diff --git a/server/provision/700_crm/0001_templates.yaml b/server/provision/700_crm/0001_templates.yaml deleted file mode 100644 index f4c531d839..0000000000 --- a/server/provision/700_crm/0001_templates.yaml +++ /dev/null @@ -1,22 +0,0 @@ -templates: - quote: - type: text/html - template: "

Details of Quote: {{.quote.values.QuoteNumber}} - {{.quote.values.Name}}

\r\n
\r\n\r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n \r\n
\r\n Quote Information\r\n

\r\n Quote Number: {{.quote.values.QuoteNumber}}
\r\n Quote Name: {{.quote.values.Name}}
\r\n Expiration Date: {{.quote.values.ExpirationDate}}
\r\n Description: {{.quote.values.Description}}\r\n 		\r\n Primary contact data\r\n

\r\n Contact Name: {{.quote.values.ContactId}}
\r\n Email: {{.quote.values.Email}}
\r\n Phone: {{.quote.values.Phon}}\r\n 		\r\n Totals
\r\n
\r\n Subtotal: {{.quote.values.Subtotal}}
\r\n Additional Discount: {{.quote.values.Discount}}
\r\n Shipping and Handling: {{.quote.values.ShippingHandling}}
\r\n Total Price: {{.quote.values.TotalPrice}}
\r\n Tax: {{.quote.values.Tax}}
\r\n Grand Total: {{.quote.values.GrandTotal}}\r\n
\r\n Products\r\n

\r\n {{range $index, $element := .lineItems}}\r\n Price:{{$element.values.UnitPrice}}
\r\n Quantity:{{$element.values.Quantity}}
\r\n Subtotal:{{$element.values.Subtotal}}
\r\n Discount:{{$element.values.Discount}}
\r\n Total Price:{{$element.values.TotalPrice}}
\r\n -------------------------
\r\n {{end}}\r\n
\r\n Bill To
\r\n
\r\n Bill to Name: {{.quote.values.BillingName}}
\r\n Bill to Street: {{.quote.values.BillingStreet}}
\r\n Bill to City: {{.quote.values.BillingCity}}
\r\n Bill to State: {{.quote.values.BillingState}}
\r\n Bill to Postal Code: {{.quote.values.BillingPostalCode}}
\r\n Bill to Country: {{.quote.values.BillingCountry}}\r\n 		\r\n Quote To
\r\n
\r\n Quote to Name: {{.quote.values.QuoteToName}}
\r\n Quote to Street: {{.quote.values.QuoteToStreet}}
\r\n Quote to City: {{.quote.values.QuoteToCity}}
\r\n Quote to State: {{.quote.values.QuoteToState}}
\r\n Quote to Postal Code: {{.quote.values.QuoteToPostalCode}}
\r\n Quote to Country: {{.quote.values.QuoteToCountry}}\r\n 		\r\n Ship To
\r\n
\r\n Ship to Name: {{.quote.values.ShippingName}}
\r\n Ship to Street: {{.quote.values.ShippingStreet}}
\r\n Ship to City: {{.quote.values.ShippingCity}}
\r\n Ship to State: {{.quote.values.ShippingState}}
\r\n Ship to Postal Code: {{.quote.values.ShippingPostalCode}}
\r\n Ship to Country: {{.quote.values.ShippingCountry}}\r\n
" - meta: - short: quote - description: quote - lead_converted_content: - type: text/html - template: | -

The following lead has been converted:

- - {{template "record_table" .account }} - meta: - short: Lead Converted (Content) - description: The lead was converted - lead_converted_subject: - type: text/plain - template: Lead {{ .lead.values.FirstName }} {{ .lead.values.LastName }} from {{ .lead.values.Company }} has been converted - meta: - short: Lead Converted (subject) - description: lead_converted_subject \ No newline at end of file diff --git a/server/provision/700_crm/1000_namespace.yaml b/server/provision/700_crm/1000_namespace.yaml deleted file mode 100644 index f8c593d12e..0000000000 --- a/server/provision/700_crm/1000_namespace.yaml +++ /dev/null @@ -1,12 +0,0 @@ -namespaces: - crm: - (envoy): { onExisting: "skip" } - name: CRM - enabled: true - allow: - authenticated: - - module.create - - read - deny: - authenticated: - - delete diff --git a/server/provision/700_crm/1100_modules.yaml b/server/provision/700_crm/1100_modules.yaml deleted file mode 100644 index 1b9318f430..0000000000 --- a/server/provision/700_crm/1100_modules.yaml +++ /dev/null @@ -1,9248 +0,0 @@ -namespace: crm -modules: - Account: - (envoy): { onExisting: "skip" } - name: Account - fields: - AccountName: - label: Account Name - kind: String - required: true - OwnerId: - label: Account Owner - kind: User - options: - presetWithAuthenticated: true - selectType: default - AccountSource: - label: Account Source - kind: Select - options: - options: - - text: Customer Referral - value: Customer Referral - - text: Direct - value: Direct - - text: Employee Referral - value: Employee Referral - - text: Event - value: Event - - text: Existing Customer - value: Existing Customer - - text: Inbound Call - value: Inbound Call - - text: Outbound List - value: Outbound List - - text: Partner Referral - value: Partner Referral - - text: Seminar - value: Seminar - - text: Social Media - value: Social Media - - text: Webinar - value: Webinar - - text: Website (Organic) - value: Website (Organic) - - text: Website (PPC) - value: Website (PPC) - - text: Word of Mouth - value: Word of Mouth - - text: Other - value: Other - selectType: default - BillingStreet: - label: Billing Street - kind: String - expressions: - sanitizers: - - "trim(value)" - BillingCity: - label: Billing City - kind: String - expressions: - sanitizers: - - "trim(value)" - BillingState: - label: Billing State - kind: String - expressions: - sanitizers: - - "trim(value)" - BillingPostalCode: - label: Billing Postal Code - kind: String - expressions: - sanitizers: - - "trim(value)" - BillingCountry: - label: Billing Country - kind: Select - options: - options: - - text: Afghanistan - value: Afghanistan - - text: Åland Islands - value: Åland Islands - - text: Albania - value: Albania - - text: Algeria - value: Algeria - - text: American Samoa - value: American Samoa - - text: Andorra - value: Andorra - - text: Angola - value: Angola - - text: Anguilla - value: Anguilla - - text: Antarctica - value: Antarctica - - text: Antigua And Barbuda - value: Antigua And Barbuda - - text: Argentina - value: Argentina - - text: Armenia - value: Armenia - - text: Aruba - value: Aruba - - text: Australia - value: Australia - - text: Austria - value: Austria - - text: Azerbaijan - value: Azerbaijan - - text: Bahamas - value: Bahamas - - text: Bahrain - value: Bahrain - - text: Bangladesh - value: Bangladesh - - text: Barbados - value: Barbados - - text: Belarus - value: Belarus - - text: Belgium - value: Belgium - - text: Belize - value: Belize - - text: Benin - value: Benin - - text: Bermuda - value: Bermuda - - text: Bhutan - value: Bhutan - - text: Bolivia - value: Bolivia - - text: Bosnia And Herzegovina - value: Bosnia And Herzegovina - - text: Botswana - value: Botswana - - text: Bouvet Island - value: Bouvet Island - - text: Brazil - value: Brazil - - text: British Indian Ocean Territory - value: British Indian Ocean Territory - - text: Brunei Darussalam - value: Brunei Darussalam - - text: Bulgaria - value: Bulgaria - - text: Burkina Faso - value: Burkina Faso - - text: Burundi - value: Burundi - - text: Cambodia - value: Cambodia - - text: Cameroon - value: Cameroon - - text: Canada - value: Canada - - text: Cape Verde - value: Cape Verde - - text: Cayman Islands - value: Cayman Islands - - text: Central African Republic - value: Central African Republic - - text: Chad - value: Chad - - text: Chile - value: Chile - - text: China - value: China - - text: Christmas Island - value: Christmas Island - - text: Cocos (Keeling) Islands - value: Cocos (Keeling) Islands - - text: Colombia - value: Colombia - - text: Comoros - value: Comoros - - text: Congo - value: Congo - - text: Congo; The Democratic Republic Of The - value: Congo; The Democratic Republic Of The - - text: Cook Islands - value: Cook Islands - - text: Costa Rica - value: Costa Rica - - text: Cote D'ivoire - value: Cote D'ivoire - - text: Croatia - value: Croatia - - text: Cuba - value: Cuba - - text: Cyprus - value: Cyprus - - text: Czechia - value: Czechia - - text: Denmark - value: Denmark - - text: Djibouti - value: Djibouti - - text: Dominica - value: Dominica - - text: Dominican Republic - value: Dominican Republic - - text: Ecuador - value: Ecuador - - text: Egypt - value: Egypt - - text: El Salvador - value: El Salvador - - text: Equatorial Guinea - value: Equatorial Guinea - - text: Eritrea - value: Eritrea - - text: Estonia - value: Estonia - - text: Ethiopia - value: Ethiopia - - text: Falkland Islands (Malvinas) - value: Falkland Islands (Malvinas) - - text: Faroe Islands - value: Faroe Islands - - text: Fiji - value: Fiji - - text: Finland - value: Finland - - text: France - value: France - - text: French Guiana - value: French Guiana - - text: French Polynesia - value: French Polynesia - - text: French Southern Territories - value: French Southern Territories - - text: Gabon - value: Gabon - - text: Gambia - value: Gambia - - text: Georgia - value: Georgia - - text: Germany - value: Germany - - text: Ghana - value: Ghana - - text: Gibraltar - value: Gibraltar - - text: Greece - value: Greece - - text: Greenland - value: Greenland - - text: Grenada - value: Grenada - - text: Guadeloupe - value: Guadeloupe - - text: Guam - value: Guam - - text: Guatemala - value: Guatemala - - text: Guernsey - value: Guernsey - - text: Guinea - value: Guinea - - text: Guinea-bissau - value: Guinea-bissau - - text: Guyana - value: Guyana - - text: Haiti - value: Haiti - - text: Heard Island And Mcdonald Islands - value: Heard Island And Mcdonald Islands - - text: Holy See (Vatican City State) - value: Holy See (Vatican City State) - - text: Honduras - value: Honduras - - text: Hong Kong - value: Hong Kong - - text: Hungary - value: Hungary - - text: Iceland - value: Iceland - - text: India - value: India - - text: Indonesia - value: Indonesia - - text: Iran; Islamic Republic Of - value: Iran; Islamic Republic Of - - text: Iraq - value: Iraq - - text: Ireland - value: Ireland - - text: Isle Of Man - value: Isle Of Man - - text: Israel - value: Israel - - text: Italy - value: Italy - - text: Jamaica - value: Jamaica - - text: Japan - value: Japan - - text: Jersey - value: Jersey - - text: Jordan - value: Jordan - - text: Kazakhstan - value: Kazakhstan - - text: Kenya - value: Kenya - - text: Kiribati - value: Kiribati - - text: Korea; Democratic People's Republic Of - value: Korea; Democratic People's Republic Of - - text: Korea; Republic Of - value: Korea; Republic Of - - text: Kuwait - value: Kuwait - - text: Kyrgyzstan - value: Kyrgyzstan - - text: Lao People's Democratic Republic - value: Lao People's Democratic Republic - - text: Latvia - value: Latvia - - text: Lebanon - value: Lebanon - - text: Lesotho - value: Lesotho - - text: Liberia - value: Liberia - - text: Libyan Arab Jamahiriya - value: Libyan Arab Jamahiriya - - text: Liechtenstein - value: Liechtenstein - - text: Lithuania - value: Lithuania - - text: Luxembourg - value: Luxembourg - - text: Macao - value: Macao - - text: Macedonia; The Former Yugoslav Republic Of - value: Macedonia; The Former Yugoslav Republic Of - - text: Madagascar - value: Madagascar - - text: Malawi - value: Malawi - - text: Malaysia - value: Malaysia - - text: Maldives - value: Maldives - - text: Mali - value: Mali - - text: Malta - value: Malta - - text: Marshall Islands - value: Marshall Islands - - text: Martinique - value: Martinique - - text: Mauritania - value: Mauritania - - text: Mauritius - value: Mauritius - - text: Mayotte - value: Mayotte - - text: Mexico - value: Mexico - - text: Micronesia; Federated States Of - value: Micronesia; Federated States Of - - text: Moldova; Republic Of - value: Moldova; Republic Of - - text: Monaco - value: Monaco - - text: Mongolia - value: Mongolia - - text: Montenegro - value: Montenegro - - text: Montserrat - value: Montserrat - - text: Morocco - value: Morocco - - text: Mozambique - value: Mozambique - - text: Myanmar - value: Myanmar - - text: Namibia - value: Namibia - - text: Nauru - value: Nauru - - text: Nepal - value: Nepal - - text: Netherlands - value: Netherlands - - text: Netherlands Antilles - value: Netherlands Antilles - - text: New Caledonia - value: New Caledonia - - text: New Zealand - value: New Zealand - - text: Nicaragua - value: Nicaragua - - text: Niger - value: Niger - - text: Nigeria - value: Nigeria - - text: Niue - value: Niue - - text: Norfolk Island - value: Norfolk Island - - text: Northern Mariana Islands - value: Northern Mariana Islands - - text: Norway - value: Norway - - text: Oman - value: Oman - - text: Pakistan - value: Pakistan - - text: Palau - value: Palau - - text: Palestinian Territory; Occupied - value: Palestinian Territory; Occupied - - text: Panama - value: Panama - - text: Papua New Guinea - value: Papua New Guinea - - text: Paraguay - value: Paraguay - - text: Peru - value: Peru - - text: Philippines - value: Philippines - - text: Pitcairn - value: Pitcairn - - text: Poland - value: Poland - - text: Portugal - value: Portugal - - text: Puerto Rico - value: Puerto Rico - - text: Qatar - value: Qatar - - text: Reunion - value: Reunion - - text: Romania - value: Romania - - text: Russian Federation - value: Russian Federation - - text: Rwanda - value: Rwanda - - text: Saint Helena - value: Saint Helena - - text: Saint Kitts And Nevis - value: Saint Kitts And Nevis - - text: Saint Lucia - value: Saint Lucia - - text: Saint Pierre And Miquelon - value: Saint Pierre And Miquelon - - text: Saint Vincent And The Grenadines - value: Saint Vincent And The Grenadines - - text: Samoa - value: Samoa - - text: San Marino - value: San Marino - - text: Sao Tome And Principe - value: Sao Tome And Principe - - text: Saudi Arabia - value: Saudi Arabia - - text: Senegal - value: Senegal - - text: Serbia - value: Serbia - - text: Seychelles - value: Seychelles - - text: Sierra Leone - value: Sierra Leone - - text: Singapore - value: Singapore - - text: Slovakia - value: Slovakia - - text: Slovenia - value: Slovenia - - text: Solomon Islands - value: Solomon Islands - - text: Somalia - value: Somalia - - text: South Africa - value: South Africa - - text: South Georgia And The South Sandwich Islands - value: South Georgia And The South Sandwich Islands - - text: Spain - value: Spain - - text: Sri Lanka - value: Sri Lanka - - text: Sudan - value: Sudan - - text: Suriname - value: Suriname - - text: Svalbard And Jan Mayen - value: Svalbard And Jan Mayen - - text: Swaziland - value: Swaziland - - text: Sweden - value: Sweden - - text: Switzerland - value: Switzerland - - text: Syrian Arab Republic - value: Syrian Arab Republic - - text: Taiwan; Province Of China - value: Taiwan; Province Of China - - text: Tajikistan - value: Tajikistan - - text: Tanzania; United Republic Of - value: Tanzania; United Republic Of - - text: Thailand - value: Thailand - - text: Timor-leste - value: Timor-leste - - text: Togo - value: Togo - - text: Tokelau - value: Tokelau - - text: Tonga - value: Tonga - - text: Trinidad And Tobago - value: Trinidad And Tobago - - text: Tunisia - value: Tunisia - - text: Turkey - value: Turkey - - text: Turkmenistan - value: Turkmenistan - - text: Turks And Caicos Islands - value: Turks And Caicos Islands - - text: Tuvalu - value: Tuvalu - - text: Uganda - value: Uganda - - text: Ukraine - value: Ukraine - - text: United Arab Emirates - value: United Arab Emirates - - text: United Kingdom - value: United Kingdom - - text: United States - value: United States - - text: United States Minor Outlying Islands - value: United States Minor Outlying Islands - - text: Uruguay - value: Uruguay - - text: Uzbekistan - value: Uzbekistan - - text: Vanuatu - value: Vanuatu - - text: Venezuela - value: Venezuela - - text: Viet Nam - value: Viet Nam - - text: Virgin Islands; British - value: Virgin Islands; British - - text: Virgin Islands; U.S. - value: Virgin Islands; U.S. - - text: Wallis And Futuna - value: Wallis And Futuna - - text: Western Sahara - value: Western Sahara - - text: Yemen - value: Yemen - - text: Zambia - value: Zambia - - text: Zimbabwe - value: Zimbabwe - selectType: default - GeneratedBillingAddress: - label: Generated Billing Address - kind: String - private: true - expressions: - valueExpr: trim(trim(trim(BillingStreet?BillingStreet:"") + "\n" + trim(trim(trim(BillingPostalCode?BillingPostalCode:"") + " " + trim(BillingCity?BillingCity:"")) + " " + trim(BillingState?BillingState:""))) + "\n" + trim(BillingCountry?BillingCountry:"")) - Description: - label: Description - kind: String - options: - multiLine: true - useRichTextEditor: true - NumberOfEmployees: - label: Employees - kind: Number - options: - format: "0" - precision: 0 - Fax: - label: Fax - kind: String - Industry: - label: Industry - kind: Select - options: - options: - - text: "" - value: "" - - text: Agriculture - value: Agriculture - - text: Apparel - value: Apparel - - text: Banking - value: Banking - - text: Biotechnology - value: Biotechnology - - text: Chemicals - value: Chemicals - - text: Communications - value: Communications - - text: Construction - value: Construction - - text: Consulting - value: Consulting - - text: Education - value: Education - - text: Electronics - value: Electronics - - text: Energy - value: Energy - - text: Engineering - value: Engineering - - text: Entertainment - value: Entertainment - - text: Environmental - value: Environmental - - text: Finance - value: Finance - - text: Food & Beverage - value: Food & Beverage - - text: Government - value: Government - - text: Healthcare - value: Healthcare - - text: Hospitality - value: Hospitality - - text: Insurance - value: Insurance - - text: Machinery - value: Machinery - - text: Manufacturing - value: Manufacturing - - text: Media - value: Media - - text: Not For Profit - value: Not For Profit - - text: Other - value: Other - - text: Recreation - value: Recreation - - text: Retail - value: Retail - - text: Shipping - value: Shipping - - text: Technology - value: Technology - - text: Telecommunications - value: Telecommunications - - text: Transportation - value: Transportation - - text: Utilities - value: Utilities - selectType: default - Ownership: - label: Ownership - kind: Select - options: - options: - - text: Public - value: Public - - text: Private - value: Private - selectType: default - ParentId: - label: Parent Account - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: default - Phone: - label: Phone - kind: String - Rating: - label: Rating - kind: Select - options: - options: - - text: ☆☆☆☆☆ - value: ☆☆☆☆☆ - - text: ★☆☆☆☆ - value: ★☆☆☆☆ - - text: ★★☆☆☆ - value: ★★☆☆☆ - - text: ★★★☆☆ - value: ★★★☆☆ - - text: ★★★★☆ - value: ★★★★☆ - - text: ★★★★★ - value: ★★★★★ - selectType: default - Sic: - label: SIC Code - kind: String - SicDesc: - label: SIC Description - kind: String - ShippingStreet: - label: Shipping Street - kind: String - expressions: - sanitizers: - - "trim(value)" - ShippingCity: - label: Shipping City - kind: String - expressions: - sanitizers: - - "trim(value)" - ShippingState: - label: Shipping State - kind: String - expressions: - sanitizers: - - "trim(value)" - ShippingPostalCode: - label: Shipping Postal Code - kind: String - expressions: - sanitizers: - - "trim(value)" - ShippingCountry: - label: Shipping Country - kind: Select - options: - options: - - text: Afghanistan - value: Afghanistan - - text: Åland Islands - value: Åland Islands - - text: Albania - value: Albania - - text: Algeria - value: Algeria - - text: American Samoa - value: American Samoa - - text: Andorra - value: Andorra - - text: Angola - value: Angola - - text: Anguilla - value: Anguilla - - text: Antarctica - value: Antarctica - - text: Antigua And Barbuda - value: Antigua And Barbuda - - text: Argentina - value: Argentina - - text: Armenia - value: Armenia - - text: Aruba - value: Aruba - - text: Australia - value: Australia - - text: Austria - value: Austria - - text: Azerbaijan - value: Azerbaijan - - text: Bahamas - value: Bahamas - - text: Bahrain - value: Bahrain - - text: Bangladesh - value: Bangladesh - - text: Barbados - value: Barbados - - text: Belarus - value: Belarus - - text: Belgium - value: Belgium - - text: Belize - value: Belize - - text: Benin - value: Benin - - text: Bermuda - value: Bermuda - - text: Bhutan - value: Bhutan - - text: Bolivia - value: Bolivia - - text: Bosnia And Herzegovina - value: Bosnia And Herzegovina - - text: Botswana - value: Botswana - - text: Bouvet Island - value: Bouvet Island - - text: Brazil - value: Brazil - - text: British Indian Ocean Territory - value: British Indian Ocean Territory - - text: Brunei Darussalam - value: Brunei Darussalam - - text: Bulgaria - value: Bulgaria - - text: Burkina Faso - value: Burkina Faso - - text: Burundi - value: Burundi - - text: Cambodia - value: Cambodia - - text: Cameroon - value: Cameroon - - text: Canada - value: Canada - - text: Cape Verde - value: Cape Verde - - text: Cayman Islands - value: Cayman Islands - - text: Central African Republic - value: Central African Republic - - text: Chad - value: Chad - - text: Chile - value: Chile - - text: China - value: China - - text: Christmas Island - value: Christmas Island - - text: Cocos (Keeling) Islands - value: Cocos (Keeling) Islands - - text: Colombia - value: Colombia - - text: Comoros - value: Comoros - - text: Congo - value: Congo - - text: Congo; The Democratic Republic Of The - value: Congo; The Democratic Republic Of The - - text: Cook Islands - value: Cook Islands - - text: Costa Rica - value: Costa Rica - - text: Cote D'ivoire - value: Cote D'ivoire - - text: Croatia - value: Croatia - - text: Cuba - value: Cuba - - text: Cyprus - value: Cyprus - - text: Czechia - value: Czechia - - text: Denmark - value: Denmark - - text: Djibouti - value: Djibouti - - text: Dominica - value: Dominica - - text: Dominican Republic - value: Dominican Republic - - text: Ecuador - value: Ecuador - - text: Egypt - value: Egypt - - text: El Salvador - value: El Salvador - - text: Equatorial Guinea - value: Equatorial Guinea - - text: Eritrea - value: Eritrea - - text: Estonia - value: Estonia - - text: Ethiopia - value: Ethiopia - - text: Falkland Islands (Malvinas) - value: Falkland Islands (Malvinas) - - text: Faroe Islands - value: Faroe Islands - - text: Fiji - value: Fiji - - text: Finland - value: Finland - - text: France - value: France - - text: French Guiana - value: French Guiana - - text: French Polynesia - value: French Polynesia - - text: French Southern Territories - value: French Southern Territories - - text: Gabon - value: Gabon - - text: Gambia - value: Gambia - - text: Georgia - value: Georgia - - text: Germany - value: Germany - - text: Ghana - value: Ghana - - text: Gibraltar - value: Gibraltar - - text: Greece - value: Greece - - text: Greenland - value: Greenland - - text: Grenada - value: Grenada - - text: Guadeloupe - value: Guadeloupe - - text: Guam - value: Guam - - text: Guatemala - value: Guatemala - - text: Guernsey - value: Guernsey - - text: Guinea - value: Guinea - - text: Guinea-bissau - value: Guinea-bissau - - text: Guyana - value: Guyana - - text: Haiti - value: Haiti - - text: Heard Island And Mcdonald Islands - value: Heard Island And Mcdonald Islands - - text: Holy See (Vatican City State) - value: Holy See (Vatican City State) - - text: Honduras - value: Honduras - - text: Hong Kong - value: Hong Kong - - text: Hungary - value: Hungary - - text: Iceland - value: Iceland - - text: India - value: India - - text: Indonesia - value: Indonesia - - text: Iran; Islamic Republic Of - value: Iran; Islamic Republic Of - - text: Iraq - value: Iraq - - text: Ireland - value: Ireland - - text: Isle Of Man - value: Isle Of Man - - text: Israel - value: Israel - - text: Italy - value: Italy - - text: Jamaica - value: Jamaica - - text: Japan - value: Japan - - text: Jersey - value: Jersey - - text: Jordan - value: Jordan - - text: Kazakhstan - value: Kazakhstan - - text: Kenya - value: Kenya - - text: Kiribati - value: Kiribati - - text: Korea; Democratic People's Republic Of - value: Korea; Democratic People's Republic Of - - text: Korea; Republic Of - value: Korea; Republic Of - - text: Kuwait - value: Kuwait - - text: Kyrgyzstan - value: Kyrgyzstan - - text: Lao People's Democratic Republic - value: Lao People's Democratic Republic - - text: Latvia - value: Latvia - - text: Lebanon - value: Lebanon - - text: Lesotho - value: Lesotho - - text: Liberia - value: Liberia - - text: Libyan Arab Jamahiriya - value: Libyan Arab Jamahiriya - - text: Liechtenstein - value: Liechtenstein - - text: Lithuania - value: Lithuania - - text: Luxembourg - value: Luxembourg - - text: Macao - value: Macao - - text: Macedonia; The Former Yugoslav Republic Of - value: Macedonia; The Former Yugoslav Republic Of - - text: Madagascar - value: Madagascar - - text: Malawi - value: Malawi - - text: Malaysia - value: Malaysia - - text: Maldives - value: Maldives - - text: Mali - value: Mali - - text: Malta - value: Malta - - text: Marshall Islands - value: Marshall Islands - - text: Martinique - value: Martinique - - text: Mauritania - value: Mauritania - - text: Mauritius - value: Mauritius - - text: Mayotte - value: Mayotte - - text: Mexico - value: Mexico - - text: Micronesia; Federated States Of - value: Micronesia; Federated States Of - - text: Moldova; Republic Of - value: Moldova; Republic Of - - text: Monaco - value: Monaco - - text: Mongolia - value: Mongolia - - text: Montenegro - value: Montenegro - - text: Montserrat - value: Montserrat - - text: Morocco - value: Morocco - - text: Mozambique - value: Mozambique - - text: Myanmar - value: Myanmar - - text: Namibia - value: Namibia - - text: Nauru - value: Nauru - - text: Nepal - value: Nepal - - text: Netherlands - value: Netherlands - - text: Netherlands Antilles - value: Netherlands Antilles - - text: New Caledonia - value: New Caledonia - - text: New Zealand - value: New Zealand - - text: Nicaragua - value: Nicaragua - - text: Niger - value: Niger - - text: Nigeria - value: Nigeria - - text: Niue - value: Niue - - text: Norfolk Island - value: Norfolk Island - - text: Northern Mariana Islands - value: Northern Mariana Islands - - text: Norway - value: Norway - - text: Oman - value: Oman - - text: Pakistan - value: Pakistan - - text: Palau - value: Palau - - text: Palestinian Territory; Occupied - value: Palestinian Territory; Occupied - - text: Panama - value: Panama - - text: Papua New Guinea - value: Papua New Guinea - - text: Paraguay - value: Paraguay - - text: Peru - value: Peru - - text: Philippines - value: Philippines - - text: Pitcairn - value: Pitcairn - - text: Poland - value: Poland - - text: Portugal - value: Portugal - - text: Puerto Rico - value: Puerto Rico - - text: Qatar - value: Qatar - - text: Reunion - value: Reunion - - text: Romania - value: Romania - - text: Russian Federation - value: Russian Federation - - text: Rwanda - value: Rwanda - - text: Saint Helena - value: Saint Helena - - text: Saint Kitts And Nevis - value: Saint Kitts And Nevis - - text: Saint Lucia - value: Saint Lucia - - text: Saint Pierre And Miquelon - value: Saint Pierre And Miquelon - - text: Saint Vincent And The Grenadines - value: Saint Vincent And The Grenadines - - text: Samoa - value: Samoa - - text: San Marino - value: San Marino - - text: Sao Tome And Principe - value: Sao Tome And Principe - - text: Saudi Arabia - value: Saudi Arabia - - text: Senegal - value: Senegal - - text: Serbia - value: Serbia - - text: Seychelles - value: Seychelles - - text: Sierra Leone - value: Sierra Leone - - text: Singapore - value: Singapore - - text: Slovakia - value: Slovakia - - text: Slovenia - value: Slovenia - - text: Solomon Islands - value: Solomon Islands - - text: Somalia - value: Somalia - - text: South Africa - value: South Africa - - text: South