/// <summary>
/// Class constructor used by the EntityForm Control
/// </summary>
public FormConfiguration(IPortalContext portalContext, string entityName, FormActionMetadata formActionMetadata,
string portalName, int languageCode, bool enableEntityPermissions, bool autoGenerateStepsFromTabs, bool addSubmitButton = false, bool addNextPrevious = false)
{
ShowActionButtonContainer = JsonConfiguration.ShowActionButtonContainer.No;
EntityName = entityName;
IntializeSpecialActionLinks();
SubmitActionLink = new SubmitActionLink();
PreviousActionLink = new PreviousActionLink();
NextActionLink = new NextActionLink();
CreateRelatedRecordActionLink = new CreateRelatedRecordActionLink();
if (formActionMetadata == null)
{
return;
}
ActionButtonDropDownLabel = formActionMetadata.ActionButtonDropDownLabel.GetLocalizedString(languageCode);
ActionNavbarCssClass = formActionMetadata.ActionNavbarCssClass;
TopContainerCssClass = formActionMetadata.TopContainerCssClass;
BottomContainerCssClass = formActionMetadata.BottomContainerCssClass;
ActionButtonStyle = formActionMetadata.ActionButtonStyle;
ActionButtonPlacement = formActionMetadata.ActionButtonPlacement;
ActionButtonAlignment = formActionMetadata.ActionButtonAlignment;
EnableEntityPermissions = enableEntityPermissions;
PortalName = portalName;
LanguageCode = languageCode;
AutoGenerateSteps = autoGenerateStepsFromTabs;
if (formActionMetadata.Actions != null)
{
SetFormActions(portalContext, formActionMetadata, languageCode, portalName, addSubmitButton, addNextPrevious);
}
}
private void SetSpecialMessageActions(IPortalContext portalContext, FormActionMetadata formActionMetadata,
int languageCode, Action action, List <ViewActionLink> topItemActionLinks, List <ViewActionLink> bottomItemActionLinks, string portalName = null)
{
if (action is CloseIncidentAction)
{
var closeIncidentAction = (CloseIncidentAction)action;
if (!closeIncidentAction.IsConfigurationValid())
{
return;
}
var closeIncidentActionLink = new CloseIncidentActionLink(portalContext, formActionMetadata, languageCode, closeIncidentAction, true, null, portalName);
CloseIncidentActionLink = closeIncidentActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, closeIncidentActionLink);
}
if (action is ResolveCaseAction)
{
var resolveCaseAction = (ResolveCaseAction)action;
if (!resolveCaseAction.IsConfigurationValid())
{
return;
}
var resolveCaseActionLink = new ResolveCaseActionLink(portalContext, formActionMetadata, languageCode, resolveCaseAction, true, null, portalName);
ResolveCaseActionLink = resolveCaseActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, resolveCaseActionLink);
}
if (action is ReopenCaseAction)
{
var reopenCaseAction = (ReopenCaseAction)action;
if (!reopenCaseAction.IsConfigurationValid())
{
return;
}
var reopenCaseActionLink = new ReopenCaseActionLink(portalContext, formActionMetadata, languageCode, reopenCaseAction, true, null, portalName);
ReopenCaseActionLink = reopenCaseActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, reopenCaseActionLink);
}
if (action is CancelCaseAction)
{
var cancelCaseAction = (CancelCaseAction)action;
if (!cancelCaseAction.IsConfigurationValid())
{
return;
}
var cancelCaseActionLink = new CancelCaseActionLink(portalContext, formActionMetadata, languageCode, cancelCaseAction, true, null, portalName);
CancelCaseActionLink = cancelCaseActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, cancelCaseActionLink);
}
if (action is QualifyLeadAction)
{
var qualifyLeadAction = (QualifyLeadAction)action;
if (!qualifyLeadAction.IsConfigurationValid())
{
return;
}
var qualifyLeadActionLink = new QualifyLeadActionLink(portalContext, formActionMetadata, languageCode, qualifyLeadAction, true, null, portalName);
QualifyLeadActionLink = qualifyLeadActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, qualifyLeadActionLink);
}
if (action is ConvertQuoteToOrderAction)
{
var convertQuoteToOrderAction = (ConvertQuoteToOrderAction)action;
if (!convertQuoteToOrderAction.IsConfigurationValid())
{
return;
}
var convertQuoteToOrderActionLink = new ConvertQuoteToOrderActionLink(portalContext, formActionMetadata, languageCode, (ConvertQuoteToOrderAction)action);
ConvertQuoteToOrderActionLink = convertQuoteToOrderActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, convertQuoteToOrderActionLink);
}
if (action is ConvertOrderToInvoiceAction)
{
var convertOrderToInvoiceAction = (ConvertOrderToInvoiceAction)action;
if (!convertOrderToInvoiceAction.IsConfigurationValid())
{
return;
}
var convertOrderToInvoiceActionLink = new ConvertOrderToInvoiceActionLink(portalContext, formActionMetadata, languageCode, convertOrderToInvoiceAction, true, null, portalName);
