diff --git a/server/provision/700_crm/1400_pages.yaml b/server/provision/700_crm/1400_pages.yaml index bdd194371..e4fd65a59 100644 --- a/server/provision/700_crm/1400_pages.yaml +++ b/server/provision/700_crm/1400_pages.yaml @@ -1,7 +1,8 @@ namespace: crm pages: - handle: Home - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Home layouts: - handle: primary @@ -11,7 +12,7 @@ pages: buttons: new: enabled: true - label: + label: null edit: enabled: true submit: @@ -24,235 +25,311 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 11, 4, 9] + xywh: + - 0 + - 44 + - 16 + - 36 - blockID: 2 - xywh: [4, 11, 4, 9] + xywh: + - 16 + - 44 + - 16 + - 36 - blockID: 3 - xywh: [8, 11, 4, 9] + xywh: + - 32 + - 44 + - 16 + - 36 - blockID: 4 - xywh: [6, 0, 2, 4] + xywh: + - 24 + - 0 + - 8 + - 16 - blockID: 5 - xywh: [0, 0, 2, 4] + xywh: + - 0 + - 0 + - 8 + - 16 - blockID: 6 - xywh: [2, 0, 2, 4] + xywh: + - 8 + - 0 + - 8 + - 16 - blockID: 7 - xywh: [4, 0, 2, 4] + xywh: + - 16 + - 0 + - 8 + - 16 - blockID: 8 - xywh: [0, 4, 4, 7] + xywh: + - 0 + - 16 + - 16 + - 28 - blockID: 9 - xywh: [4, 4, 4, 7] + xywh: + - 16 + - 16 + - 16 + - 28 - blockID: 10 - xywh: [8, 0, 4, 11] + xywh: + - 32 + - 0 + - 16 + - 44 blocks: - - title: My New Leads - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: FirstName - - name: LastName - - name: Company - - name: Rating - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Lead - perPage: 20 - prefilter: OwnerId = ${userID} AND Status = 'New' - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: My Key Deals - Recent Opportunities - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Name - - name: AccountId - - name: Amount - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Opportunity - perPage: 20 - prefilter: StageName != 'Closed Won' AND StageName != 'Closed Lost' AND - OwnerId = ${userID} - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: My Tasks - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Subject - - name: Priority - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Task - perPage: 20 - prefilter: OwnerId = ${userID} AND Status != 'Completed' - presort: Priority ASC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Sales vs. Target - options: - chart: SalesVsTarget - style: - variants: {border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: New Leads - options: - metrics: - - filter: Status = 'New' - label: "" - labelStyle: {} - metricField: count + - title: My New Leads + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: FirstName + - name: LastName + - name: Company + - name: Rating + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true module: Lead - valueStyle: - color: '#379cd3' - fontSize: "120" - style: - variants: {border: primary, headerBg: white, headerText: primary} - kind: Metric - - title: Converted Leads - options: - metrics: - - filter: Status = 'Converted' - labelStyle: {} - metricField: count - module: Lead - valueStyle: - color: '#379cd3' - fontSize: "120" - style: - variants: {border: primary, headerBg: white, headerText: primary} - kind: Metric - - title: Total Pipeline € - options: - metrics: - - filter: StageName != 'Closed Won' AND StageName != 'Closed Lost' AND - Amount IS NOT NULL - labelStyle: {} - metricField: Amount + perPage: 20 + prefilter: OwnerId = ${userID} AND Status = 'New' + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: My Key Deals - Recent Opportunities + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Name + - name: AccountId + - name: Amount + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true module: Opportunity - numberFormat: "0.0" - operation: sum - prefix: "" - suffix: k - transformFx: v=v/1000 - valueStyle: - color: '#379cd3' - fontSize: "60" - style: - variants: {border: primary, headerBg: white, headerText: primary} - kind: Metric - - title: Leads per Month - options: - chart: LeadsPerMonth - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Monthly Sales - options: - chart: MonthlySales - style: - variants: {border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: My Calendar - options: - defaultView: dayGridMonth - feeds: - - allDay: false - endField: EndDateTime - options: - color: '#5680a6' - module: Event - prefilter: Type = 'Call' - resource: compose:record - startField: ActivityDate - titleField: Subject - - allDay: false - endField: EndDateTime - options: - color: '#e38e3f' - module: Event - prefilter: Type = 'Email' - resource: compose:record - startField: ActivityDate - titleField: Subject - - allDay: false - endField: EndDateTime - options: - color: '#ce6462' - module: Event - prefilter: Type = 'Meeting' - resource: compose:record - startField: ActivityDate - titleField: Subject - - allDay: false - endField: EndDateTime - options: - color: '#88b5b2' - module: Event - prefilter: Type = 'Send Letter / Quote' - resource: compose:record - startField: ActivityDate - titleField: Subject - - allDay: false - endField: EndDateTime - options: - color: '#70974d' - module: Event - prefilter: Type = 'Other' - resource: compose:record - startField: ActivityDate - titleField: Subject - - allDay: false - endField: EndDateTime - options: - color: '#e9c153' - module: Event - prefilter: Type IS NULL - resource: compose:record - startField: ActivityDate - titleField: Subject - header: - views: - - dayGridMonth - - timeGridWeek - - timeGridDay - - listMonth - locale: en-gb - style: - variants: {border: primary, headerBg: white, headerText: primary} - kind: Calendar + perPage: 20 + prefilter: >- + StageName != 'Closed Won' AND StageName != 'Closed Lost' AND OwnerId + = ${userID} + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: My Tasks + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Subject + - name: Priority + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Task + perPage: 20 + prefilter: OwnerId = ${userID} AND Status != 'Completed' + presort: Priority ASC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Sales vs. Target + options: + chart: SalesVsTarget + style: + variants: + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: New Leads + options: + metrics: + - filter: Status = 'New' + label: '' + labelStyle: {} + metricField: count + module: Lead + valueStyle: + color: '#379cd3' + fontSize: '120' + style: + variants: + border: primary + headerBg: white + headerText: primary + kind: Metric + - title: Converted Leads + options: + metrics: + - filter: Status = 'Converted' + labelStyle: {} + metricField: count + module: Lead + valueStyle: + color: '#379cd3' + fontSize: '120' + style: + variants: + border: primary + headerBg: white + headerText: primary + kind: Metric + - title: Total Pipeline € + options: + metrics: + - filter: >- + StageName != 'Closed Won' AND StageName != 'Closed Lost' AND + Amount IS NOT NULL + labelStyle: {} + metricField: Amount + module: Opportunity + numberFormat: '0.0' + operation: sum + prefix: '' + suffix: k + transformFx: v=v/1000 + valueStyle: + color: '#379cd3' + fontSize: '60' + style: + variants: + border: primary + headerBg: white + headerText: primary + kind: Metric + - title: Leads per Month + options: + chart: LeadsPerMonth + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Monthly Sales + options: + chart: MonthlySales + style: + variants: + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: My Calendar + options: + defaultView: dayGridMonth + feeds: + - allDay: false + endField: EndDateTime + options: + color: '#5680a6' + module: Event + prefilter: Type = 'Call' + resource: compose:record + startField: ActivityDate + titleField: Subject + - allDay: false + endField: EndDateTime + options: + color: '#e38e3f' + module: Event + prefilter: Type = 'Email' + resource: compose:record + startField: ActivityDate + titleField: Subject + - allDay: false + endField: EndDateTime + options: + color: '#ce6462' + module: Event + prefilter: Type = 'Meeting' + resource: compose:record + startField: ActivityDate + titleField: Subject + - allDay: false + endField: EndDateTime + options: + color: '#88b5b2' + module: Event + prefilter: Type = 'Send Letter / Quote' + resource: compose:record + startField: ActivityDate + titleField: Subject + - allDay: false + endField: EndDateTime + options: + color: '#70974d' + module: Event + prefilter: Type = 'Other' + resource: compose:record + startField: ActivityDate + titleField: Subject + - allDay: false + endField: EndDateTime + options: + color: '#e9c153' + module: Event + prefilter: Type IS NULL + resource: compose:record + startField: ActivityDate + titleField: Subject + header: + views: + - dayGridMonth + - timeGridWeek + - timeGridDay + - listMonth + locale: en-gb + style: + variants: + border: primary + headerBg: white + headerText: primary + kind: Calendar visible: true - handle: Leads - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Leads layouts: - handle: primary @@ -274,54 +351,77 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [9, 0, 3, 8] + xywh: + - 36 + - 0 + - 12 + - 32 - blockID: 2 - xywh: [9, 8, 3, 8] + xywh: + - 36 + - 32 + - 12 + - 32 - blockID: 3 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 36 + - 64 blocks: - - title: Leads by type - options: - chart: LeadsByType - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: New Leads Per Month - options: - chart: LeadsPerMonth - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Leads - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: FirstName - - name: LastName - - name: Email - - name: Company - - name: Rating - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Lead - perPage: 20 - prefilter: "" - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList + - title: Leads by type + options: + chart: LeadsByType + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: New Leads Per Month + options: + chart: LeadsPerMonth + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Leads + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: FirstName + - name: LastName + - name: Email + - name: Company + - name: Rating + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Lead + perPage: 20 + prefilter: '' + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList pages: - handle: RecordPageForModuleLead - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Lead title: Record page for module "Lead" layouts: @@ -344,171 +444,236 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 15] + xywh: + - 0 + - 0 + - 3 + - 15 - blockID: 2 - xywh: [9, 0, 3, 31] + xywh: + - 9 + - 0 + - 3 + - 31 - blockID: 3 - xywh: [3, 0, 3, 15] + xywh: + - 3 + - 0 + - 3 + - 15 - blockID: 4 - xywh: [6, 0, 3, 15] + xywh: + - 6 + - 0 + - 3 + - 15 - blockID: 5 - xywh: [0, 15, 6, 8] + xywh: + - 0 + - 15 + - 6 + - 8 - blockID: 6 - xywh: [0, 23, 4, 8] + xywh: + - 0 + - 23 + - 4 + - 8 - blockID: 7 - xywh: [4, 23, 5, 8] + xywh: + - 4 + - 23 + - 5 + - 8 - blockID: 8 - xywh: [6, 15, 3, 8] + xywh: + - 6 + - 15 + - 3 + - 8 blocks: - - title: Personal Data - options: - fields: - - name: FirstName - - name: LastName - - name: Salutation - - name: Title - - name: Phone - - name: MobilePhone - - name: Email - - name: Website - - name: Twitter - - name: LinkedIn - - name: Facebook - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Twitter feed - options: - profileSourceField: Twitter - profileUrl: "" - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: SocialFeed - - title: Company Data - options: - fields: - - name: Company - - name: Industry - - name: AnnualRevenue - - name: NumberOfEmployees - - name: NumberOfEmployeesRange - - name: Country - - name: City - - name: Street - - name: State - - name: PostalCode - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Other Information - options: - fields: - - name: Rating - - name: CampaignId - - name: Status - - name: LeadSource - - name: OwnerId - - name: Description - - name: ConvertedAccountId - - name: ConvertedContactId - - name: ConvertedOpportunityId - - name: ConvertedDate - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Notes - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Title - - name: Body - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Note - perPage: 20 - prefilter: LeadId = ${recordID} - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Events - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Event - perPage: 20 - prefilter: LeadId = ${recordID} - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Tasks - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: Status - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Task - perPage: 20 - prefilter: LeadId = ${recordID} - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Lead Actions - options: - buttons: - - enabled: true - label: Convert this Lead into an Account - resourceType: compose:record - workflow: CRM-Lead-ToAccount - stepID: 3 - - enabled: true - label: Convert this Lead into an Account and Opportunity - resourceType: compose:record - workflow: CRM-Lead-ToAccountAndOpportunity - stepID: 77 - sealed: false - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Automation + - title: Personal Data + options: + fields: + - name: FirstName + - name: LastName + - name: Salutation + - name: Title + - name: Phone + - name: MobilePhone + - name: Email + - name: Website + - name: Twitter + - name: LinkedIn + - name: Facebook + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Twitter feed + options: + profileSourceField: Twitter + profileUrl: '' + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: SocialFeed + - title: Company Data + options: + fields: + - name: Company + - name: Industry + - name: AnnualRevenue + - name: NumberOfEmployees + - name: NumberOfEmployeesRange + - name: Country + - name: City + - name: Street + - name: State + - name: PostalCode + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Other Information + options: + fields: + - name: Rating + - name: CampaignId + - name: Status + - name: LeadSource + - name: OwnerId + - name: Description + - name: ConvertedAccountId + - name: ConvertedContactId + - name: ConvertedOpportunityId + - name: ConvertedDate + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Notes + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Title + - name: Body + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Note + perPage: 20 + prefilter: LeadId = ${recordID} + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Events + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Event + perPage: 20 + prefilter: LeadId = ${recordID} + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Tasks + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: Status + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Task + perPage: 20 + prefilter: LeadId = ${recordID} + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Lead Actions + options: + buttons: + - enabled: true + label: Convert this Lead into an Account + resourceType: compose:record + workflow: CRM-Lead-ToAccount + stepID: 3 + - enabled: true + label: Convert this Lead into an Account and Opportunity + resourceType: compose:record + workflow: CRM-Lead-ToAccountAndOpportunity + stepID: 77 + sealed: false + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Automation visible: true - handle: MyLeads - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: My Leads layouts: - handle: primary @@ -530,41 +695,48 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 12, 17] + xywh: + - 0 + - 0 + - 12 + - 17 blocks: - - title: My Leads - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: FirstName - - name: LastName - - name: Email - - name: Rating - - name: Company - - name: Country - - name: LeadSource - - name: Status - - name: OwnerId - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Lead - perPage: 20 - prefilter: OwnerId = ${userID} - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList + - title: My Leads + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: FirstName + - name: LastName + - name: Email + - name: Rating + - name: Company + - name: Country + - name: LeadSource + - name: Status + - name: OwnerId + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Lead + perPage: 20 + prefilter: OwnerId = ${userID} + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList visible: true - handle: AllNewLeads - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: All New Leads layouts: - handle: primary @@ -586,42 +758,49 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 12, 16] + xywh: + - 0 + - 0 + - 12 + - 16 blocks: - - title: New Leads - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: FirstName - - name: LastName - - name: Email - - name: Rating - - name: Company - - name: Country - - name: LeadSource - - name: Status - - name: OwnerId - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Lead - perPage: 20 - prefilter: Status = 'New' OR Status = 'Assigned' - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList + - title: New Leads + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: FirstName + - name: LastName + - name: Email + - name: Rating + - name: Company + - name: Country + - name: LeadSource + - name: Status + - name: OwnerId + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Lead + perPage: 20 + prefilter: Status = 'New' OR Status = 'Assigned' + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList visible: true visible: true - handle: Accounts - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Accounts layouts: - handle: primary @@ -643,55 +822,76 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 36 + - 64 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 36 + - 0 + - 12 + - 32 - blockID: 3 - xywh: [9, 8, 3, 8] + xywh: + - 36 + - 32 + - 12 + - 32 blocks: - - title: All accounts - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: AccountName - - name: Type - - name: Rating - - name: Industry - - name: AccountSource - - name: OwnerId - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Account - perPage: 20 - prefilter: "" - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Account by Type - options: - chart: AccountsByType - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Accounts by Rating - options: - chart: AccountsByRating - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: All accounts + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: AccountName + - name: Type + - name: Rating + - name: Industry + - name: AccountSource + - name: OwnerId + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Account + perPage: 20 + prefilter: '' + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Account by Type + options: + chart: AccountsByType + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Accounts by Rating + options: + chart: AccountsByRating + style: + variants: + border: primary + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleAccount - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Account title: Record page for module "Account" layouts: @@ -714,276 +914,373 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 12] + xywh: + - 0 + - 0 + - 3 + - 12 - blockID: 2 - xywh: [3, 0, 3, 12] + xywh: + - 3 + - 0 + - 3 + - 12 - blockID: 3 - xywh: [6, 0, 3, 12] + xywh: + - 6 + - 0 + - 3 + - 12 - blockID: 4 - xywh: [9, 0, 3, 12] + xywh: + - 9 + - 0 + - 3 + - 12 - blockID: 5 - xywh: [0, 17, 9, 7] + xywh: + - 0 + - 17 + - 9 + - 7 - blockID: 6 - xywh: [0, 24, 4, 8] + xywh: + - 0 + - 24 + - 4 + - 8 - blockID: 7 - xywh: [0, 32, 4, 8] + xywh: + - 0 + - 32 + - 4 + - 8 - blockID: 8 - xywh: [8, 24, 4, 8] + xywh: + - 8 + - 24 + - 4 + - 8 - blockID: 9 - xywh: [4, 32, 4, 8] + xywh: + - 4 + - 32 + - 4 + - 8 - blockID: 10 - xywh: [8, 32, 4, 8] + xywh: + - 8 + - 32 + - 4 + - 8 - blockID: 11 - xywh: [4, 24, 4, 8] + xywh: + - 4 + - 24 + - 4 + - 8 - blockID: 12 - xywh: [9, 17, 3, 7] + xywh: + - 9 + - 17 + - 3 + - 7 blocks: - - title: Account Detail - options: - fields: - - name: AccountName - - name: Type - - name: Industry - - name: NumberOfEmployees - - name: AnnualRevenue - - name: Twitter - - name: LinkedIn - - name: Facebook - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Account Address - options: - fields: - - name: BillingStreet - - name: BillingCity - - name: BillingState - - name: BillingPostalCode - - name: BillingCountry - - name: Phone - - name: Website - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Other Information - options: - fields: - - name: Rating - - name: CampaignId - - name: ParentId - - name: AccountSource - - name: OwnerId - - name: Description - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Company Twitter Feed - options: - profileSourceField: Twitter - profileUrl: "" - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: SocialFeed - - title: Opportunities - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Name - - name: StageName - - name: Amount - - name: CloseDate - hideAddButton: true - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Opportunity - perPage: 20 - prefilter: AccountId = ${recordID} - presort: "" - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Contacts - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: FirstName - - name: LastName - - name: Title - hidePaging: true - hideRecordCloneButton: true - hideRecordEditButton: true - hideRecordReminderButton: true - hideRecordViewButton: true - module: Contact - perPage: 20 - prefilter: AccountId = ${recordID} - presort: LastName ASC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Notes - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Title - - name: Body - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Note - perPage: 20 - prefilter: AccountId = ${recordID} - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Cases - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: CaseNumber - - name: Subject - - name: Status - hideAddButton: true - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Case - perPage: 20 - prefilter: AccountId = ${recordID} - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Events - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Event - perPage: 20 - prefilter: AccountId = ${recordID} - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Tasks - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: Status - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Task - perPage: 20 - prefilter: AccountId = ${recordID} - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Contracts - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Name - - name: StartDate - - name: EndDate - - name: Status - hideAddButton: true - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Contract - perPage: 20 - prefilter: AccountId = ${recordID} - presort: "" - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Account Actions - options: - buttons: - - enabled: true - label: Create new Opportunity from this Account - resourceType: compose:record - workflow: CRM-Account-CreateNewOpportunity - stepID: 3 - - enabled: true - label: Create new Contract from this Account - resourceType: compose:record - workflow: CRM-Account-CreateNewContract - stepID: 3 - - enabled: true - label: Create new Case from this Account - resourceType: compose:record - workflow: CRM-Account-CreateNewCase - stepID: 56 - sealed: false - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Automation + - title: Account Detail + options: + fields: + - name: AccountName + - name: Type + - name: Industry + - name: NumberOfEmployees + - name: AnnualRevenue + - name: Twitter + - name: LinkedIn + - name: Facebook + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Account Address + options: + fields: + - name: BillingStreet + - name: BillingCity + - name: BillingState + - name: BillingPostalCode + - name: BillingCountry + - name: Phone + - name: Website + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Other Information + options: + fields: + - name: Rating + - name: CampaignId + - name: ParentId + - name: AccountSource + - name: OwnerId + - name: Description + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Company Twitter Feed + options: + profileSourceField: Twitter + profileUrl: '' + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: SocialFeed + - title: Opportunities + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Name + - name: StageName + - name: Amount + - name: CloseDate + hideAddButton: true + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Opportunity + perPage: 20 + prefilter: AccountId = ${recordID} + presort: '' + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Contacts + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: FirstName + - name: LastName + - name: Title + hidePaging: true + hideRecordCloneButton: true + hideRecordEditButton: true + hideRecordReminderButton: true + hideRecordViewButton: true + module: Contact + perPage: 20 + prefilter: AccountId = ${recordID} + presort: LastName ASC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Notes + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Title + - name: Body + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Note + perPage: 20 + prefilter: AccountId = ${recordID} + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Cases + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: CaseNumber + - name: Subject + - name: Status + hideAddButton: true + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Case + perPage: 20 + prefilter: AccountId = ${recordID} + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Events + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Event + perPage: 20 + prefilter: AccountId = ${recordID} + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Tasks + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: Status + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Task + perPage: 20 + prefilter: AccountId = ${recordID} + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Contracts + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Name + - name: StartDate + - name: EndDate + - name: Status + hideAddButton: true + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Contract + perPage: 20 + prefilter: AccountId = ${recordID} + presort: '' + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Account Actions + options: + buttons: + - enabled: true + label: Create new Opportunity from this Account + resourceType: compose:record + workflow: CRM-Account-CreateNewOpportunity + stepID: 3 + - enabled: true + label: Create new Contract from this Account + resourceType: compose:record + workflow: CRM-Account-CreateNewContract + stepID: 3 + - enabled: true + label: Create new Case from this Account + resourceType: compose:record + workflow: CRM-Account-CreateNewCase + stepID: 56 + sealed: false + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Automation pages: - handle: RecordPageForModuleAccountContactRole - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: AccountContactRole title: Record page for module "AccountContactRole" layouts: @@ -1006,21 +1303,26 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 5, 15] + xywh: + - 0 + - 0 + - 5 + - 15 blocks: - - title: Account Contact Role Details - options: - fields: - - name: AccountId - - name: ContactId - - name: Role - - name: IsPrimary - kind: Record + - title: Account Contact Role Details + options: + fields: + - name: AccountId + - name: ContactId + - name: Role + - name: IsPrimary + kind: Record visible: false visible: true visible: true - handle: Contacts - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Contacts layouts: - handle: primary @@ -1042,52 +1344,69 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 36 + - 64 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 36 + - 0 + - 12 + - 32 - blockID: 3 - xywh: [9, 8, 3, 8] + xywh: + - 36 + - 32 + - 12 + - 32 blocks: - - title: List of Contacts - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: FirstName - - name: LastName - - name: AccountId - - name: Phone - - name: Email - - name: OwnerId - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Contact - perPage: 20 - prefilter: "" - presort: RecordLabel ASC - selectMode: multi - selectable: true - selectionButtons: [] - kind: RecordList - - title: Number of Contacts with Senior Title - options: - chart: ContactsPerSeniorLeveltitle - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Contacts per Country - options: - chart: ContactsPerCountry - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: List of Contacts + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: FirstName + - name: LastName + - name: AccountId + - name: Phone + - name: Email + - name: OwnerId + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Contact + perPage: 20 + prefilter: '' + presort: RecordLabel ASC + selectMode: multi + selectable: true + selectionButtons: [] + kind: RecordList + - title: Number of Contacts with Senior Title + options: + chart: ContactsPerSeniorLeveltitle + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Contacts per Country + options: + chart: ContactsPerCountry + style: + variants: + border: primary + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleContact - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Contact title: Record page for module "Contact" layouts: @@ -1110,187 +1429,260 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 13] + xywh: + - 0 + - 0 + - 3 + - 13 - blockID: 2 - xywh: [3, 0, 3, 13] + xywh: + - 3 + - 0 + - 3 + - 13 - blockID: 3 - xywh: [6, 0, 3, 13] + xywh: + - 6 + - 0 + - 3 + - 13 - blockID: 4 - xywh: [9, 0, 3, 21] + xywh: + - 9 + - 0 + - 3 + - 21 - blockID: 5 - xywh: [0, 21, 4, 8] + xywh: + - 0 + - 21 + - 4 + - 8 - blockID: 6 - xywh: [4, 21, 4, 8] + xywh: + - 4 + - 21 + - 4 + - 8 - blockID: 7 - xywh: [8, 21, 4, 8] + xywh: + - 8 + - 21 + - 4 + - 8 - blockID: 8 - xywh: [0, 13, 6, 8] + xywh: + - 0 + - 13 + - 6 + - 8 - blockID: 9 - xywh: [6, 13, 3, 8] + xywh: + - 6 + - 13 + - 3 + - 8 blocks: - - title: Personal Data - options: - fields: - - name: FirstName - - name: LastName - - name: Salutation - - name: Title - - name: Phone - - name: Email - - name: Twitter - - name: Facebook - - name: LinkedIn - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Contact Address - options: - fields: - - name: AccountId - - name: IsPrimary - - name: MailingStreet - - name: MailingCity - - name: MailingState - - name: MailingPostalCode - - name: MailingCountry - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Other Information - options: - fields: - - name: ownedBy - - name: CampaignId - - name: DoNotCall - - name: HasOptedOutOfEmail - - name: ContactSource - - name: Description - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Contact Twitter Feed - options: - profileSourceField: Twitter - profileUrl: "" - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: SocialFeed - - title: Notes - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Title - - name: Body - - name: LastModifiedDate - - name: CreatedById - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Note - perPage: 20 - prefilter: ContactId = ${recordID} - presort: "" - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Events - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Event - perPage: 20 - prefilter: ContactId = ${recordID} - presort: "" - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Tasks - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: Status - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Task - perPage: 20 - prefilter: ContactId = ${recordID} - presort: "" - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Cases related with this Contact - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: CaseNumber - - name: Status - - name: Subject - - name: createdAt - hideAddButton: true - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Case - perPage: 20 - prefilter: ContactId = ${recordID} - presort: "" - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Contact Actions - options: - buttons: - - enabled: true - label: Create a new Case for this Contact and Account - resourceType: compose:record - workflow: CRM-Contact-CreateNewCase - stepID: 3 - sealed: false - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Automation + - title: Personal Data + options: + fields: + - name: FirstName + - name: LastName + - name: Salutation + - name: Title + - name: Phone + - name: Email + - name: Twitter + - name: Facebook + - name: LinkedIn + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Contact Address + options: + fields: + - name: AccountId + - name: IsPrimary + - name: MailingStreet + - name: MailingCity + - name: MailingState + - name: MailingPostalCode + - name: MailingCountry + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Other Information + options: + fields: + - name: ownedBy + - name: CampaignId + - name: DoNotCall + - name: HasOptedOutOfEmail + - name: ContactSource + - name: Description + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Contact Twitter Feed + options: + profileSourceField: Twitter + profileUrl: '' + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: SocialFeed + - title: Notes + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Title + - name: Body + - name: LastModifiedDate + - name: CreatedById + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Note + perPage: 20 + prefilter: ContactId = ${recordID} + presort: '' + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Events + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Event + perPage: 20 + prefilter: ContactId = ${recordID} + presort: '' + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Tasks + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: Status + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Task + perPage: 20 + prefilter: ContactId = ${recordID} + presort: '' + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Cases related with this Contact + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: CaseNumber + - name: Status + - name: Subject + - name: createdAt + hideAddButton: true + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Case + perPage: 20 + prefilter: ContactId = ${recordID} + presort: '' + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Contact Actions + options: + buttons: + - enabled: true + label: Create a new Case for this Contact and Account + resourceType: compose:record + workflow: CRM-Contact-CreateNewCase + stepID: 3 + sealed: false + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Automation visible: false visible: true - handle: Opportunities - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Opportunities layouts: - handle: primary @@ -1312,61 +1704,84 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 8, 16] + xywh: + - 0 + - 0 + - 32 + - 64 - blockID: 2 - xywh: [8, 6, 4, 10] + xywh: + - 32 + - 24 + - 16 + - 40 - blockID: 3 - xywh: [10, 0, 2, 6] + xywh: + - 40 + - 0 + - 8 + - 24 - blockID: 4 - xywh: [8, 0, 2, 6] + xywh: + - 32 + - 0 + - 8 + - 24 blocks: - - title: List of Opportunities - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Name - - name: Amount - - name: AccountId - - name: StageName - - name: createdAt - - name: CloseDate - - name: OwnerId - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Opportunity - perPage: 20 - prefilter: "" - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - kind: RecordList - - title: Opportunity Pipeline - options: - chart: OpportunitySalesPipeline - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Sales vs. Target - options: - chart: SalesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Opportunities vs. Target - options: - chart: NumberOfOpportunitiesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: List of Opportunities + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Name + - name: Amount + - name: AccountId + - name: StageName + - name: createdAt + - name: CloseDate + - name: OwnerId + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Opportunity + perPage: 20 + prefilter: '' + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + kind: RecordList + - title: Opportunity Pipeline + options: + chart: OpportunitySalesPipeline + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Sales vs. Target + options: + chart: SalesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Opportunities vs. Target + options: + chart: NumberOfOpportunitiesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleOpportunity - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Opportunity title: Record page for module "Opportunity" layouts: @@ -1389,243 +1804,324 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 10] + xywh: + - 0 + - 0 + - 4 + - 10 - blockID: 2 - xywh: [8, 0, 4, 10] + xywh: + - 8 + - 0 + - 4 + - 10 - blockID: 3 - xywh: [6, 26, 6, 8] + xywh: + - 6 + - 26 + - 6 + - 8 - blockID: 4 - xywh: [4, 0, 4, 10] + xywh: + - 4 + - 0 + - 4 + - 10 - blockID: 5 - xywh: [0, 18, 8, 8] + xywh: + - 0 + - 18 + - 8 + - 8 - blockID: 6 - xywh: [0, 34, 4, 8] + xywh: + - 0 + - 34 + - 4 + - 8 - blockID: 7 - xywh: [4, 34, 4, 8] + xywh: + - 4 + - 34 + - 4 + - 8 - blockID: 8 - xywh: [8, 34, 4, 8] + xywh: + - 8 + - 34 + - 4 + - 8 - blockID: 9 - xywh: [0, 26, 6, 8] + xywh: + - 0 + - 26 + - 6 + - 8 - blockID: 10 - xywh: [8, 18, 4, 8] - + xywh: + - 8 + - 18 + - 4 + - 8 blocks: - - title: Opportunity Detail - options: - fields: - - name: Name - - name: AccountId - - name: PricebookId - - name: Probability - - name: Amount - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Additional Information - options: - fields: - - name: OwnerId - - name: CampaignId - - name: ForecastCategory - - name: Type - - name: createdAt - - name: Files - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Contact Roles - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: ContactId - - name: IsPrimary - - name: Role - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: OpportunityContactRole - perPage: 20 - prefilter: OpportunityId = ${recordID} - presort: IsPrimary DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Stage - options: - fields: - - name: StageName - - name: LeadSource - - name: NextStep - - name: CloseDate - - name: Description - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Products - options: - allowExport: true - draggable: true - editFields: - - name: ProductId - - name: Quantity - - name: UnitPrice - - name: Discount - editable: true - fields: - - name: ProductId - - name: ProductCode - - name: ListPrice - - name: UnitPrice - - name: Quantity - - name: Subtotal - - name: Discount - - name: TotalPrice - hidePaging: true - hideRecordCloneButton: true - hideRecordEditButton: true - hideRecordReminderButton: true - hideRecordViewButton: true - hideSorting: true - module: OpportunityLineItem - perPage: 20 - positionField: SortOrder - prefilter: OpportunityId = ${recordID} - presort: "" - refField: OpportunityId - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Notes - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Title - - name: Body - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Note - perPage: 20 - prefilter: OpportunityId = ${recordID} - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Events - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Event - perPage: 20 - prefilter: OpportunityId = ${recordID} - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Tasks - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: Status - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Task - perPage: 20 - prefilter: OpportunityId = ${recordID} - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Quotes - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: QuoteNumber - - name: Name - - name: ExpirationDate - - name: Subtotal - - name: TotalPrice - hideAddButton: true - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Quote - perPage: 20 - prefilter: OpportunityId = ${recordID} - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Opportunity Actions - options: - buttons: - - enabled: true - label: Update prices of Products by applying the selected Price - Book and inserted discounts - resourceType: compose:record - workflow: CRM-Opportunity-ApplyPriceBook - stepID: 3 - - enabled: true - label: Create a new Quote for this Opportunity - resourceType: compose:record - workflow: CRM-Opportunity-NewQuote - stepID: 3 - sealed: false - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Automation + - title: Opportunity Detail + options: + fields: + - name: Name + - name: AccountId + - name: PricebookId + - name: Probability + - name: Amount + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Additional Information + options: + fields: + - name: OwnerId + - name: CampaignId + - name: ForecastCategory + - name: Type + - name: createdAt + - name: Files + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Contact Roles + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: ContactId + - name: IsPrimary + - name: Role + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: OpportunityContactRole + perPage: 20 + prefilter: OpportunityId = ${recordID} + presort: IsPrimary DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Stage + options: + fields: + - name: StageName + - name: LeadSource + - name: NextStep + - name: CloseDate + - name: Description + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Products + options: + allowExport: true + draggable: true + editFields: + - name: ProductId + - name: Quantity + - name: UnitPrice + - name: Discount + editable: true + fields: + - name: ProductId + - name: ProductCode + - name: ListPrice + - name: UnitPrice + - name: Quantity + - name: Subtotal + - name: Discount + - name: TotalPrice + hidePaging: true + hideRecordCloneButton: true + hideRecordEditButton: true + hideRecordReminderButton: true + hideRecordViewButton: true + hideSorting: true + module: OpportunityLineItem + perPage: 20 + positionField: SortOrder + prefilter: OpportunityId = ${recordID} + presort: '' + refField: OpportunityId + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Notes + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Title + - name: Body + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Note + perPage: 20 + prefilter: OpportunityId = ${recordID} + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Events + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Event + perPage: 20 + prefilter: OpportunityId = ${recordID} + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Tasks + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: Status + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Task + perPage: 20 + prefilter: OpportunityId = ${recordID} + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Quotes + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: QuoteNumber + - name: Name + - name: ExpirationDate + - name: Subtotal + - name: TotalPrice + hideAddButton: true + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Quote + perPage: 20 + prefilter: OpportunityId = ${recordID} + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Opportunity Actions + options: + buttons: + - enabled: true + label: >- + Update prices of Products by applying the selected Price + Book and inserted discounts + resourceType: compose:record + workflow: CRM-Opportunity-ApplyPriceBook + stepID: 3 + - enabled: true + label: Create a new Quote for this Opportunity + resourceType: compose:record + workflow: CRM-Opportunity-NewQuote + stepID: 3 + sealed: false + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Automation pages: - handle: RecordPageForModuleOpportunityContactRole - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: OpportunityContactRole title: Record page for module "OpportunityContactRole" layouts: @@ -1648,20 +2144,24 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 16] - + xywh: + - 0 + - 0 + - 4 + - 16 blocks: - - title: Opportunity Contact Role Details - options: - fields: - - name: OpportunityId - - name: ContactId - - name: Role - - name: IsPrimary - kind: Record + - title: Opportunity Contact Role Details + options: + fields: + - name: OpportunityId + - name: ContactId + - name: Role + - name: IsPrimary + kind: Record visible: false - handle: RecordPageForModuleOpportunityLineItem - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: OpportunityLineItem title: Record page for module "OpportunityLineItem" layouts: @@ -1684,47 +2184,66 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 16] + xywh: + - 0 + - 0 + - 4 + - 16 - blockID: 2 - xywh: [4, 0, 4, 16] + xywh: + - 4 + - 0 + - 4 + - 16 - blockID: 3 - xywh: [8, 0, 4, 16] + xywh: + - 8 + - 0 + - 4 + - 16 blocks: - - title: Opportunity Line Item Details - options: - fields: - - name: OpportunityId - - name: ProductId - - name: Description - - name: UnitPrice - - name: Quantity - - name: Discount - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Automatically inserted values - options: - fields: - - name: ProductCode - - name: ListPrice - - name: Subtotal - - name: TotalPrice - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Other Information - options: - fields: - - name: createdAt - - name: createdBy - - name: updatedAt - - name: updatedBy - style: - variants: {border: primary, headerText: primary} - kind: Record + - title: Opportunity Line Item Details + options: + fields: + - name: OpportunityId + - name: ProductId + - name: Description + - name: UnitPrice + - name: Quantity + - name: Discount + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Automatically inserted values + options: + fields: + - name: ProductCode + - name: ListPrice + - name: Subtotal + - name: TotalPrice + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Other Information + options: + fields: + - name: createdAt + - name: createdBy + - name: updatedAt + - name: updatedBy + style: + variants: + border: primary + headerText: primary + kind: Record visible: false - handle: RecordPageForModuleOpportunityCompetitor - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: OpportunityCompetitor title: Record page for module "OpportunityCompetitor" layouts: @@ -1747,24 +2266,30 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 5, 17] - + xywh: + - 0 + - 0 + - 5 + - 17 blocks: - - title: Opportunity Competitor Details - options: - fields: - - name: OpportunityId - - name: CompetitorName - - name: Strengths - - name: Weaknesses - style: - variants: {border: primary, headerText: primary} - kind: Record + - title: Opportunity Competitor Details + options: + fields: + - name: OpportunityId + - name: CompetitorName + - name: Strengths + - name: Weaknesses + style: + variants: + border: primary + headerText: primary + kind: Record visible: false visible: false visible: true - handle: Quotes - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Quotes layouts: - handle: primary @@ -1786,57 +2311,75 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 36 + - 64 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 36 + - 0 + - 12 + - 32 - blockID: 3 - xywh: [9, 8, 3, 8] - + xywh: + - 36 + - 32 + - 12 + - 32 blocks: - - title: List of Quotes - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: QuoteNumber - - name: OpportunityId - - name: Discount - - name: TotalPrice - - name: Tax - - name: GrandTotal - - name: ExpirationDate - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Quote - perPage: 20 - prefilter: "" - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Quotes Status - options: - chart: QuotesByStatus - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Number of Quotes per Month - options: - chart: QuotesPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: List of Quotes + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: QuoteNumber + - name: OpportunityId + - name: Discount + - name: TotalPrice + - name: Tax + - name: GrandTotal + - name: ExpirationDate + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Quote + perPage: 20 + prefilter: '' + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Quotes Status + options: + chart: QuotesByStatus + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Number of Quotes per Month + options: + chart: QuotesPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleQuote - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Quote title: Record page for module "Quote" layouts: @@ -1859,233 +2402,321 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 12] + xywh: + - 0 + - 0 + - 4 + - 12 - blockID: 2 - xywh: [8, 0, 4, 12] + xywh: + - 8 + - 0 + - 4 + - 12 - blockID: 3 - xywh: [4, 0, 4, 9] + xywh: + - 4 + - 0 + - 4 + - 9 - blockID: 4 - xywh: [0, 20, 4, 9] + xywh: + - 0 + - 20 + - 4 + - 9 - blockID: 5 - xywh: [4, 20, 4, 9] + xywh: + - 4 + - 20 + - 4 + - 9 - blockID: 6 - xywh: [8, 20, 4, 9] + xywh: + - 8 + - 20 + - 4 + - 9 - blockID: 7 - xywh: [0, 12, 12, 8] + xywh: + - 0 + - 12 + - 12 + - 8 - blockID: 8 - xywh: [0, 29, 4, 8] + xywh: + - 0 + - 29 + - 4 + - 8 - blockID: 9 - xywh: [4, 29, 4, 8] + xywh: + - 4 + - 29 + - 4 + - 8 - blockID: 10 - xywh: [8, 29, 4, 8] + xywh: + - 8 + - 29 + - 4 + - 8 - blockID: 11 - xywh: [4, 9, 4, 3] - + xywh: + - 4 + - 9 + - 4 + - 3 blocks: - - title: Quote Information - options: - fields: - - name: QuoteNumber - - name: Name - - name: OpportunityId - - name: ExpirationDate - - name: Status - - name: Description - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Totals - options: - fields: - - name: PricebookId - - name: Subtotal - - name: Discount - - name: ShippingHandling - - name: TotalPrice - - name: Tax - - name: GrandTotal - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Primary contact data - options: - fields: - - name: AccountId - - name: ContactId - - name: Email - - name: Phone - - name: createdBy - - name: createdAt - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Bill To - options: - fields: - - name: BillingName - - name: BillingStreet - - name: BillingCity - - name: BillingState - - name: BillingPostalCode - - name: BillingCountry - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Quote To - options: - fields: - - name: QuoteToName - - name: QuoteToStreet - - name: QuoteToCity - - name: QuoteToState - - name: QuoteToPostalCode - - name: QuoteToCountry - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Ship To - options: - fields: - - name: ShippingName - - name: ShippingStreet - - name: ShippingCity - - name: ShippingState - - name: ShippingPostalCode - - name: ShippingCountry - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Quote Line Items - options: - allowExport: true - draggable: true - editFields: - - name: ProductId - - name: ListPrice - - name: UnitPrice - - name: Quantity - - name: Subtotal - - name: Discount - - name: TotalPrice - editable: true - fields: - - name: ProductId - - name: ListPrice - - name: UnitPrice - - name: Quantity - - name: Subtotal - - name: Discount - - name: TotalPrice - hidePaging: true - hideRecordCloneButton: true - hideRecordEditButton: true - hideRecordReminderButton: true - hideRecordViewButton: true - hideSorting: true - module: QuoteLineItem - perPage: 20 - positionField: SortOrder - prefilter: QuoteId = ${recordID} - presort: "" - refField: QuoteId - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Notes - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Title - - name: Body - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Note - perPage: 20 - prefilter: QuoteId = ${recordID} - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Events - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Event - perPage: 20 - prefilter: QuoteId = ${recordID} - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Tasks - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: Status - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Task - perPage: 20 - prefilter: QuoteId = ${recordID} - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - options: - buttons: - - enabled: true - label: Send this Quote via email to the primary contact - resourceType: compose:record - workflow: CRM-Quote-SendToPriContact - stepID: 3 - - enabled: true - label: Send this Quote to a custom email - resourceType: compose:record - workflow: CRM-Quote-SendToCustomEmail - stepID: 3 - sealed: false - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Automation + - title: Quote Information + options: + fields: + - name: QuoteNumber + - name: Name + - name: OpportunityId + - name: ExpirationDate + - name: Status + - name: Description + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Totals + options: + fields: + - name: PricebookId + - name: Subtotal + - name: Discount + - name: ShippingHandling + - name: TotalPrice + - name: Tax + - name: GrandTotal + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Primary contact data + options: + fields: + - name: AccountId + - name: ContactId + - name: Email + - name: Phone + - name: createdBy + - name: createdAt + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Bill To + options: + fields: + - name: BillingName + - name: BillingStreet + - name: BillingCity + - name: BillingState + - name: BillingPostalCode + - name: BillingCountry + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Quote To + options: + fields: + - name: QuoteToName + - name: QuoteToStreet + - name: QuoteToCity + - name: QuoteToState + - name: QuoteToPostalCode + - name: QuoteToCountry + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Ship To + options: + fields: + - name: ShippingName + - name: ShippingStreet + - name: ShippingCity + - name: ShippingState + - name: ShippingPostalCode + - name: ShippingCountry + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Quote Line Items + options: + allowExport: true + draggable: true + editFields: + - name: ProductId + - name: ListPrice + - name: UnitPrice + - name: Quantity + - name: Subtotal + - name: Discount + - name: TotalPrice + editable: true + fields: + - name: ProductId + - name: ListPrice + - name: UnitPrice + - name: Quantity + - name: Subtotal + - name: Discount + - name: TotalPrice + hidePaging: true + hideRecordCloneButton: true + hideRecordEditButton: true + hideRecordReminderButton: true + hideRecordViewButton: true + hideSorting: true + module: QuoteLineItem + perPage: 20 + positionField: SortOrder + prefilter: QuoteId = ${recordID} + presort: '' + refField: QuoteId + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Notes + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Title + - name: Body + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Note + perPage: 20 + prefilter: QuoteId = ${recordID} + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Events + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Event + perPage: 20 + prefilter: QuoteId = ${recordID} + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Tasks + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: Status + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Task + perPage: 20 + prefilter: QuoteId = ${recordID} + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - options: + buttons: + - enabled: true + label: Send this Quote via email to the primary contact + resourceType: compose:record + workflow: CRM-Quote-SendToPriContact + stepID: 3 + - enabled: true + label: Send this Quote to a custom email + resourceType: compose:record + workflow: CRM-Quote-SendToCustomEmail + stepID: 3 + sealed: false + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Automation pages: - handle: RecordPageForModuleQuoteLineItem - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: QuoteLineItem title: Record page for module "QuoteLineItem" layouts: @@ -2108,29 +2739,36 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 15] + xywh: + - 0 + - 0 + - 4 + - 15 blocks: - - title: Quote Line Item Information - options: - fields: - - name: QuoteId - - name: LineItemNumber - - name: LineItemDescription - - name: ProductId - - name: ListPrice - - name: UnitPrice - - name: Quantity - - name: Subtotal - - name: Discount - - name: TotalPrice - style: - variants: {border: primary, headerText: primary} - kind: Record + - title: Quote Line Item Information + options: + fields: + - name: QuoteId + - name: LineItemNumber + - name: LineItemDescription + - name: ProductId + - name: ListPrice + - name: UnitPrice + - name: Quantity + - name: Subtotal + - name: Discount + - name: TotalPrice + style: + variants: + border: primary + headerText: primary + kind: Record visible: false visible: false visible: true - handle: Contracts - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Contracts layouts: - handle: primary @@ -2152,56 +2790,74 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 18] + xywh: + - 0 + - 0 + - 36 + - 72 - blockID: 2 - xywh: [9, 9, 3, 9] + xywh: + - 36 + - 36 + - 12 + - 36 - blockID: 3 - xywh: [9, 0, 3, 9] - + xywh: + - 36 + - 0 + - 12 + - 36 blocks: - - title: List of Contracts - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: ContractNumber - - name: AccountId - - name: Status - - name: StartDate - - name: EndDate - - name: ContractTerm - - name: createdBy - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Contract - perPage: 20 - prefilter: "" - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Active Contracts by Strarting Month - options: - chart: ContractsPerStartingMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Contracts by Status - options: - chart: ContractsByStatus - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: List of Contracts + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: ContractNumber + - name: AccountId + - name: Status + - name: StartDate + - name: EndDate + - name: ContractTerm + - name: createdBy + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Contract + perPage: 20 + prefilter: '' + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Active Contracts by Strarting Month + options: + chart: ContractsPerStartingMonth + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Contracts by Status + options: + chart: ContractsByStatus + style: + variants: + border: primary + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleContract - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Contract title: Record page for module "Contract" layouts: @@ -2224,218 +2880,294 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 10] + xywh: + - 0 + - 0 + - 3 + - 10 - blockID: 2 - xywh: [9, 0, 3, 10] + xywh: + - 9 + - 0 + - 3 + - 10 - blockID: 3 - xywh: [3, 0, 3, 10] + xywh: + - 3 + - 0 + - 3 + - 10 - blockID: 4 - xywh: [6, 0, 3, 10] + xywh: + - 6 + - 0 + - 3 + - 10 - blockID: 5 - xywh: [9, 10, 3, 9] + xywh: + - 9 + - 10 + - 3 + - 9 - blockID: 6 - xywh: [0, 19, 4, 8] + xywh: + - 0 + - 19 + - 4 + - 8 - blockID: 7 - xywh: [4, 19, 4, 8] + xywh: + - 4 + - 19 + - 4 + - 8 - blockID: 8 - xywh: [8, 19, 4, 8] + xywh: + - 8 + - 19 + - 4 + - 8 - blockID: 9 - xywh: [6, 10, 3, 9] + xywh: + - 6 + - 10 + - 3 + - 9 - blockID: 10 - xywh: [0, 10, 6, 9] - + xywh: + - 0 + - 10 + - 6 + - 9 blocks: - - title: Contract Details - options: - fields: - - name: AccountId - - name: ContractNumber - - name: Status - - name: StartDate - - name: EndDate - - name: ContractTerm - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Contract Billing Address - options: - fields: - - name: BillingStreet - - name: BillingCity - - name: BillingState - - name: BillingPostalCode - - name: BillingCountry - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Contract Description and Special Terms - options: - fields: - - name: OwnerId - - name: Description - - name: SpecialTerms - - name: Files - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Other Information - options: - fields: - - name: createdAt - - name: createdBy - - name: updatedAt - - name: updatedBy - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Contract Shipping Address - options: - fields: - - name: ShippingStreet - - name: ShippingCity - - name: ShippingState - - name: ShippingPostalCode - - name: ShippingCountry - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Notes - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Title - - name: Body - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Note - perPage: 20 - prefilter: ContractId = ${recordID} - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Events - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Event - perPage: 20 - prefilter: ContractId = ${recordID} - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Tasks - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: Status - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Task - perPage: 20 - prefilter: ContractId = ${recordID} - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Contacts related to the Contract - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: ContactId - - name: Role - - name: IsPrimary - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: ContractContactRole - perPage: 20 - prefilter: ContractId = ${recordID} - presort: "" - selectMode: multi - selectable: false - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Contract Line Items - options: - allowExport: true - draggable: true - editFields: - - name: ProductId - - name: StartDate - - name: EndDate - - name: Status - - name: Quantity - - name: UnitPrice - editable: true - fields: - - name: ProductId - - name: StartDate - - name: EndDate - - name: Status - - name: Quantity - - name: UnitPrice - hidePaging: true - hideRecordCloneButton: true - hideRecordEditButton: true - hideRecordReminderButton: true - hideRecordViewButton: true - hideSorting: true - module: ContractLineItem - perPage: 20 - positionField: Order - prefilter: ContractId = ${recordID} - presort: "" - refField: ContractId - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList + - title: Contract Details + options: + fields: + - name: AccountId + - name: ContractNumber + - name: Status + - name: StartDate + - name: EndDate + - name: ContractTerm + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Contract Billing Address + options: + fields: + - name: BillingStreet + - name: BillingCity + - name: BillingState + - name: BillingPostalCode + - name: BillingCountry + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Contract Description and Special Terms + options: + fields: + - name: OwnerId + - name: Description + - name: SpecialTerms + - name: Files + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Other Information + options: + fields: + - name: createdAt + - name: createdBy + - name: updatedAt + - name: updatedBy + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Contract Shipping Address + options: + fields: + - name: ShippingStreet + - name: ShippingCity + - name: ShippingState + - name: ShippingPostalCode + - name: ShippingCountry + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Notes + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Title + - name: Body + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Note + perPage: 20 + prefilter: ContractId = ${recordID} + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Events + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Event + perPage: 20 + prefilter: ContractId = ${recordID} + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Tasks + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: Status + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Task + perPage: 20 + prefilter: ContractId = ${recordID} + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Contacts related to the Contract + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: ContactId + - name: Role + - name: IsPrimary + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: ContractContactRole + perPage: 20 + prefilter: ContractId = ${recordID} + presort: '' + selectMode: multi + selectable: false + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Contract Line Items + options: + allowExport: true + draggable: true + editFields: + - name: ProductId + - name: StartDate + - name: EndDate + - name: Status + - name: Quantity + - name: UnitPrice + editable: true + fields: + - name: ProductId + - name: StartDate + - name: EndDate + - name: Status + - name: Quantity + - name: UnitPrice + hidePaging: true + hideRecordCloneButton: true + hideRecordEditButton: true + hideRecordReminderButton: true + hideRecordViewButton: true + hideSorting: true + module: ContractLineItem + perPage: 20 + positionField: Order + prefilter: ContractId = ${recordID} + presort: '' + refField: ContractId + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList pages: - handle: RecordPageForModuleContractContactRole - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: ContractContactRole title: Record page for module "ContractContactRole" layouts: @@ -2458,20 +3190,24 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 16] - + xywh: + - 0 + - 0 + - 4 + - 16 blocks: - - title: Contract Contact Role Details - options: - fields: - - name: ContractId - - name: ContactId - - name: Role - - name: IsPrimary - kind: Record + - title: Contract Contact Role Details + options: + fields: + - name: ContractId + - name: ContactId + - name: Role + - name: IsPrimary + kind: Record visible: false - handle: RecordPageForModuleEntitlement - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Entitlement title: Record page for module "Entitlement" layouts: @@ -2494,76 +3230,96 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 13] + xywh: + - 0 + - 0 + - 4 + - 13 - blockID: 2 - xywh: [4, 0, 4, 13] + xywh: + - 4 + - 0 + - 4 + - 13 - blockID: 3 - xywh: [6, 13, 6, 7] + xywh: + - 6 + - 13 + - 6 + - 7 - blockID: 4 - xywh: [0, 13, 6, 7] + xywh: + - 0 + - 13 + - 6 + - 7 - blockID: 5 - xywh: [8, 0, 4, 13] - + xywh: + - 8 + - 0 + - 4 + - 13 blocks: - - title: Entitlement Details - options: - fields: - - name: Name - - name: Entitlement Process - - name: CasesPerEntitlement - - name: Type - - name: RemainingCases - - name: IsPerIncident - - name: StartDate - - name: EndDate - - name: Status - kind: Record - - title: Other Information - options: - fields: - - name: AccountId - - name: ContractLineItemId - - name: CreatedById - - name: CreatedDate - - name: LastModifiedById - - name: LastModifiedDate - kind: Record - - title: Notes - options: - fields: - - name: Title - - name: Body - module: Note - page: RecordPageForModuleNote - perPage: 5 - prefilter: EntitlementId = ${recordID} - kind: RecordList - - title: Entitlement Templates - options: - fields: - - name: Name - - name: Type - - name: CasesPerEntitlement - - name: IsPerIncident - - name: Term - module: EntitlementTemplate - page: RecordPageForModuleEntitlementTemplate - perPage: 5 - prefilter: EntitlementId = ${recordID} - kind: RecordList - - title: Entitlement Contacts - options: - fields: - - name: ContactId - - name: Name - module: EntitlementContact - page: RecordPageForModuleEntitlementContact - perPage: 8 - prefilter: EntitlementId = ${recordID} - kind: RecordList + - title: Entitlement Details + options: + fields: + - name: Name + - name: Entitlement Process + - name: CasesPerEntitlement + - name: Type + - name: RemainingCases + - name: IsPerIncident + - name: StartDate + - name: EndDate + - name: Status + kind: Record + - title: Other Information + options: + fields: + - name: AccountId + - name: ContractLineItemId + - name: CreatedById + - name: CreatedDate + - name: LastModifiedById + - name: LastModifiedDate + kind: Record + - title: Notes + options: + fields: + - name: Title + - name: Body + module: Note + page: RecordPageForModuleNote + perPage: 5 + prefilter: EntitlementId = ${recordID} + kind: RecordList + - title: Entitlement Templates + options: + fields: + - name: Name + - name: Type + - name: CasesPerEntitlement + - name: IsPerIncident + - name: Term + module: EntitlementTemplate + page: RecordPageForModuleEntitlementTemplate + perPage: 5 + prefilter: EntitlementId = ${recordID} + kind: RecordList + - title: Entitlement Contacts + options: + fields: + - name: ContactId + - name: Name + module: EntitlementContact + page: RecordPageForModuleEntitlementContact + perPage: 8 + prefilter: EntitlementId = ${recordID} + kind: RecordList pages: - handle: RecordPageForModuleEntitlementContact - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: EntitlementContact title: Record page for module "EntitlementContact" layouts: @@ -2586,19 +3342,23 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 14] - + xywh: + - 0 + - 0 + - 4 + - 14 blocks: - - title: Entitlement Contact Details - options: - fields: - - name: EntitlementId - - name: ContactId - - name: Name - kind: Record + - title: Entitlement Contact Details + options: + fields: + - name: EntitlementId + - name: ContactId + - name: Name + kind: Record visible: false - handle: RecordPageForModuleEntitlementTemplate - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: EntitlementTemplate title: Record page for module "EntitlementTemplate" layouts: @@ -2621,22 +3381,27 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 14] + xywh: + - 0 + - 0 + - 4 + - 14 blocks: - - title: Entitlement Template Details - options: - fields: - - name: Name - - name: Type - - name: CasesPerEntitlement - - name: IsPerIncident - - name: Term - - name: BusinessHours - kind: Record + - title: Entitlement Template Details + options: + fields: + - name: Name + - name: Type + - name: CasesPerEntitlement + - name: IsPerIncident + - name: Term + - name: BusinessHours + kind: Record visible: false visible: false - handle: RecordPageForModuleContractLineItem - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: ContractLineItem title: Record page for module "ContractLineItem" layouts: @@ -2659,47 +3424,59 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 11] + xywh: + - 0 + - 0 + - 4 + - 11 - blockID: 2 - xywh: [4, 0, 4, 11] + xywh: + - 4 + - 0 + - 4 + - 11 - blockID: 3 - xywh: [8, 0, 4, 11] - + xywh: + - 8 + - 0 + - 4 + - 11 blocks: - - title: Contract Line Item Details - options: - fields: - - name: LineItemNumber - - name: Description - - name: StartDate - - name: EndDate - - name: Status - kind: Record - - title: Contract Line Item Pricing - options: - fields: - - name: UnitPrice - - name: Quantity - - name: Subtotal - - name: Discount - - name: TotalPrice - kind: Record - - title: Notes - options: - fields: - - name: Title - - name: Body - - name: createdAt - module: Note - page: RecordPageForModuleNote - perPage: 5 - prefilter: ContractLineItemId = ${recordID} - kind: RecordList + - title: Contract Line Item Details + options: + fields: + - name: LineItemNumber + - name: Description + - name: StartDate + - name: EndDate + - name: Status + kind: Record + - title: Contract Line Item Pricing + options: + fields: + - name: UnitPrice + - name: Quantity + - name: Subtotal + - name: Discount + - name: TotalPrice + kind: Record + - title: Notes + options: + fields: + - name: Title + - name: Body + - name: createdAt + module: Note + page: RecordPageForModuleNote + perPage: 5 + prefilter: ContractLineItemId = ${recordID} + kind: RecordList visible: false visible: false visible: true - handle: Campaigns - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Campaigns layouts: - handle: primary @@ -2721,131 +3498,185 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 4, 8, 12] + xywh: + - 0 + - 16 + - 32 + - 48 - blockID: 2 - xywh: [8, 4, 4, 7] + xywh: + - 32 + - 16 + - 16 + - 28 - blockID: 3 - xywh: [8, 11, 4, 5] + xywh: + - 32 + - 44 + - 16 + - 20 - blockID: 4 - xywh: [0, 0, 2, 4] + xywh: + - 0 + - 0 + - 8 + - 16 - blockID: 5 - xywh: [2, 0, 2, 4] + xywh: + - 8 + - 0 + - 8 + - 16 - blockID: 6 - xywh: [4, 0, 2, 4] + xywh: + - 16 + - 0 + - 8 + - 16 - blockID: 7 - xywh: [6, 0, 2, 4] + xywh: + - 24 + - 0 + - 8 + - 16 - blockID: 8 - xywh: [8, 0, 2, 4] + xywh: + - 32 + - 0 + - 8 + - 16 - blockID: 9 - xywh: [10, 0, 2, 4] - + xywh: + - 40 + - 0 + - 8 + - 16 blocks: - - title: List of Campaigns - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Name - - name: Type - - name: Status - - name: StartDate - - name: EndDate - - name: IsActive - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Campaigns - perPage: 20 - prefilter: "" - presort: StartDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Campaign Costs vs. Revenue - options: - chart: CampaignCostVsRevenue - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Active Campaigns per Type - options: - chart: ActiveCampaignsByType - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Number of Leads in Campaigns - options: - metrics: - - labelStyle: {} - metricField: NumberOfLeads + - title: List of Campaigns + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Name + - name: Type + - name: Status + - name: StartDate + - name: EndDate + - name: IsActive + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true module: Campaigns - operation: sum - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Number of Accounts in Campaigns - options: - metrics: - - labelStyle: {} - metricField: NumberOfAccounts - module: Campaigns - operation: sum - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Number of Contacts in Campaigns - options: - metrics: - - labelStyle: {} - metricField: NumberOfContacts - module: Campaigns - operation: sum - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Number of Opp. in Campaigns - options: - metrics: - - labelStyle: {} - metricField: NumberOfOpportunities - module: Campaigns - operation: sum - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Campaign Opps. vs. Target - options: - chart: CampaignAmountAllOpportunitiesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Campaign Won Opps. vs. Target - options: - chart: CampaignAmountAllWonOpportunitiesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart + perPage: 20 + prefilter: '' + presort: StartDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Campaign Costs vs. Revenue + options: + chart: CampaignCostVsRevenue + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Active Campaigns per Type + options: + chart: ActiveCampaignsByType + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Number of Leads in Campaigns + options: + metrics: + - labelStyle: {} + metricField: NumberOfLeads + module: Campaigns + operation: sum + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Number of Accounts in Campaigns + options: + metrics: + - labelStyle: {} + metricField: NumberOfAccounts + module: Campaigns + operation: sum + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Number of Contacts in Campaigns + options: + metrics: + - labelStyle: {} + metricField: NumberOfContacts + module: Campaigns + operation: sum + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Number of Opp. in Campaigns + options: + metrics: + - labelStyle: {} + metricField: NumberOfOpportunities + module: Campaigns + operation: sum + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Campaign Opps. vs. Target + options: + chart: CampaignAmountAllOpportunitiesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Campaign Won Opps. vs. Target + options: + chart: CampaignAmountAllWonOpportunitiesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleCampaign - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Campaigns title: Record page for module "Campaign" layouts: @@ -2868,171 +3699,219 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 10] + xywh: + - 0 + - 0 + - 3 + - 10 - blockID: 2 - xywh: [3, 0, 3, 10] + xywh: + - 3 + - 0 + - 3 + - 10 - blockID: 3 - xywh: [6, 0, 3, 10] + xywh: + - 6 + - 0 + - 3 + - 10 - blockID: 4 - xywh: [6, 19, 6, 9] + xywh: + - 6 + - 19 + - 6 + - 9 - blockID: 5 - xywh: [9, 0, 3, 10] + xywh: + - 9 + - 0 + - 3 + - 10 - blockID: 6 - xywh: [0, 10, 6, 9] + xywh: + - 0 + - 10 + - 6 + - 9 - blockID: 7 - xywh: [6, 10, 6, 9] + xywh: + - 6 + - 10 + - 6 + - 9 - blockID: 8 - xywh: [0, 19, 6, 9] - + xywh: + - 0 + - 19 + - 6 + - 9 blocks: - - title: Campaign Details - options: - fields: - - name: Name - - name: IsActive - - name: ParentId - - name: Type - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Campaign Planning - options: - fields: - - name: BudgetedCost - - name: ActualCost - - name: ExpectedRevenue - - name: Description - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Campaign Results - options: - fields: - - name: NumberOfLeads - - name: NumberOfContacts - - name: NumberOfAccounts - - name: NumberOfOpportunities - - name: NumberOfWonOpportunities - - name: AmountAllOpportunities - - name: AmountWonOpportunities - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Generated Opportunities - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Name - - name: StageName - - name: Amount - - name: CloseDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Opportunity - perPage: 20 - prefilter: CampaignId = ${recordID} - presort: "" - selectMode: multi - selectable: false - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Campaign Status - options: - fields: - - name: ownedBy - - name: Status - - name: StartDate - - name: EndDate - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Leads in Campaign - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: FirstName - - name: LastName - - name: Email - - name: Company - - name: LeadSource - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Lead - perPage: 20 - prefilter: CampaignId = ${recordID} - presort: RecordLabel ASC - selectMode: multi - selectable: false - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Contacts in Campaign - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: FirstName - - name: LastName - - name: AccountId - - name: Email - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Contact - perPage: 20 - prefilter: CampaignId = ${recordID} - presort: RecordLabel ASC - selectMode: multi - selectable: false - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Accounts in Campaign - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: AccountName - - name: Type - - name: Rating - - name: OwnerId - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Account - perPage: 20 - prefilter: CampaignId = ${recordID} - presort: AccountName ASC - selectMode: multi - selectable: false - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList + - title: Campaign Details + options: + fields: + - name: Name + - name: IsActive + - name: ParentId + - name: Type + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Campaign Planning + options: + fields: + - name: BudgetedCost + - name: ActualCost + - name: ExpectedRevenue + - name: Description + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Campaign Results + options: + fields: + - name: NumberOfLeads + - name: NumberOfContacts + - name: NumberOfAccounts + - name: NumberOfOpportunities + - name: NumberOfWonOpportunities + - name: AmountAllOpportunities + - name: AmountWonOpportunities + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Generated Opportunities + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Name + - name: StageName + - name: Amount + - name: CloseDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Opportunity + perPage: 20 + prefilter: CampaignId = ${recordID} + presort: '' + selectMode: multi + selectable: false + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Campaign Status + options: + fields: + - name: ownedBy + - name: Status + - name: StartDate + - name: EndDate + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Leads in Campaign + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: FirstName + - name: LastName + - name: Email + - name: Company + - name: LeadSource + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Lead + perPage: 20 + prefilter: CampaignId = ${recordID} + presort: RecordLabel ASC + selectMode: multi + selectable: false + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Contacts in Campaign + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: FirstName + - name: LastName + - name: AccountId + - name: Email + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Contact + perPage: 20 + prefilter: CampaignId = ${recordID} + presort: RecordLabel ASC + selectMode: multi + selectable: false + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Accounts in Campaign + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: AccountName + - name: Type + - name: Rating + - name: OwnerId + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Account + perPage: 20 + prefilter: CampaignId = ${recordID} + presort: AccountName ASC + selectMode: multi + selectable: false + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList visible: false visible: true - handle: Products - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Products layouts: - handle: primary @@ -3054,52 +3933,68 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 36 + - 64 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 36 + - 0 + - 12 + - 32 - blockID: 3 - xywh: [9, 8, 3, 8] - + xywh: + - 36 + - 32 + - 12 + - 32 blocks: - - title: List of Products - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: ProductCode - - name: Name - - name: Family - - name: Photo - - name: IsActive - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Product - perPage: 20 - prefilter: "" - presort: Name ASC - selectMode: multi - selectable: true - selectionButtons: [] - kind: RecordList - - title: Products per Product Family - options: - chart: ProductsPerFamily - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Products added per Month - options: - chart: ProductsAddedPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: List of Products + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: ProductCode + - name: Name + - name: Family + - name: Photo + - name: IsActive + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Product + perPage: 20 + prefilter: '' + presort: Name ASC + selectMode: multi + selectable: true + selectionButtons: [] + kind: RecordList + - title: Products per Product Family + options: + chart: ProductsPerFamily + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Products added per Month + options: + chart: ProductsAddedPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleProduct - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Product title: Record page for module "Product" layouts: @@ -3122,124 +4017,160 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 10] + xywh: + - 0 + - 0 + - 4 + - 10 - blockID: 2 - xywh: [0, 10, 6, 9] + xywh: + - 0 + - 10 + - 6 + - 9 - blockID: 3 - xywh: [6, 10, 6, 9] + xywh: + - 6 + - 10 + - 6 + - 9 - blockID: 4 - xywh: [0, 19, 12, 9] + xywh: + - 0 + - 19 + - 12 + - 9 - blockID: 5 - xywh: [4, 0, 4, 10] + xywh: + - 4 + - 0 + - 4 + - 10 - blockID: 6 - xywh: [8, 0, 4, 10] - + xywh: + - 8 + - 0 + - 4 + - 10 blocks: - - title: Product Description - options: - fields: - - name: Name - - name: ProductCode - - name: Family - - name: Description - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Appears in the following Price Books - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: PricebookId - - name: UnitPrice - hideAddButton: true - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: PricebookEntry - perPage: 20 - prefilter: ProductId = ${recordID} - presort: "" - selectMode: multi - selectable: false - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Related Cases - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: CaseNumber - - name: Subject - - name: Status - hideAddButton: true - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Case - perPage: 20 - prefilter: ProductId = ${recordID} - presort: CaseNumber DESC - selectMode: multi - selectable: false - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Notes - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Title - - name: Body - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Note - perPage: 20 - prefilter: ProductId = ${recordID} - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Files - options: - fields: - - name: Photo - - name: File - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Record Information - options: - fields: - - name: IsActive - - name: createdAt - - name: createdBy - - name: updatedAt - - name: updatedBy - style: - variants: {border: primary, headerText: primary} - kind: Record + - title: Product Description + options: + fields: + - name: Name + - name: ProductCode + - name: Family + - name: Description + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Appears in the following Price Books + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: PricebookId + - name: UnitPrice + hideAddButton: true + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: PricebookEntry + perPage: 20 + prefilter: ProductId = ${recordID} + presort: '' + selectMode: multi + selectable: false + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Related Cases + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: CaseNumber + - name: Subject + - name: Status + hideAddButton: true + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Case + perPage: 20 + prefilter: ProductId = ${recordID} + presort: CaseNumber DESC + selectMode: multi + selectable: false + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Notes + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Title + - name: Body + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Note + perPage: 20 + prefilter: ProductId = ${recordID} + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Files + options: + fields: + - name: Photo + - name: File + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Record Information + options: + fields: + - name: IsActive + - name: createdAt + - name: createdBy + - name: updatedAt + - name: updatedBy + style: + variants: + border: primary + headerText: primary + kind: Record visible: false - handle: PriceBook - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Price book layouts: - handle: primary @@ -3261,53 +4192,71 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 9 + - 16 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 9 + - 0 + - 3 + - 8 - blockID: 3 - xywh: [9, 8, 3, 8] - + xywh: + - 9 + - 8 + - 3 + - 8 blocks: - - title: Price Books - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Name - - name: Description - - name: IsStandard - - name: IsActive - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Pricebook - perPage: 20 - prefilter: "" - presort: Name ASC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Price Books created per Month - options: - chart: PriceBooksCreatedPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Price Book Entries per Month - options: - chart: PriceBookEntriesPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: Price Books + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Name + - name: Description + - name: IsStandard + - name: IsActive + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Pricebook + perPage: 20 + prefilter: '' + presort: Name ASC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Price Books created per Month + options: + chart: PriceBooksCreatedPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Price Book Entries per Month + options: + chart: PriceBookEntriesPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart pages: - handle: RecordPageForModulePricebook - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Pricebook title: Record page for module "Pricebook" layouts: @@ -3330,74 +4279,88 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 6, 14] + xywh: + - 0 + - 0 + - 6 + - 14 - blockID: 2 - xywh: [6, 0, 6, 14] + xywh: + - 6 + - 0 + - 6 + - 14 - blockID: 3 - xywh: [0, 14, 12, 8] - + xywh: + - 0 + - 14 + - 12 + - 8 blocks: - - title: Price Book Details - options: - fields: - - name: Name - - name: Description - - name: IsStandard - - name: IsActive - kind: Record - - title: Price Book Entries - options: - allowExport: true - draggable: true - editFields: - - name: ProductId - - name: UnitPrice - editable: true - fields: - - name: ProductId - - name: UnitPrice - hidePaging: true - hideRecordCloneButton: true - hideRecordEditButton: true - hideRecordReminderButton: true - hideRecordViewButton: true - hideSorting: true - module: PricebookEntry - perPage: 20 - positionField: Order - prefilter: PricebookId = ${recordID} - presort: "" - refField: PricebookId - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Notes - options: - draggable: false - editFields: [] - editable: false - fields: - - name: Title - - name: Body - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Note - perPage: 20 - prefilter: PricebookId = ${recordID} - presort: createdAt DESC - selectMode: multi - selectable: false - selectionButtons: [] - kind: RecordList + - title: Price Book Details + options: + fields: + - name: Name + - name: Description + - name: IsStandard + - name: IsActive + kind: Record + - title: Price Book Entries + options: + allowExport: true + draggable: true + editFields: + - name: ProductId + - name: UnitPrice + editable: true + fields: + - name: ProductId + - name: UnitPrice + hidePaging: true + hideRecordCloneButton: true + hideRecordEditButton: true + hideRecordReminderButton: true + hideRecordViewButton: true + hideSorting: true + module: PricebookEntry + perPage: 20 + positionField: Order + prefilter: PricebookId = ${recordID} + presort: '' + refField: PricebookId + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Notes + options: + draggable: false + editFields: [] + editable: false + fields: + - name: Title + - name: Body + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Note + perPage: 20 + prefilter: PricebookId = ${recordID} + presort: createdAt DESC + selectMode: multi + selectable: false + selectionButtons: [] + kind: RecordList pages: - handle: RecordPageForModulePricebookEntry - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: PricebookEntry title: Record page for module "PricebookEntry" layouts: @@ -3420,24 +4383,30 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 15] - + xywh: + - 0 + - 0 + - 4 + - 15 blocks: - - title: Details - options: - fields: - - name: PricebookId - - name: ProductId - - name: UnitPrice - style: - variants: {border: primary, headerText: primary} - kind: Record + - title: Details + options: + fields: + - name: PricebookId + - name: ProductId + - name: UnitPrice + style: + variants: + border: primary + headerText: primary + kind: Record visible: false visible: false visible: true visible: true - handle: Events - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Events layouts: - handle: primary @@ -3459,122 +4428,146 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 16] + xywh: + - 0 + - 0 + - 12 + - 64 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 36 + - 0 + - 12 + - 32 - blockID: 3 - xywh: [9, 8, 3, 8] + xywh: + - 36 + - 32 + - 12 + - 32 - blockID: 4 - xywh: [3, 0, 6, 16] - + xywh: + - 12 + - 0 + - 24 + - 64 blocks: - - title: List of Events - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Subject - - name: ActivityDate - - name: OwnerId - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Event - perPage: 20 - prefilter: "" - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Events per Type - options: - chart: EventsPerType - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Events per Month - options: - chart: EventsPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Event Calendar - options: - defaultView: dayGridMonth - feeds: - - allDay: false - endField: EndDateTime - options: - color: '#5680a6' - module: Event - prefilter: Type = 'Call' - resource: compose:record - startField: ActivityDate - titleField: Subject - - allDay: false - endField: EndDateTime - options: - color: '#e38e3f' - module: Event - prefilter: Type = 'Email' - resource: compose:record - startField: ActivityDate - titleField: Subject - - allDay: false - endField: EndDateTime - options: - color: '#ce6462' - module: Event - prefilter: Type = 'Meeting' - resource: compose:record - startField: ActivityDate - titleField: Subject - - allDay: false - endField: EndDateTime - options: - color: '#88b5b2' - module: Event - prefilter: Type = 'Send Letter / Quote' - resource: compose:record - startField: ActivityDate - titleField: Subject - - allDay: false - endField: EndDateTime - options: - color: '#70974d' - module: Event - prefilter: Type = 'Other' - resource: compose:record - startField: ActivityDate - titleField: Subject - - allDay: false - endField: EndDateTime - options: - color: '#e9c153' - module: Event - prefilter: Type IS NULL - resource: compose:record - startField: ActivityDate - titleField: Subject - header: - views: - - timeGridWeek - - timeGridDay - - dayGridMonth - - listMonth - locale: en-gb - style: - variants: {border: primary, headerText: primary} - kind: Calendar + - title: List of Events + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Subject + - name: ActivityDate + - name: OwnerId + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Event + perPage: 20 + prefilter: '' + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Events per Type + options: + chart: EventsPerType + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Events per Month + options: + chart: EventsPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Event Calendar + options: + defaultView: dayGridMonth + feeds: + - allDay: false + endField: EndDateTime + options: + color: '#5680a6' + module: Event + prefilter: Type = 'Call' + resource: compose:record + startField: ActivityDate + titleField: Subject + - allDay: false + endField: EndDateTime + options: + color: '#e38e3f' + module: Event + prefilter: Type = 'Email' + resource: compose:record + startField: ActivityDate + titleField: Subject + - allDay: false + endField: EndDateTime + options: + color: '#ce6462' + module: Event + prefilter: Type = 'Meeting' + resource: compose:record + startField: ActivityDate + titleField: Subject + - allDay: false + endField: EndDateTime + options: + color: '#88b5b2' + module: Event + prefilter: Type = 'Send Letter / Quote' + resource: compose:record + startField: ActivityDate + titleField: Subject + - allDay: false + endField: EndDateTime + options: + color: '#70974d' + module: Event + prefilter: Type = 'Other' + resource: compose:record + startField: ActivityDate + titleField: Subject + - allDay: false + endField: EndDateTime + options: + color: '#e9c153' + module: Event + prefilter: Type IS NULL + resource: compose:record + startField: ActivityDate + titleField: Subject + header: + views: + - timeGridWeek + - timeGridDay + - dayGridMonth + - listMonth + locale: en-gb + style: + variants: + border: primary + headerText: primary + kind: Calendar pages: - handle: RecordPageForModuleEvent - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Event title: Record page for module "Event" layouts: @@ -3597,60 +4590,84 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 16] + xywh: + - 0 + - 0 + - 3 + - 16 - blockID: 2 - xywh: [9, 0, 3, 16] + xywh: + - 9 + - 0 + - 3 + - 16 - blockID: 3 - xywh: [3, 0, 3, 16] + xywh: + - 3 + - 0 + - 3 + - 16 - blockID: 4 - xywh: [6, 0, 3, 16] - + xywh: + - 6 + - 0 + - 3 + - 16 blocks: - - title: Event Data - options: - fields: - - name: Subject - - name: Type - - name: Location - - name: Description - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Other Information - options: - fields: - - name: LeadId - - name: AccountId - - name: ContactId - - name: OpportunityId - - name: QuoteId - - name: ContractId - - name: CaseId - - name: createdAt - - name: createdBy - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Event Date and Time - options: - fields: - - name: ActivityDate - - name: EndDateTime - - name: IsAllDayEvent - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Assigned To - options: - fields: - - name: OwnerId - style: - variants: {border: primary, headerText: primary} - kind: Record + - title: Event Data + options: + fields: + - name: Subject + - name: Type + - name: Location + - name: Description + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Other Information + options: + fields: + - name: LeadId + - name: AccountId + - name: ContactId + - name: OpportunityId + - name: QuoteId + - name: ContractId + - name: CaseId + - name: createdAt + - name: createdBy + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Event Date and Time + options: + fields: + - name: ActivityDate + - name: EndDateTime + - name: IsAllDayEvent + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Assigned To + options: + fields: + - name: OwnerId + style: + variants: + border: primary + headerText: primary + kind: Record visible: false visible: true - handle: Tasks - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Tasks layouts: - handle: primary @@ -3672,57 +4689,75 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 36 + - 64 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 36 + - 0 + - 12 + - 32 - blockID: 3 - xywh: [9, 8, 3, 8] - + xywh: + - 36 + - 32 + - 12 + - 32 blocks: - - title: List of Tasks - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Subject - - name: Status - - name: LeadId - - name: AccountId - - name: ContactId - - name: OpportunityId - - name: ActivityDate - - name: OwnerId - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Task - perPage: 20 - prefilter: "" - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Tasks by Status - options: - chart: TasksByStatus - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Tasks per Month - options: - chart: TasksPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: List of Tasks + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Subject + - name: Status + - name: LeadId + - name: AccountId + - name: ContactId + - name: OpportunityId + - name: ActivityDate + - name: OwnerId + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Task + perPage: 20 + prefilter: '' + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Tasks by Status + options: + chart: TasksByStatus + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Tasks per Month + options: + chart: TasksPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleTask - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Task title: Record page for module "Task" layouts: @@ -3745,58 +4780,89 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 16] + xywh: + - 0 + - 0 + - 3 + - 16 - blockID: 2 - xywh: [9, 0, 3, 16] + xywh: + - 9 + - 0 + - 3 + - 16 - blockID: 3 - xywh: [3, 0, 3, 16] + xywh: + - 3 + - 0 + - 3 + - 16 - blockID: 4 - xywh: [6, 0, 3, 16] - + xywh: + - 6 + - 0 + - 3 + - 16 blocks: - - title: Task Details - options: - fields: - - name: Subject - - name: Description - - name: Type - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Related To - options: - fields: - - name: LeadId - - name: AccountId - - name: ContactId - - name: OpportunityId - - name: QuoteId - - name: ContractId - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Task Status - options: - fields: - - name: Status - - name: ActivityDate - - name: Priority - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Assigned To - options: - fields: - - name: OwnerId - - name: createdBy - - name: createdAt - style: - variants: {border: primary, headerBg: white, headerText: primary} - kind: Record + - title: Task Details + options: + fields: + - name: Subject + - name: Description + - name: Type + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Related To + options: + fields: + - name: LeadId + - name: AccountId + - name: ContactId + - name: OpportunityId + - name: QuoteId + - name: ContractId + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Task Status + options: + fields: + - name: Status + - name: ActivityDate + - name: Priority + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Assigned To + options: + fields: + - name: OwnerId + - name: createdBy + - name: createdAt + style: + variants: + border: primary + headerBg: white + headerText: primary + kind: Record visible: false visible: true - handle: Dashboards - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Dashboards layouts: - handle: primary @@ -3818,82 +4884,136 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 6, 7] + xywh: + - 0 + - 0 + - 24 + - 28 - blockID: 2 - xywh: [6, 0, 3, 7] + xywh: + - 24 + - 0 + - 12 + - 28 - blockID: 3 - xywh: [6, 7, 6, 7] + xywh: + - 24 + - 28 + - 24 + - 28 - blockID: 4 - xywh: [9, 0, 3, 7] + xywh: + - 36 + - 0 + - 12 + - 28 - blockID: 5 - xywh: [0, 7, 6, 7] + xywh: + - 0 + - 28 + - 24 + - 28 - blockID: 6 - xywh: [9, 14, 3, 7] + xywh: + - 36 + - 56 + - 12 + - 28 - blockID: 7 - xywh: [0, 14, 3, 7] + xywh: + - 0 + - 56 + - 12 + - 28 - blockID: 8 - xywh: [3, 14, 3, 7] + xywh: + - 12 + - 56 + - 12 + - 28 - blockID: 9 - xywh: [6, 14, 3, 7] - + xywh: + - 24 + - 56 + - 12 + - 28 blocks: - - title: Leads per day - options: - chart: LeadsPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Leads By Type - options: - chart: LeadsByType - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Leads by Country - options: - chart: LeadsByCountry - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Lead Funnel - options: - chart: LeadFunnel - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Monthly Sales - options: - chart: MonthlySales - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Sales Pipeline - options: - chart: OpportunityStatusFunnel - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Sales vs. Target - options: - chart: SalesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Number of Opportunities vs. Target - options: - chart: NumberOfOpportunitiesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Accounts by Rating - options: - chart: AccountsByRating - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: Leads per day + options: + chart: LeadsPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Leads By Type + options: + chart: LeadsByType + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Leads by Country + options: + chart: LeadsByCountry + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Lead Funnel + options: + chart: LeadFunnel + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Monthly Sales + options: + chart: MonthlySales + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Sales Pipeline + options: + chart: OpportunityStatusFunnel + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Sales vs. Target + options: + chart: SalesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Number of Opportunities vs. Target + options: + chart: NumberOfOpportunitiesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Accounts by Rating + options: + chart: AccountsByRating + style: + variants: + border: primary + headerText: primary + kind: Chart pages: - handle: LeadFunnelDashboard - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Lead Funnel Dashboard layouts: - handle: primary @@ -3915,159 +5035,249 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 4] + xywh: + - 0 + - 0 + - 3 + - 4 - blockID: 2 - xywh: [3, 0, 3, 4] + xywh: + - 3 + - 0 + - 3 + - 4 - blockID: 3 - xywh: [6, 0, 3, 4] + xywh: + - 6 + - 0 + - 3 + - 4 - blockID: 4 - xywh: [9, 0, 3, 4] + xywh: + - 9 + - 0 + - 3 + - 4 - blockID: 5 - xywh: [3, 4, 3, 6] + xywh: + - 3 + - 4 + - 3 + - 6 - blockID: 6 - xywh: [6, 4, 3, 6] + xywh: + - 6 + - 4 + - 3 + - 6 - blockID: 7 - xywh: [0, 4, 3, 6] + xywh: + - 0 + - 4 + - 3 + - 6 - blockID: 8 - xywh: [0, 10, 6, 8] + xywh: + - 0 + - 10 + - 6 + - 8 - blockID: 9 - xywh: [6, 10, 6, 8] + xywh: + - 6 + - 10 + - 6 + - 8 - blockID: 10 - xywh: [0, 18, 3, 7] + xywh: + - 0 + - 18 + - 3 + - 7 - blockID: 11 - xywh: [3, 18, 3, 7] + xywh: + - 3 + - 18 + - 3 + - 7 - blockID: 12 - xywh: [0, 25, 12, 8] + xywh: + - 0 + - 25 + - 12 + - 8 - blockID: 13 - xywh: [9, 4, 3, 6] + xywh: + - 9 + - 4 + - 3 + - 6 - blockID: 14 - xywh: [6, 18, 3, 7] + xywh: + - 6 + - 18 + - 3 + - 7 - blockID: 15 - xywh: [9, 18, 3, 7] - + xywh: + - 9 + - 18 + - 3 + - 7 blocks: - - title: Number of Leads in Campaigns - options: - metrics: - - labelStyle: {} - metricField: NumberOfLeads - module: Campaigns - operation: sum - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Number of Accounts in Campaigns - options: - metrics: - - label: Number of Accounts in Campaigns - labelStyle: {} - metricField: NumberOfAccounts - module: Campaigns - operation: sum - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Number of Contacts in Campaigns - options: - metrics: - - labelStyle: {} - metricField: NumberOfContacts - module: Campaigns - operation: sum - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Number of Opp. in Campaigns - options: - metrics: - - labelStyle: {} - metricField: NumberOfOpportunities - module: Campaigns - operation: sum - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Campaign Opps. vs. Target - options: - chart: CampaignAmountAllOpportunitiesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Campaign Won Opps. vs. Target - options: - chart: CampaignAmountAllWonOpportunitiesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Active Campaigns per Type - options: - chart: ActiveCampaignsByType - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Campaign Costs vs. Revenue - options: - chart: CampaignCostVsRevenue - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: New Leads Per Month - options: - chart: LeadsPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Leads by type - options: - chart: LeadsByType - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Leads by Source - options: - chart: LeadsBySource - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Lead by Country - options: - chart: LeadsByCountry - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Lead Funnel - options: - chart: LeadFunnel - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Leads by Rating - options: - chart: LeadsByRating - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Accounts by Rating - options: - chart: AccountsByRating - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: Number of Leads in Campaigns + options: + metrics: + - labelStyle: {} + metricField: NumberOfLeads + module: Campaigns + operation: sum + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Number of Accounts in Campaigns + options: + metrics: + - label: Number of Accounts in Campaigns + labelStyle: {} + metricField: NumberOfAccounts + module: Campaigns + operation: sum + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Number of Contacts in Campaigns + options: + metrics: + - labelStyle: {} + metricField: NumberOfContacts + module: Campaigns + operation: sum + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Number of Opp. in Campaigns + options: + metrics: + - labelStyle: {} + metricField: NumberOfOpportunities + module: Campaigns + operation: sum + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Campaign Opps. vs. Target + options: + chart: CampaignAmountAllOpportunitiesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Campaign Won Opps. vs. Target + options: + chart: CampaignAmountAllWonOpportunitiesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Active Campaigns per Type + options: + chart: ActiveCampaignsByType + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Campaign Costs vs. Revenue + options: + chart: CampaignCostVsRevenue + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: New Leads Per Month + options: + chart: LeadsPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Leads by type + options: + chart: LeadsByType + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Leads by Source + options: + chart: LeadsBySource + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Lead by Country + options: + chart: LeadsByCountry + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Lead Funnel + options: + chart: LeadFunnel + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Leads by Rating + options: + chart: LeadsByRating + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Accounts by Rating + options: + chart: AccountsByRating + style: + variants: + border: primary + headerText: primary + kind: Chart visible: true - handle: ForecastDashboard - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Forecast Dashboard layouts: - handle: primary @@ -4089,74 +5299,122 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [6, 0, 3, 6] + xywh: + - 6 + - 0 + - 3 + - 6 - blockID: 2 - xywh: [6, 6, 6, 8] + xywh: + - 6 + - 6 + - 6 + - 8 - blockID: 3 - xywh: [0, 14, 6, 8] + xywh: + - 0 + - 14 + - 6 + - 8 - blockID: 4 - xywh: [9, 0, 3, 6] + xywh: + - 9 + - 0 + - 3 + - 6 - blockID: 5 - xywh: [0, 0, 3, 6] + xywh: + - 0 + - 0 + - 3 + - 6 - blockID: 6 - xywh: [3, 0, 3, 6] + xywh: + - 3 + - 0 + - 3 + - 6 - blockID: 7 - xywh: [6, 14, 6, 8] + xywh: + - 6 + - 14 + - 6 + - 8 - blockID: 8 - xywh: [0, 6, 6, 8] - + xywh: + - 0 + - 6 + - 6 + - 8 blocks: - - title: Sales YTD - options: - chart: SalesYTD - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Dealsize - options: - chart: Dealsize - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Monthly Sales - options: - chart: MonthlySales - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Opportunity Pipeline - options: - chart: OpportunityStatusFunnel - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Opportunities vs. Target - options: - chart: NumberOfOpportunitiesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Sales vs. Target - options: - chart: SalesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Quotes Per Month - options: - chart: QuotesPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Number of Opportunities per Month - options: - chart: OpportunitiesCreatedPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: Sales YTD + options: + chart: SalesYTD + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Dealsize + options: + chart: Dealsize + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Monthly Sales + options: + chart: MonthlySales + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Opportunity Pipeline + options: + chart: OpportunityStatusFunnel + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Opportunities vs. Target + options: + chart: NumberOfOpportunitiesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Sales vs. Target + options: + chart: SalesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Quotes Per Month + options: + chart: QuotesPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Number of Opportunities per Month + options: + chart: OpportunitiesCreatedPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart visible: true - handle: KPIsAndSalesActivitiesDashboard - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: KPIs and Sales Activities Dashboard layouts: - handle: primary @@ -4178,210 +5436,318 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 2, 4] + xywh: + - 0 + - 0 + - 2 + - 4 - blockID: 2 - xywh: [2, 0, 2, 4] + xywh: + - 2 + - 0 + - 2 + - 4 - blockID: 3 - xywh: [4, 0, 2, 4] + xywh: + - 4 + - 0 + - 2 + - 4 - blockID: 4 - xywh: [0, 4, 2, 4] + xywh: + - 0 + - 4 + - 2 + - 4 - blockID: 5 - xywh: [2, 4, 2, 4] + xywh: + - 2 + - 4 + - 2 + - 4 - blockID: 6 - xywh: [4, 4, 2, 4] + xywh: + - 4 + - 4 + - 2 + - 4 - blockID: 7 - xywh: [6, 4, 2, 4] + xywh: + - 6 + - 4 + - 2 + - 4 - blockID: 8 - xywh: [6, 0, 2, 4] + xywh: + - 6 + - 0 + - 2 + - 4 - blockID: 9 - xywh: [8, 0, 2, 4] + xywh: + - 8 + - 0 + - 2 + - 4 - blockID: 10 - xywh: [10, 0, 2, 4] + xywh: + - 10 + - 0 + - 2 + - 4 - blockID: 11 - xywh: [8, 4, 2, 4] + xywh: + - 8 + - 4 + - 2 + - 4 - blockID: 12 - xywh: [10, 4, 2, 4] + xywh: + - 10 + - 4 + - 2 + - 4 - blockID: 13 - xywh: [0, 8, 6, 7] + xywh: + - 0 + - 8 + - 6 + - 7 - blockID: 14 - xywh: [0, 15, 6, 7] + xywh: + - 0 + - 15 + - 6 + - 7 - blockID: 15 - xywh: [6, 8, 6, 7] + xywh: + - 6 + - 8 + - 6 + - 7 - blockID: 16 - xywh: [6, 15, 6, 7] + xywh: + - 6 + - 15 + - 6 + - 7 - blockID: 17 - xywh: [0, 22, 6, 7] + xywh: + - 0 + - 22 + - 6 + - 7 - blockID: 18 - xywh: [6, 22, 6, 7] - + xywh: + - 6 + - 22 + - 6 + - 7 blocks: - - title: New Leads - options: - metrics: - - filter: Status = 'New' - labelStyle: {} - metricField: count - module: Lead - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Converted Leads - options: - metrics: - - filter: Status = 'Converted' - labelStyle: {} - metricField: count - module: Lead - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Open Opportunities - options: - metrics: - - filter: StageName != 'Closed Won' AND StageName != 'Closed Lost' - labelStyle: {} - metricField: count - module: Opportunity - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Number of Leads in Campaigns - options: - metrics: - - labelStyle: {} - metricField: NumberOfLeads - module: Campaigns - operation: sum - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Number of Accounts in Campaigns - options: - metrics: - - labelStyle: {} - metricField: NumberOfAccounts - module: Campaigns - operation: sum - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Number of Contacts in Campaigns - options: - metrics: - - labelStyle: {} - metricField: NumberOfContacts - module: Campaigns - operation: sum - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Number of Opp. in Campaigns - options: - metrics: - - labelStyle: {} - metricField: NumberOfOpportunities - module: Campaigns - operation: sum - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Won Opp. YTD - options: - metrics: - - filter: YEAR(created_at) = YEAR(NOW()) AND Amount IS NOT NULL - labelStyle: {} - metricField: count - module: Opportunity - valueStyle: - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Sales YTD - options: - chart: SalesYTD - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Sales vs. Target - options: - chart: SalesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Campaign Opps. vs. Target - options: - chart: CampaignAmountAllOpportunitiesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Campaign Won Opps. vs. Target - options: - chart: CampaignAmountAllWonOpportunitiesVsTarget - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Leads per Month - options: - chart: LeadsPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Sales per Month - options: - chart: MonthlySales - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Campaign Cost vs. Revenue - options: - chart: CampaignCostVsRevenue - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Quotes per Month - options: - chart: QuotesPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Contracts Starting per Month - options: - chart: ContractsPerStartingMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Cases per Month - options: - chart: CasesPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: New Leads + options: + metrics: + - filter: Status = 'New' + labelStyle: {} + metricField: count + module: Lead + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Converted Leads + options: + metrics: + - filter: Status = 'Converted' + labelStyle: {} + metricField: count + module: Lead + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Open Opportunities + options: + metrics: + - filter: StageName != 'Closed Won' AND StageName != 'Closed Lost' + labelStyle: {} + metricField: count + module: Opportunity + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Number of Leads in Campaigns + options: + metrics: + - labelStyle: {} + metricField: NumberOfLeads + module: Campaigns + operation: sum + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Number of Accounts in Campaigns + options: + metrics: + - labelStyle: {} + metricField: NumberOfAccounts + module: Campaigns + operation: sum + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Number of Contacts in Campaigns + options: + metrics: + - labelStyle: {} + metricField: NumberOfContacts + module: Campaigns + operation: sum + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Number of Opp. in Campaigns + options: + metrics: + - labelStyle: {} + metricField: NumberOfOpportunities + module: Campaigns + operation: sum + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Won Opp. YTD + options: + metrics: + - filter: YEAR(created_at) = YEAR(NOW()) AND Amount IS NOT NULL + labelStyle: {} + metricField: count + module: Opportunity + valueStyle: + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Sales YTD + options: + chart: SalesYTD + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Sales vs. Target + options: + chart: SalesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Campaign Opps. vs. Target + options: + chart: CampaignAmountAllOpportunitiesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Campaign Won Opps. vs. Target + options: + chart: CampaignAmountAllWonOpportunitiesVsTarget + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Leads per Month + options: + chart: LeadsPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Sales per Month + options: + chart: MonthlySales + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Campaign Cost vs. Revenue + options: + chart: CampaignCostVsRevenue + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Quotes per Month + options: + chart: QuotesPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Contracts Starting per Month + options: + chart: ContractsPerStartingMonth + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Cases per Month + options: + chart: CasesPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart visible: true - handle: ExecutiveDailyViewDashboard - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Executive Daily View Dashboard layouts: - handle: primary @@ -4403,119 +5769,179 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 8] + xywh: + - 0 + - 0 + - 3 + - 8 - blockID: 2 - xywh: [3, 0, 6, 8] + xywh: + - 3 + - 0 + - 6 + - 8 - blockID: 3 - xywh: [9, 0, 3, 8] + xywh: + - 9 + - 0 + - 3 + - 8 - blockID: 4 - xywh: [0, 8, 3, 7] + xywh: + - 0 + - 8 + - 3 + - 7 - blockID: 5 - xywh: [3, 8, 6, 7] + xywh: + - 3 + - 8 + - 6 + - 7 - blockID: 6 - xywh: [3, 15, 3, 7] + xywh: + - 3 + - 15 + - 3 + - 7 - blockID: 7 - xywh: [0, 15, 3, 7] + xywh: + - 0 + - 15 + - 3 + - 7 - blockID: 8 - xywh: [9, 15, 3, 7] + xywh: + - 9 + - 15 + - 3 + - 7 - blockID: 9 - xywh: [6, 15, 3, 7] + xywh: + - 6 + - 15 + - 3 + - 7 - blockID: 10 - xywh: [9, 8, 3, 7] - + xywh: + - 9 + - 8 + - 3 + - 7 blocks: - - title: Sales Pipeline - options: - chart: OpportunitySalesPipeline - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Key Opportunities - options: - draggable: false - editFields: [] - editable: false - fields: - - name: AccountId - - name: Amount - hideRecordCloneButton: true - hideRecordEditButton: true - hideRecordReminderButton: true - hideRecordViewButton: true - module: Opportunity - perPage: 20 - prefilter: StageName != 'Closed Won' AND StageName != 'Closed Lost' - presort: Amount DESC - selectMode: multi - selectable: false - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Total Pipeline (€) - options: - metrics: - - filter: StageName != 'Closed Won' AND StageName != 'Closed Lost' - labelStyle: {} - metricField: Amount + - title: Sales Pipeline + options: + chart: OpportunitySalesPipeline + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Key Opportunities + options: + draggable: false + editFields: [] + editable: false + fields: + - name: AccountId + - name: Amount + hideRecordCloneButton: true + hideRecordEditButton: true + hideRecordReminderButton: true + hideRecordViewButton: true module: Opportunity - numberFormat: "0.0" - operation: sum - suffix: k - transformFx: v=v/1000 - valueStyle: - backgroundColor: '#FFFFFF' - color: '#379cd3' - fontSize: "100" - style: - variants: {border: primary, headerText: primary} - kind: Metric - - title: Activities by Type - options: - chart: EventsPerType - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Activities per Month - options: - chart: EventsPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Quotes by Status - options: - chart: QuotesByStatus - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Lead Funnel - options: - chart: LeadFunnel - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Cases by Status - options: - chart: CasesByStatus - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Contract by Status - options: - chart: ContractsByStatus - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Tasks by Status - options: - chart: TasksByStatus - style: - variants: {border: primary, headerText: primary} - kind: Chart + perPage: 20 + prefilter: StageName != 'Closed Won' AND StageName != 'Closed Lost' + presort: Amount DESC + selectMode: multi + selectable: false + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Total Pipeline (€) + options: + metrics: + - filter: StageName != 'Closed Won' AND StageName != 'Closed Lost' + labelStyle: {} + metricField: Amount + module: Opportunity + numberFormat: '0.0' + operation: sum + suffix: k + transformFx: v=v/1000 + valueStyle: + backgroundColor: '#FFFFFF' + color: '#379cd3' + fontSize: '100' + style: + variants: + border: primary + headerText: primary + kind: Metric + - title: Activities by Type + options: + chart: EventsPerType + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Activities per Month + options: + chart: EventsPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Quotes by Status + options: + chart: QuotesByStatus + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Lead Funnel + options: + chart: LeadFunnel + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Cases by Status + options: + chart: CasesByStatus + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Contract by Status + options: + chart: ContractsByStatus + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Tasks by Status + options: + chart: TasksByStatus + style: + variants: + border: primary + headerText: primary + kind: Chart visible: true visible: true - handle: More - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: More layouts: - handle: primary @@ -4537,16 +5963,20 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 3] - + xywh: + - 0 + - 0 + - 12 + - 12 blocks: - - title: Additional CRM modules - options: - body:


Available in the menu under "More".

- kind: Content + - title: Additional CRM modules + options: + body:


Available in the menu under "More".

