Set Default Value for Standard Field - New Phone Call Activity - Direction

[keynesa85]

Hi Experts,

I am trying to set default value "Inbound" for field, "Direction" under Phone Call Activity. Tried to maintain the initial value for the data element in UI Designer but when i save the value i entered vanishes.

If anyone has achieved setting default value for a standard field, please share your experience. Thanks

Screenshots attached.

Regards,

Keynes Austin

[former_member186648 · Accepted solution]

Hi,

You cannot change standard UI directly, you will have to make change only via Extensibility explorer.

Alternatively, you could create XBO on the standard BO and create AfterModify event and then set the value for the field in the event .

Thanks, Pradeep.

[keynesa85 · Accepted solution]

Hi Pradeep,

Thank you. Would you please post the steps to do this using Extensibility Explorer.

Regards,

Keynes Austin

[former_member186648 · Accepted solution]

Hi,

I was stating it in general you can only make changes to standard UI via extensibility explorer.
But, setting default value to standard field is not possible even in extesibility explorer , you could follow my second approach.

Thanks, Pradeep.

[keynesa85 · Accepted solution]

Hi Pradeep,

Thank you, got it.

Regards,

Keynes Austin

[keynesa85 · Accepted solution]

Hi Pradeep,

Event AfterModify doesn't seem to work for my requirement as it always keeping/saving the default value even though user wants to change to the other value. If possible please tell how this could be included when the user clicks "New" button in OWL. Thanks. Please give reference to any blog or SDK documentation to achieve this. Thanks for your help.

Regards,

Keynes Austin

[HorstSchaude · Accepted solution]

Hello Keynes,

The "InitiatorCode" at the Root node of the Activity has no public write accesss (check it in the Repository Explorer).

Therefore you cannot change the value, neither in the Extensibility Explorer nor in the ABSL code.

Sorry,

  Horst

[keynesa85 · Accepted solution]

Hi Horst,

When i set a value for "InitiatorCode" under AfterModify event, i was able to save the transaction with the value i set. The issue is if user changed the default value i set through SDK it does not hold the user set value and takes the default value i set and get saved.

I am looking for the right place to put the code to set the default value, when user clicks the new button the value should display the value i set through code, if user changes it should get changed and saved else it should get saved with the default value set through code.

Please help.

Regards,

Keynes Austin

[HorstSchaude · Accepted solution]

Hello Keynes,

That is strange: Modifying the "InitiatorCode" in an AfterModify should not be possible at all.

Bye,

    Horst

[ludger_bunger · Accepted solution]

Hi Keynes,

could you please provide the code you used?

Best regards,

Ludger

[keynesa85 · Accepted solution]

Hi Ludger,

Thank you

Regards,

Keynes

[former_member186648 · Accepted solution]

Hi Keynes,

You are trying to update Activity -> PhoneCallActivity -> InitiatorCode
This is PSM write enabled, so you are able to edit.

1) But, this field is of type code which accepts values 1, 2 and 3 only, so your value should be one of these.

2) also you could try to edit other acivity, may be the current activity you have choosen cannot be edited.

Thanks, Pradeep

[ludger_bunger · Accepted solution]

Hi Keynes,

Two observations:

1.

AfterModify for this would be placed best on the node where the InitiatorCode itself is located, i.e. the parent of BusinessTransactionDocumentReference.

2.

If you like to set the default value only once, you need to surround your code with checks ensuring that this happens only once.

Thus you either could add an

if (this.InitiatorCode.IsInitial()) {
     this.InitiatorCode = "2";
}

or add an indicator "initialized" which you set after initializing and only set if this indicator is not set.

Best regards,

Ludger