ConvertOrderToInvoiceActionLink = convertOrderToInvoiceActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, convertOrderToInvoiceActionLink);
}
if (action is DeactivateAction)
{
var deactivateAction = (DeactivateAction)action;
if (!deactivateAction.IsConfigurationValid())
{
return;
}
var deactivateActionLink = new DeactivateActionLink(portalContext, formActionMetadata, languageCode, deactivateAction, true, null, portalName);
DeactivateActionLink = deactivateActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, deactivateActionLink);
}
if (action is ActivateAction)
{
var activateAction = (ActivateAction)action;
if (!activateAction.IsConfigurationValid())
{
return;
}
var activateActionLink = new ActivateActionLink(portalContext, formActionMetadata, languageCode, activateAction, true, null, portalName);
ActivateActionLink = activateActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, activateActionLink);
}
if (action is ActivateQuoteAction)
{
var activateQuoteAction = (ActivateQuoteAction)action;
if (!activateQuoteAction.IsConfigurationValid())
{
return;
}
var activateQuoteActionLink = new ActivateQuoteActionLink(portalContext, formActionMetadata, languageCode, activateQuoteAction, true, null, portalName);
ActivateQuoteActionLink = activateQuoteActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, activateQuoteActionLink);
}
if (action is SetOpportunityOnHoldAction)
{
var setOpportunityOnHoldAction = (SetOpportunityOnHoldAction)action;
if (!setOpportunityOnHoldAction.IsConfigurationValid())
{
return;
}
var setOpportunityOnHoldActionLink = new SetOpportunityOnHoldActionLink(portalContext, formActionMetadata, languageCode, setOpportunityOnHoldAction, true, null, portalName);
SetOpportunityOnHoldActionLink = setOpportunityOnHoldActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, setOpportunityOnHoldActionLink);
}
if (action is ReopenOpportunityAction)
{
var reopenOpportunityAction = (ReopenOpportunityAction)action;
if (!reopenOpportunityAction.IsConfigurationValid())
{
return;
}
var reopenOpportunityActionLink = new ReopenOpportunityActionLink(portalContext, formActionMetadata, languageCode, reopenOpportunityAction, true, null, portalName);
ReopenOpportunityActionLink = reopenOpportunityActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, reopenOpportunityActionLink);
}
if (action is CalculateOpportunityAction)
{
var calculateOpportunityAction = (CalculateOpportunityAction)action;
if (!calculateOpportunityAction.IsConfigurationValid())
{
return;
}
var calculateOpportunityActionLink = new CalculateOpportunityActionLink(portalContext, formActionMetadata, languageCode, calculateOpportunityAction, true, null, portalName);
CalculateOpportunityActionLink = calculateOpportunityActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, calculateOpportunityActionLink);
}
if (action is WinOpportunityAction)
{
var winOpportunityAction = (WinOpportunityAction)action;
if (!winOpportunityAction.IsConfigurationValid())
{
return;
}
var winOpportunityActionLink = new WinOpportunityActionLink(portalContext, formActionMetadata, languageCode, winOpportunityAction, true, null, portalName);
WinOpportunityActionLink = winOpportunityActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, winOpportunityActionLink);
}
if (action is LoseOpportunityAction)
{
var loseOpportunityAction = (LoseOpportunityAction)action;
if (!loseOpportunityAction.IsConfigurationValid())
{
return;
}
var loseOpportunityActionLink = new LoseOpportunityActionLink(portalContext, formActionMetadata, languageCode, loseOpportunityAction, true, null, portalName);
LoseOpportunityActionLink = loseOpportunityActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, loseOpportunityActionLink);
}
if (action is GenerateQuoteFromOpportunityAction)
{
var generateQuoteFromOpportunityAction = (GenerateQuoteFromOpportunityAction)action;
if (!generateQuoteFromOpportunityAction.IsConfigurationValid())
{
return;
}
var generateQuoteFromOpportunityActionLink = new GenerateQuoteFromOpportunityActionLink(portalContext, formActionMetadata, languageCode, generateQuoteFromOpportunityAction, true, null, portalName);
GenerateQuoteFromOpportunityActionLink = generateQuoteFromOpportunityActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, generateQuoteFromOpportunityActionLink);
}
if (action is UpdatePipelinePhaseAction)
{
var updatePipelinePhaseAction = (UpdatePipelinePhaseAction)action;
if (!updatePipelinePhaseAction.IsConfigurationValid())
{
return;
}
var updatePipelinePhaseActionLink = new UpdatePipelinePhaseActionLink(portalContext, formActionMetadata, languageCode, updatePipelinePhaseAction, true, null, portalName);
