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Copper Contributor
Posts: 69
Registered: ‎05-07-2012
Accepted Solution

Remove Quick Action "Add Account / Contact" from MobileClient 3.0.3 (SLX 8.1)

One of our customers wants us to make it not possible to add or edit accounts and contacts through the mobile client because of mistyping and duplicate detection. So first I removed th Secured Actions "Account/Add", "Account/Edit", "Contact/Add" and "Contact/Edit" in their Roles.
To add new Contacts through Account Detail is no longer possible,editing them is also disabled.

 

Now we have one problem left: The Quick Action (the lates available btw.) "Add Account/Contact" is still available and it's still possible to create new Accounts so.

 

Is it possible to remove this entry? Is there some code I can add to the home.js or the minified argos-saleslogix.js?

 

I found this already: http://community.saleslogix.com/t5/Developer-LAN-Mobile-Visual/Mobile-2-0-for-7-5-4-Homescreen/m-p/1...

but I'm really new to customizing the MobileClient and to Javascript generally. So I'm not really sure how to act here and If this is still workin.

Employee
Posts: 51
Registered: ‎12-16-2011

Re: Remove Quick Action "Add Account / Contact" from MobileClient 3.0.3 (SLX 8.1)

Here is an example of modifying the left drawer (global menu) to do exactly what you need:

 

https://github.com/Saleslogix/argos-sample/blob/master/src/ApplicationModule.js#L307

 

Copper Contributor
Posts: 69
Registered: ‎05-07-2012

Re: Remove Quick Action "Add Account / Contact" from MobileClient 3.0.3 (SLX 8.1)

this is working great!

May I ask another question?

In the Windows Client it is possible to show completed items in the calander. Is it possible to modify the Activity\List.js / MyList.js to show them? I think I have to add a call for history feed.
Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Remove Quick Action "Add Account / Contact" from MobileClient 3.0.3 (SLX 8.1)

[ Edited ]

Correct.. SInce Completed Activities are History records you would have to build a custom history feed to do this. 

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Copper Contributor
Posts: 69
Registered: ‎05-07-2012

Re: Remove Quick Action "Add Account / Contact" from MobileClient 3.0.3 (SLX 8.1)

I suspected that. Sounds like a lot of work to get them into the activity list.
Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: Remove Quick Action "Add Account / Contact" from MobileClient 3.0.3 (SLX 8.1)

Build a "Completed Activity" list.js .. forget bringing them into the "open activity" list.

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html