+ kind: Content pages: - handle: Notes - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Notes layouts: - handle: primary @@ -4568,40 +5998,46 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 12, 16] - + xywh: + - 0 + - 0 + - 12 + - 16 blocks: - - title: List of Notes - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Title - - name: LeadId - - name: AccountId - - name: ContactId - - name: OpportunityId - - name: createdAt - - name: createdBy - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Note - perPage: 20 - prefilter: "" - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList + - title: List of Notes + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Title + - name: LeadId + - name: AccountId + - name: ContactId + - name: OpportunityId + - name: createdAt + - name: createdBy + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Note + perPage: 20 + prefilter: '' + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList pages: - handle: RecordPageForModuleNote - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Note title: Record page for module "Note" layouts: @@ -4624,47 +6060,65 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 20] + xywh: + - 0 + - 0 + - 4 + - 20 - blockID: 2 - xywh: [4, 0, 4, 20] + xywh: + - 4 + - 0 + - 4 + - 20 - blockID: 3 - xywh: [8, 0, 4, 20] - + xywh: + - 8 + - 0 + - 4 + - 20 blocks: - - title: Note - options: - fields: - - name: Title - - name: Body - - name: createdAt - - name: createdBy - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Files - options: - fields: - - name: Files - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Related Objects - options: - fields: - - name: LeadId - - name: AccountId - - name: ContactId - - name: OpportunityId - - name: QuoteId - - name: ContractId - - name: CaseId - style: - variants: {border: primary, headerText: primary} - kind: Record + - title: Note + options: + fields: + - name: Title + - name: Body + - name: createdAt + - name: createdBy + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Files + options: + fields: + - name: Files + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Related Objects + options: + fields: + - name: LeadId + - name: AccountId + - name: ContactId + - name: OpportunityId + - name: QuoteId + - name: ContractId + - name: CaseId + style: + variants: + border: primary + headerText: primary + kind: Record visible: false visible: true - handle: Cases - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Cases layouts: - handle: primary @@ -4686,79 +6140,117 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 8, 17] + xywh: + - 0 + - 0 + - 8 + - 17 - blockID: 2 - xywh: [8, 11, 4, 6] + xywh: + - 8 + - 11 + - 4 + - 6 - blockID: 3 - xywh: [8, 0, 2, 5] + xywh: + - 8 + - 0 + - 2 + - 5 - blockID: 4 - xywh: [10, 5, 2, 6] + xywh: + - 10 + - 5 + - 2 + - 6 - blockID: 5 - xywh: [10, 0, 2, 5] + xywh: + - 10 + - 0 + - 2 + - 5 - blockID: 6 - xywh: [8, 5, 2, 6] - + xywh: + - 8 + - 5 + - 2 + - 6 blocks: - - title: List of Cases - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: CaseNumber - - name: Subject - - name: Status - - name: CreatedDate - - name: OwnerId - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Case - perPage: 20 - prefilter: "" - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Cases per Month - options: - chart: CasesPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Cases by Status - options: - chart: CasesByStatus - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Cases by Type - options: - chart: CasesByType - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Cases by Priority - options: - chart: CasesByPriority - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Cases by Origin - options: - chart: CasesByOrigin - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: List of Cases + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: CaseNumber + - name: Subject + - name: Status + - name: CreatedDate + - name: OwnerId + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Case + perPage: 20 + prefilter: '' + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Cases per Month + options: + chart: CasesPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Cases by Status + options: + chart: CasesByStatus + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Cases by Type + options: + chart: CasesByType + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Cases by Priority + options: + chart: CasesByPriority + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Cases by Origin + options: + chart: CasesByOrigin + style: + variants: + border: primary + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleCase - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Case title: Record page for module "Case" layouts: @@ -4781,198 +6273,252 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 12] + xywh: + - 0 + - 0 + - 3 + - 12 - blockID: 2 - xywh: [3, 0, 3, 12] + xywh: + - 3 + - 0 + - 3 + - 12 - blockID: 3 - xywh: [9, 0, 3, 12] + xywh: + - 9 + - 0 + - 3 + - 12 - blockID: 4 - xywh: [0, 21, 4, 8] + xywh: + - 0 + - 21 + - 4 + - 8 - blockID: 5 - xywh: [4, 21, 4, 8] + xywh: + - 4 + - 21 + - 4 + - 8 - blockID: 6 - xywh: [8, 21, 4, 8] + xywh: + - 8 + - 21 + - 4 + - 8 - blockID: 7 - xywh: [0, 12, 9, 9] + xywh: + - 0 + - 12 + - 9 + - 9 - blockID: 8 - xywh: [9, 12, 3, 9] + xywh: + - 9 + - 12 + - 3 + - 9 - blockID: 9 - xywh: [6, 0, 3, 12] - + xywh: + - 6 + - 0 + - 3 + - 12 blocks: - - title: Case Main Information - options: - fields: - - name: CaseNumber - - name: Subject - - name: AccountId - - name: ContactId - - name: SuppliedEmail - - name: SuppliedName - - name: SuppliedPhone - - name: ProductId - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Case Details - options: - fields: - - name: Type - - name: Description - - name: File - - name: Origin - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Case Status - options: - fields: - - name: Status - - name: OwnerId - - name: CreatedDate - - name: Priority - - name: IsEscalated - - name: IsClosed - - name: ClosedDate - - name: Reason - style: - variants: {border: primary, headerText: primary} - kind: Record - - title: Notes - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Title - - name: Body - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Note - perPage: 20 - prefilter: CaseId = ${recordID} - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Events - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Event - perPage: 20 - prefilter: CaseId = ${recordID} - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Tasks - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Subject - - name: Status - - name: ActivityDate - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Task - perPage: 20 - prefilter: CaseId = ${recordID} - presort: ActivityDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Case Updates - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Type - - name: Description - - name: File - - name: createdBy - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: CaseUpdate - perPage: 20 - prefilter: CaseId = ${recordID} - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Case Actions - options: - buttons: - - enabled: true - label: Set Case status to Working - resourceType: compose:record - workflow: CRM-Case-SetStatusToWorking - stepID: 14 - - enabled: true - label: Set Case status to Closed - resourceType: compose:record - workflow: CRM-Case-SetStatusToClosed - stepID: 3 - - enabled: true - label: Inform the contact via email of the Case solution - resourceType: compose:record - workflow: CRM-Case-InformContact - stepID: 21 - sealed: false - style: - variants: {border: primary, headerText: primary} - kind: Automation - - title: Case Solution - options: - fields: - - name: SolutionName - - name: SolutionNote - - name: SolutionFile - - name: SolutionId - - name: SubmitAsSolution - style: - variants: {border: primary, headerText: primary} - kind: Record + - title: Case Main Information + options: + fields: + - name: CaseNumber + - name: Subject + - name: AccountId + - name: ContactId + - name: SuppliedEmail + - name: SuppliedName + - name: SuppliedPhone + - name: ProductId + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Case Details + options: + fields: + - name: Type + - name: Description + - name: File + - name: Origin + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Case Status + options: + fields: + - name: Status + - name: OwnerId + - name: CreatedDate + - name: Priority + - name: IsEscalated + - name: IsClosed + - name: ClosedDate + - name: Reason + style: + variants: + border: primary + headerText: primary + kind: Record + - title: Notes + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Title + - name: Body + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Note + perPage: 20 + prefilter: CaseId = ${recordID} + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Events + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Event + perPage: 20 + prefilter: CaseId = ${recordID} + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Tasks + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Subject + - name: Status + - name: ActivityDate + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Task + perPage: 20 + prefilter: CaseId = ${recordID} + presort: ActivityDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Case Updates + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Type + - name: Description + - name: File + - name: createdBy + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: CaseUpdate + perPage: 20 + prefilter: CaseId = ${recordID} + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Case Actions + options: + buttons: + - enabled: true + label: Set Case status to Working + resourceType: compose:record + workflow: CRM-Case-SetStatusToWorking + stepID: 14 + - enabled: true + label: Set Case status to Closed + resourceType: compose:record + workflow: CRM-Case-SetStatusToClosed + stepID: 3 + - enabled: true + label: Inform the contact via email of the Case solution + resourceType: compose:record + workflow: CRM-Case-InformContact + stepID: 21 + sealed: false + style: + variants: + border: primary + headerText: primary + kind: Automation + - title: Case Solution + options: + fields: + - name: SolutionName + - name: SolutionNote + - name: SolutionFile + - name: SolutionId + - name: SubmitAsSolution + style: + variants: + border: primary + headerText: primary + kind: Record pages: - handle: RecordPageForModuleCaseUpdate - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: CaseUpdate title: Record page for module "CaseUpdate" layouts: @@ -4995,26 +6541,33 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 15] + xywh: + - 0 + - 0 + - 4 + - 15 blocks: - - title: Case Update - options: - fields: - - name: CaseId - - name: Description - - name: Type - - name: File - - name: IsSolution - - name: createdBy - - name: createdAt - style: - variants: {border: primary, headerText: primary} - kind: Record + - title: Case Update + options: + fields: + - name: CaseId + - name: Description + - name: Type + - name: File + - name: IsSolution + - name: createdBy + - name: createdAt + style: + variants: + border: primary + headerText: primary + kind: Record visible: false visible: false visible: true - handle: Solutions - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Solutions layouts: - handle: primary @@ -5036,54 +6589,72 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 9 + - 16 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 9 + - 0 + - 3 + - 8 - blockID: 3 - xywh: [9, 8, 3, 8] - + xywh: + - 9 + - 8 + - 3 + - 8 blocks: - - title: List of Solutions - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: SolutionNumber - - name: SolutionName - - name: SolutionNote - - name: CaseId - - name: ProductId - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Solution - perPage: 20 - prefilter: "" - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {border: primary, headerText: primary} - kind: RecordList - - title: Solutions by Status - options: - chart: SolutionsByStatus - style: - variants: {border: primary, headerText: primary} - kind: Chart - - title: Solutions Created per Month - options: - chart: SolutionsCreatedPerMonth - style: - variants: {border: primary, headerText: primary} - kind: Chart + - title: List of Solutions + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: SolutionNumber + - name: SolutionName + - name: SolutionNote + - name: CaseId + - name: ProductId + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Solution + perPage: 20 + prefilter: '' + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + border: primary + headerText: primary + kind: RecordList + - title: Solutions by Status + options: + chart: SolutionsByStatus + style: + variants: + border: primary + headerText: primary + kind: Chart + - title: Solutions Created per Month + options: + chart: SolutionsCreatedPerMonth + style: + variants: + border: primary + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleSolution - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Solution title: Record page for module "Solution" layouts: @@ -5106,27 +6677,36 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 15] - + xywh: + - 0 + - 0 + - 4 + - 15 blocks: - - title: Solution Details - options: - fields: - - name: SolutionNumber - - name: SolutionName - - name: SolutionNote - - name: File - - name: CaseId - - name: ProductId - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record + - title: Solution Details + options: + fields: + - name: SolutionNumber + - name: SolutionName + - name: SolutionNote + - name: File + - name: CaseId + - name: ProductId + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record visible: false visible: true - handle: DefaultSettings - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Default Settings - description: A list of defaults values which are called upon in automation + description: >- + A list of defaults values which are called upon in automation processes. layouts: - handle: primary @@ -5148,33 +6728,37 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 12, 7] - + xywh: + - 0 + - 0 + - 12 + - 7 blocks: - - title: Default settings - options: - draggable: false - editFields: [] - editable: false - fields: - - name: createdAt - - name: updatedAt - hidePaging: true - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Settings - perPage: 20 - prefilter: "" - presort: "" - selectMode: multi - selectable: false - selectionButtons: [] - kind: RecordList + - title: Default settings + options: + draggable: false + editFields: [] + editable: false + fields: + - name: createdAt + - name: updatedAt + hidePaging: true + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Settings + perPage: 20 + prefilter: '' + presort: '' + selectMode: multi + selectable: false + selectionButtons: [] + kind: RecordList pages: - handle: RecordPageForModuleDefaultSettings - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Settings title: Record page for module "DefaultSettings" layouts: @@ -5197,54 +6781,86 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [3, 0, 3, 12] + xywh: + - 3 + - 0 + - 3 + - 12 - blockID: 2 - xywh: [0, 0, 3, 12] + xywh: + - 0 + - 0 + - 3 + - 12 - blockID: 3 - xywh: [6, 0, 3, 12] + xywh: + - 6 + - 0 + - 3 + - 12 - blockID: 4 - xywh: [9, 0, 3, 12] - + xywh: + - 9 + - 0 + - 3 + - 12 blocks: - - title: Quote Settings - options: - fields: - - name: QuoteNextNumber - - name: QuoteExpirationDays - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Opportunity Settings - options: - fields: - - name: OpportunityCloseDateDays - - name: OpportunityProbability - - name: OpportunityForecaseCategory - - name: OpportunityStagename - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Contract Settings - options: - fields: - - name: ContractNextNumber - - name: ContractDefaultTime - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Case Settings - options: - fields: - - name: CaseNextNumber - - name: SolutionNextNumber - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record + - title: Quote Settings + options: + fields: + - name: QuoteNextNumber + - name: QuoteExpirationDays + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Opportunity Settings + options: + fields: + - name: OpportunityCloseDateDays + - name: OpportunityProbability + - name: OpportunityForecaseCategory + - name: OpportunityStagename + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Contract Settings + options: + fields: + - name: ContractNextNumber + - name: ContractDefaultTime + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Case Settings + options: + fields: + - name: CaseNextNumber + - name: SolutionNextNumber + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record visible: false visible: true visible: true - handle: UnpublishedModules - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Unpublished modules layouts: - handle: primary @@ -5266,16 +6882,20 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 3] - + xywh: + - 0 + - 0 + - 12 + - 12 blocks: - - title: Temp - options: - body:


- kind: Content + - title: Temp + options: + body:


+ kind: Content pages: - handle: RecordPageForModuleQuestion - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Question title: Record page for module "Question" layouts: @@ -5298,68 +6918,80 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 13] + xywh: + - 0 + - 0 + - 4 + - 13 - blockID: 2 - xywh: [0, 13, 12, 7] + xywh: + - 0 + - 13 + - 12 + - 7 - blockID: 3 - xywh: [4, 0, 8, 13] - + xywh: + - 4 + - 0 + - 8 + - 13 blocks: - - title: Question Details - options: - fields: - - name: Title - - name: Body - - name: NumReplies - - name: BestReplyId - - name: UpVotes - - name: VoteScore - kind: Record - - title: Replies - options: - draggable: false - editFields: [] - editable: false - fields: - - name: Body - - name: Name - - name: UpVotes - - name: DownVotes - - name: VoteTotal - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Reply - perPage: 20 - prefilter: QuestionId = ${recordID} - presort: "" - selectMode: multi - selectable: false - selectionButtons: [] - kind: RecordList - - title: Votes - options: - draggable: false - editFields: [] - editable: false - fields: - - name: Score - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Vote - perPage: 20 - prefilter: QuestionId = ${recordID} - presort: "" - selectMode: multi - selectable: false - selectionButtons: [] - kind: RecordList + - title: Question Details + options: + fields: + - name: Title + - name: Body + - name: NumReplies + - name: BestReplyId + - name: UpVotes + - name: VoteScore + kind: Record + - title: Replies + options: + draggable: false + editFields: [] + editable: false + fields: + - name: Body + - name: Name + - name: UpVotes + - name: DownVotes + - name: VoteTotal + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Reply + perPage: 20 + prefilter: QuestionId = ${recordID} + presort: '' + selectMode: multi + selectable: false + selectionButtons: [] + kind: RecordList + - title: Votes + options: + draggable: false + editFields: [] + editable: false + fields: + - name: Score + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Vote + perPage: 20 + prefilter: QuestionId = ${recordID} + presort: '' + selectMode: multi + selectable: false + selectionButtons: [] + kind: RecordList pages: - handle: RecordPageForModuleReply - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Reply title: Record page for module "Reply" layouts: @@ -5382,36 +7014,44 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 6, 20] + xywh: + - 0 + - 0 + - 6 + - 20 - blockID: 2 - xywh: [6, 0, 6, 20] - + xywh: + - 6 + - 0 + - 6 + - 20 blocks: - - title: Reply Details - options: - fields: - - name: QuestionId - - name: IdeaId - - name: Body - - name: Name - - name: UpVotes - - name: DownVotes - - name: VoteTotal - kind: Record - - title: Votes - options: - fields: - - name: Score - - name: CreatedById - - name: CreatedDate - module: Vote - page: RecordPageForModuleVote - perPage: 20 - prefilter: ReplyId = ${recordID} - kind: RecordList + - title: Reply Details + options: + fields: + - name: QuestionId + - name: IdeaId + - name: Body + - name: Name + - name: UpVotes + - name: DownVotes + - name: VoteTotal + kind: Record + - title: Votes + options: + fields: + - name: Score + - name: CreatedById + - name: CreatedDate + module: Vote + page: RecordPageForModuleVote + perPage: 20 + prefilter: ReplyId = ${recordID} + kind: RecordList visible: false - handle: RecordPageForModuleVote - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Vote title: Record page for module "Vote" layouts: @@ -5434,29 +7074,37 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 13] + xywh: + - 0 + - 0 + - 4 + - 13 - blockID: 2 - xywh: [4, 0, 4, 13] - + xywh: + - 4 + - 0 + - 4 + - 13 blocks: - - title: Vote Score - options: - fields: - - name: Score - - name: CreatedById - - name: CreatedDate - kind: Record - - title: Related Object - options: - fields: - - name: IdeaId - - name: ReplyId - - name: QuestionId - kind: Record + - title: Vote Score + options: + fields: + - name: Score + - name: CreatedById + - name: CreatedDate + kind: Record + - title: Related Object + options: + fields: + - name: IdeaId + - name: ReplyId + - name: QuestionId + kind: Record visible: false visible: false - handle: Ideas - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Ideas layouts: - handle: primary @@ -5478,34 +7126,39 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 12, 20] + xywh: + - 0 + - 0 + - 12 + - 20 blocks: - - title: List of Ideas - options: - draggable: false - editFields: [] - editable: false - fields: - - name: Title - - name: Categories - - name: ParentIdeaId - - name: VoteScore - - name: Status - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Idea - perPage: 20 - prefilter: "" - presort: createdAt DESC - selectMode: multi - selectable: false - selectionButtons: [] - kind: RecordList + - title: List of Ideas + options: + draggable: false + editFields: [] + editable: false + fields: + - name: Title + - name: Categories + - name: ParentIdeaId + - name: VoteScore + - name: Status + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Idea + perPage: 20 + prefilter: '' + presort: createdAt DESC + selectMode: multi + selectable: false + selectionButtons: [] + kind: RecordList pages: - handle: RecordPageForModuleIdea - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Idea title: Record page for module "Idea" layouts: @@ -5528,53 +7181,65 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 20] + xywh: + - 0 + - 0 + - 4 + - 20 - blockID: 2 - xywh: [8, 0, 4, 20] + xywh: + - 8 + - 0 + - 4 + - 20 - blockID: 3 - xywh: [4, 0, 4, 20] - + xywh: + - 4 + - 0 + - 4 + - 20 blocks: - - title: Idea Details - options: - fields: - - name: Title - - name: Body - - name: Categories - - name: ParentIdeaId - - name: CreatorName - - name: Status - - name: VoteScore - - name: VoteTotal - kind: Record - - title: Votes - options: - fields: - - name: Score - - name: CreatedById - - name: CreatedDate - module: Vote - page: RecordPageForModuleVote - perPage: 20 - prefilter: IdeaId = ${recordID} - kind: RecordList - - title: Replies - options: - fields: - - name: Body - - name: Name - - name: UpVotes - - name: DownVotes - - name: VoteTotal - module: Reply - page: RecordPageForModuleReply - perPage: 20 - prefilter: IdeaId = ${recordID} - kind: RecordList + - title: Idea Details + options: + fields: + - name: Title + - name: Body + - name: Categories + - name: ParentIdeaId + - name: CreatorName + - name: Status + - name: VoteScore + - name: VoteTotal + kind: Record + - title: Votes + options: + fields: + - name: Score + - name: CreatedById + - name: CreatedDate + module: Vote + page: RecordPageForModuleVote + perPage: 20 + prefilter: IdeaId = ${recordID} + kind: RecordList + - title: Replies + options: + fields: + - name: Body + - name: Name + - name: UpVotes + - name: DownVotes + - name: VoteTotal + module: Reply + page: RecordPageForModuleReply + perPage: 20 + prefilter: IdeaId = ${recordID} + kind: RecordList visible: false visible: false - handle: Emails - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Emails layouts: - handle: primary @@ -5596,22 +7261,27 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [8, 0, 4, 20] + xywh: + - 8 + - 0 + - 4 + - 20 blocks: - - title: List of Email Templates - options: - fields: - - name: Name - - name: IsActive - - name: createdBy - module: EmailTemplate - page: RecordPageForModuleEmailTemplate - perPage: 20 - presort: createdAt DESC - kind: RecordList + - title: List of Email Templates + options: + fields: + - name: Name + - name: IsActive + - name: createdBy + module: EmailTemplate + page: RecordPageForModuleEmailTemplate + perPage: 20 + presort: createdAt DESC + kind: RecordList pages: - handle: RecordPageForModuleEmailTemplate - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: EmailTemplate title: Record page for module "EmailTemplate" layouts: @@ -5634,22 +7304,26 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 6, 19] - + xywh: + - 0 + - 0 + - 6 + - 19 blocks: - - title: Email Template Details - options: - fields: - - name: Name - - name: Subject - - name: Description - - name: Body - - name: IsActive - kind: Record + - title: Email Template Details + options: + fields: + - name: Name + - name: Subject + - name: Description + - name: Body + - name: IsActive + kind: Record visible: false visible: false - handle: Questions - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Questions layouts: - handle: primary @@ -5671,19 +7345,22 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 12, 20] - + xywh: + - 0 + - 0 + - 12 + - 20 blocks: - - title: List of Questions - options: - fields: - - name: Title - - name: CreatedDate - - name: NumReplies - module: Question - page: RecordPageForModuleQuestion - perPage: 20 - presort: createdAt DESC - kind: RecordList + - title: List of Questions + options: + fields: + - name: Title + - name: CreatedDate + - name: NumReplies + module: Question + page: RecordPageForModuleQuestion + perPage: 20 + presort: createdAt DESC + kind: RecordList 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 322c8b663..b80269541 100644 --- a/server/provision/701_service-solution/1400_pages.yaml +++ b/server/provision/701_service-solution/1400_pages.yaml @@ -1,7 +1,8 @@ namespace: service-solution pages: - handle: Home - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Home layouts: - handle: primary @@ -23,85 +24,141 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 6, 16] + xywh: + - 0 + - 0 + - 24 + - 64 - blockID: 2 - xywh: [6, 0, 3, 6] + xywh: + - 24 + - 0 + - 12 + - 24 - blockID: 3 - xywh: [6, 6, 3, 5] + xywh: + - 24 + - 24 + - 12 + - 20 - blockID: 4 - xywh: [6, 11, 3, 5] + xywh: + - 24 + - 44 + - 12 + - 20 - blockID: 5 - xywh: [9, 0, 3, 6] + xywh: + - 36 + - 0 + - 12 + - 24 - blockID: 6 - xywh: [9, 6, 3, 5] + xywh: + - 36 + - 24 + - 12 + - 20 - blockID: 7 - xywh: [9, 11, 3, 5] - + xywh: + - 36 + - 44 + - 12 + - 20 blocks: - - title: All Cases - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Number - - name: Subject - - name: Status - - name: Priority - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Case - perPage: 20 - prefilter: "" - presort: createdAt DESC - selectMode: multi - selectable: false - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: New cases per month - options: - chart: NewCasesByMonth - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Cases by priority - options: - chart: CasesByPriority - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Cases by category - options: - chart: CasesByCategory - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Closed cases per month - options: - chart: ClosedCasesPerMonth - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Cases by status - options: - chart: CasesByStatus - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Total cost per case category (in $) - options: - chart: CostPerCategory - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart + - title: All Cases + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Number + - name: Subject + - name: Status + - name: Priority + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Case + perPage: 20 + prefilter: '' + presort: createdAt DESC + selectMode: multi + selectable: false + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: New cases per month + options: + chart: NewCasesByMonth + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Cases by priority + options: + chart: CasesByPriority + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Cases by category + options: + chart: CasesByCategory + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Closed cases per month + options: + chart: ClosedCasesPerMonth + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Cases by status + options: + chart: CasesByStatus + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Total cost per case category (in $) + options: + chart: CostPerCategory + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart visible: true - handle: Cases - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Cases layouts: - handle: primary @@ -123,54 +180,78 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 36 + - 64 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 36 + - 0 + - 12 + - 32 - blockID: 3 - xywh: [9, 8, 3, 8] - + xywh: + - 36 + - 32 + - 12 + - 32 blocks: - - title: All cases - options: - allowExport: true - fields: - - name: Number - - name: Subject - - name: ProductId - - name: Category - - name: Status - - name: Priority - - name: CaseOwner - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Case - perPage: 20 - prefilter: "" - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Cases by priority - options: - chart: CasesByPriority - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Cases by category - options: - chart: CasesByCategory - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart + - title: All cases + options: + allowExport: true + fields: + - name: Number + - name: Subject + - name: ProductId + - name: Category + - name: Status + - name: Priority + - name: CaseOwner + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Case + perPage: 20 + prefilter: '' + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Cases by priority + options: + chart: CasesByPriority + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Cases by category + options: + chart: CasesByCategory + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleCase - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Case title: Record page for module "Case" layouts: @@ -193,135 +274,192 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 11] + xywh: + - 0 + - 0 + - 3 + - 11 - blockID: 2 - xywh: [9, 0, 3, 11] + xywh: + - 9 + - 0 + - 3 + - 11 - blockID: 3 - xywh: [3, 0, 6, 5] + xywh: + - 3 + - 0 + - 6 + - 5 - blockID: 4 - xywh: [3, 5, 6, 11] + xywh: + - 3 + - 5 + - 6 + - 11 - blockID: 5 - xywh: [0, 11, 3, 7] + xywh: + - 0 + - 11 + - 3 + - 7 - blockID: 6 - xywh: [9, 11, 3, 7] + xywh: + - 9 + - 11 + - 3 + - 7 - blockID: 7 - xywh: [3, 3, 6, 2] + xywh: + - 3 + - 3 + - 6 + - 2 blocks: - - title: Case Description - options: - fields: - - name: Number - - name: Status - - name: Category - - name: Description - - name: Priority - - name: ProductId - - name: Solution - - name: CloseDate - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Case Details - options: - fields: - - name: CaseOwner - - name: Escalated - - name: AccountId - - name: ContactId - - name: MailingList - - name: TotalTime - - name: TotalCost - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Case Subject - options: - fields: - - name: Subject - - name: CaseSysTemplate - style: - variants: {bodyBg: white, border: success, headerBg: white, headerText: success} - kind: Record - - title: Updates - options: - fields: - - name: Type - - name: Subject - - name: Content - - name: From - - name: createdAt - hideAddButton: true - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Update - perPage: 20 - prefilter: CaseId = ${recordID} - presort: createdAt DESC - selectMode: multi - selectable: false - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Related Attachments - options: - fields: - - name: File - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Attachement - perPage: 20 - prefilter: CaseId = ${recordID} - presort: "" - selectMode: multi - selectable: false - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Search the Knowledge Base - options: - fields: - - name: Number - - name: Title - hideAddButton: true - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: KnowledgeBase - perPage: 20 - prefilter: "" - presort: Number ASC - selectMode: multi - selectable: false - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - options: - buttons: - - enabled: true - label: Add Update to this Case - resourceType: compose:record - workflow: ServiceSolution-Case-AddUpdate - stepID: 3 - - enabled: true - label: Send Email for this Case with custom reason - resourceType: compose:record - workflow: ServiceSolution-Case-SendEmail - stepID: 3 - sealed: false - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Automation + - title: Case Description + options: + fields: + - name: Number + - name: Status + - name: Category + - name: Description + - name: Priority + - name: ProductId + - name: Solution + - name: CloseDate + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Case Details + options: + fields: + - name: CaseOwner + - name: Escalated + - name: AccountId + - name: ContactId + - name: MailingList + - name: TotalTime + - name: TotalCost + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Case Subject + options: + fields: + - name: Subject + - name: CaseSysTemplate + style: + variants: + bodyBg: white + border: success + headerBg: white + headerText: success + kind: Record + - title: Updates + options: + fields: + - name: Type + - name: Subject + - name: Content + - name: From + - name: createdAt + hideAddButton: true + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Update + perPage: 20 + prefilter: CaseId = ${recordID} + presort: createdAt DESC + selectMode: multi + selectable: false + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Related Attachments + options: + fields: + - name: File + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Attachement + perPage: 20 + prefilter: CaseId = ${recordID} + presort: '' + selectMode: multi + selectable: false + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Search the Knowledge Base + options: + fields: + - name: Number + - name: Title + hideAddButton: true + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: KnowledgeBase + perPage: 20 + prefilter: '' + presort: Number ASC + selectMode: multi + selectable: false + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - options: + buttons: + - enabled: true + label: Add Update to this Case + resourceType: compose:record + workflow: ServiceSolution-Case-AddUpdate + stepID: 3 + - enabled: true + label: Send Email for this Case with custom reason + resourceType: compose:record + workflow: ServiceSolution-Case-SendEmail + stepID: 3 + sealed: false + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Automation pages: - handle: RecordPageForModuleAttachement - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Attachement title: Record page for module "Attachement" layouts: @@ -344,21 +482,29 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 5, 18] - + xywh: + - 0 + - 0 + - 5 + - 18 blocks: - - title: Attachment Details - options: - fields: - - name: Name - - name: CaseId - - name: File - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record + - title: Attachment Details + options: + fields: + - name: Name + - name: CaseId + - name: File + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record visible: false - handle: RecordPageForModuleUpdate - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Update title: Record page for module "Update" layouts: @@ -381,50 +527,74 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 8, 18] + xywh: + - 0 + - 0 + - 8 + - 18 - blockID: 2 - xywh: [8, 0, 4, 7] + xywh: + - 8 + - 0 + - 4 + - 7 - blockID: 3 - xywh: [8, 7, 4, 11] - + xywh: + - 8 + - 7 + - 4 + - 11 blocks: - - title: Content - options: - fields: - - name: CaseId - - name: Subject - - name: Content - - name: Type - - name: From - - name: To - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Notifications - options: - fields: - - name: ContactId - - name: NotificationCaseCreator - - name: NotificationCaseOwner - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Other Information - options: - fields: - - name: AccountId - - name: Department - - name: TimeSpend - - name: Cost - - name: createdAt - - name: createdBy - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record + - title: Content + options: + fields: + - name: CaseId + - name: Subject + - name: Content + - name: Type + - name: From + - name: To + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Notifications + options: + fields: + - name: ContactId + - name: NotificationCaseCreator + - name: NotificationCaseOwner + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Other Information + options: + fields: + - name: AccountId + - name: Department + - name: TimeSpend + - name: Cost + - name: createdAt + - name: createdBy + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record visible: false visible: false - handle: AllMyCases - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: All my cases layouts: - handle: primary @@ -446,39 +616,47 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 12, 16] - + xywh: + - 0 + - 0 + - 12 + - 16 blocks: - - title: All my cases - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Number - - name: Subject - - name: Status - - name: Priority - - name: CaseOwner - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Case - perPage: 20 - prefilter: ${userID} = CaseOwner - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList + - title: All my cases + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Number + - name: Subject + - name: Status + - name: Priority + - name: CaseOwner + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Case + perPage: 20 + prefilter: ${userID} = CaseOwner + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList visible: true - handle: MyNewCases - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: My new cases layouts: - handle: primary @@ -500,40 +678,48 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 12, 16] - + xywh: + - 0 + - 0 + - 12 + - 16 blocks: - - title: My new cases - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Number - - name: Subject - - name: Status - - name: Priority - - name: CaseOwner - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Case - perPage: 20 - prefilter: ${userID} = CaseOwner AND Status = 'New' - presort: createdAt DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList + - title: My new cases + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Number + - name: Subject + - name: Status + - name: Priority + - name: CaseOwner + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Case + perPage: 20 + prefilter: ${userID} = CaseOwner AND Status = 'New' + presort: createdAt DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList visible: true visible: true - handle: Accounts - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Accounts layouts: - handle: primary @@ -555,53 +741,77 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 36 + - 64 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 36 + - 0 + - 12 + - 32 - blockID: 3 - xywh: [9, 8, 3, 8] - + xywh: + - 36 + - 32 + - 12 + - 32 blocks: - - title: Accounts - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: AccountName - - name: BillingCountry - - name: OwnerId - - name: Rating - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Account - perPage: 20 - prefilter: "" - presort: AccountName ASC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - 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 - - title: Total costs of cases per account (in $) - options: - chart: CostsPerAccount - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart + - title: Accounts + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: AccountName + - name: BillingCountry + - name: OwnerId + - name: Rating + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Account + perPage: 20 + prefilter: '' + presort: AccountName ASC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - 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 + - title: Total costs of cases per account (in $) + options: + chart: CostsPerAccount + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleAccount - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Account title: Record page for module "Account" layouts: @@ -624,122 +834,178 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 12] + xywh: + - 0 + - 0 + - 3 + - 12 - blockID: 2 - xywh: [3, 0, 3, 12] + xywh: + - 3 + - 0 + - 3 + - 12 - blockID: 3 - xywh: [6, 0, 3, 12] + xywh: + - 6 + - 0 + - 3 + - 12 - blockID: 4 - xywh: [9, 0, 3, 30] + xywh: + - 9 + - 0 + - 3 + - 30 - blockID: 5 - xywh: [0, 12, 9, 9] + xywh: + - 0 + - 12 + - 9 + - 9 - blockID: 6 - xywh: [6, 21, 3, 9] + xywh: + - 6 + - 21 + - 3 + - 9 - blockID: 7 - xywh: [0, 21, 6, 9] - + xywh: + - 0 + - 21 + - 6 + - 9 blocks: - - title: Account Detail - options: - fields: - - name: AccountName - - name: Type - - name: Industry - - name: NumberOfEmployees - - name: AnnualRevenue - - name: Twitter - - name: LinkedIn - - name: Facebook - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Account Address - options: - fields: - - name: BillingStreet - - name: BillingCity - - name: BillingState - - name: BillingPostalCode - - name: BillingCountry - - name: Phone - - name: Website - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Other Information - options: - fields: - - name: TotalTime - - name: TotalCost - - name: Rating - - name: ParentId - - name: AccountSource - - name: OwnerId - - name: Description - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Twitter Feed - options: - fields: [] - profileSourceField: Twitter - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: SocialFeed - - title: Cases - options: - allowExport: true - fields: - - name: Number - - name: Subject - - name: Category - - name: Priority - - name: Status - - name: TotalTime - - name: TotalCost - - name: createdAt - module: Case - page: RecordPageForModuleCase - perPage: 20 - prefilter: ${recordID} = AccountId - presort: createdAt DESC - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Contacts - options: - allowExport: true - fields: - - name: RecordLabel - module: Contact - page: RecordPageForModuleContact - perPage: 20 - prefilter: ${recordID} = AccountId - presort: RecordLabel ASC - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Entitlements - options: - allowExport: true - fields: - - name: ProductId - - name: Name - - name: StartDate - - name: EndDate - - name: Status - - name: Type - module: Entitlement - page: RecordPageForModuleEntitlement - perPage: 20 - prefilter: AccountId = ${recordID} - presort: EndDate ASC - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList + - title: Account Detail + options: + fields: + - name: AccountName + - name: Type + - name: Industry + - name: NumberOfEmployees + - name: AnnualRevenue + - name: Twitter + - name: LinkedIn + - name: Facebook + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Account Address + options: + fields: + - name: BillingStreet + - name: BillingCity + - name: BillingState + - name: BillingPostalCode + - name: BillingCountry + - name: Phone + - name: Website + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Other Information + options: + fields: + - name: TotalTime + - name: TotalCost + - name: Rating + - name: ParentId + - name: AccountSource + - name: OwnerId + - name: Description + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Twitter Feed + options: + fields: [] + profileSourceField: Twitter + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: SocialFeed + - title: Cases + options: + allowExport: true + fields: + - name: Number + - name: Subject + - name: Category + - name: Priority + - name: Status + - name: TotalTime + - name: TotalCost + - name: createdAt + module: Case + page: RecordPageForModuleCase + perPage: 20 + prefilter: ${recordID} = AccountId + presort: createdAt DESC + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Contacts + options: + allowExport: true + fields: + - name: RecordLabel + module: Contact + page: RecordPageForModuleContact + perPage: 20 + prefilter: ${recordID} = AccountId + presort: RecordLabel ASC + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Entitlements + options: + allowExport: true + fields: + - name: ProductId + - name: Name + - name: StartDate + - name: EndDate + - name: Status + - name: Type + module: Entitlement + page: RecordPageForModuleEntitlement + perPage: 20 + prefilter: AccountId = ${recordID} + presort: EndDate ASC + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList visible: false - handle: Contacts - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Contacts layouts: - handle: primary @@ -761,39 +1027,48 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 12, 16] + xywh: + - 0 + - 0 + - 12 + - 16 blocks: - - title: Contacts - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: FirstName - - name: LastName - - name: Email - - name: Phone - - name: AccountId - - name: OwnerId - - name: createdAt - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Contact - perPage: 20 - prefilter: "" - presort: RecordLabel ASC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList + - title: Contacts + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: FirstName + - name: LastName + - name: Email + - name: Phone + - name: AccountId + - name: OwnerId + - name: createdAt + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Contact + perPage: 20 + prefilter: '' + presort: RecordLabel ASC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList pages: - handle: RecordPageForModuleContact - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Contact title: Record page for module "Contact" layouts: @@ -816,84 +1091,124 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 11] + xywh: + - 0 + - 0 + - 3 + - 11 - blockID: 2 - xywh: [3, 0, 3, 11] + xywh: + - 3 + - 0 + - 3 + - 11 - blockID: 3 - xywh: [6, 0, 3, 11] + xywh: + - 6 + - 0 + - 3 + - 11 - blockID: 4 - xywh: [9, 0, 3, 30] + xywh: + - 9 + - 0 + - 3 + - 30 - blockID: 5 - xywh: [0, 11, 9, 9] - + xywh: + - 0 + - 11 + - 9 + - 9 blocks: - - title: Personal Data - options: - fields: - - name: FirstName - - name: LastName - - name: Title - - name: Phone - - name: Email - - name: Twitter - - name: Facebook - - name: LinkedIn - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Contact Address - options: - fields: - - name: AccountId - - name: IsPrimary - - name: MailingStreet - - name: MailingCity - - name: MailingState - - name: MailingPostalCode - - name: MailingCountry - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Other Information - options: - fields: - - name: OwnerId - - name: DoNotCall - - name: HasOptedOutOfEmail - - name: Description - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Contact Twitter Feed - options: - fields: [] - profileSourceField: Twitter - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: SocialFeed - - title: Cases related to this Contact - options: - allowExport: true - fields: - - name: Number - - name: Status - - name: Priority - - name: Subject - - name: TotalTime - - name: TotalCost - - name: createdAt - module: Case - page: RecordPageForModuleCase - perPage: 20 - prefilter: ContactId = ${recordID} - presort: createdAt DESC - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList + - title: Personal Data + options: + fields: + - name: FirstName + - name: LastName + - name: Title + - name: Phone + - name: Email + - name: Twitter + - name: Facebook + - name: LinkedIn + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Contact Address + options: + fields: + - name: AccountId + - name: IsPrimary + - name: MailingStreet + - name: MailingCity + - name: MailingState + - name: MailingPostalCode + - name: MailingCountry + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Other Information + options: + fields: + - name: OwnerId + - name: DoNotCall + - name: HasOptedOutOfEmail + - name: Description + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Contact Twitter Feed + options: + fields: [] + profileSourceField: Twitter + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: SocialFeed + - title: Cases related to this Contact + options: + allowExport: true + fields: + - name: Number + - name: Status + - name: Priority + - name: Subject + - name: TotalTime + - name: TotalCost + - name: createdAt + module: Case + page: RecordPageForModuleCase + perPage: 20 + prefilter: ContactId = ${recordID} + presort: createdAt DESC + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList visible: false visible: true - handle: Entitlements - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Entitlements layouts: - handle: primary @@ -915,40 +1230,48 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 12, 16] - + xywh: + - 0 + - 0 + - 12 + - 16 blocks: - - title: Entitlements - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: AccountId - - name: ProductId - - name: Name - - name: Type - - name: StartDate - - name: EndDate - - name: Status - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Entitlement - perPage: 20 - prefilter: "" - presort: EndDate DESC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList + - title: Entitlements + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: AccountId + - name: ProductId + - name: Name + - name: Type + - name: StartDate + - name: EndDate + - name: Status + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Entitlement + perPage: 20 + prefilter: '' + presort: EndDate DESC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList pages: - handle: RecordPageForModuleEntitlement - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Entitlement title: Record page for module "Entitlement" layouts: @@ -971,51 +1294,77 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 4, 15] + xywh: + - 0 + - 0 + - 4 + - 15 - blockID: 2 - xywh: [8, 0, 4, 15] + xywh: + - 8 + - 0 + - 4 + - 15 - blockID: 3 - xywh: [4, 0, 4, 15] - + xywh: + - 4 + - 0 + - 4 + - 15 blocks: - - title: Product Entitlement - options: - fields: - - name: AccountId - - name: ProductId - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - 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 - to overwrite this data manually. - options: - fields: - - name: Status - - name: StartDate - - name: EndDate - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - 