style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [6, 11, 3, 5] - title: Closed cases per month options: chart: ClosedCasesPerMonth style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 0, 3, 6] - title: Cases by status options: chart: CasesByStatus style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 6, 3, 5] - title: Total cost per case category (in $) options: chart: CostPerCategory style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 11, 3, 5] visible: true - handle: Cases (envoy): { onExisting: "skip" } title: Cases + layouts: + - handle: primary + meta: + title: Cases + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] + blocks: - title: All cases options: @@ -103,26 +156,56 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 9, 16] - title: Cases by priority options: chart: CasesByPriority style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: Cases by category options: chart: CasesByCategory style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] pages: - handle: RecordPageForModuleCase (envoy): { onExisting: "skip" } module: Case title: Record page for module "Case" + layouts: + - handle: primary + meta: + title: Record page for module "Case" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 11] + - blockID: 2 + xywh: [9, 0, 3, 11] + - blockID: 3 + xywh: [3, 0, 6, 5] + - blockID: 4 + xywh: [3, 5, 6, 11] + - blockID: 5 + xywh: [0, 11, 3, 7] + - blockID: 6 + xywh: [9, 11, 3, 7] + - blockID: 7 + xywh: [3, 3, 6, 2] blocks: - title: Case Description options: @@ -138,7 +221,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 3, 11] - title: Case Details options: fields: @@ -152,7 +234,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [9, 0, 3, 11] - title: Case Subject options: fields: @@ -161,7 +242,6 @@ pages: style: variants: {bodyBg: white, border: success, headerBg: white, headerText: success} kind: Record - xywh: [3, 0, 6, 5] - title: Updates options: fields: @@ -185,7 +265,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [3, 5, 6, 11] - title: Related Attachments options: fields: @@ -204,7 +283,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 11, 3, 7] - title: Search the Knowledge Base options: fields: @@ -225,7 +303,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [9, 11, 3, 7] - options: buttons: - enabled: true @@ -242,12 +319,33 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Automation - xywh: [3, 3, 6, 2] pages: - handle: RecordPageForModuleAttachement (envoy): { onExisting: "skip" } module: Attachement title: Record page for module "Attachement" + layouts: + - handle: primary + meta: + title: Record page for module "Attachement" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 5, 18] + blocks: - title: Attachment Details options: @@ -258,12 +356,37 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 5, 18] visible: false - handle: RecordPageForModuleUpdate (envoy): { onExisting: "skip" } module: Update title: Record page for module "Update" + layouts: + - handle: primary + meta: + title: Record page for module "Update" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 8, 18] + - blockID: 2 + xywh: [8, 0, 4, 7] + - blockID: 3 + xywh: [8, 7, 4, 11] + blocks: - title: Content options: @@ -277,7 +400,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 8, 18] - title: Notifications options: fields: @@ -287,7 +409,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [8, 0, 4, 7] - title: Other Information options: fields: @@ -300,12 +421,33 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [8, 7, 4, 11] visible: false visible: false - handle: AllMyCases (envoy): { onExisting: "skip" } title: All my cases + layouts: + - handle: primary + meta: + title: All my cases + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 12, 16] + blocks: - title: All my cases options: @@ -334,11 +476,32 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 12, 16] visible: true - handle: MyNewCases (envoy): { onExisting: "skip" } title: My new cases + layouts: + - handle: primary + meta: + title: My new cases + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 12, 16] + blocks: - title: My new cases options: @@ -367,12 +530,37 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 12, 16] visible: true visible: true - handle: Accounts (envoy): { onExisting: "skip" } title: Accounts + layouts: + - handle: primary + meta: + title: Accounts + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] + blocks: - title: Accounts options: @@ -399,26 +587,57 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 9, 16] - title: Total time spent on cases per account (in hours) options: chart: TimePerAccount style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: Total costs of cases per account (in $) options: chart: CostsPerAccount style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] pages: - handle: RecordPageForModuleAccount (envoy): { onExisting: "skip" } module: Account title: Record page for module "Account" + layouts: + - handle: primary + meta: + title: Record page for module "Account" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 12] + - blockID: 2 + xywh: [3, 0, 3, 12] + - blockID: 3 + xywh: [6, 0, 3, 12] + - blockID: 4 + xywh: [9, 0, 3, 30] + - blockID: 5 + xywh: [0, 12, 9, 9] + - blockID: 6 + xywh: [6, 21, 3, 9] + - blockID: 7 + xywh: [0, 21, 6, 9] + blocks: - title: Account Detail options: @@ -434,7 +653,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 3, 12] - title: Account Address options: fields: @@ -448,7 +666,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [3, 0, 3, 12] - title: Other Information options: fields: @@ -462,7 +679,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [6, 0, 3, 12] - title: Twitter Feed options: fields: [] @@ -470,7 +686,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: SocialFeed - xywh: [9, 0, 3, 30] - title: Cases options: allowExport: true @@ -491,7 +706,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 12, 9, 9] - title: Contacts options: allowExport: true @@ -505,7 +719,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [6, 21, 3, 9] - title: Entitlements options: allowExport: true @@ -524,11 +737,31 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 21, 6, 9] visible: false - handle: Contacts (envoy): { onExisting: "skip" } title: Contacts + layouts: + - handle: primary + meta: + title: Contacts + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 12, 16] blocks: - title: Contacts options: @@ -558,12 +791,41 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 12, 16] pages: - handle: RecordPageForModuleContact (envoy): { onExisting: "skip" } module: Contact title: Record page for module "Contact" + layouts: + - handle: primary + meta: + title: Record page for module "Contact" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 11] + - blockID: 2 + xywh: [3, 0, 3, 11] + - blockID: 3 + xywh: [6, 0, 3, 11] + - blockID: 4 + xywh: [9, 0, 3, 30] + - blockID: 5 + xywh: [0, 11, 9, 9] + blocks: - title: Personal Data options: @@ -579,7 +841,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 3, 11] - title: Contact Address options: fields: @@ -593,7 +854,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [3, 0, 3, 11] - title: Other Information options: fields: @@ -604,7 +864,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [6, 0, 3, 11] - title: Contact Twitter Feed options: fields: [] @@ -612,7 +871,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: SocialFeed - xywh: [9, 0, 3, 30] - title: Cases related to this Contact options: allowExport: true @@ -632,12 +890,33 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 11, 9, 9] visible: false visible: true - handle: Entitlements (envoy): { onExisting: "skip" } title: Entitlements + layouts: + - handle: primary + meta: + title: Entitlements + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 12, 16] + blocks: - title: Entitlements options: @@ -667,12 +946,37 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 12, 16] pages: - handle: RecordPageForModuleEntitlement (envoy): { onExisting: "skip" } module: Entitlement title: Record page for module "Entitlement" + layouts: + - handle: primary + meta: + title: Record page for module "Entitlement" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 4, 15] + - blockID: 2 + xywh: [8, 0, 4, 15] + - blockID: 3 + xywh: [4, 0, 4, 15] + blocks: - title: Product Entitlement options: @@ -682,7 +986,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 4, 15] - title: Entitlement Status description: The data below is automatically loaded using the data on the left, each time when the record is saved. It is not possible @@ -695,7 +998,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [8, 0, 4, 15] - title: Entitlement Data description: The date below is loaded from the entitlement template of the product selected on the left upon record creation. It is @@ -709,13 +1011,38 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [4, 0, 4, 15] visible: false visible: true visible: true - handle: Products (envoy): { onExisting: "skip" } title: Products + layouts: + - handle: primary + meta: + title: Products + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] + blocks: - title: Products options: @@ -744,26 +1071,57 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 9, 16] - title: Time spent per product family (in hours) options: chart: TimeSpentPerProductFamily style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: Cost per product family (in $) options: chart: CostPerProductFamily style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] pages: - handle: RecordPageForModuleProduct (envoy): { onExisting: "skip" } module: Product title: Record page for module "Product" + layouts: + - handle: primary + meta: + title: Record page for module "Product" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 3, 10] + - blockID: 2 + xywh: [9, 0, 3, 10] + - blockID: 3 + xywh: [0, 10, 12, 8] + - blockID: 4 + xywh: [0, 18, 6, 7] + - blockID: 5 + xywh: [6, 18, 6, 7] + - blockID: 