Georgia And The South Sandwich Islands - value: South Georgia And The South Sandwich Islands - - text: Spain - value: Spain - - text: Sri Lanka - value: Sri Lanka - - text: Sudan - value: Sudan - - text: Suriname - value: Suriname - - text: Svalbard And Jan Mayen - value: Svalbard And Jan Mayen - - text: Swaziland - value: Swaziland - - text: Sweden - value: Sweden - - text: Switzerland - value: Switzerland - - text: Syrian Arab Republic - value: Syrian Arab Republic - - text: Taiwan; Province Of China - value: Taiwan; Province Of China - - text: Tajikistan - value: Tajikistan - - text: Tanzania; United Republic Of - value: Tanzania; United Republic Of - - text: Thailand - value: Thailand - - text: Timor-leste - value: Timor-leste - - text: Togo - value: Togo - - text: Tokelau - value: Tokelau - - text: Tonga - value: Tonga - - text: Trinidad And Tobago - value: Trinidad And Tobago - - text: Tunisia - value: Tunisia - - text: Turkey - value: Turkey - - text: Turkmenistan - value: Turkmenistan - - text: Turks And Caicos Islands - value: Turks And Caicos Islands - - text: Tuvalu - value: Tuvalu - - text: Uganda - value: Uganda - - text: Ukraine - value: Ukraine - - text: United Arab Emirates - value: United Arab Emirates - - text: United Kingdom - value: United Kingdom - - text: United States - value: United States - - text: United States Minor Outlying Islands - value: United States Minor Outlying Islands - - text: Uruguay - value: Uruguay - - text: Uzbekistan - value: Uzbekistan - - text: Vanuatu - value: Vanuatu - - text: Venezuela - value: Venezuela - - text: Viet Nam - value: Viet Nam - - text: Virgin Islands; British - value: Virgin Islands; British - - text: Virgin Islands; U.S. - value: Virgin Islands; U.S. - - text: Wallis And Futuna - value: Wallis And Futuna - - text: Western Sahara - value: Western Sahara - - text: Yemen - value: Yemen - - text: Zambia - value: Zambia - - text: Zimbabwe - value: Zimbabwe - selectType: default - GeneratedShippingAddress: - label: Generated Shipping Address - kind: String - private: true - expressions: - valueExpr: trim(trim(trim(ShippingStreet?ShippingStreet:"") + "\n" + trim(trim(trim(ShippingPostalCode?ShippingPostalCode:"") + " " + trim(ShippingCity?ShippingCity:"")) + " " + trim(ShippingState?ShippingState:""))) + "\n" + trim(ShippingCountry?ShippingCountry:"")) - Type: - label: Type - kind: Select - options: - options: - - text: Channel Partner / Reseller - value: Channel Partner / Reseller - - text: Customer - Channel - value: Customer - Channel - - text: Customer - Direct - value: Customer - Direct - - text: Installation Partner - value: Installation Partner - - text: Pending - value: Pending - - text: Prospect - value: Prospect - - text: Technology Partner - value: Technology Partner - - text: Other - value: Other - selectType: default - AnnualRevenue: - label: Annual Revenue - kind: Select - options: - options: - - text: Less Than 500,000 - value: Less Than 500,000 - - text: 500,000 To 1 Million - value: 500,000 To 1 Million - - text: 1 To 2.5 Million - value: 1 To 2.5 Million - - text: 2.5 To 5 Million - value: 2.5 To 5 Million - - text: 5 To 10 Million - value: 5 To 10 Million - - text: 10 To 20 Million - value: 10 To 20 Million - - text: 20 To 50 Million - value: 20 To 50 Million - - text: 50 To 100 Million - value: 50 To 100 Million - - text: 100 To 500 Million - value: 100 To 500 Million - selectType: default - Website: - label: Website - kind: Url - multi: true - Twitter: - label: Twitter - kind: Url - LinkedIn: - label: LinkedIn - kind: Url - Facebook: - label: Facebook - kind: Url - CampaignId: - label: Campaign - kind: Record - options: - labelField: Name - module: Campaigns - queryFields: - - Name - selectType: multiple - multi: true - AccountContactRole: - (envoy): { onExisting: "skip" } - name: AccountContactRole - fields: - AccountId: - label: Account - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: "" - ContactId: - label: Contact - kind: Record - options: - labelField: MasterRecordId - module: Contact - queryFields: - - AccountId - - MasterRecordId - selectType: "" - IsPrimary: - label: Primary - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Role: - label: Role - kind: Select - options: - options: - - text: Business User - value: Business User - - text: Decision Maker - value: Decision Maker - - text: Economic Buyer - value: Economic Buyer - - text: Economic Decision Maker - value: Economic Decision Maker - - text: Evaluator - value: Evaluator - - text: Executive Sponsor - value: Executive Sponsor - - text: Gatekeeper - value: Gatekeeper - - text: Influencer - value: Influencer - - text: Project Manager - value: Project Manager - - text: Technical Buyer - value: Technical Buyer - - text: Other - value: Other - selectType: default - Campaigns: - (envoy): { onExisting: "skip" } - name: Campaigns - fields: - IsActive: - label: Active - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - ActualCost: - label: Actual Cost - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - BudgetedCost: - label: Budgeted Cost - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - Name: - label: Campaign Name - kind: String - NumberOfConvertedLeads: - label: Converted Leads in Campaign - kind: Number - options: - format: "0" - precision: 0 - Description: - label: Description - kind: String - options: - multiLine: true - EndDate: - label: End Date - kind: DateTime - options: - onlyDate: true - ExpectedResponse: - label: Expected Response (%) - kind: Number - options: - format: "0.00" - precision: 2 - suffix: '%' - ExpectedRevenue: - label: Expected Revenue - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - NumberOfLeads: - label: Leads in Campaign - kind: Number - options: - format: "0" - precision: 0 - NumberOfOpportunities: - label: Opportunities in Campaign - kind: Number - options: - format: "0" - precision: 0 - ParentId: - label: Parent Campaign - kind: Record - options: - labelField: "" - module: Campaigns - queryFields: - - Name - selectType: "" - NumberOfResponses: - label: Responses in Campaign - kind: Number - options: - format: "0" - precision: 0 - StartDate: - label: Start Date - kind: DateTime - options: - onlyDate: true - Status: - label: Status - kind: Select - options: - options: - - text: Aborted - value: Aborted - - text: Completed - value: Completed - - text: In Progress - value: In Progress - - text: Planned - value: Planned - - text: Tentative - value: Tentative - selectType: default - Type: - label: Type - kind: Select - options: - options: - - text: Lead Generation - Direct Mail - value: Lead Generation - Direct Mail - - text: Lead Generation - Conference - value: Lead Generation - Conference - - text: Lead Generation - Email Blast - value: Lead Generation - Email Blast - - text: Lead Generation - PPC - value: Lead Generation - PPC - - text: Lead Generation - Seminar - value: Lead Generation - Seminar - - text: Lead Generation - Trade Show - value: Lead Generation - Trade Show - - text: Lead Generation - Webinar - value: Lead Generation - Webinar - - text: Lead Generation - Website - value: Lead Generation - Website - - text: Brand Building - Print advertisement - value: Brand Building - Print advertisement - - text: Brand Building - Radio advertisement - value: Brand Building - Radio advertisement - - text: Brand Building - TV advertisement - value: Brand Building - TV advertisement - - text: Brand Building - Sponsoring - value: Brand Building - Sponsoring - - text: Brand Building - Social Media - value: Brand Building - Social Media - - text: Lead Generation - Contacting personal network - value: Lead Generation - Contacting personal network - selectType: default - AmountAllOpportunities: - label: Value Opportunities in Campaign - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - AmountWonOpportunities: - label: Value Won Opportunities in Campaign - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - NumberOfWonOpportunities: - label: Won Opportunities in Campaign - kind: Number - options: - format: "0" - precision: 0 - NumberOfAccounts: - label: Accounts in Campaign - kind: Number - options: - format: "" - precision: 0 - NumberOfContacts: - label: Contacts in Campaign - kind: Number - options: - format: "" - precision: 0 - Case: - (envoy): { onExisting: "skip" } - name: Case - fields: - AccountId: - label: Account Name - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: "" - SuppliedEmail: - label: Contact Email - kind: Email - private: true - SuppliedName: - label: Contact Name - kind: String - private: true - SuppliedPhone: - label: Contact Phone - kind: String - private: true - CaseNumber: - label: Case Number - kind: Number - options: - format: "0000000" - precision: 0 - Origin: - label: Case Origin - kind: Select - options: - options: - - text: Email - value: Email - - text: Messaging - value: Messaging - - text: Phone - value: Phone - - text: Web - value: Web - - text: Other - value: Other - selectType: default - Reason: - label: Case Reason - kind: Select - options: - options: - - text: Documentation unclear - value: Documentation unclear - - text: Software bug - value: Software bug - - text: User didn't attend training - value: User didn't attend training - - text: Other - value: Other - selectType: default - IsClosed: - label: Closed - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - IsClosedOnCreate: - label: Closed When Created - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - ContactId: - label: Contact Name - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - selectType: "" - ClosedDate: - label: Date/Time Closed - kind: DateTime - Description: - label: Description - kind: String - options: - multiLine: true - useRichTextEditor: true - IsEscalated: - label: Escalated - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - ParentId: - label: Parent Case - kind: Record - options: - labelField: Subject - module: Case - queryFields: - - AccountId - - CaseNumber - - Subject - selectType: "" - Priority: - label: Priority - kind: Select - options: - options: - - text: Low - value: Low - - text: Medium - value: Medium - - text: High - value: High - selectType: default - Status: - label: Status - kind: Select - options: - options: - - text: New - value: New - - text: Working - value: Working - - text: Escalated - value: Escalated - - text: Closed - value: Closed - selectType: default - Subject: - label: Subject - kind: String - Type: - label: Type - kind: Select - options: - options: - - text: Bug - value: Bug - - text: Feature Request - value: Feature Request - - text: Question - value: Question - - text: Other - value: Other - selectType: default - ProductId: - label: Product - kind: Record - options: - labelField: Name - module: Product - queryFields: - - ProductCode - - Name - selectType: "" - SolutionId: - label: Solution Record - kind: Record - options: - labelField: SolutionName - module: Solution - queryFields: - - SolutionNote - - SolutionNumber - - SolutionName - selectType: "" - File: - label: File(s) - kind: File - options: - allowDocuments: false - allowImages: false - maxSize: 0 - mode: list - multi: true - SolutionName: - label: Solution Title - kind: String - SolutionNote: - label: Solution Details - kind: String - options: - multiLine: true - useRichTextEditor: true - SolutionFile: - label: Solution File(s) - kind: File - options: - allowDocuments: false - allowImages: false - maxSize: 0 - mode: list - multi: true - SubmitAsSolution: - label: Submit as Solution Record when Case is Closed - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - OwnerId: - label: Case Owner - kind: User - options: - presetWithAuthenticated: true - selectType: default - CaseUpdate: - (envoy): { onExisting: "skip" } - name: CaseUpdate - fields: - CaseId: - label: Case - kind: Record - options: - labelField: Subject - module: Case - queryFields: - - AccountId - - CaseNumber - - Subject - Description: - label: Description - kind: String - options: - multiLine: true - useRichTextEditor: true - Type: - label: Type - kind: Select - options: - options: - - Email - - Call - - Fax - - Letter - - Visit - - State change - File: - label: File - kind: File - options: - allowDocuments: false - allowImages: false - mode: list - IsSolution: - label: Marked as solution - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Contact: - (envoy): { onExisting: "skip" } - name: Contact - fields: - AccountId: - label: Account Name - kind: Record - options: - labelField: AccountName - module: Account - queryFields: [] - selectType: default - AssistantName: - label: Assistant - kind: String - AssistantPhone: - label: Asst. Phone - kind: String - Birthdate: - label: Birthdate - kind: DateTime - private: true - MasterRecordId: - label: Contact - kind: Record - options: - labelField: Email - module: Contact - queryFields: [] - selectType: default - Department: - label: Department - kind: String - Description: - label: Description - kind: String - options: - multiLine: true - useRichTextEditor: true - DoNotCall: - label: Do Not Call - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Email: - label: Email - kind: Email - private: true - HasOptedOutOfEmail: - label: Email Opt Out - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Fax: - label: Fax - kind: String - private: true - HasOptedOutOfFax: - label: Fax Opt Out - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - HomePhone: - label: Home Phone - kind: String - private: true - LeadSource: - label: Lead Source - kind: Select - options: - options: - - text: Customer Referral - value: Customer Referral - - text: Direct - value: Direct - - text: Employee Referral - value: Employee Referral - - text: Event - value: Event - - text: Existing Customer - value: Existing Customer - - text: Inbound Call - value: Inbound Call - - text: Outbound List - value: Outbound List - - text: Partner Referral - value: Partner Referral - - text: Seminar - value: Seminar - - text: Social Media - value: Social Media - - text: Webinar - value: Webinar - - text: Website (Organic) - value: Website (Organic) - - text: Website (PPC) - value: Website (PPC) - - text: Word of Mouth - value: Word of Mouth - - text: Other - value: Other - selectType: default - MailingStreet: - label: Mailing Street - kind: String - private: true - MailingCity: - label: Mailing City - kind: String - private: true - MailingState: - label: Mailing State - kind: String - private: true - MailingPostalCode: - label: Mailing Postal Code - kind: String - private: true - MailingCountry: - label: Mailing Country - kind: Select - options: - options: - - text: Afghanistan - value: Afghanistan - - text: Åland Islands - value: Åland Islands - - text: Albania - value: Albania - - text: Algeria - value: Algeria - - text: American Samoa - value: American Samoa - - text: Andorra - value: Andorra - - text: Angola - value: Angola - - text: Anguilla - value: Anguilla - - text: Antarctica - value: Antarctica - - text: Antigua And Barbuda - value: Antigua And Barbuda - - text: Argentina - value: Argentina - - text: Armenia - value: Armenia - - text: Aruba - value: Aruba - - text: Australia - value: Australia - - text: Austria - value: Austria - - text: Azerbaijan - value: Azerbaijan - - text: Bahamas - value: Bahamas - - text: Bahrain - value: Bahrain - - text: Bangladesh - value: Bangladesh - - text: Barbados - value: Barbados - - text: Belarus - value: Belarus - - text: Belgium - value: Belgium - - text: Belize - value: Belize - - text: Benin - value: Benin - - text: Bermuda - value: Bermuda - - text: Bhutan - value: Bhutan - - text: Bolivia - value: Bolivia - - text: Bosnia And Herzegovina - value: Bosnia And Herzegovina - - text: Botswana - value: Botswana - - text: Bouvet Island - value: Bouvet Island - - text: Brazil - value: Brazil - - text: British Indian Ocean Territory - value: British Indian Ocean Territory - - text: Brunei Darussalam - value: Brunei Darussalam - - text: Bulgaria - value: Bulgaria - - text: Burkina Faso - value: Burkina Faso - - text: Burundi - value: Burundi - - text: Cambodia - value: Cambodia - - text: Cameroon - value: Cameroon - - text: Canada - value: Canada - - text: Cape Verde - value: Cape Verde - - text: Cayman Islands - value: Cayman Islands - - text: Central African Republic - value: Central African Republic - - text: Chad - value: Chad - - text: Chile - value: Chile - - text: China - value: China - - text: Christmas Island - value: Christmas Island - - text: Cocos (Keeling) Islands - value: Cocos (Keeling) Islands - - text: Colombia - value: Colombia - - text: Comoros - value: Comoros - - text: Congo - value: Congo - - text: Congo; The Democratic Republic Of The - value: Congo; The Democratic Republic Of The - - text: Cook Islands - value: Cook Islands - - text: Costa Rica - value: Costa Rica - - text: Cote D'ivoire - value: Cote D'ivoire - - text: Croatia - value: Croatia - - text: Cuba - value: Cuba - - text: Cyprus - value: Cyprus - - text: Czechia - value: Czechia - - text: Denmark - value: Denmark - - text: Djibouti - value: Djibouti - - text: Dominica - value: Dominica - - text: Dominican Republic - value: Dominican Republic - - text: Ecuador - value: Ecuador - - text: Egypt - value: Egypt - - text: El Salvador - value: El Salvador - - text: Equatorial Guinea - value: Equatorial Guinea - - text: Eritrea - value: Eritrea - - text: Estonia - value: Estonia - - text: Ethiopia - value: Ethiopia - - text: Falkland Islands (Malvinas) - value: Falkland Islands (Malvinas) - - text: Faroe Islands - value: Faroe Islands - - text: Fiji - value: Fiji - - text: Finland - value: Finland - - text: France - value: France - - text: French Guiana - value: French Guiana - - text: French Polynesia - value: French Polynesia - - text: French Southern Territories - value: French Southern Territories - - text: Gabon - value: Gabon - - text: Gambia - value: Gambia - - text: Georgia - value: Georgia - - text: Germany - value: Germany - - text: Ghana - value: Ghana - - text: Gibraltar - value: Gibraltar - - text: Greece - value: Greece - - text: Greenland - value: Greenland - - text: Grenada - value: Grenada - - text: Guadeloupe - value: Guadeloupe - - text: Guam - value: Guam - - text: Guatemala - value: Guatemala - - text: Guernsey - value: Guernsey - - text: Guinea - value: Guinea - - text: Guinea-bissau - value: Guinea-bissau - - text: Guyana - value: Guyana - - text: Haiti - value: Haiti - - text: Heard Island And Mcdonald Islands - value: Heard Island And Mcdonald Islands - - text: Holy See (Vatican City State) - value: Holy See (Vatican City State) - - text: Honduras - value: Honduras - - text: Hong Kong - value: Hong Kong - - text: Hungary - value: Hungary - - text: Iceland - value: Iceland - - text: India - value: India - - text: Indonesia - value: Indonesia - - text: Iran; Islamic Republic Of - value: Iran; Islamic Republic Of - - text: Iraq - value: Iraq - - text: Ireland - value: Ireland - - text: Isle Of Man - value: Isle Of Man - - text: Israel - value: Israel - - text: Italy - value: Italy - - text: Jamaica - value: Jamaica - - text: Japan - value: Japan - - text: Jersey - value: Jersey - - text: Jordan - value: Jordan - - text: Kazakhstan - value: Kazakhstan - - text: Kenya - value: Kenya - - text: Kiribati - value: Kiribati - - text: Korea; Democratic People's Republic Of - value: Korea; Democratic People's Republic Of - - text: Korea; Republic Of - value: Korea; Republic Of - - text: Kuwait - value: Kuwait - - text: Kyrgyzstan - value: Kyrgyzstan - - text: Lao People's Democratic Republic - value: Lao People's Democratic Republic - - text: Latvia - value: Latvia - - text: Lebanon - value: Lebanon - - text: Lesotho - value: Lesotho - - text: Liberia - value: Liberia - - text: Libyan Arab Jamahiriya - value: Libyan Arab Jamahiriya - - text: Liechtenstein - value: Liechtenstein - - text: Lithuania - value: Lithuania - - text: Luxembourg - value: Luxembourg - - text: Macao - value: Macao - - text: Macedonia; The Former Yugoslav Republic Of - value: Macedonia; The Former Yugoslav Republic Of - - text: Madagascar - value: Madagascar - - text: Malawi - value: Malawi - - text: Malaysia - value: Malaysia - - text: Maldives - value: Maldives - - text: Mali - value: Mali - - text: Malta - value: Malta - - text: Marshall Islands - value: Marshall Islands - - text: Martinique - value: Martinique - - text: Mauritania - value: Mauritania - - text: Mauritius - value: Mauritius - - text: Mayotte - value: Mayotte - - text: Mexico - value: Mexico - - text: Micronesia; Federated States Of - value: Micronesia; Federated States Of - - text: Moldova; Republic Of - value: Moldova; Republic Of - - text: Monaco - value: Monaco - - text: Mongolia - value: Mongolia - - text: Montenegro - value: Montenegro - - text: Montserrat - value: Montserrat - - text: Morocco - value: Morocco - - text: Mozambique - value: Mozambique - - text: Myanmar - value: Myanmar - - text: Namibia - value: Namibia - - text: Nauru - value: Nauru - - text: Nepal - value: Nepal - - text: Netherlands - value: Netherlands - - text: Netherlands Antilles - value: Netherlands Antilles - - text: New Caledonia - value: New Caledonia - - text: New Zealand - value: New Zealand - - text: Nicaragua - value: Nicaragua - - text: Niger - value: Niger - - text: Nigeria - value: Nigeria - - text: Niue - value: Niue - - text: Norfolk Island - value: Norfolk Island - - text: Northern Mariana Islands - value: Northern Mariana Islands - - text: Norway - value: Norway - - text: Oman - value: Oman - - text: Pakistan - value: Pakistan - - text: Palau - value: Palau - - text: Palestinian Territory; Occupied - value: Palestinian Territory; Occupied - - text: Panama - value: Panama - - text: Papua New Guinea - value: Papua New Guinea - - text: Paraguay - value: Paraguay - - text: Peru - value: Peru - - text: Philippines - value: Philippines - - text: Pitcairn - value: Pitcairn - - text: Poland - value: Poland - - text: Portugal - value: Portugal - - text: Puerto Rico - value: Puerto Rico - - text: Qatar - value: Qatar - - text: Reunion - value: Reunion - - text: Romania - value: Romania - - text: Russian Federation - value: Russian Federation - - text: Rwanda - value: Rwanda - - text: Saint Helena - value: Saint Helena - - text: Saint Kitts And Nevis - value: Saint Kitts And Nevis - - text: Saint Lucia - value: Saint Lucia - - text: Saint Pierre And Miquelon - value: Saint Pierre And Miquelon - - text: Saint Vincent And The Grenadines - value: Saint Vincent And The Grenadines - - text: Samoa - value: Samoa - - text: San Marino - value: San Marino - - text: Sao Tome And Principe - value: Sao Tome And Principe - - text: Saudi Arabia - value: Saudi Arabia - - text: Senegal - value: Senegal - - text: Serbia - value: Serbia - - text: Seychelles - value: Seychelles - - text: Sierra Leone - value: Sierra Leone - - text: Singapore - value: Singapore - - text: Slovakia - value: Slovakia - - text: Slovenia - value: Slovenia - - text: Solomon Islands - value: Solomon Islands - - text: Somalia - value: Somalia - - text: South Africa - value: South Africa - - text: South Georgia And The South Sandwich Islands - value: South Georgia And The South Sandwich Islands - - text: Spain - value: Spain - - text: Sri Lanka - value: Sri Lanka - - text: Sudan - value: Sudan - - text: Suriname - value: Suriname - - text: Svalbard And Jan Mayen - value: Svalbard And Jan Mayen - - text: Swaziland - value: Swaziland - - text: Sweden - value: Sweden - - text: Switzerland - value: Switzerland - - text: Syrian Arab Republic - value: Syrian Arab Republic - - text: Taiwan; Province Of China - value: Taiwan; Province Of China - - text: Tajikistan - value: Tajikistan - - text: Tanzania; United Republic Of - value: Tanzania; United Republic Of - - text: Thailand - value: Thailand - - text: Timor-leste - value: Timor-leste - - text: Togo - value: Togo - - text: Tokelau - value: Tokelau - - text: Tonga - value: Tonga - - text: Trinidad And Tobago - value: Trinidad And Tobago - - text: Tunisia - value: Tunisia - - text: Turkey - value: Turkey - - text: Turkmenistan - value: Turkmenistan - - text: Turks And Caicos Islands - value: Turks And Caicos Islands - - text: Tuvalu - value: Tuvalu - - text: Uganda - value: Uganda - - text: Ukraine - value: Ukraine - - text: United Arab Emirates - value: United Arab Emirates - - text: United Kingdom - value: United Kingdom - - text: United States - value: United States - - text: United States Minor Outlying Islands - value: United States Minor Outlying Islands - - text: Uruguay - value: Uruguay - - text: Uzbekistan - value: Uzbekistan - - text: Vanuatu - value: Vanuatu - - text: Venezuela - value: Venezuela - - text: Viet Nam - value: Viet Nam - - text: Virgin Islands; British - value: Virgin Islands; British - - text: Virgin Islands; U.S. - value: Virgin Islands; U.S. - - text: Wallis And Futuna - value: Wallis And Futuna - - text: Western Sahara - value: Western Sahara - - text: Yemen - value: Yemen - - text: Zambia - value: Zambia - - text: Zimbabwe - value: Zimbabwe - selectType: default - private: true - MobilePhone: - label: Mobile - kind: String - private: true - Salutation: - label: Salutation - kind: String - private: true - FirstName: - label: First Name - kind: String - private: true - LastName: - label: Last Name - kind: String - private: true - OtherStreet: - label: Other Street - kind: String - private: true - OtherCity: - label: Other City - kind: String - private: true - OtherState: - label: Other State - kind: String - private: true - OtherPostalCode: - label: Other Postal Code - kind: String - private: true - OtherCountry: - label: Other Country - kind: Select - options: - options: - - text: Afghanistan - value: Afghanistan - - text: Åland Islands - value: Åland Islands - - text: Albania - value: Albania - - text: Algeria - value: Algeria - - text: American Samoa - value: American Samoa - - text: Andorra - value: Andorra - - text: Angola - value: Angola - - text: Anguilla - value: Anguilla - - text: Antarctica - value: Antarctica - - text: Antigua And Barbuda - value: Antigua And Barbuda - - text: Argentina - value: Argentina - - text: Armenia - value: Armenia - - text: Aruba - value: Aruba - - text: Australia - value: Australia - - text: Austria - value: Austria - - text: Azerbaijan - value: Azerbaijan - - text: Bahamas - value: Bahamas - - text: Bahrain - value: Bahrain - - text: Bangladesh - value: Bangladesh - - text: Barbados - value: Barbados - - text: Belarus - value: Belarus - - text: Belgium - value: Belgium - - text: Belize - value: Belize - - text: Benin - value: Benin - - text: Bermuda - value: Bermuda - - text: Bhutan - value: Bhutan - - text: Bolivia - value: Bolivia - - text: Bosnia And Herzegovina - value: Bosnia And Herzegovina - - text: Botswana - value: Botswana - - text: Bouvet Island - value: Bouvet Island - - text: Brazil - value: Brazil - - text: British Indian Ocean Territory - value: British Indian Ocean Territory - - text: Brunei Darussalam - value: Brunei Darussalam - - text: Bulgaria - value: Bulgaria - - text: Burkina Faso - value: Burkina Faso - - text: Burundi - value: Burundi - - text: Cambodia - value: Cambodia - - text: Cameroon - value: Cameroon - - text: Canada - value: Canada - - text: Cape Verde - value: Cape Verde - - text: Cayman Islands - value: Cayman Islands - - text: Central African Republic - value: Central African Republic - - text: Chad - value: Chad - - text: Chile - value: Chile - - text: China - value: China - - text: Christmas Island - value: Christmas Island - - text: Cocos (Keeling) Islands - value: Cocos (Keeling) Islands - - text: Colombia - value: Colombia - - text: Comoros - value: Comoros - - text: Congo - value: Congo - - text: Congo; The Democratic Republic Of The - value: Congo; The Democratic Republic Of The - - text: Cook Islands - value: Cook Islands - - text: Costa Rica - value: Costa Rica - - text: Cote D'ivoire - value: Cote D'ivoire - - text: Croatia - value: Croatia - - text: Cuba - value: Cuba - - text: Cyprus - value: Cyprus - - text: Czechia - value: Czechia - - text: Denmark - value: Denmark - - text: Djibouti - value: Djibouti - - text: Dominica - value: Dominica - - text: Dominican Republic - value: Dominican Republic - - text: Ecuador - value: Ecuador - - text: Egypt - value: Egypt - - text: El Salvador - value: El Salvador - - text: Equatorial Guinea - value: Equatorial Guinea - - text: Eritrea - value: Eritrea - - text: Estonia - value: Estonia - - text: Ethiopia - value: Ethiopia - - text: Falkland Islands (Malvinas) - value: Falkland Islands (Malvinas) - - text: Faroe Islands - value: Faroe Islands - - text: Fiji - value: Fiji - - text: Finland - value: Finland - - text: France - value: France - - text: French Guiana - value: French Guiana - - text: French Polynesia - value: French Polynesia - - text: French Southern Territories - value: French Southern Territories - - text: Gabon - value: Gabon - - text: Gambia - value: Gambia - - text: Georgia - value: Georgia - - text: Germany - value: Germany - - text: Ghana - value: Ghana - - text: Gibraltar - value: Gibraltar - - text: Greece - value: Greece - - text: Greenland - value: Greenland - - text: Grenada - value: Grenada - - text: Guadeloupe - value: Guadeloupe - - text: Guam - value: Guam - - text: Guatemala - value: Guatemala - - text: Guernsey - value: Guernsey - - text: Guinea - value: Guinea - - text: Guinea-bissau - value: Guinea-bissau - - text: Guyana - value: Guyana - - text: Haiti - value: Haiti - - text: Heard Island And Mcdonald Islands - value: Heard Island And Mcdonald Islands - - text: Holy See (Vatican City State) - value: Holy See (Vatican City State) - - text: Honduras - value: Honduras - - text: Hong Kong - value: Hong Kong - - text: Hungary - value: Hungary - - text: Iceland - value: Iceland - - text: India - value: India - - text: Indonesia - value: Indonesia - - text: Iran; Islamic Republic Of - value: Iran; Islamic Republic Of - - text: Iraq - value: Iraq - - text: Ireland - value: Ireland - - text: Isle Of Man - value: Isle Of Man - - text: Israel - value: Israel - - text: Italy - value: Italy - - text: Jamaica - value: Jamaica - - text: Japan - value: Japan - - text: Jersey - value: Jersey - - text: Jordan - value: Jordan - - text: Kazakhstan - value: Kazakhstan - - text: Kenya - value: Kenya - - text: Kiribati - value: Kiribati - - text: Korea; Democratic People's Republic Of - value: Korea; Democratic People's Republic Of - - text: Korea; Republic Of - value: Korea; Republic Of - - text: Kuwait - value: Kuwait - - text: Kyrgyzstan - value: Kyrgyzstan - - text: Lao People's Democratic Republic - value: Lao People's Democratic Republic - - text: Latvia - value: Latvia - - text: Lebanon - value: Lebanon - - text: Lesotho - value: Lesotho - - text: Liberia - value: Liberia - - text: Libyan Arab Jamahiriya - value: Libyan Arab Jamahiriya - - text: Liechtenstein - value: Liechtenstein - - text: Lithuania - value: Lithuania - - text: Luxembourg - value: Luxembourg - - text: Macao - value: Macao - - text: Macedonia; The Former Yugoslav Republic Of - value: Macedonia; The Former Yugoslav Republic Of - - text: Madagascar - value: Madagascar - - text: Malawi - value: Malawi - - text: Malaysia - value: Malaysia - - text: Maldives - value: Maldives - - text: Mali - value: Mali - - text: Malta - value: Malta - - text: Marshall Islands - value: Marshall Islands - - text: Martinique - value: Martinique - - text: Mauritania - value: Mauritania - - text: Mauritius - value: Mauritius - - text: Mayotte - value: Mayotte - - text: Mexico - value: Mexico - - text: Micronesia; Federated States Of - value: Micronesia; Federated States Of - - text: Moldova; Republic Of - value: Moldova; Republic Of - - text: Monaco - value: Monaco - - text: Mongolia - value: Mongolia - - text: Montenegro - value: Montenegro - - text: Montserrat - value: Montserrat - - text: Morocco - value: Morocco - - text: Mozambique - value: Mozambique - - text: Myanmar - value: Myanmar - - text: Namibia - value: Namibia - - text: Nauru - value: Nauru - - text: Nepal - value: Nepal - - text: Netherlands - value: Netherlands - - text: Netherlands Antilles - value: Netherlands Antilles - - text: New Caledonia - value: New Caledonia - - text: New Zealand - value: New Zealand - - text: Nicaragua - value: Nicaragua - - text: Niger - value: Niger - - text: Nigeria - value: Nigeria - - text: Niue - value: Niue - - text: Norfolk Island - value: Norfolk Island - - text: Northern Mariana Islands - value: Northern Mariana Islands - - text: Norway - value: Norway - - text: Oman - value: Oman - - text: Pakistan - value: Pakistan - - text: Palau - value: Palau - - text: Palestinian Territory; Occupied - value: Palestinian Territory; Occupied - - text: Panama - value: Panama - - text: Papua New Guinea - value: Papua New Guinea - - text: Paraguay - value: Paraguay - - text: Peru - value: Peru - - text: Philippines - value: Philippines - - text: Pitcairn - value: Pitcairn - - text: Poland - value: Poland - - text: Portugal - value: Portugal - - text: Puerto Rico - value: Puerto Rico - - text: Qatar - value: Qatar - - text: Reunion - value: Reunion - - text: Romania - value: Romania - - text: Russian Federation - value: Russian Federation - - text: Rwanda - value: Rwanda - - text: Saint Helena - value: Saint Helena - - text: Saint Kitts And Nevis - value: Saint Kitts And Nevis - - text: Saint Lucia - value: Saint Lucia - - text: Saint Pierre And Miquelon - value: Saint Pierre And Miquelon - - text: Saint Vincent And The Grenadines - value: Saint Vincent And The Grenadines - - text: Samoa - value: Samoa - - text: San Marino - value: San Marino - - text: Sao Tome And Principe - value: Sao Tome And Principe - - text: Saudi Arabia - value: Saudi Arabia - - text: Senegal - value: Senegal - - text: Serbia - value: Serbia - - text: Seychelles - value: Seychelles - - text: Sierra Leone - value: Sierra Leone - - text: Singapore - value: Singapore - - text: Slovakia - value: Slovakia - - text: Slovenia - value: Slovenia - - text: Solomon Islands - value: Solomon Islands - - text: Somalia - value: Somalia - - text: South Africa - value: South Africa - - text: South Georgia And The South Sandwich Islands - value: South Georgia And The South Sandwich Islands - - text: Spain - value: Spain - - text: Sri Lanka - value: Sri Lanka - - text: Sudan - value: Sudan - - text: Suriname - value: Suriname - - text: Svalbard And Jan Mayen - value: Svalbard And Jan Mayen - - text: Swaziland - value: Swaziland - - text: Sweden - value: Sweden - - text: Switzerland - value: Switzerland - - text: Syrian Arab Republic - value: Syrian Arab Republic - - text: Taiwan; Province Of China - value: Taiwan; Province Of China - - text: Tajikistan - value: Tajikistan - - text: Tanzania; United Republic Of - value: Tanzania; United Republic Of - - text: Thailand - value: Thailand - - text: Timor-leste - value: Timor-leste - - text: Togo - value: Togo - - text: Tokelau - value: Tokelau - - text: Tonga - value: Tonga - - text: Trinidad And Tobago - value: Trinidad And Tobago - - text: Tunisia - value: Tunisia - - text: Turkey - value: Turkey - - text: Turkmenistan - value: Turkmenistan - - text: Turks And Caicos Islands - value: Turks And Caicos Islands - - text: Tuvalu - value: Tuvalu - - text: Uganda - value: Uganda - - text: Ukraine - value: Ukraine - - text: United Arab Emirates - value: United Arab Emirates - - text: United Kingdom - value: United Kingdom - - text: United States - value: United States - - text: United States Minor Outlying Islands - value: United States Minor Outlying Islands - - text: Uruguay - value: Uruguay - - text: Uzbekistan - value: Uzbekistan - - text: Vanuatu - value: Vanuatu - - text: Venezuela - value: Venezuela - - text: Viet Nam - value: Viet Nam - - text: Virgin Islands; British - value: Virgin Islands; British - - text: Virgin Islands; U.S. - value: Virgin Islands; U.S. - - text: Wallis And Futuna - value: Wallis And Futuna - - text: Western Sahara - value: Western Sahara - - text: Yemen - value: Yemen - - text: Zambia - value: Zambia - - text: Zimbabwe - value: Zimbabwe - selectType: default - private: true - OtherPhone: - label: Other Phone - kind: String - private: true - Phone: - label: Phone - kind: String - private: true - ReportsToId: - label: Reports To - kind: Record - options: - labelField: Email - module: Contact - queryFields: - - AccountId - - Email - - FirstName - - LastName - selectType: default - Title: - label: Title - kind: String - private: true - Twitter: - label: Twitter - kind: Url - private: true - Facebook: - label: Facebook - kind: Url - private: true - LinkedIn: - label: LinkedIn - kind: Url - private: true - IsPrimary: - label: Primary contact for account - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - RecordLabel: - label: Record Label - kind: String - private: true - OwnerId: - label: Contact Owner - kind: User - options: - presetWithAuthenticated: true - selectType: default - Photo: - label: Photo - kind: File - options: - allowDocuments: true - allowImages: true - maxSize: 0 - mode: single - private: true - CampaignId: - label: Campaign - kind: Record - options: - labelField: Name - module: Campaigns - queryFields: - - Name - selectType: multiple - multi: true - Contract: - (envoy): { onExisting: "skip" } - name: Contract - fields: - AccountId: - label: Account Name - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: "" - ActivatedById: - label: Activated By - kind: Record - options: - labelField: Email - module: Contact - queryFields: - - AccountId - - Email - - FirstName - - LastName - selectType: "" - ActivatedDate: - label: Activated Date - kind: DateTime - BillingStreet: - label: Billing Street - kind: String - private: true - BillingCity: - label: Billing City - kind: String - private: true - BillingState: - label: Billing State - kind: String - private: true - BillingPostalCode: - label: Billing Postal Code - kind: String - private: true - BillingCountry: - label: Billing Country - kind: Select - options: - options: - - text: Afghanistan - value: Afghanistan - - text: Åland Islands - value: Åland Islands - - text: Albania - value: Albania - - text: Algeria - value: Algeria - - text: American Samoa - value: American Samoa - - text: Andorra - value: Andorra - - text: Angola - value: Angola - - text: Anguilla - value: Anguilla - - text: Antarctica - value: Antarctica - - text: Antigua And Barbuda - value: Antigua And Barbuda - - text: Argentina - value: Argentina - - text: Armenia - value: Armenia - - text: Aruba - value: Aruba - - text: Australia - value: Australia - - text: Austria - value: Austria - - text: Azerbaijan - value: Azerbaijan - - text: Bahamas - value: Bahamas - - text: Bahrain - value: Bahrain - - text: Bangladesh - value: Bangladesh - - text: Barbados - value: Barbados - - text: Belarus - value: Belarus - - text: Belgium - value: Belgium - - text: Belize - value: Belize - - text: Benin - value: Benin - - text: Bermuda - value: Bermuda - - text: Bhutan - value: Bhutan - - text: Bolivia - value: Bolivia - - text: Bosnia And Herzegovina - value: Bosnia And Herzegovina - - text: Botswana - value: Botswana - - text: Bouvet Island - value: Bouvet Island - - text: Brazil - value: Brazil - - text: British Indian Ocean Territory - value: British Indian Ocean Territory - - text: Brunei Darussalam - value: Brunei Darussalam - - text: Bulgaria - value: Bulgaria - - text: Burkina Faso - value: Burkina Faso - - text: Burundi - value: Burundi - - text: Cambodia - value: Cambodia - - text: Cameroon - value: Cameroon - - text: Canada - value: Canada - - text: Cape Verde - value: Cape Verde - - text: Cayman Islands - value: Cayman Islands - - text: Central African Republic - value: Central African Republic - - text: Chad - value: Chad - - text: Chile - value: Chile - - text: China - value: China - - text: Christmas Island - value: Christmas Island - - text: Cocos (Keeling) Islands - value: Cocos (Keeling) Islands - - text: Colombia - value: Colombia - - text: Comoros - value: Comoros - - text: Congo - value: Congo - - text: Congo; The Democratic Republic Of The - value: Congo; The Democratic Republic Of The - - text: Cook Islands - value: Cook Islands - - text: Costa Rica - value: Costa Rica - - text: Cote D'ivoire - value: Cote D'ivoire - - text: Croatia - value: Croatia - - text: Cuba - value: Cuba - - text: Cyprus - value: Cyprus - - text: Czechia - value: Czechia - - text: Denmark - value: Denmark - - text: Djibouti - value: Djibouti - - text: Dominica - value: Dominica - - text: Dominican Republic - value: Dominican Republic - - text: Ecuador - value: Ecuador - - text: Egypt - value: Egypt - - text: El Salvador - value: El Salvador - - text: Equatorial Guinea - value: Equatorial Guinea - - text: Eritrea - value: Eritrea - - text: Estonia - value: Estonia - - text: Ethiopia - value: Ethiopia - - text: Falkland Islands (Malvinas) - value: Falkland Islands (Malvinas) - - text: Faroe Islands - value: Faroe Islands - - text: Fiji - value: Fiji - - text: Finland - value: Finland - - text: France - value: France - - text: French Guiana - value: French Guiana - - text: French Polynesia - value: French Polynesia - - text: French Southern Territories - value: French Southern Territories - - text: Gabon - value: Gabon - - text: Gambia - value: Gambia - - text: Georgia - value: Georgia - - text: Germany - value: Germany - - text: Ghana - value: Ghana - - text: Gibraltar - value: Gibraltar - - text: Greece - value: Greece - - text: Greenland - value: Greenland - - text: Grenada - value: Grenada - - text: Guadeloupe - value: Guadeloupe - - text: Guam - value: Guam - - text: Guatemala - value: Guatemala - - text: Guernsey - value: Guernsey - - text: Guinea - value: Guinea - - text: Guinea-bissau - value: Guinea-bissau - - text: Guyana - value: Guyana - - text: Haiti - value: Haiti - - text: Heard Island And Mcdonald Islands - value: Heard Island And Mcdonald Islands - - text: Holy See (Vatican City State) - value: Holy See (Vatican City State) - - text: Honduras - value: Honduras - - text: Hong Kong - value: Hong Kong - - text: Hungary - value: Hungary - - text: Iceland - value: Iceland - - text: India - value: India - - text: Indonesia - value: Indonesia - - text: Iran; Islamic Republic Of - value: Iran; Islamic Republic Of - - text: Iraq - value: Iraq - - text: Ireland - value: Ireland - - text: Isle Of Man - value: Isle Of Man - - text: Israel - value: Israel - - text: Italy - value: Italy - - text: Jamaica - value: Jamaica - - text: Japan - value: Japan - - text: Jersey - value: Jersey - - text: Jordan - value: Jordan - - text: Kazakhstan - value: Kazakhstan - - text: Kenya - value: Kenya - - text: Kiribati - value: Kiribati - - text: Korea; Democratic People's Republic Of - value: Korea; Democratic People's Republic Of - - text: Korea; Republic Of - value: Korea; Republic Of - - text: Kuwait - value: Kuwait - - text: Kyrgyzstan - value: Kyrgyzstan - - text: Lao People's Democratic Republic - value: Lao People's Democratic Republic - - text: Latvia - value: Latvia - - text: Lebanon - value: Lebanon - - text: Lesotho - value: Lesotho - - text: Liberia - value: Liberia - - text: Libyan Arab Jamahiriya - value: Libyan Arab Jamahiriya - - text: Liechtenstein - value: Liechtenstein - - text: Lithuania - value: Lithuania - - text: Luxembourg - value: Luxembourg - - text: Macao - value: Macao - - text: Macedonia; The Former Yugoslav Republic Of - value: Macedonia; The Former Yugoslav Republic Of - - text: Madagascar - value: Madagascar - - text: Malawi - value: Malawi - - text: Malaysia - value: Malaysia - - text: Maldives - value: Maldives - - text: Mali - value: Mali - - text: Malta - value: Malta - - text: Marshall Islands - value: Marshall Islands - - text: Martinique - value: Martinique - - text: Mauritania - value: Mauritania - - text: Mauritius - value: Mauritius - - text: Mayotte - value: Mayotte - - text: Mexico - value: Mexico - - text: Micronesia; Federated States Of - value: Micronesia; Federated States Of - - text: Moldova; Republic Of - value: Moldova; Republic Of - - text: Monaco - value: Monaco - - text: Mongolia - value: Mongolia - - text: Montenegro - value: Montenegro - - text: Montserrat - value: Montserrat - - text: Morocco - value: Morocco - - text: Mozambique - value: Mozambique - - text: Myanmar - value: Myanmar - - text: Namibia - value: Namibia - - text: Nauru - value: Nauru - - text: Nepal - value: Nepal - - text: Netherlands - value: Netherlands - - text: Netherlands Antilles - value: Netherlands Antilles - - text: New Caledonia - value: New Caledonia - - text: New Zealand - value: New Zealand - - text: Nicaragua - value: Nicaragua - - text: Niger - value: Niger - - text: Nigeria - value: Nigeria - - text: Niue - value: Niue - - text: Norfolk Island - value: Norfolk Island - - text: Northern Mariana Islands - value: Northern Mariana Islands - - text: Norway - value: Norway - - text: Oman - value: Oman - - text: Pakistan - value: Pakistan - - text: Palau - value: Palau - - text: Palestinian Territory; Occupied - value: Palestinian Territory; Occupied - - text: Panama - value: Panama - - text: Papua New Guinea - value: Papua New Guinea - - text: Paraguay - value: Paraguay - - text: Peru - value: Peru - - text: Philippines - value: Philippines - - text: Pitcairn - value: Pitcairn - - text: Poland - value: Poland - - text: Portugal - value: Portugal - - text: Puerto Rico - value: Puerto Rico - - text: Qatar - value: Qatar - - text: Reunion - value: Reunion - - text: Romania - value: Romania - - text: Russian Federation - value: Russian Federation - - text: Rwanda - value: Rwanda - - text: Saint Helena - value: Saint Helena - - text: Saint Kitts And Nevis - value: Saint Kitts And Nevis - - text: Saint Lucia - value: Saint Lucia - - text: Saint Pierre And Miquelon - value: Saint Pierre And Miquelon - - text: Saint Vincent And The Grenadines - value: Saint Vincent And The Grenadines - - text: Samoa - value: Samoa - - text: San Marino - value: San Marino - - text: Sao Tome And Principe - value: Sao Tome And Principe - - text: Saudi Arabia - value: Saudi Arabia - - text: Senegal - value: Senegal - - text: Serbia - value: Serbia - - text: Seychelles - value: Seychelles - - text: Sierra Leone - value: Sierra Leone - - text: Singapore - value: Singapore - - text: Slovakia - value: Slovakia - - text: Slovenia - value: Slovenia - - text: Solomon Islands - value: Solomon Islands - - text: Somalia - value: Somalia - - text: South Africa - value: South Africa - - text: South Georgia And The South Sandwich Islands - value: South Georgia And The South Sandwich Islands - - text: Spain - value: Spain - - text: Sri Lanka - value: Sri Lanka - - text: Sudan - value: Sudan - - text: Suriname - value: Suriname - - text: Svalbard And Jan Mayen - value: Svalbard And Jan Mayen - - text: Swaziland - value: Swaziland - - text: Sweden - value: Sweden - - text: Switzerland - value: Switzerland - - text: Syrian Arab Republic - value: Syrian Arab Republic - - text: Taiwan; Province Of China - value: Taiwan; Province Of China - - text: Tajikistan - value: Tajikistan - - text: Tanzania; United Republic Of - value: Tanzania; United Republic Of - - text: Thailand - value: Thailand - - text: Timor-leste - value: Timor-leste - - text: Togo - value: Togo - - text: Tokelau - value: Tokelau - - text: Tonga - value: Tonga - - text: Trinidad And Tobago - value: Trinidad And Tobago - - text: Tunisia - value: Tunisia - - text: Turkey - value: Turkey - - text: Turkmenistan - value: Turkmenistan - - text: Turks And Caicos Islands - value: Turks And Caicos Islands - - text: Tuvalu - value: Tuvalu - - text: Uganda - value: Uganda - - text: Ukraine - value: Ukraine - - text: United Arab Emirates - value: United Arab Emirates - - text: United Kingdom - value: United Kingdom - - text: United States - value: United States - - text: United States Minor Outlying Islands - value: United States Minor Outlying Islands - - text: Uruguay - value: Uruguay - - text: Uzbekistan - value: Uzbekistan - - text: Vanuatu - value: Vanuatu - - text: Venezuela - value: Venezuela - - text: Viet Nam - value: Viet Nam - - text: Virgin Islands; British - value: Virgin Islands; British - - text: Virgin Islands; U.S. - value: Virgin Islands; U.S. - - text: Wallis And Futuna - value: Wallis And Futuna - - text: Western Sahara - value: Western Sahara - - text: Yemen - value: Yemen - - text: Zambia - value: Zambia - - text: Zimbabwe - value: Zimbabwe - selectType: default - private: true - CompanySignedId: - label: Company Signed By - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - selectType: "" - CompanySignedDate: - label: Company Signed Date - kind: DateTime - EndDate: - label: End Date - kind: DateTime - options: - onlyDate: true - Name: - label: Contract Name - kind: String - ContractNumber: - label: Contract Number - kind: Number - options: - format: "0000000" - precision: 0 - OwnerId: - label: Contract Owner - kind: User - options: - presetWithAuthenticated: true - selectType: default - StartDate: - label: Start Date - kind: DateTime - options: - onlyDate: true - ContractTerm: - label: Term (months) - kind: Number - options: - format: "0" - precision: 0 - CustomerSignedId: - label: Customer Signed By - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - selectType: "" - CustomerSignedDate: - label: Customer Signed Date - kind: DateTime - CustomerSignedTitle: - label: Customer Signed Title - kind: String - Description: - label: Description - kind: String - options: - multiLine: true - useRichTextEditor: true - LastApprovedDate: - label: Last Approved Date - kind: DateTime - OwnerExpirationNotice: - label: Owner Expiration Notice - kind: Select - options: - options: - - text: 3 Days - value: 3 Days - - text: 5 Days - value: 5 Days - - text: 7 Days - value: 7 Days - - text: 14 Days - value: 14 Days - - text: 30 Days - value: 30 Days - - text: 45 Days - value: 45 Days - - text: 60 Days - value: 60 Days - - text: 75 Days - value: 75 Days - - text: 90 Days - value: 90 Days - - text: 120 Days - value: 120 Days - - text: 180 Days - value: 180 Days - - text: 240 Days - value: 240 Days - - text: 300 Days - value: 300 Days - - text: 365 Days - value: 365 Days - selectType: default - ShippingStreet: - label: Shipping Street - kind: String - private: true - ShippingCity: - label: Shipping City - kind: String - private: true - ShippingState: - label: Shipping State - kind: String - private: true - ShippingPostalCode: - label: Shipping Postal Code - kind: String - private: true - ShippingCountry: - label: Shipping Country - kind: Select - options: - options: - - text: Afghanistan - value: Afghanistan - - text: Åland Islands - value: Åland Islands - - text: Albania - value: Albania - - text: Algeria - value: Algeria - - text: American Samoa - value: American Samoa - - text: Andorra - value: Andorra - - text: Angola - value: Angola - - text: Anguilla - value: Anguilla - - text: Antarctica - value: Antarctica - - text: Antigua And Barbuda - value: Antigua And Barbuda - - text: Argentina - value: Argentina - - text: Armenia - value: Armenia - - text: Aruba - value: Aruba - - text: Australia - value: Australia - - text: Austria - value: Austria - - text: Azerbaijan - value: Azerbaijan - - text: Bahamas - value: Bahamas - - text: Bahrain - value: Bahrain - - text: Bangladesh - value: Bangladesh - - text: Barbados - value: Barbados - - text: Belarus - value: Belarus - - text: Belgium - value: Belgium - - text: Belize - value: Belize - - text: Benin - value: Benin - - text: Bermuda - value: Bermuda - - text: Bhutan - value: Bhutan - - text: Bolivia - value: Bolivia - - text: Bosnia And Herzegovina - value: Bosnia And Herzegovina - - text: Botswana - value: Botswana - - text: Bouvet Island - value: Bouvet Island - - text: Brazil - value: Brazil - - text: British Indian Ocean Territory - value: British Indian Ocean Territory - - text: Brunei Darussalam - value: Brunei Darussalam - - text: Bulgaria - value: Bulgaria - - text: Burkina Faso - value: Burkina Faso - - text: Burundi - value: Burundi - - text: Cambodia - value: Cambodia - - text: Cameroon - value: Cameroon - - text: Canada - value: Canada - - text: Cape Verde - value: Cape Verde - - text: Cayman Islands - value: Cayman Islands - - text: Central African Republic - value: Central African Republic - - text: Chad - value: Chad - - text: Chile - value: Chile - - text: China - value: China - - text: Christmas Island - value: Christmas Island - - text: Cocos (Keeling) Islands - value: Cocos (Keeling) Islands - - text: Colombia - value: Colombia - - text: Comoros - value: Comoros - - text: Congo - value: Congo - - text: Congo; The Democratic Republic Of The - value: Congo; The Democratic Republic Of The - - text: Cook Islands - value: Cook Islands - - text: Costa Rica - value: Costa Rica - - text: Cote D'ivoire - value: Cote D'ivoire - - text: Croatia - value: Croatia - - text: Cuba - value: Cuba - - text: Cyprus - value: Cyprus - - text: Czechia - value: Czechia - - text: Denmark - value: Denmark - - text: Djibouti - value: Djibouti - - text: Dominica - value: Dominica - - text: Dominican Republic - value: Dominican Republic - - text: Ecuador - value: Ecuador - - text: Egypt - value: Egypt - - text: El Salvador - value: El Salvador - - text: Equatorial Guinea - value: Equatorial Guinea - - text: Eritrea - value: Eritrea - - text: Estonia - value: Estonia - - text: Ethiopia - value: Ethiopia - - text: Falkland Islands (Malvinas) - value: Falkland Islands (Malvinas) - - text: Faroe Islands - value: Faroe Islands - - text: Fiji - value: Fiji - - text: Finland - value: Finland - - text: France - value: France - - text: French Guiana - value: French Guiana - - text: French Polynesia - value: French Polynesia - - text: French Southern Territories - value: French Southern Territories - - text: Gabon - value: Gabon - - text: Gambia - value: Gambia - - text: Georgia - value: Georgia - - text: Germany - value: Germany - - text: Ghana - value: Ghana - - text: Gibraltar - value: Gibraltar - - text: Greece - value: Greece - - text: Greenland - value: Greenland - - text: Grenada - value: Grenada - - text: Guadeloupe - value: Guadeloupe - - text: Guam - value: Guam - - text: Guatemala - value: Guatemala - - text: Guernsey - value: Guernsey - - text: Guinea - value: Guinea - - text: Guinea-bissau - value: Guinea-bissau - - text: Guyana - value: Guyana - - text: Haiti - value: Haiti - - text: Heard Island And Mcdonald Islands - value: Heard Island And Mcdonald Islands - - text: Holy See (Vatican City State) - value: Holy See (Vatican City State) - - text: Honduras - value: Honduras - - text: Hong Kong - value: Hong Kong - - text: Hungary - value: Hungary - - text: Iceland - value: Iceland - - text: India - value: India - - text: Indonesia - value: Indonesia - - text: Iran; Islamic Republic Of - value: Iran; Islamic Republic Of - - text: Iraq - value: Iraq - - text: Ireland - value: Ireland - - text: Isle Of Man - value: Isle Of Man - - text: Israel - value: Israel - - text: Italy - value: Italy - - text: Jamaica - value: Jamaica - - text: Japan - value: Japan - - text: Jersey - value: Jersey - - text: Jordan - value: Jordan - - text: Kazakhstan - value: Kazakhstan - - text: Kenya - value: Kenya - - text: Kiribati - value: Kiribati - - text: Korea; Democratic People's Republic Of - value: Korea; Democratic People's Republic Of - - text: Korea; Republic Of - value: Korea; Republic Of - - text: Kuwait - value: Kuwait - - text: Kyrgyzstan - value: Kyrgyzstan - - text: Lao People's Democratic Republic - value: Lao People's Democratic Republic - - text: Latvia - value: Latvia - - text: Lebanon - value: Lebanon - - text: Lesotho - value: Lesotho - - text: Liberia - value: Liberia - - text: Libyan Arab Jamahiriya - value: Libyan Arab Jamahiriya - - text: Liechtenstein - value: Liechtenstein - - text: Lithuania - value: Lithuania - - text: Luxembourg - value: Luxembourg - - text: Macao - value: Macao - - text: Macedonia; The Former Yugoslav Republic Of - value: Macedonia; The Former Yugoslav Republic Of - - text: Madagascar - value: Madagascar - - text: Malawi - value: Malawi - - text: Malaysia - value: Malaysia - - text: Maldives - value: Maldives - - text: Mali - value: Mali - - text: Malta - value: Malta - - text: Marshall Islands - value: Marshall Islands - - text: Martinique - value: Martinique - - text: Mauritania - value: Mauritania - - text: Mauritius - value: Mauritius - - text: Mayotte - value: Mayotte - - text: Mexico - value: Mexico - - text: Micronesia; Federated States Of - value: Micronesia; Federated States Of - - text: Moldova; Republic Of - value: Moldova; Republic Of - - text: Monaco - value: Monaco - - text: Mongolia - value: Mongolia - - text: Montenegro - value: Montenegro - - text: Montserrat - value: Montserrat - - text: Morocco - value: Morocco - - text: Mozambique - value: Mozambique - - text: Myanmar - value: Myanmar - - text: Namibia - value: Namibia - - text: Nauru - value: Nauru - - text: Nepal - value: Nepal - - text: Netherlands - value: Netherlands - - text: Netherlands Antilles - value: Netherlands Antilles - - text: New Caledonia - value: New Caledonia - - text: New Zealand - value: New Zealand - - text: Nicaragua - value: Nicaragua - - text: Niger - value: Niger - - text: Nigeria - value: Nigeria - - text: Niue - value: Niue - - text: Norfolk Island - value: Norfolk Island - - text: Northern Mariana Islands - value: Northern Mariana Islands - - text: Norway - value: Norway - - text: Oman - value: Oman - - text: Pakistan - value: Pakistan - - text: Palau - value: Palau - - text: Palestinian Territory; Occupied - value: Palestinian Territory; Occupied - - text: Panama - value: Panama - - text: Papua New Guinea - value: Papua New Guinea - - text: Paraguay - value: Paraguay - - text: Peru - value: Peru - - text: Philippines - value: Philippines - - text: Pitcairn - value: Pitcairn - - text: Poland - value: Poland - - text: Portugal - value: Portugal - - text: Puerto Rico - value: Puerto Rico - - text: Qatar - value: Qatar - - text: Reunion - value: Reunion - - text: Romania - value: Romania - - text: Russian Federation - value: Russian Federation - - text: Rwanda - value: Rwanda - - text: Saint Helena - value: Saint Helena - - text: Saint Kitts And Nevis - value: Saint Kitts And Nevis - - text: Saint Lucia - value: Saint Lucia - - text: Saint Pierre And Miquelon - value: Saint Pierre And Miquelon - - text: Saint Vincent And The Grenadines - value: Saint Vincent And The Grenadines - - text: Samoa - value: Samoa - - text: San Marino - value: San Marino - - text: Sao Tome And Principe - value: Sao Tome And Principe - - text: Saudi Arabia - value: Saudi Arabia - - text: Senegal - value: Senegal - - text: Serbia - value: Serbia - - text: Seychelles - value: Seychelles - - text: Sierra Leone - value: Sierra Leone - - text: Singapore - value: Singapore - - text: Slovakia - value: Slovakia - - text: Slovenia - value: Slovenia - - text: Solomon Islands - value: Solomon Islands - - text: Somalia - value: Somalia - - text: South Africa - value: South Africa - - text: South Georgia And The South Sandwich Islands - value: South Georgia And The South Sandwich Islands - - text: Spain - value: Spain - - text: Sri Lanka - value: Sri Lanka - - text: Sudan - value: Sudan - - text: Suriname - value: Suriname - - text: Svalbard And Jan Mayen - value: Svalbard And Jan Mayen - - text: Swaziland - value: Swaziland - - text: Sweden - value: Sweden - - text: Switzerland - value: Switzerland - - text: Syrian Arab Republic - value: Syrian Arab Republic - - text: Taiwan; Province Of China - value: Taiwan; Province Of China - - text: Tajikistan - value: Tajikistan - - text: Tanzania; United Republic Of - value: Tanzania; United Republic Of - - text: Thailand - value: Thailand - - text: Timor-leste - value: Timor-leste - - text: Togo - value: Togo - - text: Tokelau - value: Tokelau - - text: Tonga - value: Tonga - - text: Trinidad And Tobago - value: Trinidad And Tobago - - text: Tunisia - value: Tunisia - - text: Turkey - value: Turkey - - text: Turkmenistan - value: Turkmenistan - - text: Turks And Caicos Islands - value: Turks And Caicos Islands - - text: Tuvalu - value: Tuvalu - - text: Uganda - value: Uganda - - text: Ukraine - value: Ukraine - - text: United Arab Emirates - value: United Arab Emirates - - text: United Kingdom - value: United Kingdom - - text: United States - value: United States - - text: United States Minor Outlying Islands - value: United States Minor Outlying Islands - - text: Uruguay - value: Uruguay - - text: Uzbekistan - value: Uzbekistan - - text: Vanuatu - value: Vanuatu - - text: Venezuela - value: Venezuela - - text: Viet Nam - value: Viet Nam - - text: Virgin Islands; British - value: Virgin Islands; British - - text: Virgin Islands; U.S. - value: Virgin Islands; U.S. - - text: Wallis And Futuna - value: Wallis And Futuna - - text: Western Sahara - value: Western Sahara - - text: Yemen - value: Yemen - - text: Zambia - value: Zambia - - text: Zimbabwe - value: Zimbabwe - selectType: default - private: true - SpecialTerms: - label: Special Terms - kind: String - options: - multiLine: true - useRichTextEditor: true - Status: - label: Status - kind: Select - options: - options: - - text: Draft - value: Draft - - text: Activated - value: Activated - - text: In Approval Process - value: In Approval Process - - text: Inactive (Expired) - value: Inactive (Expired) - - text: Inactive (Deactivated) - value: Inactive (Deactivated) - selectType: default - RecordLabel: - label: Record Label - kind: String - Files: - label: Files - kind: File - options: - allowDocuments: true - allowImages: true - maxSize: 0 - mode: list - multi: true - ContractContactRole: - (envoy): { onExisting: "skip" } - name: ContractContactRole - fields: - ContactId: - label: Contact - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - AccountId - - Email - - FirstName - - LastName - selectType: "" - ContractId: - label: Contract - kind: Record - options: - labelField: Name - module: Contract - queryFields: - - AccountId - - Name - - ContractNumber - selectType: "" - IsPrimary: - label: Primary - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Role: - label: Role - kind: Select - options: - options: - - text: Business User - value: Business User - - text: Decision Maker - value: Decision Maker - - text: Economic Buyer - value: Economic Buyer - - text: Economic Decision Maker - value: Economic Decision Maker - - text: Evaluator - value: Evaluator - - text: Executive Sponsor - value: Executive Sponsor - - text: Gatekeeper - value: Gatekeeper - - text: Influencer - value: Influencer - - text: Project Manager - value: Project Manager - - text: Technical Buyer - value: Technical Buyer - - text: Other - value: Other - selectType: default - ContractLineItem: - (envoy): { onExisting: "skip" } - name: ContractLineItem - fields: - Description: - label: Description - kind: String - options: - multiLine: true - Discount: - label: Discount - kind: Number - options: - format: "0.00" - precision: 2 - prefix: $ - EndDate: - label: End Date - kind: DateTime - options: - onlyDate: true - LineItemNumber: - label: Line Item Number - kind: Number - options: - multiLine: false - useRichTextEditor: false - ListPrice: - label: List Price - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - PricebookEntryId: - label: Price Book Entry - kind: Record - options: - labelField: Name - module: PricebookEntry - queryFields: - - ProductCode - - Name - selectType: "" - Quantity: - label: Quantity - kind: Number - options: - format: "0" - precision: 0 - UnitPrice: - label: Sales Price - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - StartDate: - label: Start Date - kind: DateTime - options: - onlyDate: true - Status: - label: Status - kind: Select - options: - options: - - text: Active - value: Active - - text: Expired - value: Expired - - text: Inactive - value: Inactive - selectType: default - Subtotal: - label: 'Subtotal ' - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - TotalPrice: - label: Total Price - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - ContractId: - label: 'Contract ' - kind: Record - options: - labelField: Name - module: Contract - queryFields: - - AccountId - - Name - - ContractNumber - selectType: "" - required: true - ProductId: - label: Product - kind: Record - options: - labelField: Name - module: Product - queryFields: - - Name - selectType: default - Order: - label: Order - kind: Number - options: - multiLine: false - useRichTextEditor: false - EmailTemplate: - (envoy): { onExisting: "skip" } - name: EmailTemplate - fields: - IsActive: - label: Available For Use - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Description: - label: Description - kind: String - options: - multiLine: true - Body: - label: Body - kind: String - options: - multiLine: true - useRichTextEditor: true - Name: - label: Email Template Name - kind: String - Subject: - label: Subject - kind: String - Markup: - label: Markup - kind: String - options: - multiLine: true - useRichTextEditor: true - TemplateStyle: - label: Style - kind: Select - options: - options: - - text: "" - value: "" - selectType: default - TemplateType: - label: Template Type - kind: Select - options: - options: - - text: "" - value: "" - selectType: default - DeveloperName: - label: Template Unique Name - kind: String - options: - multiLine: true - useRichTextEditor: true - Entitlement: - (envoy): { onExisting: "skip" } - name: Entitlement - fields: - AccountId: - label: Account Name - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: "" - CasesPerEntitlement: - label: Cases Per Entitlement - kind: Number - options: - format: "0" - precision: 0 - ContractLineItemId: - label: Contract Line Item - kind: Record - options: - labelField: ContractId - module: ContractLineItem - queryFields: - - Description - - LineItemNumber - - ContractId - selectType: "" - EndDate: - label: End Date - kind: DateTime - Name: - label: Entitlement Name - kind: String - options: - multiLine: true - useRichTextEditor: true - EntitlementProcess: - label: Entitlement Process - kind: String - IsPerIncident: - label: Per Incident - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - RemainingCases: - label: Remaining Cases - kind: Number - options: - format: "0" - precision: 0 - StartDate: - label: Start Date - kind: DateTime - Status: - label: Status - kind: Select - options: - options: - - text: Active - value: Active - - text: Expired - value: Expired - - text: Inactive - value: Inactive - selectType: default - Type: - label: Type - kind: Select - options: - options: - - text: Web Support - value: Web Support - - text: Phone Support - value: Phone Support - - text: Email Support - value: Email Support - - text: Dedicated Support - value: Dedicated Support - selectType: default - EntitlementContact: - (envoy): { onExisting: "skip" } - name: EntitlementContact - fields: - ContactId: - label: Contact Name - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - selectType: "" - Name: - label: Entitlement Contact - kind: String - options: - multiLine: true - EntitlementId: - label: Entitlement Name - kind: Record - options: - labelField: Name - module: Entitlement - queryFields: - - AccountId - - Name - selectType: "" - EntitlementTemplate: - (envoy): { onExisting: "skip" } - name: EntitlementTemplate - fields: - BusinessHours: - label: Business Hours - kind: String - CasesPerEntitlement: - label: Cases Per Entitlement - kind: Number - options: - format: 0 - precision: 0 - Name: - label: Entitlement Template Name - kind: String - IsPerIncident: - label: Per Incident - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Term: - label: Term (Days) - kind: Number - options: - format: 0 - precision: 0 - Type: - label: Type - kind: Select - options: - options: - - Email - - Messaging - - Phone - - Web - Event: - (envoy): { onExisting: "skip" } - name: Event - fields: - IsAllDayEvent: - label: All-Day Event - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - IsArchived: - label: Archived - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - OwnerId: - label: Assigned To - kind: User - options: - presetWithAuthenticated: true - selectType: default - ActivityDate: - label: Start - kind: DateTime - Description: - label: Description - kind: String - options: - multiLine: true - DurationInMinutes: - label: Duration - kind: Number - options: - format: "0" - precision: 0 - EndDateTime: - label: End - kind: DateTime - Location: - label: Location - kind: String - IsPrivate: - label: Private - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - ReminderDateTime: - label: Reminder Date/Time - kind: DateTime - IsReminderSet: - label: Reminder Set - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Subject: - label: Subject - kind: String - Type: - label: Type - kind: Select - options: - options: - - text: Call - value: Call - - text: Email - value: Email - - text: Meeting - value: Meeting - - text: Send Letter / Quote - value: Send Letter / Quote - - text: Other - value: Other - selectType: default - LeadId: - label: Lead - kind: Record - options: - labelField: RecordLabel - module: Lead - queryFields: - - RecordLabel - selectType: "" - AccountId: - label: Account - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: "" - ContactId: - label: Contact - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - selectType: "" - OpportunityId: - label: Opportunity - kind: Record - options: - labelField: RecordLabel - module: Opportunity - queryFields: - - AccountId - - Name - selectType: "" - QuoteId: - label: Quote - kind: Record - options: - labelField: Name - module: Quote - queryFields: - - AccountId - - Name - - QuoteNumber - selectType: "" - ContractId: - label: Contract - kind: Record - options: - labelField: Name - module: Contract - queryFields: - - AccountId - - Name - - ContractNumber - selectType: "" - CaseId: - label: Case - kind: Record - options: - labelField: Subject - module: Case - queryFields: - - AccountId - - CaseNumber - - Subject - selectType: "" - Idea: - (envoy): { onExisting: "skip" } - name: Idea - fields: - Categories: - label: Categories - kind: Select - options: - options: - - text: Ecosystem - value: Ecosystem - - text: Human Resources - value: Human Resources - - text: Marketing - value: Marketing - - text: Product - value: Product - - text: Sales - value: Sales - - text: Services - value: Services - - text: Support - value: Support - selectType: default - Body: - label: Idea Body - kind: String - options: - multiLine: true - useRichTextEditor: true - CreatorName: - label: Name of Creator - kind: User - options: - presetWithAuthenticated: true - selectType: default - ParentIdeaId: - label: Parent Idea - kind: Record - options: - labelField: Title - module: Idea - queryFields: - - Title - selectType: "" - Status: - label: Status - kind: Select - options: - options: - - text: New - value: New - - text: Under Consideration - value: Under Consideration - - text: Accepted - value: Accepted - - text: Implemented - value: Implemented - - text: Duplicate - value: Duplicate - selectType: default - Title: - label: Title - kind: String - VoteScore: - label: Vote Score - kind: Number - options: - format: "0" - precision: 0 - VoteTotal: - label: Vote Total - kind: Number - options: - format: "0" - precision: 0 - Lead: - (envoy): { onExisting: "skip" } - name: Lead - fields: - Street: - label: Address Street - kind: String - private: true - expressions: - sanitizers: - - "trim(value)" - City: - label: Address City - kind: String - private: true - expressions: - sanitizers: - - "trim(value)" - State: - label: Address State - kind: String - private: true - expressions: - sanitizers: - - "trim(value)" - PostalCode: - label: Address Postal Code - kind: String - private: true - expressions: - sanitizers: - - "trim(value)" - Country: - label: Address Country - kind: Select - options: - options: - - text: Afghanistan - value: Afghanistan - - text: Åland Islands - value: Åland Islands - - text: Albania - value: Albania - - text: Algeria - value: Algeria - - text: American Samoa - value: American Samoa - - text: Andorra - value: Andorra - - text: Angola - value: Angola - - text: Anguilla - value: Anguilla - - text: Antarctica - value: Antarctica - - text: Antigua And Barbuda - value: Antigua And Barbuda - - text: Argentina - value: Argentina - - text: Armenia - value: Armenia - - text: Aruba - value: Aruba - - text: Australia - value: Australia - - text: Austria - value: Austria - - text: Azerbaijan - value: Azerbaijan - - text: Bahamas - value: Bahamas - - text: Bahrain - value: Bahrain - - text: Bangladesh - value: Bangladesh - - text: Barbados - value: Barbados - - text: Belarus - value: Belarus - - text: Belgium - value: Belgium - - text: Belize - value: Belize - - text: Benin - value: Benin - - text: Bermuda - value: Bermuda - - text: Bhutan - value: Bhutan - - text: Bolivia - value: Bolivia - - text: Bosnia And Herzegovina - value: Bosnia And Herzegovina - - text: Botswana - value: Botswana - - text: Bouvet Island - value: Bouvet Island - - text: Brazil - value: Brazil - - text: British Indian Ocean Territory - value: British Indian Ocean Territory - - text: Brunei Darussalam - value: Brunei Darussalam - - text: Bulgaria - value: Bulgaria - - text: Burkina Faso - value: Burkina Faso - - text: Burundi - value: Burundi - - text: Cambodia - value: Cambodia - - text: Cameroon - value: Cameroon - - text: Canada - value: Canada - - text: Cape Verde - value: Cape Verde - - text: Cayman Islands - value: Cayman Islands - - text: Central African Republic - value: Central African Republic - - text: Chad - value: Chad - - text: Chile - value: Chile - - text: China - value: China - - text: Christmas Island - value: Christmas Island - - text: Cocos (Keeling) Islands - value: Cocos (Keeling) Islands - - text: Colombia - value: Colombia - - text: Comoros - value: Comoros - - text: Congo - value: Congo - - text: Congo; The Democratic Republic Of The - value: Congo; The Democratic Republic Of The - - text: Cook Islands - value: Cook Islands - - text: Costa Rica - value: Costa Rica - - text: Cote D'ivoire - value: Cote D'ivoire - - text: Croatia - value: Croatia - - text: Cuba - value: Cuba - - text: Cyprus - value: Cyprus - - text: Czechia - value: Czechia - - text: Denmark - value: Denmark - - text: Djibouti - value: Djibouti - - text: Dominica - value: Dominica - - text: Dominican Republic - value: Dominican Republic - - text: Ecuador - value: Ecuador - - text: Egypt - value: Egypt - - text: El Salvador - value: El Salvador - - text: Equatorial Guinea - value: Equatorial Guinea - - text: Eritrea - value: Eritrea - - text: Estonia - value: Estonia - - text: Ethiopia - value: Ethiopia - - text: Falkland Islands (Malvinas) - value: Falkland Islands (Malvinas) - - text: Faroe Islands - value: Faroe Islands - - text: Fiji - value: Fiji - - text: Finland - value: Finland - - text: France - value: France - - text: French Guiana - value: French Guiana - - text: French Polynesia - value: French Polynesia - - text: French Southern Territories - value: French Southern Territories - - text: Gabon - value: Gabon - - text: Gambia - value: Gambia - - text: Georgia - value: Georgia - - text: Germany - value: Germany - - text: Ghana - value: Ghana - - text: Gibraltar - value: Gibraltar - - text: Greece - value: Greece - - text: Greenland - value: Greenland - - text: Grenada - value: Grenada - - text: Guadeloupe - value: Guadeloupe - - text: Guam - value: Guam - - text: Guatemala - value: Guatemala - - text: Guernsey - value: Guernsey - - text: Guinea - value: Guinea - - text: Guinea-bissau - value: Guinea-bissau - - text: Guyana - value: Guyana - - text: Haiti - value: Haiti - - text: Heard Island And Mcdonald Islands - value: Heard Island And Mcdonald Islands - - text: Holy See (Vatican City State) - value: Holy See (Vatican City State) - - text: Honduras - value: Honduras - - text: Hong Kong - value: Hong Kong - - text: Hungary - value: Hungary - - text: Iceland - value: Iceland - - text: India - value: India - - text: Indonesia - value: Indonesia - - text: Iran; Islamic Republic Of - value: Iran; Islamic Republic Of - - text: Iraq - value: Iraq - - text: Ireland - value: Ireland - - text: Isle Of Man - value: Isle Of Man - - text: Israel - value: Israel - - text: Italy - value: Italy - - text: Jamaica - value: Jamaica - - text: Japan - value: Japan - - text: Jersey - value: Jersey - - text: Jordan - value: Jordan - - text: Kazakhstan - value: Kazakhstan - - text: Kenya - value: Kenya - - text: Kiribati - value: Kiribati - - text: Korea; Democratic People's Republic Of - value: Korea; Democratic People's Republic Of - - text: Korea; Republic Of - value: Korea; Republic Of - - text: Kuwait - value: Kuwait - - text: Kyrgyzstan - value: Kyrgyzstan - - text: Lao People's Democratic Republic - value: Lao People's Democratic Republic - - text: Latvia - value: Latvia - - text: Lebanon - value: Lebanon - - text: Lesotho - value: Lesotho - - text: Liberia - value: Liberia - - text: Libyan Arab Jamahiriya - value: Libyan Arab Jamahiriya - - text: Liechtenstein - value: Liechtenstein - - text: Lithuania - value: Lithuania - - text: Luxembourg - value: Luxembourg - - text: Macao - value: Macao - - text: Macedonia; The Former Yugoslav Republic Of - value: Macedonia; The Former Yugoslav Republic Of - - text: Madagascar - value: Madagascar - - text: Malawi - value: Malawi - - text: Malaysia - value: Malaysia - - text: Maldives - value: Maldives - - text: Mali - value: Mali - - text: Malta - value: Malta - - text: Marshall Islands - value: Marshall Islands - - text: Martinique - value: Martinique - - text: Mauritania - value: Mauritania - - text: Mauritius - value: Mauritius - - text: Mayotte - value: Mayotte - - text: Mexico - value: Mexico - - text: Micronesia; Federated States Of - value: Micronesia; Federated States Of - - text: Moldova; Republic Of - value: Moldova; Republic Of - - text: Monaco - value: Monaco - - text: Mongolia - value: Mongolia - - text: Montenegro - value: Montenegro - - text: Montserrat - value: Montserrat - - text: Morocco - value: Morocco - - text: Mozambique - value: Mozambique - - text: Myanmar - value: Myanmar - - text: Namibia - value: Namibia - - text: Nauru - value: Nauru - - text: Nepal - value: Nepal - - text: Netherlands - value: Netherlands - - text: Netherlands Antilles - value: Netherlands Antilles - - text: New Caledonia - value: New Caledonia - - text: New Zealand - value: New Zealand - - text: Nicaragua - value: Nicaragua - - text: Niger - value: Niger - - text: Nigeria - value: Nigeria - - text: Niue - value: Niue - - text: Norfolk Island - value: Norfolk Island - - text: Northern Mariana Islands - value: Northern Mariana Islands - - text: Norway - value: Norway - - text: Oman - value: Oman - - text: Pakistan - value: Pakistan - - text: Palau - value: Palau - - text: Palestinian Territory; Occupied - value: Palestinian Territory; Occupied - - text: Panama - value: Panama - - text: Papua New Guinea - value: Papua New Guinea - - text: Paraguay - value: Paraguay - - text: Peru - value: Peru - - text: Philippines - value: Philippines - - text: Pitcairn - value: Pitcairn - - text: Poland - value: Poland - - text: Portugal - value: Portugal - - text: Puerto Rico - value: Puerto Rico - - text: Qatar - value: Qatar - - text: Reunion - value: Reunion - - text: Romania - value: Romania - - text: Russian Federation - value: Russian Federation - - text: Rwanda - value: Rwanda - - text: Saint Helena - value: Saint Helena - - text: Saint Kitts And Nevis - value: Saint Kitts And Nevis - - text: Saint Lucia - value: Saint Lucia - - text: Saint Pierre And Miquelon - value: Saint Pierre And Miquelon - - text: Saint Vincent And The Grenadines - value: Saint Vincent And The Grenadines - - text: Samoa - value: Samoa - - text: San Marino - value: San Marino - - text: Sao Tome And Principe - value: Sao Tome And Principe - - text: Saudi Arabia - value: Saudi Arabia - - text: Senegal - value: Senegal - - text: Serbia - value: Serbia - - text: Seychelles - value: Seychelles - - text: Sierra Leone - value: Sierra Leone - - text: Singapore - value: Singapore - - text: Slovakia - value: Slovakia - - text: Slovenia - value: Slovenia - - text: Solomon Islands - value: Solomon Islands - - text: Somalia - value: Somalia - - text: South Africa - value: South Africa - - text: South Georgia And The South Sandwich Islands - value: South Georgia And The South Sandwich Islands - - text: Spain - value: Spain - - text: Sri Lanka - value: Sri Lanka - - text: Sudan - value: Sudan - - text: Suriname - value: Suriname - - text: Svalbard And Jan Mayen - value: Svalbard And Jan Mayen - - text: Swaziland - value: Swaziland - - text: Sweden - value: Sweden - - text: Switzerland - value: Switzerland - - text: Syrian Arab Republic - value: Syrian Arab Republic - - text: Taiwan; Province Of China - value: Taiwan; Province Of China - - text: Tajikistan - value: Tajikistan - - text: Tanzania; United Republic Of - value: Tanzania; United Republic Of - - text: Thailand - value: Thailand - - text: Timor-leste - value: Timor-leste - - text: Togo - value: Togo - - text: Tokelau - value: Tokelau - - text: Tonga - value: Tonga - - text: Trinidad And Tobago - value: Trinidad And Tobago - - text: Tunisia - value: Tunisia - - text: Turkey - value: Turkey - - text: Turkmenistan - value: Turkmenistan - - text: Turks And Caicos Islands - value: Turks And Caicos Islands - - text: Tuvalu - value: Tuvalu - - text: Uganda - value: Uganda - - text: Ukraine - value: Ukraine - - text: United Arab Emirates - value: United Arab Emirates - - text: United Kingdom - value: United Kingdom - - text: United States - value: United States - - text: United States Minor Outlying Islands - value: United States Minor Outlying Islands - - text: Uruguay - value: Uruguay - - text: Uzbekistan - value: Uzbekistan - - text: Vanuatu - value: Vanuatu - - text: Venezuela - value: Venezuela - - text: Viet Nam - value: Viet Nam - - text: Virgin Islands; British - value: Virgin Islands; British - - text: Virgin