UpdatePipelinePhaseActionLink = updatePipelinePhaseActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, updatePipelinePhaseActionLink);
}
}
private void SetFormActions(IPortalContext portalContext, FormActionMetadata formActionMetadata, int languageCode, string portalName = null,
bool addSubmitButton = false, bool addNextPrevious = false)
{
var actions = formActionMetadata.Actions.OrderBy(a => a.ActionIndex).ToList();
if (addSubmitButton)
{
var submitActions = actions.Where(a => a is SubmitAction);
if (!(submitActions.Any()))
{
var newSubmitAction = new SubmitAction()
{
ActionButtonAlignment = JsonConfiguration.ActionButtonAlignment.Left,
ActionButtonPlacement = JsonConfiguration.ActionButtonPlacement.BelowForm,
ActionButtonStyle = JsonConfiguration.ActionButtonStyle.ButtonGroup,
ActionIndex = -1,
ButtonCssClass = "btn-primary"
};
actions.Insert(0, newSubmitAction);
}
}
if (addNextPrevious && AutoGenerateSteps)
{
var nextActions = actions.Where(a => a is NextAction);
if (!(nextActions.Any()))
{
var newNextAction = new NextAction()
{
ActionButtonAlignment = JsonConfiguration.ActionButtonAlignment.Left,
ActionButtonPlacement = JsonConfiguration.ActionButtonPlacement.BelowForm,
ActionButtonStyle = JsonConfiguration.ActionButtonStyle.ButtonGroup,
ActionIndex = -1,
ButtonCssClass = "btn btn-primary navbar-btn button next next-btn"
};
actions.Insert(0, newNextAction);
}
var previousActions = actions.Where(a => a is PreviousAction);
if (!(previousActions.Any()))
{
var newPreviousAction = new PreviousAction()
{
ActionButtonAlignment = JsonConfiguration.ActionButtonAlignment.Left,
ActionButtonPlacement = JsonConfiguration.ActionButtonPlacement.BelowForm,
ActionButtonStyle = JsonConfiguration.ActionButtonStyle.ButtonGroup,
ActionIndex = -2,
ButtonCssClass = "btn btn-default navbar-btn button previous previous-btn"
};
actions.Insert(0, newPreviousAction);
}
}
var topItemActionLinks = new List <ViewActionLink>();
var bottomItemActionLinks = new List <ViewActionLink>();
foreach (var action in actions)
{
if (action is WorkflowAction)
{
var workflowAction = (WorkflowAction)action;
if (!workflowAction.IsConfigurationValid())
{
continue;
}
var workflowActionLink = new WorkflowActionLink(portalContext, new EntityReference("workflow", workflowAction.WorkflowId), formActionMetadata, languageCode, workflowAction, true, null, portalName);
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, workflowActionLink);
}
if (action is DeleteAction)
{
var deleteAction = (DeleteAction)action;
if (!deleteAction.IsConfigurationValid())
{
continue;
}
var deleteActionLink = new DeleteActionLink(portalContext, formActionMetadata, languageCode, deleteAction, true, null, portalName);
DeleteActionLink = deleteActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, deleteActionLink);
}
if (action is SubmitAction)
{
var submitAction = (SubmitAction)action;
if (!submitAction.IsConfigurationValid())
{
continue;
}
var submitActionLink = new SubmitActionLink(portalContext, languageCode, submitAction, true, null, portalName);
SubmitActionLink = submitActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, submitActionLink);
}
if (action is PreviousAction)
{
var previousAction = (PreviousAction)action;
if (!previousAction.IsConfigurationValid())
{
continue;
}
var previousActionLink = new PreviousActionLink(portalContext, languageCode, previousAction, true, null, portalName);
PreviousActionLink = previousActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, previousActionLink);
}
if (action is NextAction)
{
var nextAction = (NextAction)action;
if (!nextAction.IsConfigurationValid())
{
continue;
}
var nextActionLink = new NextActionLink(portalContext, languageCode, nextAction, true, null, portalName);
NextActionLink = nextActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, nextActionLink);
}
if (action is CreateRelatedRecordAction)
{
var createRelatedRecordAction = (CreateRelatedRecordAction)action;
if (!createRelatedRecordAction.IsConfigurationValid())
{
continue;
}
var createRelatedRecordActionLink = new CreateRelatedRecordActionLink(portalContext, formActionMetadata, languageCode, createRelatedRecordAction, true, portalName);
CreateRelatedRecordActionLink = createRelatedRecordActionLink;
AddActionLinkToSet(topItemActionLinks, bottomItemActionLinks, createRelatedRecordActionLink);
}
SetSpecialMessageActions(portalContext, formActionMetadata, languageCode, action, topItemActionLinks, bottomItemActionLinks, portalName);
}
TopFormActionLinks = topItemActionLinks;
BottomFormActionLinks = bottomItemActionLinks;
}