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 - possible to overwrite this data afterwards. - options: - fields: - - name: Name - - name: Type - - name: Term - - name: TermType - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record + - title: Product Entitlement + options: + fields: + - name: AccountId + - name: ProductId + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - 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 + to overwrite this data manually. + options: + fields: + - name: Status + - name: StartDate + - name: EndDate + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - 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 + possible to overwrite this data afterwards. + options: + fields: + - name: Name + - name: Type + - name: Term + - name: TermType + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record visible: false visible: true visible: true - handle: Products - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Products layouts: - handle: primary @@ -1037,55 +1386,79 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 36 + - 64 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 36 + - 0 + - 12 + - 32 - blockID: 3 - xywh: [9, 8, 3, 8] - + xywh: + - 36 + - 32 + - 12 + - 32 blocks: - - title: Products - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: ProductCode - - name: Name - - name: Family - - name: Photo - - name: IsActive - - name: EntitlementTemplateId - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Product - perPage: 20 - prefilter: "" - presort: ProductCode ASC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Time spent per product family (in hours) - options: - chart: TimeSpentPerProductFamily - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Cost per product family (in $) - options: - chart: CostPerProductFamily - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart + - title: Products + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: ProductCode + - name: Name + - name: Family + - name: Photo + - name: IsActive + - name: EntitlementTemplateId + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Product + perPage: 20 + prefilter: '' + presort: ProductCode ASC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Time spent per product family (in hours) + options: + chart: TimeSpentPerProductFamily + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Cost per product family (in $) + options: + chart: CostPerProductFamily + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleProduct - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Product title: Record page for module "Product" layouts: @@ -1108,110 +1481,166 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 3, 10] + xywh: + - 0 + - 0 + - 3 + - 10 - blockID: 2 - xywh: [9, 0, 3, 10] + xywh: + - 9 + - 0 + - 3 + - 10 - blockID: 3 - xywh: [0, 10, 12, 8] + xywh: + - 0 + - 10 + - 12 + - 8 - blockID: 4 - xywh: [0, 18, 6, 7] + xywh: + - 0 + - 18 + - 6 + - 7 - blockID: 5 - xywh: [6, 18, 6, 7] + xywh: + - 6 + - 18 + - 6 + - 7 - blockID: 6 - xywh: [6, 0, 3, 10] + xywh: + - 6 + - 0 + - 3 + - 10 - blockID: 7 - xywh: [3, 0, 3, 10] - + xywh: + - 3 + - 0 + - 3 + - 10 blocks: - - title: Product Description - options: - fields: - - name: ProductCode - - name: Name - - name: Family - - name: EntitlementTemplateId - - name: Description - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Other Information - options: - fields: - - name: IsActive - - name: createdAt - - name: createdBy - - name: updatedAt - - name: updatedBy - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Entitlements for this product - options: - allowExport: true - fields: - - name: AccountId - - name: ProductId - - name: Name - - name: Type - - name: StartDate - - name: EndDate - - name: Status - module: Entitlement - page: RecordPageForModuleEntitlement - perPage: 20 - prefilter: ProductId = ${recordID} - presort: EndDate ASC - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Cases related to this product - options: - fields: - - name: Number - - name: Subject - - name: Status - - name: Priority - module: Case - page: RecordPageForModuleCase - perPage: 20 - prefilter: ProductId = ${recordID} - presort: createdAt DESC - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Knowledge Base items related to this product - options: - fields: - - name: Number - - name: Title - - name: IsPublished - module: KnowledgeBase - page: RecordPageForModuleKnowledgeBase - perPage: 20 - prefilter: ProductId = ${recordID} - presort: Title ASC - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Files - options: - fields: - - name: Photo - - name: Manual - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Cases totals - options: - fields: - - name: TotalTime - - name: TotalCost - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record + - title: Product Description + options: + fields: + - name: ProductCode + - name: Name + - name: Family + - name: EntitlementTemplateId + - name: Description + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Other Information + options: + fields: + - name: IsActive + - name: createdAt + - name: createdBy + - name: updatedAt + - name: updatedBy + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Entitlements for this product + options: + allowExport: true + fields: + - name: AccountId + - name: ProductId + - name: Name + - name: Type + - name: StartDate + - name: EndDate + - name: Status + module: Entitlement + page: RecordPageForModuleEntitlement + perPage: 20 + prefilter: ProductId = ${recordID} + presort: EndDate ASC + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Cases related to this product + options: + fields: + - name: Number + - name: Subject + - name: Status + - name: Priority + module: Case + page: RecordPageForModuleCase + perPage: 20 + prefilter: ProductId = ${recordID} + presort: createdAt DESC + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Knowledge Base items related to this product + options: + fields: + - name: Number + - name: Title + - name: IsPublished + module: KnowledgeBase + page: RecordPageForModuleKnowledgeBase + perPage: 20 + prefilter: ProductId = ${recordID} + presort: Title ASC + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Files + options: + fields: + - name: Photo + - name: Manual + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Cases totals + options: + fields: + - name: TotalTime + - name: TotalCost + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record visible: false - handle: EntitlementTemplates - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Entitlement Templates layouts: - handle: primary @@ -1233,36 +1662,45 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 12, 16] + xywh: + - 0 + - 0 + - 12 + - 16 blocks: - - title: Entitlement Templates - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Name - - name: Type - - name: Term - - name: TermType - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: EntitlementTemplate - perPage: 20 - prefilter: "" - presort: Name ASC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList + - title: Entitlement Templates + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Name + - name: Type + - name: Term + - name: TermType + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: EntitlementTemplate + perPage: 20 + prefilter: '' + presort: Name ASC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList pages: - handle: RecordPageForModuleEntitlementTemplate - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: EntitlementTemplate title: Record page for module "EntitlementTemplate" layouts: @@ -1285,45 +1723,61 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 6, 16] + xywh: + - 0 + - 0 + - 6 + - 16 - blockID: 2 - xywh: [6, 0, 6, 16] - + xywh: + - 6 + - 0 + - 6 + - 16 blocks: - - title: Entitlement Template - options: - fields: - - name: Name - - name: Term - - name: TermType - - name: Type - - name: createdAt - - name: createdBy - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Products that use this entitlements template - options: - allowExport: true - fields: - - name: ProductCode - - name: Name - - name: Family - - name: Photo - - name: IsActive - module: Product - page: RecordPageForModuleProduct - perPage: 20 - prefilter: EntitlementTemplateId = ${recordID} - presort: ProductCode ASC - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList + - title: Entitlement Template + options: + fields: + - name: Name + - name: Term + - name: TermType + - name: Type + - name: createdAt + - name: createdBy + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Products that use this entitlements template + options: + allowExport: true + fields: + - name: ProductCode + - name: Name + - name: Family + - name: Photo + - name: IsActive + module: Product + page: RecordPageForModuleProduct + perPage: 20 + prefilter: EntitlementTemplateId = ${recordID} + presort: ProductCode ASC + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList visible: false visible: true visible: true - handle: KnowledgeBase - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Knowledge Base layouts: - handle: primary @@ -1345,54 +1799,78 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 36 + - 64 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 36 + - 0 + - 12 + - 32 - blockID: 3 - xywh: [9, 8, 3, 8] - + xywh: + - 36 + - 32 + - 12 + - 32 blocks: - - title: Knowledge Base - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Number - - name: Title - - name: IsPublished - - name: IsReviewed - - name: Status - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: KnowledgeBase - perPage: 20 - prefilter: "" - presort: Number ASC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: KB articles per type - options: - chart: KnowledgeBaseArticlesPerType - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: KB articles created per day - options: - chart: KnowledgeBaseItemsCreatedPerDay - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart + - title: Knowledge Base + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Number + - name: Title + - name: IsPublished + - name: IsReviewed + - name: Status + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: KnowledgeBase + perPage: 20 + prefilter: '' + presort: Number ASC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: KB articles per type + options: + chart: KnowledgeBaseArticlesPerType + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: KB articles created per day + options: + chart: KnowledgeBaseItemsCreatedPerDay + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleKnowledgeBase - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: KnowledgeBase title: Record page for module "Knowledge Base" layouts: @@ -1415,65 +1893,97 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [3, 5, 6, 15] + xywh: + - 3 + - 5 + - 6 + - 15 - blockID: 2 - xywh: [9, 0, 3, 20] + xywh: + - 9 + - 0 + - 3 + - 20 - blockID: 3 - xywh: [3, 0, 6, 5] + xywh: + - 3 + - 0 + - 6 + - 5 - blockID: 4 - xywh: [0, 0, 3, 20] - + xywh: + - 0 + - 0 + - 3 + - 20 blocks: - - title: Details - options: - fields: - - name: Content - - name: File - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Cases with this KB Item as Solution - options: - fields: - - name: Number - - name: Subject - - name: createdAt - module: Case - page: RecordPageForModuleCase - perPage: 20 - prefilter: Solution = ${recordID} - presort: createdAt DESC - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Title - options: - fields: - - name: Title - - name: Number - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: success} - kind: Record - - title: Details - options: - fields: - - name: Type - - name: Category - - name: ProductId - - name: Status - - name: IsReviewed - - name: IsPublished - - name: createdAt - - name: createdBy - - name: updatedAt - - name: updatedBy - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record + - title: Details + options: + fields: + - name: Content + - name: File + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Cases with this KB Item as Solution + options: + fields: + - name: Number + - name: Subject + - name: createdAt + module: Case + page: RecordPageForModuleCase + perPage: 20 + prefilter: Solution = ${recordID} + presort: createdAt DESC + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Title + options: + fields: + - name: Title + - name: Number + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: success + kind: Record + - title: Details + options: + fields: + - name: Type + - name: Category + - name: ProductId + - name: Status + - name: IsReviewed + - name: IsPublished + - name: createdAt + - name: createdBy + - name: updatedAt + - name: updatedBy + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record visible: false visible: true - handle: Departments - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Departments layouts: - handle: primary @@ -1495,54 +2005,78 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 9, 16] + xywh: + - 0 + - 0 + - 36 + - 64 - blockID: 2 - xywh: [9, 0, 3, 8] + xywh: + - 36 + - 0 + - 12 + - 32 - blockID: 3 - xywh: [9, 8, 3, 8] - + xywh: + - 36 + - 32 + - 12 + - 32 blocks: - - title: Departments - options: - allowExport: true - draggable: false - editFields: [] - editable: false - fields: - - name: Name - - name: Employees - - name: HourCost - - name: TotalTime - - name: TotalCost - hideRecordCloneButton: true - hideRecordEditButton: false - hideRecordReminderButton: true - hideRecordViewButton: true - module: Department - perPage: 20 - prefilter: "" - presort: Name ASC - selectMode: multi - selectable: true - selectionButtons: [] - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList - - title: Total time spent per department (in hours) - options: - chart: TotalTimeSpentPerDepartment - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Total case costs per department (in $) - options: - chart: TotalCostPerDepartment - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart + - title: Departments + options: + allowExport: true + draggable: false + editFields: [] + editable: false + fields: + - name: Name + - name: Employees + - name: HourCost + - name: TotalTime + - name: TotalCost + hideRecordCloneButton: true + hideRecordEditButton: false + hideRecordReminderButton: true + hideRecordViewButton: true + module: Department + perPage: 20 + prefilter: '' + presort: Name ASC + selectMode: multi + selectable: true + selectionButtons: [] + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList + - title: Total time spent per department (in hours) + options: + chart: TotalTimeSpentPerDepartment + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Total case costs per department (in $) + options: + chart: TotalCostPerDepartment + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart pages: - handle: RecordPageForModuleDepartment - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Department title: Record page for module "Department" layouts: @@ -1565,55 +2099,79 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 6, 6] + xywh: + - 0 + - 0 + - 6 + - 6 - blockID: 2 - xywh: [6, 0, 6, 6] + xywh: + - 6 + - 0 + - 6 + - 6 - blockID: 3 - xywh: [0, 6, 12, 10] - + xywh: + - 0 + - 6 + - 12 + - 10 blocks: - - title: Department details - options: - fields: - - name: Name - - name: Employees - - name: HourCost - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Total time and cost of department related to work on cases - options: - fields: - - name: TotalTime - - name: TotalCost - - name: Name - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record - - title: Case updates related to the department - options: - allowExport: true - fields: - - name: CaseId - - name: AccountId - - name: ContactId - - name: Type - - name: Subject - - name: TimeSpend - - name: Cost - - name: createdAt - module: Update - page: RecordPageForModuleUpdate - perPage: 20 - prefilter: Department = ${recordID} - presort: createdAt DESC - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList + - title: Department details + options: + fields: + - name: Name + - name: Employees + - name: HourCost + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Total time and cost of department related to work on cases + options: + fields: + - name: TotalTime + - name: TotalCost + - name: Name + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record + - title: Case updates related to the department + options: + allowExport: true + fields: + - name: CaseId + - name: AccountId + - name: ContactId + - name: Type + - name: Subject + - name: TimeSpend + - name: Cost + - name: createdAt + module: Update + page: RecordPageForModuleUpdate + perPage: 20 + prefilter: Department = ${recordID} + presort: createdAt DESC + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList visible: false visible: true - handle: Dashboard - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Dashboard layouts: - handle: primary @@ -1635,170 +2193,330 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [3, 18, 3, 6] + xywh: + - 12 + - 72 + - 12 + - 24 - blockID: 2 - xywh: [0, 18, 3, 6] + xywh: + - 0 + - 72 + - 12 + - 24 - blockID: 3 - xywh: [0, 0, 3, 6] + xywh: + - 0 + - 0 + - 12 + - 24 - blockID: 4 - xywh: [9, 18, 3, 6] + xywh: + - 36 + - 72 + - 12 + - 24 - blockID: 5 - xywh: [6, 24, 3, 6] + xywh: + - 24 + - 96 + - 12 + - 24 - blockID: 6 - xywh: [3, 0, 3, 6] + xywh: + - 12 + - 0 + - 12 + - 24 - blockID: 7 - xywh: [6, 18, 3, 6] + xywh: + - 24 + - 72 + - 12 + - 24 - blockID: 8 - xywh: [6, 0, 3, 6] + xywh: + - 24 + - 0 + - 12 + - 24 - blockID: 9 - xywh: [9, 6, 3, 6] + xywh: + - 36 + - 24 + - 12 + - 24 - blockID: 10 - xywh: [9, 0, 3, 6] + xywh: + - 36 + - 0 + - 12 + - 24 - blockID: 11 - xywh: [3, 24, 3, 6] + xywh: + - 12 + - 96 + - 12 + - 24 - blockID: 12 - xywh: [6, 6, 3, 6] + xywh: + - 24 + - 24 + - 12 + - 24 - blockID: 13 - xywh: [0, 24, 3, 6] + xywh: + - 0 + - 96 + - 12 + - 24 - blockID: 14 - xywh: [6, 12, 3, 6] + xywh: + - 24 + - 48 + - 12 + - 24 - blockID: 15 - xywh: [9, 12, 3, 6] + xywh: + - 36 + - 48 + - 12 + - 24 - blockID: 16 - xywh: [0, 12, 3, 6] + xywh: + - 0 + - 48 + - 12 + - 24 - blockID: 17 - xywh: [3, 12, 3, 6] + xywh: + - 12 + - 48 + - 12 + - 24 - blockID: 18 - xywh: [0, 6, 3, 6] + xywh: + - 0 + - 24 + - 12 + - 24 - blockID: 19 - xywh: [3, 6, 3, 6] + xywh: + - 12 + - 24 + - 12 + - 24 - blockID: 20 - xywh: [9, 24, 3, 6] - + xywh: + - 36 + - 96 + - 12 + - 24 blocks: - - title: Cases by category - options: - chart: CasesByCategory - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Cases by priority - options: - chart: CasesByPriority - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: New cases per month - options: - chart: NewCasesByMonth - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Number of active entitlements - options: - chart: ActiveEntitlements - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Knowledge base articles per type - options: - chart: KnowledgeBaseArticlesPerType - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Closed cases per month - options: - chart: ClosedCasesPerMonth - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Average time spent per case (in hours) - options: - chart: AverageTimeSpentPerCase - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Total time spent per month (in hours) - options: - chart: TotalTimeSpentPerMonth - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Total cost per case category (in $) - options: - chart: CostPerCategory - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Total cost per month (in $) - options: - chart: TotalCostPerMonth - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Case updates per type - options: - chart: CaseUpdatesPerType - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Total time spent per category (in hours) - options: - chart: TotalTimeSpentPerCategory - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Cases by status - options: - chart: CasesByStatus - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Total time spent per account (in hours) - options: - chart: TimePerAccount - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Total costs per account (in $) - options: - chart: CostsPerAccount - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Time spent per product family (in hours) - options: - chart: TimeSpentPerProductFamily - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Total costs per product family (in $) - options: - chart: CostPerProductFamily - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Total time spent per department (in hours) - options: - chart: TotalTimeSpentPerDepartment - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: Total cost per department (in $) - options: - chart: TotalCostPerDepartment - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart - - title: KB articles created per day - options: - chart: KnowledgeBaseItemsCreatedPerDay - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Chart + - title: Cases by category + options: + chart: CasesByCategory + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Cases by priority + options: + chart: CasesByPriority + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: New cases per month + options: + chart: NewCasesByMonth + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Number of active entitlements + options: + chart: ActiveEntitlements + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Knowledge base articles per type + options: + chart: KnowledgeBaseArticlesPerType + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Closed cases per month + options: + chart: ClosedCasesPerMonth + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Average time spent per case (in hours) + options: + chart: AverageTimeSpentPerCase + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Total time spent per month (in hours) + options: + chart: TotalTimeSpentPerMonth + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Total cost per case category (in $) + options: + chart: CostPerCategory + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Total cost per month (in $) + options: + chart: TotalCostPerMonth + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Case updates per type + options: + chart: CaseUpdatesPerType + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Total time spent per category (in hours) + options: + chart: TotalTimeSpentPerCategory + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Cases by status + options: + chart: CasesByStatus + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Total time spent per account (in hours) + options: + chart: TimePerAccount + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Total costs per account (in $) + options: + chart: CostsPerAccount + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Time spent per product family (in hours) + options: + chart: TimeSpentPerProductFamily + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Total costs per product family (in $) + options: + chart: CostPerProductFamily + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Total time spent per department (in hours) + options: + chart: TotalTimeSpentPerDepartment + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: Total cost per department (in $) + options: + chart: TotalCostPerDepartment + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart + - title: KB articles created per day + options: + chart: KnowledgeBaseItemsCreatedPerDay + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Chart visible: true - handle: Settings - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip title: Settings layouts: - handle: primary @@ -1820,30 +2538,38 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 12, 5] - + xywh: + - 0 + - 0 + - 48 + - 20 blocks: - - title: Settings - options: - fields: - - name: KBNextNumber - - name: DefaultCostPerHour - - name: DefaultDepartment - - name: DefaultTimeUpdate - - name: DefaultCaseRecordLink - hideAddButton: true - hidePaging: true - hideSearch: true - hideSorting: true - module: Settings - page: RecordPageForModuleSettings - perPage: 20 - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: RecordList + - title: Settings + options: + fields: + - name: KBNextNumber + - name: DefaultCostPerHour + - name: DefaultDepartment + - name: DefaultTimeUpdate + - name: DefaultCaseRecordLink + hideAddButton: true + hidePaging: true + hideSearch: true + hideSorting: true + module: Settings + page: RecordPageForModuleSettings + perPage: 20 + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: RecordList pages: - handle: RecordPageForModuleSettings - (envoy): { onExisting: "skip" } + (envoy): + onExisting: skip module: Settings title: Record page for module "Settings" layouts: @@ -1866,19 +2592,26 @@ pages: enabled: true blocks: - blockID: 1 - xywh: [0, 0, 6, 17] - + xywh: + - 0 + - 0 + - 6 + - 17 blocks: - - title: Settings - options: - fields: - - name: KBNextNumber - - name: DefaultCostPerHour - - name: DefaultDepartment - - name: DefaultTimeUpdate - - name: DefaultCaseRecordLink - style: - variants: {bodyBg: white, border: primary, headerBg: white, headerText: primary} - kind: Record + - title: Settings + options: + fields: + - name: KBNextNumber + - name: DefaultCostPerHour + - name: DefaultDepartment + - name: DefaultTimeUpdate + - name: DefaultCaseRecordLink + style: + variants: + bodyBg: white + border: primary + headerBg: white + headerText: primary + kind: Record visible: false visible: true