2.1 Changes

2.1 Changes

General

• Fixed the UpdateToolbar so it shows when the application manifest file updates and a refresh is required
• Changed blue text on list views to black, so the text is not confused with a link
• Fixed an issue where icons would not load when initiating a call in Chrome
• Added default flags for multiCurrency and enableUpdateNotifications to configuration/production.js
• IE10 styling fixes

MultiCurrency

• New configuration option: multiCurrency (boolean)
• New utility methods added to App: hasMultiCurrency (returns boolean); canLockOpportunityRate (returns boolean); canChangeOpportunityRate (returns boolean); getMyExchangeRate, getBaseExchangeRate, and getCurrentOpportunityExchangeRate return an object with code and rate properties: {code: 'USD', rate: 1}
• App.context['exchangeRates'] structure will contain all of the available exchange rates when a user logs in. Example getting the USD exchange rate: App.context['exchangeRates']['USD'];
• App.context['systemOptions'] will fetch a list of system options on user login. The available options are pulled from App.systemOptionsToRequest : systemOptionsToRequest: [ 'BaseCurrency', 'MultiCurrency', 'ChangeOpportunityRate', 'LockOpportunityRate' ]. Additional system options can be added to this array for customization's.
• Added 'General:Currency' to App.context['userOptions']. This is the users configured currency.
• The currency format in Mobile/SalesLogix/Format no longer contains a currency symbol
• Added a new multiCurrency format in Mobile/SalesLogix/Format that takes the value and currency code (USD, EUR, and so on)
• Added a new lookup view (ExchangeRateLookup) that can be used as a lookup for exchange rate data in App.context['exchangeRates']
• Opportunity detail now shows the sales potential in base/opportunity/user rates when multicurrency is on.
• Added a new section to opportunity detail that is only visible when multicurrency is on. This section contains 4 new fields: rate, code, date, locked.
• Added a new section to opportunity edit for multicurrency using the 4 fields mentioned above, with some rules:
  • User can set the exchange rate if App.canChangeOpportunityRate() returns true, otherwise the field is disabled
  • User can set the currency code if App.canChangeOpportunityRate() returns true, otherwise the field is disabled
  • User can lock the opportunity rate if App.canLockOpportunityRate() returns true, otherwise the field is disabled
  • Locking the opportunity rate disables the exchange rate and exchange code fields
  • Exchange rate date is readonly, and is on the edit page for reference only
• Opportunity product detail page will show the extended price in base/opportunity/user rates when multicurrency is on
• Added a new field type: "multiCurrency". This field extends decimal and creates a new "setCurrencyCode" method that will update the innerHTML of a span to display the currency code. Also contains a "currencyCode" property that you can set as part of the layout if you desire to set a static code.

"My Activities" List View

• New list view: Views/Activity/MyList.js with the id: "myactivity_list"
  • Pulls data from the userActivities endpoint
  • Inherits from Activity/List
  • Default where clause will filter out declined statuses or literature types
  • Added quick actions to complete, accept or decline the activity, and make a phone call
• Added new my activity list view to the list of default views shown on the home page (Application.getDefaultViews)
• Added a new formatter: Mobile.SalesLogix.Format.userActivityStatus. This transforms user activity status enum values to user friendly values, example: "asDeclned" becomes "Declined"

Opportunity Products

• Added a new opportunity product detail page
  • Extended price will show in the base rate, my rate, and opportunity rate if multicurrency is turned on
• Added a new product lookup
• Added a new price level lookup (ProductProgram)
• Added a new opportunity edit/insert page
  • Users can set the product, price level, apply discounts, adjust the price manually, and change the quantity

Speed Search

• Home screen now has a speed search text box at the top
• New speed search widget
• New speed search list view