6 + xywh: [6, 0, 3, 10] + - blockID: 7 + xywh: [3, 0, 3, 10] + blocks: - title: Product Description options: @@ -776,7 +1134,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 3, 10] - title: Other Information options: fields: @@ -788,7 +1145,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [9, 0, 3, 10] - title: Entitlements for this product options: allowExport: true @@ -808,7 +1164,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 10, 12, 8] - title: Cases related to this product options: fields: @@ -824,7 +1179,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 18, 6, 7] - title: Knowledge Base items related to this product options: fields: @@ -839,7 +1193,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [6, 18, 6, 7] - title: Files options: fields: @@ -848,7 +1201,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [6, 0, 3, 10] - title: Cases totals options: fields: @@ -857,11 +1209,31 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [3, 0, 3, 10] visible: false - handle: EntitlementTemplates (envoy): { onExisting: "skip" } title: Entitlement Templates + layouts: + - handle: primary + meta: + title: Entitlement Templates + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 12, 16] blocks: - title: Entitlement Templates options: @@ -888,12 +1260,35 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 12, 16] pages: - handle: RecordPageForModuleEntitlementTemplate (envoy): { onExisting: "skip" } module: EntitlementTemplate title: Record page for module "EntitlementTemplate" + layouts: + - handle: primary + meta: + title: Record page for module "EntitlementTemplate" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 6, 16] + - blockID: 2 + xywh: [6, 0, 6, 16] + blocks: - title: Entitlement Template options: @@ -907,7 +1302,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 6, 16] - title: Products that use this entitlements template options: allowExport: true @@ -925,13 +1319,38 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [6, 0, 6, 16] visible: false visible: true visible: true - handle: KnowledgeBase (envoy): { onExisting: "skip" } title: Knowledge Base + layouts: + - handle: primary + meta: + title: Knowledge Base + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] + blocks: - title: Knowledge Base options: @@ -959,26 +1378,51 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 9, 16] - title: KB articles per type options: chart: KnowledgeBaseArticlesPerType style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: KB articles created per day options: chart: KnowledgeBaseItemsCreatedPerDay style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] pages: - handle: RecordPageForModuleKnowledgeBase (envoy): { onExisting: "skip" } module: KnowledgeBase title: Record page for module "Knowledge Base" + layouts: + - handle: primary + meta: + title: Record page for module "Knowledge Base" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [3, 5, 6, 15] + - blockID: 2 + xywh: [9, 0, 3, 20] + - blockID: 3 + xywh: [3, 0, 6, 5] + - blockID: 4 + xywh: [0, 0, 3, 20] + blocks: - title: Details options: @@ -988,7 +1432,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [3, 5, 6, 15] - title: Cases with this KB Item as Solution options: fields: @@ -1003,7 +1446,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [9, 0, 3, 20] - title: Title options: fields: @@ -1012,7 +1454,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: success} kind: Record - xywh: [3, 0, 6, 5] - title: Details options: fields: @@ -1029,12 +1470,37 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 3, 20] visible: false visible: true - handle: Departments (envoy): { onExisting: "skip" } title: Departments + layouts: + - handle: primary + meta: + title: Departments + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 9, 16] + - blockID: 2 + xywh: [9, 0, 3, 8] + - blockID: 3 + xywh: [9, 8, 3, 8] + blocks: - title: Departments options: @@ -1062,26 +1528,49 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 9, 16] - title: Total time spent per department (in hours) options: chart: TotalTimeSpentPerDepartment style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 0, 3, 8] - title: Total case costs per department (in $) options: chart: TotalCostPerDepartment style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 8, 3, 8] pages: - handle: RecordPageForModuleDepartment (envoy): { onExisting: "skip" } module: Department title: Record page for module "Department" + layouts: + - handle: primary + meta: + title: Record page for module "Department" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 6, 6] + - blockID: 2 + xywh: [6, 0, 6, 6] + - blockID: 3 + xywh: [0, 6, 12, 10] + blocks: - title: Department details options: @@ -1092,7 +1581,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 6, 6] - title: Total time and cost of department related to work on cases options: fields: @@ -1102,7 +1590,6 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [6, 0, 6, 6] - title: Case updates related to the department options: allowExport: true @@ -1123,12 +1610,71 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 6, 12, 10] visible: false visible: true - handle: Dashboard (envoy): { onExisting: "skip" } title: Dashboard + layouts: + - handle: primary + meta: + title: Dashboard + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [3, 18, 3, 6] + - blockID: 2 + xywh: [0, 18, 3, 6] + - blockID: 3 + xywh: [0, 0, 3, 6] + - blockID: 4 + xywh: [9, 18, 3, 6] + - blockID: 5 + xywh: [6, 24, 3, 6] + - blockID: 6 + xywh: [3, 0, 3, 6] + - blockID: 7 + xywh: [6, 18, 3, 6] + - blockID: 8 + xywh: [6, 0, 3, 6] + - blockID: 9 + xywh: [9, 6, 3, 6] + - blockID: 10 + xywh: [9, 0, 3, 6] + - blockID: 11 + xywh: [3, 24, 3, 6] + - blockID: 12 + xywh: [6, 6, 3, 6] + - blockID: 13 + xywh: [0, 24, 3, 6] + - blockID: 14 + xywh: [6, 12, 3, 6] + - blockID: 15 + xywh: [9, 12, 3, 6] + - blockID: 16 + xywh: [0, 12, 3, 6] + - blockID: 17 + xywh: [3, 12, 3, 6] + - blockID: 18 + xywh: [0, 6, 3, 6] + - blockID: 19 + xywh: [3, 6, 3, 6] + - blockID: 20 + xywh: [9, 24, 3, 6] + blocks: - title: Cases by category options: @@ -1136,144 +1682,146 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [3, 18, 3, 6] - title: Cases by priority options: chart: CasesByPriority style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [0, 18, 3, 6] - title: New cases per month options: chart: NewCasesByMonth style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [0, 0, 3, 6] - title: Number of active entitlements options: chart: ActiveEntitlements style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 18, 3, 6] - title: Knowledge base articles per type options: chart: KnowledgeBaseArticlesPerType style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [6, 24, 3, 6] - title: Closed cases per month options: chart: ClosedCasesPerMonth style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [3, 0, 3, 6] - title: Average time spent per case (in hours) options: chart: AverageTimeSpentPerCase style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [6, 18, 3, 6] - title: Total time spent per month (in hours) options: chart: TotalTimeSpentPerMonth style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [6, 0, 3, 6] - title: Total cost per case category (in $) options: chart: CostPerCategory style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 6, 3, 6] - title: Total cost per month (in $) options: chart: TotalCostPerMonth style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 0, 3, 6] - title: Case updates per type options: chart: CaseUpdatesPerType style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [3, 24, 3, 6] - title: Total time spent per category (in hours) options: chart: TotalTimeSpentPerCategory style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [6, 6, 3, 6] - title: Cases by status options: chart: CasesByStatus style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [0, 24, 3, 6] - title: Total time spent per account (in hours) options: chart: TimePerAccount style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [6, 12, 3, 6] - title: Total costs per account (in $) options: chart: CostsPerAccount style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 12, 3, 6] - title: Time spent per product family (in hours) options: chart: TimeSpentPerProductFamily style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [0, 12, 3, 6] - title: Total costs per product family (in $) options: chart: CostPerProductFamily style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [3, 12, 3, 6] - title: Total time spent per department (in hours) options: chart: TotalTimeSpentPerDepartment style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [0, 6, 3, 6] - title: Total cost per department (in $) options: chart: TotalCostPerDepartment style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [3, 6, 3, 6] - title: KB articles created per day options: chart: KnowledgeBaseItemsCreatedPerDay style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Chart - xywh: [9, 24, 3, 6] visible: true - handle: Settings (envoy): { onExisting: "skip" } title: Settings + layouts: + - handle: primary + meta: + title: Settings + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 12, 5] + blocks: - title: Settings options: @@ -1293,12 +1841,33 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: RecordList - xywh: [0, 0, 12, 5] pages: - handle: RecordPageForModuleSettings (envoy): { onExisting: "skip" } module: Settings title: Record page for module "Settings" + layouts: + - handle: primary + meta: + title: Record page for module "Settings" + config: + buttons: + new: + enabled: true + edit: + enabled: true + submit: + enabled: true + delete: + enabled: true + clone: + enabled: true + back: + enabled: true + blocks: + - blockID: 1 + xywh: [0, 0, 6, 17] + blocks: - title: Settings options: @@ -1311,6 +1880,5 @@ pages: style: variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} kind: Record - xywh: [0, 0, 6, 17] visible: false visible: true