Islands; U.S. - value: Virgin Islands; U.S. - - text: Wallis And Futuna - value: Wallis And Futuna - - text: Western Sahara - value: Western Sahara - - text: Yemen - value: Yemen - - text: Zambia - value: Zambia - - text: Zimbabwe - value: Zimbabwe - selectType: default - private: true - GeneratedAddress: - label: Generated Address - kind: String - private: true - expressions: - valueExpr: trim(trim(trim(Street?Street:"") + "\n" + trim(trim(trim(PostalCode?PostalCode:"") + " " + trim(City?City:"")) + " " + trim(State?State:""))) + "\n" + trim(Country?Country:"")) - AnnualRevenue: - label: Annual Revenue - kind: Select - options: - options: - - text: Less Than 500,000 - value: Less Than 500,000 - - text: 500,000 To 1 Million - value: 500,000 To 1 Million - - text: 1 To 2.5 Million - value: 1 To 2.5 Million - - text: 2.5 To 5 Million - value: 2.5 To 5 Million - - text: 5 To 10 Million - value: 5 To 10 Million - - text: 10 To 20 Million - value: 10 To 20 Million - - text: 20 To 50 Million - value: 20 To 50 Million - - text: 50 To 100 Million - value: 50 To 100 Million - - text: 100 To 500 Million - value: 100 To 500 Million - selectType: default - Company: - label: Company - kind: String - required: true - IsConverted: - label: Converted - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - ConvertedAccountId: - label: Converted Account - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: each - ConvertedContactId: - label: Converted Contact - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - selectType: each - ConvertedDate: - label: Converted Date - kind: DateTime - ConvertedOpportunityId: - label: Converted Opportunity - kind: Record - options: - labelField: Name - module: Opportunity - queryFields: - - AccountId,Name - selectType: default - Description: - label: Description - kind: String - options: - multiLine: true - useRichTextEditor: true - DoNotCall: - label: Do Not Call - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Email: - label: Email - kind: String - private: true - HasOptedOutOfEmail: - label: Email Opt Out - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Fax: - label: Fax - kind: String - private: true - HasOptedOutOfFax: - label: Fax Opt Out - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Industry: - label: Industry - kind: Select - options: - options: - - text: "" - value: "" - - text: Agriculture - value: Agriculture - - text: Apparel - value: Apparel - - text: Banking - value: Banking - - text: Biotechnology - value: Biotechnology - - text: Chemicals - value: Chemicals - - text: Communications - value: Communications - - text: Construction - value: Construction - - text: Consulting - value: Consulting - - text: Education - value: Education - - text: Electronics - value: Electronics - - text: Energy - value: Energy - - text: Engineering - value: Engineering - - text: Entertainment - value: Entertainment - - text: Environmental - value: Environmental - - text: Finance - value: Finance - - text: Food & Beverage - value: Food & Beverage - - text: Government - value: Government - - text: Healthcare - value: Healthcare - - text: Hospitality - value: Hospitality - - text: Insurance - value: Insurance - - text: Machinery - value: Machinery - - text: Manufacturing - value: Manufacturing - - text: Media - value: Media - - text: Not For Profit - value: Not For Profit - - text: Other - value: Other - - text: Recreation - value: Recreation - - text: Retail - value: Retail - - text: Shipping - value: Shipping - - text: Technology - value: Technology - - text: Telecommunications - value: Telecommunications - - text: Transportation - value: Transportation - - text: Utilities - value: Utilities - selectType: default - MasterRecordId: - label: Lead - kind: Record - options: - labelField: RecordLabel - module: Lead - queryFields: - - RecordLabel - selectType: default - OwnerId: - label: Lead Owner - kind: User - options: - presetWithAuthenticated: true - selectType: each - LeadSource: - label: Lead Source - kind: Select - options: - options: - - text: Customer Referral - value: Customer Referral - - text: Direct - value: Direct - - text: Employee Referral - value: Employee Referral - - text: Event - value: Event - - text: Existing Customer - value: Existing Customer - - text: Inbound Call - value: Inbound Call - - text: Outbound List - value: Outbound List - - text: Partner Referral - value: Partner Referral - - text: Seminar - value: Seminar - - text: Social Media - value: Social Media - - text: Webinar - value: Webinar - - text: Website (Organic) - value: Website (Organic) - - text: Website (PPC) - value: Website (PPC) - - text: Word of Mouth - value: Word of Mouth - - text: Other - value: Other - selectType: default - Status: - label: Lead Status - kind: Select - options: - options: - - text: New - value: New - - text: Assigned - value: Assigned - - text: In Progress - value: In Progress - - text: Converted - value: Converted - - text: Recycled - value: Recycled - - text: Dead - value: Dead - selectType: default - MobilePhone: - label: Mobile - kind: String - Salutation: - label: Salutation - kind: String - FirstName: - label: First Name - kind: String - private: true - LastName: - label: Last Name - kind: String - private: true - required: true - NumberOfEmployees: - label: No. of Employees (exact) - kind: Number - options: - format: "0" - precision: 0 - Phone: - label: Phone - kind: String - private: true - Rating: - label: Rating - kind: Select - options: - options: - - text: ☆☆☆☆☆ - value: ☆☆☆☆☆ - - text: ★☆☆☆☆ - value: ★☆☆☆☆ - - text: ★★☆☆☆ - value: ★★☆☆☆ - - text: ★★★☆☆ - value: ★★★☆☆ - - text: ★★★★☆ - value: ★★★★☆ - - text: ★★★★★ - value: ★★★★★ - selectType: default - Title: - label: Title - kind: String - IsUnreadByOwner: - label: Unread By Owner - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Website: - label: Website - kind: Url - Twitter: - label: Twitter - kind: Url - private: true - Facebook: - label: Facebook - kind: Url - private: true - LinkedIn: - label: LinkedIn - kind: Url - private: true - NumberOfEmployeesRange: - label: No. of Employees (range) - kind: Select - options: - options: - - text: 1 - 9 - value: 1 - 9 - - text: 10 - 24 - value: 10 - 24 - - text: 25 - 49 - value: 25 - 49 - - text: 50 - 99 - value: 50 - 99 - - text: 100 - 249 - value: 100 - 249 - - text: 250 - 499 - value: 250 - 499 - - text: 500 - 999 - value: 500 - 999 - - text: 1000 - 2499 - value: 1000 - 2499 - - text: 2500 - 4999 - value: 2500 - 4999 - - text: 5000 - 9999 - value: 5000 - 9999 - - text: Over 10000 - value: Over 10000 - selectType: default - SICCode: - label: SIC Code - kind: Number - options: - format: "0" - precision: 0 - RecordLabel: - label: Record Label - kind: String - private: true - expressions: - valueExpr: "trim((FirstName ? FirstName : \"\") + \" \" + (LastName ? LastName : \"\"))" - CampaignId: - label: Campaign - kind: Record - options: - labelField: Name - module: Campaigns - queryFields: - - Name - selectType: multiple - multi: true - Note: - (envoy): { onExisting: "skip" } - name: Note - fields: - Body: - label: Body - kind: String - options: - multiLine: true - useRichTextEditor: true - IsPrivate: - label: Private - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Title: - label: Title - kind: String - AccountContactRoleId: - label: Account Contact Role - kind: Record - options: - labelField: Role - module: AccountContactRole - queryFields: - - AccountId - - ContactId - - Role - selectType: "" - ContractContactRoleId: - label: Contract Contact Role - kind: Record - options: - labelField: ContactId - module: ContractContactRole - queryFields: - - ContactId - - ContractId - selectType: "" - ContractId: - label: Contract - kind: Record - options: - labelField: Name - module: Contract - queryFields: - - AccountId - - Name - - ContractNumber - selectType: "" - AccountId: - label: Account - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: "" - CampaignId: - label: Campaign - kind: Record - options: - labelField: Name - module: Campaigns - queryFields: - - Name - selectType: "" - EntitlementId: - label: Entitlement - kind: Record - options: - labelField: Name - module: Entitlement - queryFields: - - Name - selectType: "" - CaseId: - label: Case - kind: Record - options: - labelField: Subject - module: Case - queryFields: - - AccountId - - CaseNumber - - Subject - selectType: "" - EventId: - label: Event - kind: Record - options: - labelField: Subject - module: Event - queryFields: - - Subject - selectType: "" - OpportunityId: - label: Opportunity - kind: Record - options: - labelField: Name - module: Opportunity - queryFields: - - AccountId - - Name - selectType: "" - EmailTemplateId: - label: Email Template - kind: Record - options: - labelField: Subject - module: EmailTemplate - queryFields: - - Subject - selectType: "" - ContractLineItemId: - label: Contract Line Item - kind: Record - options: - labelField: PricebookEntryId - module: ContractLineItem - queryFields: - - PricebookEntryId - selectType: "" - EntitlementTemplateId: - label: Entitlement Template - kind: Record - options: - labelField: Name - module: EntitlementTemplate - queryFields: - - Name - selectType: "" - LeadId: - label: Lead - kind: Record - options: - labelField: RecordLabel - module: Lead - queryFields: - - RecordLabel - selectType: "" - OpportunityCompetitorId: - label: Opportunity Competitor - kind: Record - options: - labelField: CompetitorName - module: OpportunityCompetitor - queryFields: - - CompetitorName - selectType: "" - ContactId: - label: Contact - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - selectType: "" - ProductId: - label: Product - kind: Record - options: - labelField: Name - module: Product - queryFields: - - ProductCode - - Name - selectType: "" - PricebookEntryId: - label: Pricebook Entry - kind: Record - options: - labelField: Name - module: PricebookEntry - queryFields: - - ProductCode - - Name - selectType: "" - PricebookId: - label: Pricebook - kind: Record - options: - labelField: Name - module: Pricebook - queryFields: - - Name - selectType: "" - OpportunityLineItemId: - label: Opportunity Line Item - kind: Record - options: - labelField: ProductId - module: OpportunityLineItem - queryFields: - - Description - - Name - - ProductId - selectType: "" - OpportunityContactRoleId: - label: Opportunity Contact Role - kind: Record - options: - labelField: ContactId - module: OpportunityContactRole - queryFields: - - ContactId - - Role - selectType: "" - TaskId: - label: Task - kind: Record - options: - labelField: Subject - module: Task - queryFields: - - Subject - selectType: "" - QuoteId: - label: Quote - kind: Record - options: - labelField: Name - module: Quote - queryFields: - - AccountId - - Name - - QuoteNumber - selectType: "" - Files: - label: Files - kind: File - options: - allowDocuments: true - allowImages: true - maxSize: 0 - mode: list - multi: true - Opportunity: - (envoy): { onExisting: "skip" } - name: Opportunity - fields: - AccountId: - label: Account Name - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: each - Amount: - label: Amount - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - CloseDate: - label: Close Date - kind: DateTime - IsClosed: - label: Closed - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - ContractId: - label: Contract - kind: Record - options: - labelField: Name - module: Contract - queryFields: - - AccountId - - Name - - ContractNumber - selectType: default - Description: - label: Description - kind: String - options: - multiLine: true - useRichTextEditor: true - ExpectedRevenue: - label: Expected Revenue - kind: Number - options: - format: "0" - precision: 2 - suffix: € - FiscalYear: - label: Fiscal Period - kind: Number - options: - format: "0" - precision: 0 - FiscalQuarter: - label: Fiscal Period - kind: Number - options: - format: "0" - precision: 0 - ForecastCategory: - label: Forecast Category - kind: Select - options: - options: - - text: Pipeline - value: Pipeline - - text: Best Case - value: Best Case - - text: Commit - value: Commit - selectType: default - HasOpportunityLineItem: - label: Has Line Item - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - LeadSource: - label: Lead Source - kind: Select - options: - options: - - text: Customer Referral - value: Customer Referral - - text: Direct - value: Direct - - text: Employee Referral - value: Employee Referral - - text: Event - value: Event - - text: Existing Customer - value: Existing Customer - - text: Inbound Call - value: Inbound Call - - text: Outbound List - value: Outbound List - - text: Partner Referral - value: Partner Referral - - text: Seminar - value: Seminar - - text: Social Media - value: Social Media - - text: Webinar - value: Webinar - - text: Website (Organic) - value: Website (Organic) - - text: Website (PPC) - value: Website (PPC) - - text: Word of Mouth - value: Word of Mouth - - text: Other - value: Other - selectType: default - multi: true - NextStep: - label: Next Step - kind: String - Name: - label: Opportunity Name - kind: String - OwnerId: - label: Opportunity Owner - kind: User - options: - presetWithAuthenticated: true - selectType: default - PricebookId: - label: Price Book - kind: Record - options: - labelField: Name - module: Pricebook - queryFields: - - Name - selectType: default - CampaignId: - label: Primary Campaign Source - kind: Record - multi: true - options: - labelField: Name - module: Campaigns - queryFields: - - Name - selectType: default - IsPrivate: - label: Private - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Probability: - label: Probability (%) - kind: Number - options: - format: "0" - precision: 0 - suffix: '%' - TotalOpportunityQuantity: - label: Quantity - kind: Number - options: - format: "0" - precision: 0 - StageName: - label: Stage - kind: Select - options: - options: - - text: Qualification - value: Qualification - - text: Need Analysis - value: Need Analysis - - text: Proposal - value: Proposal - - text: Negotiation - value: Negotiation - - text: Closed Won - value: Closed Won - - text: Closed Lost - value: Closed Lost - selectType: default - Type: - label: Type - kind: Select - options: - options: - - text: Exisiting Business - value: Exisiting Business - - text: New Business - value: New Business - selectType: default - IsWon: - label: Won - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Budget: - label: Budget - kind: String - options: - multiLine: true - Authority: - label: Authority - kind: String - options: - multiLine: true - Need: - label: Need - kind: String - options: - multiLine: true - Timeline: - label: Timeline - kind: String - options: - multiLine: true - Competition: - label: Competition - kind: String - options: - multiLine: true - RecordLabel: - label: Record Label - kind: String - Files: - label: Files - kind: File - options: - allowDocuments: true - allowImages: true - maxSize: 0 - mode: list - multi: true - OpportunityCompetitor: - (envoy): { onExisting: "skip" } - name: OpportunityCompetitor - fields: - CompetitorName: - label: Competitor Name - kind: String - OpportunityId: - label: Opportunity - kind: Record - options: - labelField: Name - module: Opportunity - queryFields: - - AccountId - - Name - Strengths: - label: Strengths - kind: String - options: - multiLine: true - useRichTextEditor: true - Weaknesses: - label: Weaknesses - kind: String - options: - multiLine: true - useRichTextEditor: true - OpportunityContactRole: - (envoy): { onExisting: "skip" } - name: OpportunityContactRole - fields: - ContactId: - label: Contact - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - OpportunityId: - label: Opportunity - kind: Record - options: - labelField: Name - module: Opportunity - queryFields: [] - IsPrimary: - label: Primary - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Role: - label: Role - kind: Select - options: - options: - - Business User - - Decision Maker - - Economic Buyer - - Economic Decision Maker - - Evaluator - - Executive Sponsor - - Gatekeeper - - Influencer - - Project Manager - - Technical Buyer - - Other - OpportunityLineItem: - (envoy): { onExisting: "skip" } - name: OpportunityLineItem - fields: - ServiceDate: - label: Date - kind: DateTime - Discount: - label: Discount - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - Description: - label: Line Description - kind: String - ListPrice: - label: List Price - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - OpportunityId: - label: Opportunity - kind: Record - options: - labelField: Name - module: Opportunity - queryFields: - - AccountId - - Name - selectType: "" - Name: - label: Opportunity Product Name - kind: String - PricebookEntryId: - label: Price Book Entry - kind: Record - options: - labelField: Name - module: PricebookEntry - queryFields: - - ProductCode - - Name - selectType: "" - ProductId: - label: Product - kind: Record - options: - labelField: Name - module: Product - queryFields: [] - selectType: "" - ProductCode: - label: Product Code - kind: String - Quantity: - label: Quantity - kind: Number - options: - format: "0" - precision: 0 - UnitPrice: - label: Sales Price - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - SortOrder: - label: Sort Order - kind: Number - options: - format: "0" - precision: 0 - Subtotal: - label: Subtotal - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - TotalPrice: - label: Total Price - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - Pricebook: - (envoy): { onExisting: "skip" } - name: Pricebook - fields: - IsActive: - label: Active - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Description: - label: Description - kind: String - options: - multiLine: true - IsStandard: - label: Is Standard Price Book - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Name: - label: Price Book Name - kind: String - PricebookEntry: - (envoy): { onExisting: "skip" } - name: PricebookEntry - fields: - IsActive: - label: Active - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - UnitPrice: - label: List Price - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - PricebookId: - label: Price Book - kind: Record - options: - labelField: Name - module: Pricebook - queryFields: - - Name - selectType: "" - ProductId: - label: Product - kind: Record - options: - labelField: Name - module: Product - queryFields: - - ProductCode - - Name - selectType: "" - ProductCode: - label: Product Code - kind: String - Name: - label: Product Name - kind: String - UseStandardPrice: - label: Use Standard Price - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Order: - label: Order - kind: Number - options: - multiLine: false - useRichTextEditor: false - Product: - (envoy): { onExisting: "skip" } - name: Product - fields: - IsActive: - label: Active - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - ProductCode: - label: Product Code - kind: String - Description: - label: Product Description - kind: String - options: - multiLine: true - useRichTextEditor: true - Family: - label: Product Family - kind: Select - options: - options: - - text: Services - value: Services - - text: Products - value: Products - selectType: default - Name: - label: Product Name - kind: String - Photo: - label: Photo - kind: File - options: - allowDocuments: true - allowImages: true - maxSize: 0 - mode: single - File: - label: Files - kind: File - options: - allowDocuments: true - allowImages: true - maxSize: 0 - mode: list - multi: true - EntitlementTemplateId: - label: EntitlementTemplateId - kind: Record - options: - labelField: Name - module: EntitlementTemplate - queryFields: - - Name - selectType: default - Question: - (envoy): { onExisting: "skip" } - name: Question - fields: - BestReplyId: - label: Best Reply - kind: Record - options: - labelField: Name - module: Reply - queryFields: - - Name - NumReplies: - label: Number of Replies - kind: Number - options: - format: 0 - precision: 0 - Body: - label: Question Body - kind: String - options: - multiLine: true - useRichTextEditor: true - Title: - label: Question Title - kind: String - UpVotes: - label: Up Votes - kind: Number - options: - format: 0 - precision: 0 - VoteScore: - label: Vote Score - kind: Number - options: - format: 0 - precision: 0 - Quote: - (envoy): { onExisting: "skip" } - name: Quote - fields: - AccountId: - label: Account Name - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: "" - AdditionalStreet: - label: Additional To Street - kind: String - AdditionalCity: - label: Additional To City - kind: String - AdditionalState: - label: Additional To State - kind: String - AdditionalPostalCode: - label: Additional To Postal Code - kind: String - AdditionalCountry: - label: Additional To Country - kind: Select - options: - options: - - text: Afghanistan - value: Afghanistan - - text: Åland Islands - value: Åland Islands - - text: Albania - value: Albania - - text: Algeria - value: Algeria - - text: American Samoa - value: American Samoa - - text: Andorra - value: Andorra - - text: Angola - value: Angola - - text: Anguilla - value: Anguilla - - text: Antarctica - value: Antarctica - - text: Antigua And Barbuda - value: Antigua And Barbuda - - text: Argentina - value: Argentina - - text: Armenia - value: Armenia - - text: Aruba - value: Aruba - - text: Australia - value: Australia - - text: Austria - value: Austria - - text: Azerbaijan - value: Azerbaijan - - text: Bahamas - value: Bahamas - - text: Bahrain - value: Bahrain - - text: Bangladesh - value: Bangladesh - - text: Barbados - value: Barbados - - text: Belarus - value: Belarus - - text: Belgium - value: Belgium - - text: Belize - value: Belize - - text: Benin - value: Benin - - text: Bermuda - value: Bermuda - - text: Bhutan - value: Bhutan - - text: Bolivia - value: Bolivia - - text: Bosnia And Herzegovina - value: Bosnia And Herzegovina - - text: Botswana - value: Botswana - - text: Bouvet Island - value: Bouvet Island - - text: Brazil - value: Brazil - - text: British Indian Ocean Territory - value: British Indian Ocean Territory - - text: Brunei Darussalam - value: Brunei Darussalam - - text: Bulgaria - value: Bulgaria - - text: Burkina Faso - value: Burkina Faso - - text: Burundi - value: Burundi - - text: Cambodia - value: Cambodia - - text: Cameroon - value: Cameroon - - text: Canada - value: Canada - - text: Cape Verde - value: Cape Verde - - text: Cayman Islands - value: Cayman Islands - - text: Central African Republic - value: Central African Republic - - text: Chad - value: Chad - - text: Chile - value: Chile - - text: China - value: China - - text: Christmas Island - value: Christmas Island - - text: Cocos (Keeling) Islands - value: Cocos (Keeling) Islands - - text: Colombia - value: Colombia - - text: Comoros - value: Comoros - - text: Congo - value: Congo - - text: Congo; The Democratic Republic Of The - value: Congo; The Democratic Republic Of The - - text: Cook Islands - value: Cook Islands - - text: Costa Rica - value: Costa Rica - - text: Cote D'ivoire - value: Cote D'ivoire - - text: Croatia - value: Croatia - - text: Cuba - value: Cuba - - text: Cyprus - value: Cyprus - - text: Czechia - value: Czechia - - text: Denmark - value: Denmark - - text: Djibouti - value: Djibouti - - text: Dominica - value: Dominica - - text: Dominican Republic - value: Dominican Republic - - text: Ecuador - value: Ecuador - - text: Egypt - value: Egypt - - text: El Salvador - value: El Salvador - - text: Equatorial Guinea - value: Equatorial Guinea - - text: Eritrea - value: Eritrea - - text: Estonia - value: Estonia - - text: Ethiopia - value: Ethiopia - - text: Falkland Islands (Malvinas) - value: Falkland Islands (Malvinas) - - text: Faroe Islands - value: Faroe Islands - - text: Fiji - value: Fiji - - text: Finland - value: Finland - - text: France - value: France - - text: French Guiana - value: French Guiana - - text: French Polynesia - value: French Polynesia - - text: French Southern Territories - value: French Southern Territories - - text: Gabon - value: Gabon - - text: Gambia - value: Gambia - - text: Georgia - value: Georgia - - text: Germany - value: Germany - - text: Ghana - value: Ghana - - text: Gibraltar - value: Gibraltar - - text: Greece - value: Greece - - text: Greenland - value: Greenland - - text: Grenada - value: Grenada - - text: Guadeloupe - value: Guadeloupe - - text: Guam - value: Guam - - text: Guatemala - value: Guatemala - - text: Guernsey - value: Guernsey - - text: Guinea - value: Guinea - - text: Guinea-bissau - value: Guinea-bissau - - text: Guyana - value: Guyana - - text: Haiti - value: Haiti - - text: Heard Island And Mcdonald Islands - value: Heard Island And Mcdonald Islands - - text: Holy See (Vatican City State) - value: Holy See (Vatican City State) - - text: Honduras - value: Honduras - - text: Hong Kong - value: Hong Kong - - text: Hungary - value: Hungary - - text: Iceland - value: Iceland - - text: India - value: India - - text: Indonesia - value: Indonesia - - text: Iran; Islamic Republic Of - value: Iran; Islamic Republic Of - - text: Iraq - value: Iraq - - text: Ireland - value: Ireland - - text: Isle Of Man - value: Isle Of Man - - text: Israel - value: Israel - - text: Italy - value: Italy - - text: Jamaica - value: Jamaica - - text: Japan - value: Japan - - text: Jersey - value: Jersey - - text: Jordan - value: Jordan - - text: Kazakhstan - value: Kazakhstan - - text: Kenya - value: Kenya - - text: Kiribati - value: Kiribati - - text: Korea; Democratic People's Republic Of - value: Korea; Democratic People's Republic Of - - text: Korea; Republic Of - value: Korea; Republic Of - - text: Kuwait - value: Kuwait - - text: Kyrgyzstan - value: Kyrgyzstan - - text: Lao People's Democratic Republic - value: Lao People's Democratic Republic - - text: Latvia - value: Latvia - - text: Lebanon - value: Lebanon - - text: Lesotho - value: Lesotho - - text: Liberia - value: Liberia - - text: Libyan Arab Jamahiriya - value: Libyan Arab Jamahiriya - - text: Liechtenstein - value: Liechtenstein - - text: Lithuania - value: Lithuania - - text: Luxembourg - value: Luxembourg - - text: Macao - value: Macao - - text: Macedonia; The Former Yugoslav Republic Of - value: Macedonia; The Former Yugoslav Republic Of - - text: Madagascar - value: Madagascar - - text: Malawi - value: Malawi - - text: Malaysia - value: Malaysia - - text: Maldives - value: Maldives - - text: Mali - value: Mali - - text: Malta - value: Malta - - text: Marshall Islands - value: Marshall Islands - - text: Martinique - value: Martinique - - text: Mauritania - value: Mauritania - - text: Mauritius - value: Mauritius - - text: Mayotte - value: Mayotte - - text: Mexico - value: Mexico - - text: Micronesia; Federated States Of - value: Micronesia; Federated States Of - - text: Moldova; Republic Of - value: Moldova; Republic Of - - text: Monaco - value: Monaco - - text: Mongolia - value: Mongolia - - text: Montenegro - value: Montenegro - - text: Montserrat - value: Montserrat - - text: Morocco - value: Morocco - - text: Mozambique - value: Mozambique - - text: Myanmar - value: Myanmar - - text: Namibia - value: Namibia - - text: Nauru - value: Nauru - - text: Nepal - value: Nepal - - text: Netherlands - value: Netherlands - - text: Netherlands Antilles - value: Netherlands Antilles - - text: New Caledonia - value: New Caledonia - - text: New Zealand - value: New Zealand - - text: Nicaragua - value: Nicaragua - - text: Niger - value: Niger - - text: Nigeria - value: Nigeria - - text: Niue - value: Niue - - text: Norfolk Island - value: Norfolk Island - - text: Northern Mariana Islands - value: Northern Mariana Islands - - text: Norway - value: Norway - - text: Oman - value: Oman - - text: Pakistan - value: Pakistan - - text: Palau - value: Palau - - text: Palestinian Territory; Occupied - value: Palestinian Territory; Occupied - - text: Panama - value: Panama - - text: Papua New Guinea - value: Papua New Guinea - - text: Paraguay - value: Paraguay - - text: Peru - value: Peru - - text: Philippines - value: Philippines - - text: Pitcairn - value: Pitcairn - - text: Poland - value: Poland - - text: Portugal - value: Portugal - - text: Puerto Rico - value: Puerto Rico - - text: Qatar - value: Qatar - - text: Reunion - value: Reunion - - text: Romania - value: Romania - - text: Russian Federation - value: Russian Federation - - text: Rwanda - value: Rwanda - - text: Saint Helena - value: Saint Helena - - text: Saint Kitts And Nevis - value: Saint Kitts And Nevis - - text: Saint Lucia - value: Saint Lucia - - text: Saint Pierre And Miquelon - value: Saint Pierre And Miquelon - - text: Saint Vincent And The Grenadines - value: Saint Vincent And The Grenadines - - text: Samoa - value: Samoa - - text: San Marino - value: San Marino - - text: Sao Tome And Principe - value: Sao Tome And Principe - - text: Saudi Arabia - value: Saudi Arabia - - text: Senegal - value: Senegal - - text: Serbia - value: Serbia - - text: Seychelles - value: Seychelles - - text: Sierra Leone - value: Sierra Leone - - text: Singapore - value: Singapore - - text: Slovakia - value: Slovakia - - text: Slovenia - value: Slovenia - - text: Solomon Islands - value: Solomon Islands - - text: Somalia - value: Somalia - - text: South Africa - value: South Africa - - text: South Georgia And The South Sandwich Islands - value: South Georgia And The South Sandwich Islands - - text: Spain - value: Spain - - text: Sri Lanka - value: Sri Lanka - - text: Sudan - value: Sudan - - text: Suriname - value: Suriname - - text: Svalbard And Jan Mayen - value: Svalbard And Jan Mayen - - text: Swaziland - value: Swaziland - - text: Sweden - value: Sweden - - text: Switzerland - value: Switzerland - - text: Syrian Arab Republic - value: Syrian Arab Republic - - text: Taiwan; Province Of China - value: Taiwan; Province Of China - - text: Tajikistan - value: Tajikistan - - text: Tanzania; United Republic Of - value: Tanzania; United Republic Of - - text: Thailand - value: Thailand - - text: Timor-leste - value: Timor-leste - - text: Togo - value: Togo - - text: Tokelau - value: Tokelau - - text: Tonga - value: Tonga - - text: Trinidad And Tobago - value: Trinidad And Tobago - - text: Tunisia - value: Tunisia - - text: Turkey - value: Turkey - - text: Turkmenistan - value: Turkmenistan - - text: Turks And Caicos Islands - value: Turks And Caicos Islands - - text: Tuvalu - value: Tuvalu - - text: Uganda - value: Uganda - - text: Ukraine - value: Ukraine - - text: United Arab Emirates - value: United Arab Emirates - - text: United Kingdom - value: United Kingdom - - text: United States - value: United States - - text: United States Minor Outlying Islands - value: United States Minor Outlying Islands - - text: Uruguay - value: Uruguay - - text: Uzbekistan - value: Uzbekistan - - text: Vanuatu - value: Vanuatu - - text: Venezuela - value: Venezuela - - text: Viet Nam - value: Viet Nam - - text: Virgin Islands; British - value: Virgin Islands; British - - text: Virgin Islands; U.S. - value: Virgin Islands; U.S. - - text: Wallis And Futuna - value: Wallis And Futuna - - text: Western Sahara - value: Western Sahara - - text: Yemen - value: Yemen - - text: Zambia - value: Zambia - - text: Zimbabwe - value: Zimbabwe - selectType: default - AdditionalName: - label: Additional To Name - kind: String - BillingStreet: - label: Bill To Street - kind: String - BillingCity: - label: Bill To City - kind: String - BillingState: - label: Bill To State - kind: String - BillingPostalCode: - label: Bill To Postal Code - kind: String - BillingCountry: - label: Bill To Country - kind: Select - options: - options: - - text: Afghanistan - value: Afghanistan - - text: Åland Islands - value: Åland Islands - - text: Albania - value: Albania - - text: Algeria - value: Algeria - - text: American Samoa - value: American Samoa - - text: Andorra - value: Andorra - - text: Angola - value: Angola - - text: Anguilla - value: Anguilla - - text: Antarctica - value: Antarctica - - text: Antigua And Barbuda - value: Antigua And Barbuda - - text: Argentina - value: Argentina - - text: Armenia - value: Armenia - - text: Aruba - value: Aruba - - text: Australia - value: Australia - - text: Austria - value: Austria - - text: Azerbaijan - value: Azerbaijan - - text: Bahamas - value: Bahamas - - text: Bahrain - value: Bahrain - - text: Bangladesh - value: Bangladesh - - text: Barbados - value: Barbados - - text: Belarus - value: Belarus - - text: Belgium - value: Belgium - - text: Belize - value: Belize - - text: Benin - value: Benin - - text: Bermuda - value: Bermuda - - text: Bhutan - value: Bhutan - - text: Bolivia - value: Bolivia - - text: Bosnia And Herzegovina - value: Bosnia And Herzegovina - - text: Botswana - value: Botswana - - text: Bouvet Island - value: Bouvet Island - - text: Brazil - value: Brazil - - text: British Indian Ocean Territory - value: British Indian Ocean Territory - - text: Brunei Darussalam - value: Brunei Darussalam - - text: Bulgaria - value: Bulgaria - - text: Burkina Faso - value: Burkina Faso - - text: Burundi - value: Burundi - - text: Cambodia - value: Cambodia - - text: Cameroon - value: Cameroon - - text: Canada - value: Canada - - text: Cape Verde - value: Cape Verde - - text: Cayman Islands - value: Cayman Islands - - text: Central African Republic - value: Central African Republic - - text: Chad - value: Chad - - text: Chile - value: Chile - - text: China - value: China - - text: Christmas Island - value: Christmas Island - - text: Cocos (Keeling) Islands - value: Cocos (Keeling) Islands - - text: Colombia - value: Colombia - - text: Comoros - value: Comoros - - text: Congo - value: Congo - - text: Congo; The Democratic Republic Of The - value: Congo; The Democratic Republic Of The - - text: Cook Islands - value: Cook Islands - - text: Costa Rica - value: Costa Rica - - text: Cote D'ivoire - value: Cote D'ivoire - - text: Croatia - value: Croatia - - text: Cuba - value: Cuba - - text: Cyprus - value: Cyprus - - text: Czechia - value: Czechia - - text: Denmark - value: Denmark - - text: Djibouti - value: Djibouti - - text: Dominica - value: Dominica - - text: Dominican Republic - value: Dominican Republic - - text: Ecuador - value: Ecuador - - text: Egypt - value: Egypt - - text: El Salvador - value: El Salvador - - text: Equatorial Guinea - value: Equatorial Guinea - - text: Eritrea - value: Eritrea - - text: Estonia - value: Estonia - - text: Ethiopia - value: Ethiopia - - text: Falkland Islands (Malvinas) - value: Falkland Islands (Malvinas) - - text: Faroe Islands - value: Faroe Islands - - text: Fiji - value: Fiji - - text: Finland - value: Finland - - text: France - value: France - - text: French Guiana - value: French Guiana - - text: French Polynesia - value: French Polynesia - - text: French Southern Territories - value: French Southern Territories - - text: Gabon - value: Gabon - - text: Gambia - value: Gambia - - text: Georgia - value: Georgia - - text: Germany - value: Germany - - text: Ghana - value: Ghana - - text: Gibraltar - value: Gibraltar - - text: Greece - value: Greece - - text: Greenland - value: Greenland - - text: Grenada - value: Grenada - - text: Guadeloupe - value: Guadeloupe - - text: Guam - value: Guam - - text: Guatemala - value: Guatemala - - text: Guernsey - value: Guernsey - - text: Guinea - value: Guinea - - text: Guinea-bissau - value: Guinea-bissau - - text: Guyana - value: Guyana - - text: Haiti - value: Haiti - - text: Heard Island And Mcdonald Islands - value: Heard Island And Mcdonald Islands - - text: Holy See (Vatican City State) - value: Holy See (Vatican City State) - - text: Honduras - value: Honduras - - text: Hong Kong - value: Hong Kong - - text: Hungary - value: Hungary - - text: Iceland - value: Iceland - - text: India - value: India - - text: Indonesia - value: Indonesia - - text: Iran; Islamic Republic Of - value: Iran; Islamic Republic Of - - text: Iraq - value: Iraq - - text: Ireland - value: Ireland - - text: Isle Of Man - value: Isle Of Man - - text: Israel - value: Israel - - text: Italy - value: Italy - - text: Jamaica - value: Jamaica - - text: Japan - value: Japan - - text: Jersey - value: Jersey - - text: Jordan - value: Jordan - - text: Kazakhstan - value: Kazakhstan - - text: Kenya - value: Kenya - - text: Kiribati - value: Kiribati - - text: Korea; Democratic People's Republic Of - value: Korea; Democratic People's Republic Of - - text: Korea; Republic Of - value: Korea; Republic Of - - text: Kuwait - value: Kuwait - - text: Kyrgyzstan - value: Kyrgyzstan - - text: Lao People's Democratic Republic - value: Lao People's Democratic Republic - - text: Latvia - value: Latvia - - text: Lebanon - value: Lebanon - - text: Lesotho - value: Lesotho - - text: Liberia - value: Liberia - - text: Libyan Arab Jamahiriya - value: Libyan Arab Jamahiriya - - text: Liechtenstein - value: Liechtenstein - - text: Lithuania - value: Lithuania - - text: Luxembourg - value: Luxembourg - - text: Macao - value: Macao - - text: Macedonia; The Former Yugoslav Republic Of - value: Macedonia; The Former Yugoslav Republic Of - - text: Madagascar - value: Madagascar - - text: Malawi - value: Malawi - - text: Malaysia - value: Malaysia - - text: Maldives - value: Maldives - - text: Mali - value: Mali - - text: Malta - value: Malta - - text: Marshall Islands - value: Marshall Islands - - text: Martinique - value: Martinique - - text: Mauritania - value: Mauritania - - text: Mauritius - value: Mauritius - - text: Mayotte - value: Mayotte - - text: Mexico - value: Mexico - - text: Micronesia; Federated States Of - value: Micronesia; Federated States Of - - text: Moldova; Republic Of - value: Moldova; Republic Of - - text: Monaco - value: Monaco - - text: Mongolia - value: Mongolia - - text: Montenegro - value: Montenegro - - text: Montserrat - value: Montserrat - - text: Morocco - value: Morocco - - text: Mozambique - value: Mozambique - - text: Myanmar - value: Myanmar - - text: Namibia - value: Namibia - - text: Nauru - value: Nauru - - text: Nepal - value: Nepal - - text: Netherlands - value: Netherlands - - text: Netherlands Antilles - value: Netherlands Antilles - - text: New Caledonia - value: New Caledonia - - text: New Zealand - value: New Zealand - - text: Nicaragua - value: Nicaragua - - text: Niger - value: Niger - - text: Nigeria - value: Nigeria - - text: Niue - value: Niue - - text: Norfolk Island - value: Norfolk Island - - text: Northern Mariana Islands - value: Northern Mariana Islands - - text: Norway - value: Norway - - text: Oman - value: Oman - - text: Pakistan - value: Pakistan - - text: Palau - value: Palau - - text: Palestinian Territory; Occupied - value: Palestinian Territory; Occupied - - text: Panama - value: Panama - - text: Papua New Guinea - value: Papua New Guinea - - text: Paraguay - value: Paraguay - - text: Peru - value: Peru - - text: Philippines - value: Philippines - - text: Pitcairn - value: Pitcairn - - text: Poland - value: Poland - - text: Portugal - value: Portugal - - text: Puerto Rico - value: Puerto Rico - - text: Qatar - value: Qatar - - text: Reunion - value: Reunion - - text: Romania - value: Romania - - text: Russian Federation - value: Russian Federation - - text: Rwanda - value: Rwanda - - text: Saint Helena - value: Saint Helena - - text: Saint Kitts And Nevis - value: Saint Kitts And Nevis - - text: Saint Lucia - value: Saint Lucia - - text: Saint Pierre And Miquelon - value: Saint Pierre And Miquelon - - text: Saint Vincent And The Grenadines - value: Saint Vincent And The Grenadines - - text: Samoa - value: Samoa - - text: San Marino - value: San Marino - - text: Sao Tome And Principe - value: Sao Tome And Principe - - text: Saudi Arabia - value: Saudi Arabia - - text: Senegal - value: Senegal - - text: Serbia - value: Serbia - - text: Seychelles - value: Seychelles - - text: Sierra Leone - value: Sierra Leone - - text: Singapore - value: Singapore - - text: Slovakia - value: Slovakia - - text: Slovenia - value: Slovenia - - text: Solomon Islands - value: Solomon Islands - - text: Somalia - value: Somalia - - text: South Africa - value: South Africa - - text: South Georgia And The South Sandwich Islands - value: South Georgia And The South Sandwich Islands - - text: Spain - value: Spain - - text: Sri Lanka - value: Sri Lanka - - text: Sudan - value: Sudan - - text: Suriname - value: Suriname - - text: Svalbard And Jan Mayen - value: Svalbard And Jan Mayen - - text: Swaziland - value: Swaziland - - text: Sweden - value: Sweden - - text: Switzerland - value: Switzerland - - text: Syrian Arab Republic - value: Syrian Arab Republic - - text: Taiwan; Province Of China - value: Taiwan; Province Of China - - text: Tajikistan - value: Tajikistan - - text: Tanzania; United Republic Of - value: Tanzania; United Republic Of - - text: Thailand - value: Thailand - - text: Timor-leste - value: Timor-leste - - text: Togo - value: Togo - - text: Tokelau - value: Tokelau - - text: Tonga - value: Tonga - - text: Trinidad And Tobago - value: Trinidad And Tobago - - text: Tunisia - value: Tunisia - - text: Turkey - value: Turkey - - text: Turkmenistan - value: Turkmenistan - - text: Turks And Caicos Islands - value: Turks And Caicos Islands - - text: Tuvalu - value: Tuvalu - - text: Uganda - value: Uganda - - text: Ukraine - value: Ukraine - - text: United Arab Emirates - value: United Arab Emirates - - text: United Kingdom - value: United Kingdom - - text: United States - value: United States - - text: United States Minor Outlying Islands - value: United States Minor Outlying Islands - - text: Uruguay - value: Uruguay - - text: Uzbekistan - value: Uzbekistan - - text: Vanuatu - value: Vanuatu - - text: Venezuela - value: Venezuela - - text: Viet Nam - value: Viet Nam - - text: Virgin Islands; British - value: Virgin Islands; British - - text: Virgin Islands; U.S. - value: Virgin Islands; U.S. - - text: Wallis And Futuna - value: Wallis And Futuna - - text: Western Sahara - value: Western Sahara - - text: Yemen - value: Yemen - - text: Zambia - value: Zambia - - text: Zimbabwe - value: Zimbabwe - selectType: default - BillingName: - label: Bill To Name - kind: String - ContactId: - label: Contact Name - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - selectType: "" - Description: - label: Description - kind: String - options: - multiLine: true - Discount: - label: Additional Discount - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - expressions: - validators: - - test: "value < 0" - error: Discount can not be a negative number - Email: - label: Email - kind: Email - ExpirationDate: - label: Expiration Date - kind: DateTime - Fax: - label: Fax - kind: String - LineItemCount: - label: Line Items - kind: Number - options: - format: "0" - precision: 0 - OpportunityId: - label: Opportunity Name - kind: Record - options: - labelField: Name - module: Opportunity - queryFields: - - AccountId - - Name - selectType: "" - Phone: - label: Phone - kind: String - PricebookId: - label: Pricebook - kind: Record - options: - labelField: Name - module: Pricebook - queryFields: - - Name - selectType: "" - Name: - label: Quote Name - kind: String - QuoteNumber: - label: Quote Number - kind: Number - options: - format: "0000000" - precision: 0 - QuoteToStreet: - label: Quote To Street - kind: String - QuoteToCity: - label: Quote To City - kind: String - QuoteToState: - label: Quote To State - kind: String - QuoteToPostalCode: - label: Quote To Postal Code - kind: String - QuoteToCountry: - label: Quote To Country - kind: Select - options: - options: - - text: Afghanistan - value: Afghanistan - - text: Åland Islands - value: Åland Islands - - text: Albania - value: Albania - - text: Algeria - value: Algeria - - text: American Samoa - value: American Samoa - - text: Andorra - value: Andorra - - text: Angola - value: Angola - - text: Anguilla - value: Anguilla - - text: Antarctica - value: Antarctica - - text: Antigua And Barbuda - value: Antigua And Barbuda - - text: Argentina - value: Argentina - - text: Armenia - value: Armenia - - text: Aruba - value: Aruba - - text: Australia - value: Australia - - text: Austria - value: Austria - - text: Azerbaijan - value: Azerbaijan - - text: Bahamas - value: Bahamas - - text: Bahrain - value: Bahrain - - text: Bangladesh - value: Bangladesh - - text: Barbados - value: Barbados - - text: Belarus - value: Belarus - - text: Belgium - value: Belgium - - text: Belize - value: Belize - - text: Benin - value: Benin - - text: Bermuda - value: Bermuda - - text: Bhutan - value: Bhutan - - text: Bolivia - value: Bolivia - - text: Bosnia And Herzegovina - value: Bosnia And Herzegovina - - text: Botswana - value: Botswana - - text: Bouvet Island - value: Bouvet Island - - text: Brazil - value: Brazil - - text: British Indian Ocean Territory - value: British Indian Ocean Territory - - text: Brunei Darussalam - value: Brunei Darussalam - - text: Bulgaria - value: Bulgaria - - text: Burkina Faso - value: Burkina Faso - - text: Burundi - value: Burundi - - text: Cambodia - value: Cambodia - - text: Cameroon - value: Cameroon - - text: Canada - value: Canada - - text: Cape Verde - value: Cape Verde - - text: Cayman Islands - value: Cayman Islands - - text: Central African Republic - value: Central African Republic - - text: Chad - value: Chad - - text: Chile - value: Chile - - text: China - value: China - - text: Christmas Island - value: Christmas Island - - text: Cocos (Keeling) Islands - value: Cocos (Keeling) Islands - - text: Colombia - value: Colombia - - text: Comoros - value: Comoros - - text: Congo - value: Congo - - text: Congo; The Democratic Republic Of The - value: Congo; The Democratic Republic Of The - - text: Cook Islands - value: Cook Islands - - text: Costa Rica - value: Costa Rica - - text: Cote D'ivoire - value: Cote D'ivoire - - text: Croatia - value: Croatia - - text: Cuba - value: Cuba - - text: Cyprus - value: Cyprus - - text: Czechia - value: Czechia - - text: Denmark - value: Denmark - - text: Djibouti - value: Djibouti - - text: Dominica - value: Dominica - - text: Dominican Republic - value: Dominican Republic - - text: Ecuador - value: Ecuador - - text: Egypt - value: Egypt - - text: El Salvador - value: El Salvador - - text: Equatorial Guinea - value: Equatorial Guinea - - text: Eritrea - value: Eritrea - - text: Estonia - value: Estonia - - text: Ethiopia - value: Ethiopia - - text: Falkland Islands (Malvinas) - value: Falkland Islands (Malvinas) - - text: Faroe Islands - value: Faroe Islands - - text: Fiji - value: Fiji - - text: Finland - value: Finland - - text: France - value: France - - text: French Guiana - value: French Guiana - - text: French Polynesia - value: French Polynesia - - text: French Southern Territories - value: French Southern Territories - - text: Gabon - value: Gabon - - text: Gambia - value: Gambia - - text: Georgia - value: Georgia - - text: Germany - value: Germany - - text: Ghana - value: Ghana - - text: Gibraltar - value: Gibraltar - - text: Greece - value: Greece - - text: Greenland - value: Greenland - - text: Grenada - value: Grenada - - text: Guadeloupe - value: Guadeloupe - - text: Guam - value: Guam - - text: Guatemala - value: Guatemala - - text: Guernsey - value: Guernsey - - text: Guinea - value: Guinea - - text: Guinea-bissau - value: Guinea-bissau - - text: Guyana - value: Guyana - - text: Haiti - value: Haiti - - text: Heard Island And Mcdonald Islands - value: Heard Island And Mcdonald Islands - - text: Holy See (Vatican City State) - value: Holy See (Vatican City State) - - text: Honduras - value: Honduras - - text: Hong Kong - value: Hong Kong - - text: Hungary - value: Hungary - - text: Iceland - value: Iceland - - text: India - value: India - - text: Indonesia - value: Indonesia - - text: Iran; Islamic Republic Of - value: Iran; Islamic Republic Of - - text: Iraq - value: Iraq - - text: Ireland - value: Ireland - - text: Isle Of Man - value: Isle Of Man - - text: Israel - value: Israel - - text: Italy - value: Italy - - text: Jamaica - value: Jamaica - - text: Japan - value: Japan - - text: Jersey - value: Jersey - - text: Jordan - value: Jordan - - text: Kazakhstan - value: Kazakhstan - - text: Kenya - value: Kenya - - text: Kiribati - value: Kiribati - - text: Korea; Democratic People's Republic Of - value: Korea; Democratic People's Republic Of - - text: Korea; Republic Of - value: Korea; Republic Of - - text: Kuwait - value: Kuwait - - text: Kyrgyzstan - value: Kyrgyzstan - - text: Lao People's Democratic Republic - value: Lao People's Democratic Republic - - text: Latvia - value: Latvia - - text: Lebanon - value: Lebanon - - text: Lesotho - value: Lesotho - - text: Liberia - value: Liberia - - text: Libyan Arab Jamahiriya - value: Libyan Arab Jamahiriya - - text: Liechtenstein - value: Liechtenstein - - text: Lithuania - value: Lithuania - - text: Luxembourg - value: Luxembourg - - text: Macao - value: Macao - - text: Macedonia; The Former Yugoslav Republic Of - value: Macedonia; The Former Yugoslav Republic Of - - text: Madagascar - value: Madagascar - - text: Malawi - value: Malawi - - text: Malaysia - value: Malaysia - - text: Maldives - value: Maldives - - text: Mali - value: Mali - - text: Malta - value: Malta - - text: Marshall Islands - value: Marshall Islands - - text: Martinique - value: Martinique - - text: Mauritania - value: Mauritania - - text: Mauritius - value: Mauritius - - text: Mayotte - value: Mayotte - - text: Mexico - value: Mexico - - text: Micronesia; Federated States Of - value: Micronesia; Federated States Of - - text: Moldova; Republic Of - value: Moldova; Republic Of - - text: Monaco - value: Monaco - - text: Mongolia - value: Mongolia - - text: Montenegro - value: Montenegro - - text: Montserrat - value: Montserrat - - text: Morocco - value: Morocco - - text: Mozambique - value: Mozambique - - text: Myanmar - value: Myanmar - - text: Namibia - value: Namibia - - text: Nauru - value: Nauru - - text: Nepal - value: Nepal - - text: Netherlands - value: Netherlands - - text: Netherlands Antilles - value: Netherlands Antilles - - text: New Caledonia - value: New Caledonia - - text: New Zealand - value: New Zealand - - text: Nicaragua - value: Nicaragua - - text: Niger - value: Niger - - text: Nigeria - value: Nigeria - - text: Niue - value: Niue - - text: Norfolk Island - value: Norfolk Island - - text: Northern Mariana Islands - value: Northern Mariana Islands - - text: Norway - value: Norway - - text: Oman - value: Oman - - text: Pakistan - value: Pakistan - - text: Palau - value: Palau - - text: Palestinian Territory; Occupied - value: Palestinian Territory; Occupied - - text: Panama - value: Panama - - text: Papua New Guinea - value: Papua New Guinea - - text: Paraguay - value: Paraguay - - text: Peru - value: Peru - - text: Philippines - value: Philippines - - text: Pitcairn - value: Pitcairn - - text: Poland - value: Poland - - text: Portugal - value: Portugal - - text: Puerto Rico - value: Puerto Rico - - text: Qatar - value: Qatar - - text: Reunion - value: Reunion - - text: Romania - value: Romania - - text: Russian Federation - value: Russian Federation - - text: Rwanda - value: Rwanda - - text: Saint Helena - value: Saint Helena - - text: Saint Kitts And Nevis - value: Saint Kitts And Nevis - - text: Saint Lucia - value: Saint Lucia - - text: Saint Pierre And Miquelon - value: Saint Pierre And Miquelon - - text: Saint Vincent And The Grenadines - value: Saint Vincent And The Grenadines - - text: Samoa - value: Samoa - - text: San Marino - value: San Marino - - text: Sao Tome And Principe - value: Sao Tome And Principe - - text: Saudi Arabia - value: Saudi Arabia - - text: Senegal - value: Senegal - - text: Serbia - value: Serbia - - text: Seychelles - value: Seychelles - - text: Sierra Leone - value: Sierra Leone - - text: Singapore - value: Singapore - - text: Slovakia - value: Slovakia - - text: Slovenia - value: Slovenia - - text: Solomon Islands - value: Solomon Islands - - text: Somalia - value: Somalia - - text: South Africa - value: South Africa - - text: South Georgia And The South Sandwich Islands - value: South Georgia And The South Sandwich Islands - - text: Spain - value: Spain - - text: Sri Lanka - value: Sri Lanka - - text: Sudan - value: Sudan - - text: Suriname - value: Suriname - - text: Svalbard And Jan Mayen - value: Svalbard And Jan Mayen - - text: Swaziland - value: Swaziland - - text: Sweden - value: Sweden - - text: Switzerland - value: Switzerland - - text: Syrian Arab Republic - value: Syrian Arab Republic - - text: Taiwan; Province Of China - value: Taiwan; Province Of China - - text: Tajikistan - value: Tajikistan - - text: Tanzania; United Republic Of - value: Tanzania; United Republic Of - - text: Thailand - value: Thailand - - text: Timor-leste - value: Timor-leste - - text: Togo - value: Togo - - text: Tokelau - value: Tokelau - - text: Tonga - value: Tonga - - text: Trinidad And Tobago - value: Trinidad And Tobago - - text: Tunisia - value: Tunisia - - text: Turkey - value: Turkey - - text: Turkmenistan - value: Turkmenistan - - text: Turks And Caicos Islands - value: Turks And Caicos Islands - - text: Tuvalu - value: Tuvalu - - text: Uganda - value: Uganda - - text: Ukraine - value: Ukraine - - text: United Arab Emirates - value: United Arab Emirates - - text: United Kingdom - value: United Kingdom - - text: United States - value: United States - - text: United States Minor Outlying Islands - value: United States Minor Outlying Islands - - text: Uruguay - value: Uruguay - - text: Uzbekistan - value: Uzbekistan - - text: Vanuatu - value: Vanuatu - - text: Venezuela - value: Venezuela - - text: Viet Nam - value: Viet Nam - - text: Virgin Islands; British - value: Virgin Islands; British - - text: Virgin Islands; U.S. - value: Virgin Islands; U.S. - - text: Wallis And Futuna - value: Wallis And Futuna - - text: Western Sahara - value: Western Sahara - - text: Yemen - value: Yemen - - text: Zambia - value: Zambia - - text: Zimbabwe - value: Zimbabwe - selectType: default - QuoteToName: - label: Quote To Name - kind: String - ShippingStreet: - label: Ship To Street - kind: String - ShippingCity: - label: Ship To City - kind: String - ShippingState: - label: Ship To State - kind: String - ShippingPostalCode: - label: Ship To Postal Code - kind: String - ShippingCountry: - label: Ship To Country - kind: Select - options: - options: - - text: Afghanistan - value: Afghanistan - - text: Åland Islands - value: Åland Islands - - text: Albania - value: Albania - - text: Algeria - value: Algeria - - text: American Samoa - value: American Samoa - - text: Andorra - value: Andorra - - text: Angola - value: Angola - - text: Anguilla - value: Anguilla - - text: Antarctica - value: Antarctica - - text: Antigua And Barbuda - value: Antigua And Barbuda - - text: Argentina - value: Argentina - - text: Armenia - value: Armenia - - text: Aruba - value: Aruba - - text: Australia - value: Australia - - text: Austria - value: Austria - - text: Azerbaijan - value: Azerbaijan - - text: Bahamas - value: Bahamas - - text: Bahrain - value: Bahrain - - text: Bangladesh - value: Bangladesh - - text: Barbados - value: Barbados - - text: Belarus - value: Belarus - - text: Belgium - value: Belgium - - text: Belize - value: Belize - - text: Benin - value: Benin - - text: Bermuda - value: Bermuda - - text: Bhutan - value: Bhutan - - text: Bolivia - value: Bolivia - - text: Bosnia And Herzegovina - value: Bosnia And Herzegovina - - text: Botswana - value: Botswana - - text: Bouvet Island - value: Bouvet Island - - text: Brazil - value: Brazil - - text: British Indian Ocean Territory - value: British Indian Ocean Territory - - text: Brunei Darussalam - value: Brunei Darussalam - - text: Bulgaria - value: Bulgaria - - text: Burkina Faso - value: Burkina Faso - - text: Burundi - value: Burundi - - text: Cambodia - value: Cambodia - - text: Cameroon - value: Cameroon - - text: Canada - value: Canada - - text: Cape Verde - value: Cape Verde - - text: Cayman Islands - value: Cayman Islands - - text: Central African Republic - value: Central African Republic - - text: Chad - value: Chad - - text: Chile - value: Chile - - text: China - value: China - - text: Christmas Island - value: Christmas Island - - text: Cocos (Keeling) Islands - value: Cocos (Keeling) Islands - - text: Colombia - value: Colombia - - text: Comoros - value: Comoros - - text: Congo - value: Congo - - text: Congo; The Democratic Republic Of The - value: Congo; The Democratic Republic Of The - - text: Cook Islands - value: Cook Islands - - text: Costa Rica - value: Costa Rica - - text: Cote D'ivoire - value: Cote D'ivoire - - text: Croatia - value: Croatia - - text: Cuba - value: Cuba - - text: Cyprus - value: Cyprus - - text: Czechia - value: Czechia - - text: Denmark - value: Denmark - - text: Djibouti - value: Djibouti - - text: Dominica - value: Dominica - - text: Dominican Republic - value: Dominican Republic - - text: Ecuador - value: Ecuador - - text: Egypt - value: Egypt - - text: El Salvador - value: El Salvador - - text: Equatorial Guinea - value: Equatorial Guinea - - text: Eritrea - value: Eritrea - - text: Estonia - value: Estonia - - text: Ethiopia - value: Ethiopia - - text: Falkland Islands (Malvinas) - value: Falkland Islands (Malvinas) - - text: Faroe Islands - value: Faroe Islands - - text: Fiji - value: Fiji - - text: Finland - value: Finland - - text: France - value: France - - text: French Guiana - value: French Guiana - - text: French Polynesia - value: French Polynesia - - text: French Southern Territories - value: French Southern Territories - - text: Gabon - value: Gabon - - text: Gambia - value: Gambia - - text: Georgia - value: Georgia - - text: Germany - value: Germany - - text: Ghana - value: Ghana - - text: Gibraltar - value: Gibraltar - - text: Greece - value: Greece - - text: Greenland - value: Greenland - - text: Grenada - value: Grenada - - text: Guadeloupe - value: Guadeloupe - - text: Guam - value: Guam - - text: Guatemala - value: Guatemala - - text: Guernsey - value: Guernsey - - text: Guinea - value: Guinea - - text: Guinea-bissau - value: Guinea-bissau - - text: Guyana - value: Guyana - - text: Haiti - value: Haiti - - text: Heard Island And Mcdonald Islands - value: Heard Island And Mcdonald Islands - - text: Holy See (Vatican City State) - value: Holy See (Vatican City State) - - text: Honduras - value: Honduras - - text: Hong Kong - value: Hong Kong - - text: Hungary - value: Hungary - - text: Iceland - value: Iceland - - text: India - value: India - - text: Indonesia - value: Indonesia - - text: Iran; Islamic Republic Of - value: Iran; Islamic Republic Of - - text: Iraq - value: Iraq - - text: Ireland - value: Ireland - - text: Isle Of Man - value: Isle Of Man - - text: Israel - value: Israel - - text: Italy - value: Italy - - text: Jamaica - value: Jamaica - - text: Japan - value: Japan - - text: Jersey - value: Jersey - - text: Jordan - value: Jordan - - text: Kazakhstan - value: Kazakhstan - - text: Kenya - value: Kenya - - text: Kiribati - value: Kiribati - - text: Korea; Democratic People's Republic Of - value: Korea; Democratic People's Republic Of - - text: Korea; Republic Of - value: Korea; Republic Of - - text: Kuwait - value: Kuwait - - text: Kyrgyzstan - value: Kyrgyzstan - - text: Lao People's Democratic Republic - value: Lao People's Democratic Republic - - text: Latvia - value: Latvia - - text: Lebanon - value: Lebanon - - text: Lesotho - value: Lesotho - - text: Liberia - value: Liberia - - text: Libyan Arab Jamahiriya - value: Libyan Arab Jamahiriya - - text: Liechtenstein - value: Liechtenstein - - text: Lithuania - value: Lithuania - - text: Luxembourg - value: Luxembourg - - text: Macao - value: Macao - - text: Macedonia; The Former Yugoslav Republic Of - value: Macedonia; The Former Yugoslav Republic Of - - text: Madagascar - value: Madagascar - - text: Malawi - value: Malawi - - text: Malaysia - value: Malaysia - - text: Maldives - value: Maldives - - text: Mali - value: Mali - - text: Malta - value: Malta - - text: Marshall Islands - value: Marshall Islands - - text: Martinique - value: Martinique - - text: Mauritania - value: Mauritania - - text: Mauritius - value: Mauritius - - text: Mayotte - value: Mayotte - - text: Mexico - value: Mexico - - text: Micronesia; Federated States Of - value: Micronesia; Federated States Of - - text: Moldova; Republic Of - value: Moldova; Republic Of - - text: Monaco - value: Monaco - - text: Mongolia - value: Mongolia - - text: Montenegro - value: Montenegro - - text: Montserrat - value: Montserrat - - text: Morocco - value: Morocco - - text: Mozambique - value: Mozambique - - text: Myanmar - value: Myanmar - - text: Namibia - value: Namibia - - text: Nauru - value: Nauru - - text: Nepal - value: Nepal - - text: Netherlands - value: Netherlands - - text: Netherlands Antilles - value: Netherlands Antilles - - text: New Caledonia - value: New Caledonia - - text: New Zealand - value: New Zealand - - text: Nicaragua - value: Nicaragua - - text: Niger - value: Niger - - text: Nigeria - value: Nigeria - - text: Niue - value: Niue - - text: Norfolk Island - value: Norfolk Island - - text: Northern Mariana Islands - value: Northern Mariana Islands - - text: Norway - value: Norway - - text: Oman - value: Oman - - text: Pakistan - value: Pakistan - - text: Palau - value: Palau - - text: Palestinian Territory; Occupied - value: Palestinian Territory; Occupied - - text: Panama - value: Panama - - text: Papua New Guinea - value: Papua New Guinea - - text: Paraguay - value: Paraguay - - text: Peru - value: Peru - - text: Philippines - value: Philippines - - text: Pitcairn - value: Pitcairn - - text: Poland - value: Poland - - text: Portugal - value: Portugal - - text: Puerto Rico - value: Puerto Rico - - text: Qatar - value: Qatar - - text: Reunion - value: Reunion - - text: Romania - value: Romania - - text: Russian Federation - value: Russian Federation - - text: Rwanda - value: Rwanda - - text: Saint Helena - value: Saint Helena - - text: Saint Kitts And Nevis - value: Saint Kitts And Nevis - - text: Saint Lucia - value: Saint Lucia - - text: Saint Pierre And Miquelon - value: Saint Pierre And Miquelon - - text: Saint Vincent And The Grenadines - value: Saint Vincent And The Grenadines - - text: Samoa - value: Samoa - - text: San Marino - value: San Marino - - text: Sao Tome And Principe - value: Sao Tome And Principe - - text: Saudi Arabia - value: Saudi Arabia - - text: Senegal - value: Senegal - - text: Serbia - value: Serbia - - text: Seychelles - value: Seychelles - - text: Sierra Leone - value: Sierra Leone - - text: Singapore - value: Singapore - - text: Slovakia - value: Slovakia - - text: Slovenia - value: Slovenia - - text: Solomon Islands - value: Solomon Islands - - text: Somalia - value: Somalia - - text: South Africa - value: South Africa - - text: South Georgia And The South Sandwich Islands - value: South Georgia And The South Sandwich Islands - - text: Spain - value: Spain - - text: Sri Lanka - value: Sri Lanka - - text: Sudan - value: Sudan - - text: Suriname - value: Suriname - - text: Svalbard And Jan Mayen - value: Svalbard And Jan Mayen - - text: Swaziland - value: Swaziland - - text: Sweden - value: Sweden - - text: Switzerland - value: Switzerland - - text: Syrian Arab Republic - value: Syrian Arab Republic - - text: Taiwan; Province Of China - value: Taiwan; Province Of China - - text: Tajikistan - value: Tajikistan - - text: Tanzania; United Republic Of - value: Tanzania; United Republic Of - - text: Thailand - value: Thailand - - text: Timor-leste - value: Timor-leste - - text: Togo - value: Togo - - text: Tokelau - value: Tokelau - - text: Tonga - value: Tonga - - text: Trinidad And Tobago - value: Trinidad And Tobago - - text: Tunisia - value: Tunisia - - text: Turkey - value: Turkey - - text: Turkmenistan - value: Turkmenistan - - text: Turks And Caicos Islands - value: Turks And Caicos Islands - - text: Tuvalu - value: Tuvalu - - text: Uganda - value: Uganda - - text: Ukraine - value: Ukraine - - text: United Arab Emirates - value: United Arab Emirates - - text: United Kingdom - value: United Kingdom - - text: United States - value: United States - - text: United States Minor Outlying Islands - value: United States Minor Outlying Islands - - text: Uruguay - value: Uruguay - - text: Uzbekistan - value: Uzbekistan - - text: Vanuatu - value: Vanuatu - - text: Venezuela - value: Venezuela - - text: Viet Nam - value: Viet Nam - - text: Virgin Islands; British - value: Virgin Islands; British - - text: Virgin Islands; U.S. - value: Virgin Islands; U.S. - - text: Wallis And Futuna - value: Wallis And Futuna - - text: Western Sahara - value: Western Sahara - - text: Yemen - value: Yemen - - text: Zambia - value: Zambia - - text: Zimbabwe - value: Zimbabwe - selectType: default - ShippingName: - label: Ship To Name - kind: String - ShippingHandling: - label: Shipping and Handling - kind: Number - options: - format: "0" - precision: 2 - suffix: € - expressions: - validators: - - test: "value < 0" - error: Shipping and Handling can not be a negative number - - Status: - label: Status - kind: Select - options: - options: - - text: Draft - value: Draft - - text: Needs Review - value: Needs Review - - text: In Review - value: In Review - - text: Approved - value: Approved - - text: Rejected - value: Rejected - - text: Presented - value: Presented - - text: Accepted - value: Accepted - - text: Denied - value: Denied - selectType: default - Subtotal: - label: Subtotal (calculated) - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - expressions: - validators: - - test: "value < 0" - error: Sub total can not be a negative number - Tax: - label: Tax - kind: Number - options: - format: "0.00" - precision: "2" - suffix: '%' - expressions: - validators: - - test: "value < 0" - error: Tax can not be a negative number - TotalPrice: - label: Total Price (calculated) - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - expressions: - valueExpr: max(max((Subtotal?Subtotal:0) - (Discount?Discount:0), 0) + (ShippingHandling?ShippingHandling:0)) - GrandTotal: - label: Grand Total (calculated) - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - expressions: - valueExpr: "TotalPrice * (Tax ? 1+Tax/100 : 1)" - RecordLabel: - label: Record Label - kind: String - QuoteLineItem: - (envoy): { onExisting: "skip" } - name: QuoteLineItem - fields: - ServiceDate: - label: Date - kind: DateTime - Discount: - label: Discount - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - Description: - label: Line Description - kind: String - ListPrice: - label: List Price - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - QuoteId: - label: Quote - kind: Record - options: - labelField: Name - module: Quote - queryFields: - - AccountId - - Name - - QuoteNumber - selectType: "" - PricebookEntryId: - label: Price Book Entry - kind: Record - options: - labelField: Name - module: PricebookEntry - queryFields: - - ProductCode - - Name - selectType: "" - ProductId: - label: Product - kind: Record - options: - labelField: Name - module: Product - queryFields: - - ProductCode - - Name - selectType: "" - ProductCode: - label: Product Code - kind: String - Quantity: - label: Quantity - kind: Number - options: - format: "0" - precision: 0 - UnitPrice: - label: Sales Price - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - SortOrder: - label: Sort Order - kind: Number - options: - format: "0" - precision: 0 - Subtotal: - label: Subtotal - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - TotalPrice: - label: Total Price - kind: Number - options: - format: "0.00" - precision: 2 - suffix: € - LineItemNumber: - label: Line Item Number - kind: String - LineItemDescription: - label: Line Item Description - kind: String - options: - multiLine: true - Reply: - (envoy): { onExisting: "skip" } - name: Reply - fields: - DownVotes: - label: Down Votes - kind: Number - options: - format: 0 - precision: 0 - Name: - label: Name - kind: String - QuestionId: - label: Question - kind: Record - options: - labelField: Title - module: Question - queryFields: - - Title - Body: - label: Reply Body - kind: String - options: - multiLine: true - useRichTextEditor: true - UpVotes: - label: Up Votes - kind: Number - options: - format: 0 - precision: 0 - VoteTotal: - label: Vote Total - kind: Number - options: - format: 0 - precision: 0 - IdeaId: - label: Idea - kind: Record - options: - labelField: Title - module: Idea - queryFields: - - Title - Settings: - (envoy): { onExisting: "skip" } - name: Settings - fields: - QuoteExpirationDays: - label: Days for a quote to expire - kind: Number - options: - format: "0" - precision: 0 - QuoteNextNumber: - label: Next number for a quote (updates after saving a new quote) - kind: Number - options: - format: "0000000" - precision: 0 - OpportunityCloseDateDays: - label: Days for an opportunity to close - kind: Number - options: - format: "0" - precision: 0 - OpportunityProbability: - label: Probability - kind: Number - options: - format: "0" - precision: 0 - suffix: '%' - OpportunityForecaseCategory: - label: Forecast Category - kind: String - OpportunityStagename: - label: Stage - kind: String - ContractNextNumber: - label: Next number for a contract (updates after saving a new contract) - kind: Number - options: - format: "0000000" - precision: 0 - ContractDefaultTime: - label: Default time for a contract (in months) - kind: Number - options: - format: "0" - precision: 0 - CaseNextNumber: - label: Next number for a case (updates after saving a new case) - kind: Number - options: - format: "0000000" - precision: 0 - SolutionNextNumber: - label: Next number for a solution (updates after saving a new solution) - kind: Number - options: - format: "0000000" - precision: 0 - ScoreBudget: - label: Budget - kind: Number - options: - format: "0" - precision: 2 - ScoreAuthority: - label: Authority - kind: Number - options: - format: "0" - precision: 2 - ScoreNeed: - label: Need - kind: Number - options: - format: "0" - precision: 2 - ScoreTimescale: - label: Timescale - kind: Number - options: - format: "0" - precision: 2 - ScoreTurnover: - label: Turnover - kind: Number - options: - format: "0" - precision: 2 - ScoreYearsInBusiness: - label: Yrs in Business - kind: Number - options: - format: "0" - precision: 2 - ScoreSource: - label: Source - kind: Number - options: - format: "0" - precision: 2 - ScoreProductKnowlege: - label: Product Knowlege - kind: Number - options: - format: "0" - precision: 2 - ScoreTechnicalDepth: - label: Technical Depth - kind: Number - options: - format: "0" - precision: 2 - ScoreCompetition: - label: Competition - kind: Number - options: - format: "0" - precision: 2 - ScoreCriticality: - label: - kind: Number - options: - format: "0" - precision: 2 - ScoreRepeatPurchase: - label: Repeat Purchase - kind: Number - options: - format: "0" - precision: 2 - Solution: - (envoy): { onExisting: "skip" } - name: Solution - fields: - IsPublished: - label: Public - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - IsReviewed: - label: Reviewed - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - SolutionNote: - label: Solution Details - kind: String - options: - multiLine: true - useRichTextEditor: true - SolutionNumber: - label: Solution Number - kind: Number - options: - format: "0000000" - precision: 0 - SolutionName: - label: Solution Title - kind: String - Status: - label: Status - kind: Select - options: - options: - - text: New - value: New - - text: Pending review - value: Pending review - - text: Accepted - value: Accepted - - text: Obsolete - value: Obsolete - - text: Duplicate - value: Duplicate - selectType: default - CaseId: - label: Case - kind: Record - options: - labelField: Subject - module: Case - queryFields: - - AccountId - - CaseNumber - - Subject - selectType: "" - ProductId: - label: Product - kind: Record - options: - labelField: Name - module: Product - queryFields: - - ProductCode - - Name - selectType: "" - File: - label: File(s) - kind: File - options: - allowDocuments: false - allowImages: false - maxSize: 0 - mode: list - multi: true - Task: - (envoy): { onExisting: "skip" } - name: Task - fields: - AccountId: - label: Account - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: default - OwnerId: - label: Assigned To - kind: User - options: - presetWithAuthenticated: true - selectType: default - CallDurationInSeconds: - label: Call Duration - kind: Number - options: - format: "0" - precision: 0 - CallObject: - label: Call Object Identifier - kind: String - CallDisposition: - label: Call Result - kind: String - CallType: - label: Call Type - kind: Select - options: - options: - - text: Internal - value: Internal - - text: Inbound - value: Inbound - - text: Outbound - value: Outbound - selectType: default - IsClosed: - label: Closed - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Description: - label: Comments - kind: String - options: - multiLine: true - useRichTextEditor: true - ActivityDate: - label: Due Date - kind: DateTime - Priority: - label: Priority - kind: Select - options: - options: - - text: High - value: High - - text: Normal - value: Normal - - text: Low - value: Low - selectType: default - ReminderDateTime: - label: Reminder Date/Time - kind: DateTime - IsReminderSet: - label: Reminder Set - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Status: - label: Status - kind: Select - options: - options: - - text: Open - value: Open - - text: Completed - value: Completed - selectType: default - Subject: - label: Subject - kind: String - Type: - label: Type - kind: Select - options: - options: - - text: Call - value: Call - - text: Email - value: Email - - text: Send letter - value: Send letter - - text: Send Quote - value: Send Quote - - text: Send Message - value: Send Message - - text: Other - value: Other - selectType: default - LeadId: - label: Lead - kind: Record - options: - labelField: RecordLabel - module: Lead - queryFields: - - RecordLabel - selectType: default - ContactId: - label: Contact - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - selectType: default - OpportunityId: - label: Opportunity - kind: Record - options: - labelField: Name - module: Opportunity - queryFields: - - AccountId - - Name - selectType: default - QuoteId: - label: Quote - kind: Record - options: - labelField: Name - module: Quote - queryFields: - - AccountId - - Name - - QuoteNumber - selectType: default - ContractId: - label: Contract - kind: Record - options: - labelField: Name - module: Contract - queryFields: - - AccountId - - Name - - ContractNumber - selectType: default - CaseId: - label: Case - kind: Record - options: - labelField: Subject - module: Case - queryFields: - - AccountId - - CaseNumber - - Subject - selectType: default - Vote: - (envoy): { onExisting: "skip" } - name: Vote - fields: - IdeaId: - label: Idea - kind: Record - options: - labelField: Title - module: Idea - queryFields: - - Title - selectType: "" - ReplyId: - label: Reply - kind: Record - options: - labelField: Name - module: Reply - queryFields: - - Name - selectType: "" - QuestionId: - label: Question - kind: Record - options: - labelField: Title - module: Question - queryFields: - - Title - selectType: "" - Score: - label: Score - kind: Number - options: - format: "0" - precision: 0 diff --git a/server/provision/700_crm/1200_charts.yaml b/server/provision/700_crm/1200_charts.yaml deleted file mode 100644 index 80f42928b2..0000000000 --- a/server/provision/700_crm/1200_charts.yaml +++ /dev/null @@ -1,999 +0,0 @@ -namespace: crm -charts: - AccountsByRating: - (envoy): { onExisting: "skip" } - name: Accounts by rating - config: - reports: - - dimensions: - - conditions: {} - field: Rating - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - aggregate: AVG - field: count - fill: true - fixTooltips: false - label: Number of Accounts - lineTension: 0.4 - type: line - module: Account - renderer: {} - yAxis: - label: Accounts - colorScheme: tableau.Tableau10 - AccountsByType: - (envoy): { onExisting: "skip" } - name: Accounts by type - config: - reports: - - dimensions: - - conditions: {} - field: Type - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - field: count - fixTooltips: false - relativeValue: true - type: doughnut - module: Account - renderer: {} - colorScheme: tableau.Tableau10 - ActiveCampaignsByType: - (envoy): { onExisting: "skip" } - name: Active campaigns by type - config: - reports: - - dimensions: - - conditions: {} - field: Type - meta: {} - modifier: (no grouping / buckets) - filter: IsActive = 1 - metrics: - - field: count - type: pie - module: Campaigns - renderer: {} - colorScheme: tableau.Tableau20 - CampaignAmountAllOpportunitiesVsTarget: - (envoy): { onExisting: "skip" } - name: Campaign amount all opportunities vs target - config: - reports: - - dimensions: - - conditions: {} - field: Type - meta: - steps: - - value: "15000" - - value: "30000" - - value: "60000" - modifier: (no grouping / buckets) - filter: AmountAllOpportunities IS NOT NULL - metrics: - - aggregate: SUM - field: AmountAllOpportunities - type: gauge - module: Campaigns - renderer: {} - colorScheme: tableau.Traffic9 - CampaignAmountAllWonOpportunitiesVsTarget: - (envoy): { onExisting: "skip" } - name: Campaign amount all won opportunities vs target - config: - reports: - - dimensions: - - conditions: {} - field: Type - meta: - steps: - - value: "10000" - - value: "20000" - - value: "40000" - modifier: (no grouping / buckets) - filter: AmountWonOpportunities IS NOT NULL - metrics: - - aggregate: SUM - field: AmountWonOpportunities - type: gauge - module: Campaigns - renderer: {} - colorScheme: tableau.Traffic9 - CampaignCostVsRevenue: - (envoy): { onExisting: "skip" } - name: Campaign cost vs revenue - config: - reports: - - dimensions: - - conditions: {} - field: Type - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: ActualCost IS NOT NULL - metrics: - - aggregate: SUM - field: BudgetedCost - label: Budgeted Cost - type: bar - - aggregate: SUM - field: ActualCost - label: Actual Cost - type: bar - - aggregate: SUM - field: ExpectedRevenue - label: Expected Revenue - type: bar - - aggregate: SUM - field: AmountAllOpportunities - label: Amount All Opportunities - type: bar - - aggregate: SUM - field: AmountWonOpportunities - label: Amount All Won Opportunities - type: bar - module: Campaigns - renderer: {} - yAxis: - beginAtZero: true - label: Euro - colorScheme: tableau.Tableau10 - CampaignCosts: - (envoy): { onExisting: "skip" } - name: Campaign costs - config: - reports: - - dimensions: - - conditions: {} - field: Name - meta: {} - modifier: (no grouping / buckets) - filter: recordID = ${recordID} - metrics: - - aggregate: SUM - field: NumberOfLeads - type: bar - - aggregate: SUM - field: NumberOfOpportunities - type: bar - module: Campaigns - renderer: {} - yAxis: - beginAtZero: true - label: Value - colorScheme: tableau.Tableau10 - CasesByOrigin: - (envoy): { onExisting: "skip" } - name: Cases by origin - config: - reports: - - dimensions: - - conditions: {} - field: Origin - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - field: count - type: pie - module: Case - renderer: {} - colorScheme: tableau.Tableau10 - CasesByPriority: - (envoy): { onExisting: "skip" } - name: Cases by priority - config: - reports: - - dimensions: - - conditions: {} - field: Priority - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - field: count - type: pie - module: Case - renderer: {} - colorScheme: office.Wisp6 - CasesByStatus: - (envoy): { onExisting: "skip" } - name: Cases by status - config: - reports: - - dimensions: - - conditions: {} - field: Status - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - field: count - type: pie - module: Case - renderer: {} - colorScheme: tableau.Tableau10 - CasesByType: - (envoy): { onExisting: "skip" } - name: Cases by type - config: - reports: - - dimensions: - - conditions: {} - field: Type - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - field: count - type: pie - module: Case - renderer: {} - colorScheme: tableau.Tableau10 - CasesPerMonth: - (envoy): { onExisting: "skip" } - name: Cases per month - config: - reports: - - dimensions: - - conditions: {} - field: created_at - meta: {} - modifier: MONTH - filter: "" - metrics: - - field: count - fill: true - label: Cases per month - lineTension: 0.4 - type: bar - - field: count - fill: true - fx: m?m+n:n - label: Cumulative number of cases - type: line - module: Case - renderer: {} - yAxis: - beginAtZero: true - label: Cases - colorScheme: tableau.Tableau20 - ContactsPerCountry: - (envoy): { onExisting: "skip" } - name: Contacts per country - config: - reports: - - dimensions: - - conditions: {} - field: MailingCountry - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - field: count - fill: true - label: Contacts per country - lineTension: 0.4 - type: line - module: Contact - renderer: {} - yAxis: - beginAtZero: true - label: Contacts - colorScheme: tableau.Tableau20 - ContactsPerSeniorLeveltitle: - (envoy): { onExisting: "skip" } - name: Contacts per senior level title - config: - reports: - - dimensions: - - conditions: {} - default: None - field: Title - meta: {} - modifier: (no grouping / buckets) - filter: Title = 'CEO' OR Title = 'Owner' OR Title = 'Founder' OR Title - = 'President' OR Title = 'Director' OR Title = 'CEO' OR Title = 'COO' - OR Title = 'CFO' OR Title = 'CIO' OR Title = 'CLO' OR Title = 'CHRO' - OR Title = 'CMO' OR Title = 'CRO' OR Title = 'CCO' OR Title = 'CSO' - OR Title = 'CIO' OR Title = 'CSO' OR Title = 'CTO' OR Title = 'VP' - metrics: - - field: count - type: doughnut - module: Contact - renderer: {} - colorScheme: tableau.Tableau10 - ContractsByStatus: - (envoy): { onExisting: "skip" } - name: Contracts by Status - config: - reports: - - dimensions: - - conditions: {} - field: Status - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - field: count - type: doughnut - module: Contract - renderer: {} - colorScheme: tableau.Tableau10 - ContractsPerStartingMonth: - (envoy): { onExisting: "skip" } - name: Contracts per starting month - config: - reports: - - dimensions: - - conditions: {} - field: StartDate - meta: {} - modifier: MONTH - skipMissing: true - filter: Status = 'Activated' - metrics: - - field: count - fill: true - label: Activated contract per month - lineTension: 0.4 - type: bar - - field: count - fill: true - fx: m?m+n:n - label: Cumulative number of contracts - type: line - module: Contract - renderer: {} - yAxis: - beginAtZero: true - label: Activated contracts - colorScheme: tableau.Tableau20 - Dealsize: - (envoy): { onExisting: "skip" } - name: Dealsize - config: - reports: - - dimensions: - - conditions: {} - field: CloseDate - meta: {} - modifier: MONTH - skipMissing: true - filter: "" - metrics: - - aggregate: AVG - field: Amount - fill: true - label: Average Dealsize per month - lineTension: 0.4 - type: line - - aggregate: MAX - field: Amount - label: Max Dealsize - lineTension: 0.4 - type: line - - aggregate: MIN - field: Amount - label: Min Dealsize - lineTension: 0.4 - type: line - module: Opportunity - renderer: {} - yAxis: - beginAtZero: true - label: Euro - colorScheme: tableau.Tableau10 - EventsPerMonth: - (envoy): { onExisting: "skip" } - name: Events per month - config: - reports: - - dimensions: - - conditions: {} - field: ActivityDate - meta: {} - modifier: MONTH - skipMissing: true - filter: "" - metrics: - - field: count - fill: true - lineTension: 0.4 - type: line - module: Event - renderer: {} - yAxis: - beginAtZero: true - label: Events - colorScheme: tableau.Tableau10 - EventsPerType: - (envoy): { onExisting: "skip" } - name: Events per type - config: - reports: - - dimensions: - - conditions: {} - field: Type - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - field: count - type: doughnut - module: Event - renderer: {} - colorScheme: tableau.Tableau10 - LeadFunnel: - (envoy): { onExisting: "skip" } - name: Lead funnel - config: - reports: - - dimensions: - - conditions: {} - field: Status - meta: - fields: - - text: New - value: New - - text: Assigned - value: Assigned - - text: In Progress - value: In Progress - - text: Converted - value: Converted - modifier: (no grouping / buckets) - filter: "" - metrics: - - field: count - type: funnel - module: Lead - renderer: {} - colorScheme: tableau.ClassicMedium10 - LeadsByCountry: - (envoy): { onExisting: "skip" } - name: Leads by country - config: - reports: - - dimensions: - - conditions: {} - field: Country - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - field: count - fill: true - fixTooltips: null - lineTension: 0.4 - type: line - module: Lead - renderer: {} - yAxis: - axisType: linear - beginAtZero: true - label: Leads per country - colorScheme: tableau.Tableau10 - LeadsByRating: - (envoy): { onExisting: "skip" } - name: Leads by rating - config: - reports: - - dimensions: - - conditions: {} - field: Rating - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - field: count - fill: true - lineTension: 0.4 - type: line - module: Lead - renderer: {} - colorScheme: tableau.Tableau10 - LeadsBySource: - (envoy): { onExisting: "skip" } - name: Leads by source - config: - reports: - - dimensions: - - conditions: {} - field: LeadSource - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - field: count - fixTooltips: null - type: doughnut - module: Lead - renderer: {} - colorScheme: tableau.Tableau20 - LeadsByType: - (envoy): { onExisting: "skip" } - name: Leads by type - config: - reports: - - dimensions: - - conditions: {} - field: Status - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - backgroundColor: '#31d9dd' - beginAtZero: true - field: count - fixTooltips: false - label: Number of leads - relativeValue: true - type: doughnut - module: Lead - renderer: {} - colorScheme: tableau.Tableau10 - LeadsPerMonth: - (envoy): { onExisting: "skip" } - name: Leads per month - config: - reports: - - dimensions: - - conditions: {} - field: created_at - meta: {} - modifier: MONTH - filter: "" - metrics: - - field: count - label: Leads per month - type: bar - - field: count - fill: true - fixTooltips: null - fx: m?m+n:n - label: Cumulative number of leads - lineTension: 0.4 - type: line - module: Lead - renderer: {} - yAxis: - beginAtZero: true - label: Leads - colorScheme: tableau.Tableau20 - MonthlySales: - (envoy): { onExisting: "skip" } - name: Monthly sales - config: - reports: - - dimensions: - - autoSkip: true - conditions: {} - field: CloseDate - meta: {} - modifier: MONTH - skipMissing: true - filter: StageName = 'Closed Won' and Amount IS NOT NULL - metrics: - - aggregate: SUM - field: Amount - fill: true - fixTooltips: null - fx: "" - label: Monthly Sales - type: bar - - aggregate: SUM - field: Amount - fill: true - fx: m?m+n:n - label: Cumulative Sales - lineTension: 0.4 - type: line - module: Opportunity - renderer: {} - yAxis: - beginAtZero: true - label: Euro - max: "" - colorScheme: tableau.Tableau20 - NumberOfOpportunitiesVsTarget: - (envoy): { onExisting: "skip" } - name: Number of opportunities vs target - config: - reports: - - dimensions: - - conditions: {} - field: StageName - meta: - steps: - - value: "20" - - value: "50" - - value: "100" - modifier: (no grouping / buckets) - filter: YEAR(created_at) = YEAR(NOW()) - metrics: - - field: count - type: gauge - module: Opportunity - renderer: {} - colorScheme: tableau.Traffic9 - OpportunitiesCreatedPerMonth: - (envoy): { onExisting: "skip" } - name: Opportunities created per month - config: - reports: - - dimensions: - - conditions: {} - field: created_at - meta: {} - modifier: MONTH - filter: "" - metrics: - - field: count - fill: true - fx: m?m+n:n - label: Cumulative number of opportunities - lineTension: 0.4 - type: line - - field: count - fill: false - label: Opportunities per month - lineTension: 0.4 - type: bar - module: Opportunity - renderer: {} - yAxis: - beginAtZero: true - label: Opportunities - OpportunityLineItemsValue: - (envoy): { onExisting: "skip" } - name: Opportunity line items value - config: - reports: - - dimensions: - - conditions: {} - field: Name - meta: {} - modifier: (no grouping / buckets) - filter: OpportunityId = ${recordID} - metrics: - - aggregate: SUM - field: TotalPrice - type: bar - module: OpportunityLineItem - renderer: {} - yAxis: - beginAtZero: true - label: value - colorScheme: tableau.Tableau20 - OpportunitySalesPipeline: - (envoy): { onExisting: "skip" } - name: Opportunity sales pipeline - config: - reports: - - dimensions: - - conditions: {} - field: StageName - meta: - fields: - - text: Qualification - value: Qualification - - text: Need Analysis - value: Need Analysis - - text: Proposal - value: Proposal - - text: Negotiation - value: Negotiation - - text: Closed Won - value: Closed Won - modifier: (no grouping / buckets) - filter: YEAR(created_at) = YEAR(NOW()) AND Amount IS NOT NULL - metrics: - - aggregate: SUM - field: Amount - type: funnel - module: Opportunity - renderer: {} - colorScheme: tableau.ClassicMedium10 - OpportunityStatusFunnel: - (envoy): { onExisting: "skip" } - name: Opportunity status funn - config: - reports: - - dimensions: - - conditions: {} - field: StageName - meta: - fields: - - text: Qualification - value: Qualification - - text: Need Analysis - value: Need Analysis - - text: Proposal - value: Proposal - - text: Negotiation - value: Negotiation - - text: Closed Won - value: Closed Won - modifier: (no grouping / buckets) - filter: YEAR(created_at) = YEAR(NOW()) - metrics: - - field: count - type: funnel - module: Opportunity - renderer: {} - colorScheme: tableau.ClassicMedium10 - PriceBookEntriesPerMonth: - (envoy): { onExisting: "skip" } - name: Price book entries per month - config: - reports: - - dimensions: - - conditions: {} - field: created_at - meta: {} - modifier: MONTH - filter: "" - metrics: - - field: count - fill: true - label: Price book entries - lineTension: 0.4 - type: line - module: PricebookEntry - renderer: {} - yAxis: - beginAtZero: true - label: Price book entries - colorScheme: tableau.Tableau10 - PriceBooksCreatedPerMonth: - (envoy): { onExisting: "skip" } - name: Price books created per month - config: - reports: - - dimensions: - - conditions: {} - field: created_at - meta: {} - modifier: MONTH - filter: "" - metrics: - - field: count - fill: true - label: Number of Price Books - lineTension: 0.4 - type: line - module: Pricebook - renderer: {} - yAxis: - beginAtZero: true - label: Price books - colorScheme: tableau.Tableau10 - ProductsAddedPerMonth: - (envoy): { onExisting: "skip" } - name: Products added per month - config: - reports: - - dimensions: - - conditions: {} - field: created_at - meta: {} - modifier: MONTH - filter: "" - metrics: - - field: count - fill: true - lineTension: 0.4 - type: line - module: Product - renderer: {} - yAxis: - beginAtZero: true - label: Products - colorScheme: tableau.Tableau10 - ProductsPerFamily: - (envoy): { onExisting: "skip" } - name: Products per family - config: - reports: - - dimensions: - - conditions: {} - default: None - field: Family - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - field: count - type: doughnut - module: Product - renderer: {} - colorScheme: tableau.Tableau10 - QuotesByStatus: - (envoy): { onExisting: "skip" } - name: Quotes by status - config: - reports: - - dimensions: - - conditions: {} - field: Status - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - field: count - type: doughnut - module: Quote - renderer: {} - colorScheme: tableau.Tableau20 - QuotesPerMonth: - (envoy): { onExisting: "skip" } - name: Quotes per month - config: - reports: - - dimensions: - - conditions: {} - field: created_at - meta: {} - modifier: MONTH - skipMissing: true - filter: "" - metrics: - - field: count - fill: true - label: Quotes per month - lineTension: 0.4 - type: bar - - field: count - fill: true - fx: m?m+n:n - label: Cumulative number of quotes - lineTension: 0.4 - type: line - module: Quote - renderer: {} - yAxis: - beginAtZero: true - label: Quotes - colorScheme: tableau.Tableau20 - SalesVsTarget: - (envoy): { onExisting: "skip" } - name: Sales vs target - config: - reports: - - dimensions: - - conditions: {} - field: StageName - meta: - steps: - - value: "100000" - - value: "250000" - - value: "500000" - modifier: (no grouping / buckets) - filter: YEAR(created_at) = YEAR(NOW()) AND Amount IS NOT NULL - metrics: - - aggregate: SUM - field: Amount - fx: "" - type: gauge - module: Opportunity - renderer: {} - colorScheme: tableau.Traffic9 - SalesYTD: - (envoy): { onExisting: "skip" } - name: Sales YTD - config: - reports: - - dimensions: - - conditions: {} - field: LeadSource - meta: - steps: - - value: "150000" - - value: "500000" - - value: "1000000" - modifier: (no grouping / buckets) - filter: YEAR(created_at) = YEAR(NOW()) AND Amount IS NOT NULL - metrics: - - aggregate: SUM - field: Amount - type: gauge - module: Opportunity - renderer: {} - colorScheme: tableau.Traffic9 - SolutionsByStatus: - (envoy): { onExisting: "skip" } - name: Solutions by status - config: - reports: - - dimensions: - - conditions: {} - field: Status - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - field: count - type: doughnut - module: Solution - renderer: {} - colorScheme: tableau.Tableau10 - SolutionsCreatedPerMonth: - (envoy): { onExisting: "skip" } - name: Solutions created per month - config: - reports: - - dimensions: - - conditions: {} - field: created_at - meta: {} - modifier: MONTH - filter: "" - metrics: - - field: count - fill: true - label: Solutions created per month - lineTension: 0.4 - type: line - module: Solution - renderer: {} - yAxis: - beginAtZero: true - label: Solutions - colorScheme: tableau.Tableau10 - TasksByStatus: - (envoy): { onExisting: "skip" } - name: Tasks by status - config: - reports: - - dimensions: - - conditions: {} - field: Status - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - field: count - type: doughnut - module: Task - renderer: {} - colorScheme: tableau.ClassicGreenOrange6 - TasksPerMonth: - (envoy): { onExisting: "skip" } - name: Tasks per month - config: - reports: - - dimensions: - - conditions: {} - field: ActivityDate - meta: {} - modifier: MONTH - skipMissing: true - filter: "" - metrics: - - field: count - fill: true - label: Tasks per month - lineTension: 0.4 - type: line - module: Task - renderer: {} - yAxis: - beginAtZero: true - label: Tasks - colorScheme: tableau.Tableau10 diff --git a/server/provision/700_crm/1400_pages.yaml b/server/provision/700_crm/1400_pages.yaml deleted file mode 100644 index dcdf0e4f6d..0000000000 --- a/server/provision/700_crm/1400_pages.yaml +++ /dev/null @@ -1,7366 +0,0 @@ -namespace: crm -pages: - - handle: Home - (envoy): - onExisting: skip - title: Home - layouts: - - handle: primary - meta: - title: Home - config: - buttons: - new: - enabled: true - label: null - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 44 - - 16 - - 36 - - blockID: 2 - xywh: - - 16 - - 44 - - 16 - - 36 - - blockID: 3 - xywh: - - 32 - - 44 - - 16 - - 36 - - blockID: 4 - xywh: - - 24 - - 0 - - 8 - - 16 - - blockID: 5 - xywh: - - 0 - - 0 - - 8 - - 16 - - blockID: 6 - xywh: - - 8 - - 0 - - 8 - - 16 - - blockID: 7 - xywh: - - 16 - - 0 - - 8 - - 16 - - blockID: 8 - xywh: - - 0 - - 16 - - 16 - - 28 - - blockID: 9 - xywh: - - 16 - - 16 - - 16 - - 28 - - blockID: 10 - 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 - 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 - title: Leads - layouts: - - handle: primary - meta: - title: Leads - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 2 - xywh: - - 36 - - 32 - - 12 - - 32 - - blockID: 3 - 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 - pages: - - handle: RecordPageForModuleLead - (envoy): - onExisting: skip - module: Lead - title: Record page for module "Lead" - layouts: - - handle: primary - meta: - title: Record page for module "Lead" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 60 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 124 - - blockID: 3 - xywh: - - 12 - - 0 - - 12 - - 60 - - blockID: 4 - xywh: - - 24 - - 0 - - 12 - - 60 - - blockID: 5 - xywh: - - 0 - - 60 - - 24 - - 32 - - blockID: 6 - xywh: - - 0 - - 92 - - 16 - - 32 - - blockID: 7 - xywh: - - 16 - - 92 - - 20 - - 32 - - blockID: 8 - xywh: - - 24 - - 60 - - 12 - - 32 - 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 - visible: true - - handle: MyLeads - (envoy): - onExisting: skip - title: My Leads - layouts: - - handle: primary - meta: - title: My Leads - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 48 - - 68 - 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 - visible: true - - handle: AllNewLeads - (envoy): - onExisting: skip - title: All New Leads - layouts: - - handle: primary - meta: - title: All New Leads - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 48 - - 64 - 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 - visible: true - visible: true - - handle: Accounts - (envoy): - onExisting: skip - title: Accounts - layouts: - - handle: primary - meta: - title: Accounts - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - 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 - pages: - - handle: RecordPageForModuleAccount - (envoy): - onExisting: skip - module: Account - title: Record page for module "Account" - layouts: - - handle: primary - meta: - title: Record page for module "Account" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 48 - - blockID: 2 - xywh: - - 12 - - 0 - - 12 - - 48 - - blockID: 3 - xywh: - - 24 - - 0 - - 12 - - 48 - - blockID: 4 - xywh: - - 36 - - 0 - - 12 - - 48 - - blockID: 5 - xywh: - - 0 - - 68 - - 36 - - 28 - - blockID: 6 - xywh: - - 0 - - 96 - - 16 - - 32 - - blockID: 7 - xywh: - - 0 - - 128 - - 16 - - 32 - - blockID: 8 - xywh: - - 32 - - 96 - - 16 - - 32 - - blockID: 9 - xywh: - - 16 - - 128 - - 16 - - 32 - - blockID: 10 - xywh: - - 32 - - 128 - - 16 - - 32 - - blockID: 11 - xywh: - - 16 - - 96 - - 16 - - 32 - - blockID: 12 - xywh: - - 36 - - 68 - - 12 - - 28 - 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 - pages: - - handle: RecordPageForModuleAccountContactRole - (envoy): - onExisting: skip - module: AccountContactRole - title: Record page for module "AccountContactRole" - layouts: - - handle: primary - meta: - title: Record page for module "AccountContactRole" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 20 - - 60 - blocks: - - 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 - title: Contacts - layouts: - - handle: primary - meta: - title: Contacts - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - 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 - pages: - - handle: RecordPageForModuleContact - (envoy): - onExisting: skip - module: Contact - title: Record page for module "Contact" - layouts: - - handle: primary - meta: - title: Record page for module "Contact" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 52 - - blockID: 2 - xywh: - - 12 - - 0 - - 12 - - 52 - - blockID: 3 - xywh: - - 24 - - 0 - - 12 - - 52 - - blockID: 4 - xywh: - - 36 - - 0 - - 12 - - 84 - - blockID: 5 - xywh: - - 0 - - 84 - - 16 - - 32 - - blockID: 6 - xywh: - - 16 - - 84 - - 16 - - 32 - - blockID: 7 - xywh: - - 32 - - 84 - - 16 - - 32 - - blockID: 8 - xywh: - - 0 - - 52 - - 24 - - 32 - - blockID: 9 - xywh: - - 24 - - 52 - - 12 - - 32 - 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 - visible: false - visible: true - - handle: Opportunities - (envoy): - onExisting: skip - title: Opportunities - layouts: - - handle: primary - meta: - title: Opportunities - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 32 - - 64 - - blockID: 2 - xywh: - - 32 - - 24 - - 16 - - 40 - - blockID: 3 - xywh: - - 40 - - 0 - - 8 - - 24 - - blockID: 4 - 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 - pages: - - handle: RecordPageForModuleOpportunity - (envoy): - onExisting: skip - module: Opportunity - title: Record page for module "Opportunity" - layouts: - - handle: primary - meta: - title: Record page for module "Opportunity" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 40 - - blockID: 2 - xywh: - - 32 - - 0 - - 16 - - 40 - - blockID: 3 - xywh: - - 24 - - 104 - - 24 - - 32 - - blockID: 4 - xywh: - - 16 - - 0 - - 16 - - 40 - - blockID: 5 - xywh: - - 0 - - 72 - - 32 - - 32 - - blockID: 6 - xywh: - - 0 - - 136 - - 16 - - 32 - - blockID: 7 - xywh: - - 16 - - 136 - - 16 - - 32 - - blockID: 8 - xywh: - - 32 - - 136 - - 16 - - 32 - - blockID: 9 - xywh: - - 0 - - 104 - - 24 - - 32 - - blockID: 10 - xywh: - - 32 - - 72 - - 16 - - 32 - 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 - pages: - - handle: RecordPageForModuleOpportunityContactRole - (envoy): - onExisting: skip - module: OpportunityContactRole - title: Record page for module "OpportunityContactRole" - layouts: - - handle: primary - meta: - title: Record page for module "OpportunityContactRole" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 64 - blocks: - - title: Opportunity Contact Role Details - options: - fields: - - name: OpportunityId - - name: ContactId - - name: Role - - name: IsPrimary - kind: Record - visible: false - - handle: RecordPageForModuleOpportunityLineItem - (envoy): - onExisting: skip - module: OpportunityLineItem - title: Record page for module "OpportunityLineItem" - layouts: - - handle: primary - meta: - title: Record page for module "OpportunityLineItem" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 64 - - blockID: 2 - xywh: - - 16 - - 0 - - 16 - - 64 - - blockID: 3 - xywh: - - 32 - - 0 - - 16 - - 64 - 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 - visible: false - - handle: RecordPageForModuleOpportunityCompetitor - (envoy): - onExisting: skip - module: OpportunityCompetitor - title: Record page for module "OpportunityCompetitor" - layouts: - - handle: primary - meta: - title: Record page for module "OpportunityCompetitor" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 20 - - 68 - blocks: - - 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 - title: Quotes - layouts: - - handle: primary - meta: - title: Quotes - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - 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 - pages: - - handle: RecordPageForModuleQuote - (envoy): - onExisting: skip - module: Quote - title: Record page for module "Quote" - layouts: - - handle: primary - meta: - title: Record page for module "Quote" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 48 - - blockID: 2 - xywh: - - 32 - - 0 - - 16 - - 48 - - blockID: 3 - xywh: - - 16 - - 0 - - 16 - - 36 - - blockID: 4 - xywh: - - 0 - - 80 - - 16 - - 36 - - blockID: 5 - xywh: - - 16 - - 80 - - 16 - - 36 - - blockID: 6 - xywh: - - 32 - - 80 - - 16 - - 36 - - blockID: 7 - xywh: - - 0 - - 48 - - 48 - - 32 - - blockID: 8 - xywh: - - 0 - - 116 - - 16 - - 32 - - blockID: 9 - xywh: - - 16 - - 116 - - 16 - - 32 - - blockID: 10 - xywh: - - 32 - - 116 - - 16 - - 32 - - blockID: 11 - xywh: - - 16 - - 36 - - 16 - - 12 - 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 - pages: - - handle: RecordPageForModuleQuoteLineItem - (envoy): - onExisting: skip - module: QuoteLineItem - title: Record page for module "QuoteLineItem" - layouts: - - handle: primary - meta: - title: Record page for module "QuoteLineItem" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 60 - 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 - visible: false - visible: false - visible: true - - handle: Contracts - (envoy): - onExisting: skip - title: Contracts - layouts: - - handle: primary - meta: - title: Contracts - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 72 - - blockID: 2 - xywh: - - 36 - - 36 - - 12 - - 36 - - blockID: 3 - 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 - pages: - - handle: RecordPageForModuleContract - (envoy): - onExisting: skip - module: Contract - title: Record page for module "Contract" - layouts: - - handle: primary - meta: - title: Record page for module "Contract" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 40 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 40 - - blockID: 3 - xywh: - - 12 - - 0 - - 12 - - 40 - - blockID: 4 - xywh: - - 24 - - 0 - - 12 - - 40 - - blockID: 5 - xywh: - - 36 - - 40 - - 12 - - 36 - - blockID: 6 - xywh: - - 0 - - 76 - - 16 - - 32 - - blockID: 7 - xywh: - - 16 - - 76 - - 16 - - 32 - - blockID: 8 - xywh: - - 32 - - 76 - - 16 - - 32 - - blockID: 9 - xywh: - - 24 - - 40 - - 12 - - 36 - - blockID: 10 - xywh: - - 0 - - 40 - - 24 - - 36 - 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 - pages: - - handle: RecordPageForModuleContractContactRole - (envoy): - onExisting: skip - module: ContractContactRole - title: Record page for module "ContractContactRole" - layouts: - - handle: primary - meta: - title: Record page for module "ContractContactRole" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 64 - blocks: - - title: Contract Contact Role Details - options: - fields: - - name: ContractId - - name: ContactId - - name: Role - - name: IsPrimary - kind: Record - visible: false - - handle: RecordPageForModuleEntitlement - (envoy): - onExisting: skip - module: Entitlement - title: Record page for module "Entitlement" - layouts: - - handle: primary - meta: - title: Record page for module "Entitlement" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 52 - - blockID: 2 - xywh: - - 16 - - 0 - - 16 - - 52 - - blockID: 3 - xywh: - - 24 - - 52 - - 24 - - 28 - - blockID: 4 - xywh: - - 0 - - 52 - - 24 - - 28 - - blockID: 5 - xywh: - - 32 - - 0 - - 16 - - 52 - 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 - pages: - - handle: RecordPageForModuleEntitlementContact - (envoy): - onExisting: skip - module: EntitlementContact - title: Record page for module "EntitlementContact" - layouts: - - handle: primary - meta: - title: Record page for module "EntitlementContact" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 56 - blocks: - - title: Entitlement Contact Details - options: - fields: - - name: EntitlementId - - name: ContactId - - name: Name - kind: Record - visible: false - - handle: RecordPageForModuleEntitlementTemplate - (envoy): - onExisting: skip - module: EntitlementTemplate - title: Record page for module "EntitlementTemplate" - layouts: - - handle: primary - meta: - title: Record page for module "EntitlementTemplate" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 56 - blocks: - - 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 - module: ContractLineItem - title: Record page for module "ContractLineItem" - layouts: - - handle: primary - meta: - title: Record page for module "ContractLineItem" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 44 - - blockID: 2 - xywh: - - 16 - - 0 - - 16 - - 44 - - blockID: 3 - xywh: - - 32 - - 0 - - 16 - - 44 - 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 - visible: false - visible: false - visible: true - - handle: Campaigns - (envoy): - onExisting: skip - title: Campaigns - layouts: - - handle: primary - meta: - title: Campaigns - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 16 - - 32 - - 48 - - blockID: 2 - xywh: - - 32 - - 16 - - 16 - - 28 - - blockID: 3 - xywh: - - 32 - - 44 - - 16 - - 20 - - blockID: 4 - xywh: - - 0 - - 0 - - 8 - - 16 - - blockID: 5 - xywh: - - 8 - - 0 - - 8 - - 16 - - blockID: 6 - xywh: - - 16 - - 0 - - 8 - - 16 - - blockID: 7 - xywh: - - 24 - - 0 - - 8 - - 16 - - blockID: 8 - xywh: - - 32 - - 0 - - 8 - - 16 - - blockID: 9 - 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 - 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 - module: Campaigns - title: Record page for module "Campaign" - layouts: - - handle: primary - meta: - title: Record page for module "Campaign" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 40 - - blockID: 2 - xywh: - - 12 - - 0 - - 12 - - 40 - - blockID: 3 - xywh: - - 24 - - 0 - - 12 - - 40 - - blockID: 4 - xywh: - - 24 - - 76 - - 24 - - 36 - - blockID: 5 - xywh: - - 36 - - 0 - - 12 - - 40 - - blockID: 6 - xywh: - - 0 - - 40 - - 24 - - 36 - - blockID: 7 - xywh: - - 24 - - 40 - - 24 - - 36 - - blockID: 8 - xywh: - - 0 - - 76 - - 24 - - 36 - 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 - visible: false - visible: true - - handle: Products - (envoy): - onExisting: skip - title: Products - layouts: - - handle: primary - meta: - title: Products - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - 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 - pages: - - handle: RecordPageForModuleProduct - (envoy): - onExisting: skip - module: Product - title: Record page for module "Product" - layouts: - - handle: primary - meta: - title: Record page for module "Product" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 40 - - blockID: 2 - xywh: - - 0 - - 40 - - 24 - - 36 - - blockID: 3 - xywh: - - 24 - - 40 - - 24 - - 36 - - blockID: 4 - xywh: - - 0 - - 76 - - 48 - - 36 - - blockID: 5 - xywh: - - 16 - - 0 - - 16 - - 40 - - blockID: 6 - xywh: - - 32 - - 0 - - 16 - - 40 - 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 - visible: false - - handle: PriceBook - (envoy): - onExisting: skip - title: Price book - layouts: - - handle: primary - meta: - title: Price book - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - xywh: - - 36 - - 32 - - 12 - - 32 - 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 - pages: - - handle: RecordPageForModulePricebook - (envoy): - onExisting: skip - module: Pricebook - title: Record page for module "Pricebook" - layouts: - - handle: primary - meta: - title: Record page for module "Pricebook" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 24 - - 56 - - blockID: 2 - xywh: - - 24 - - 0 - - 24 - - 56 - - blockID: 3 - xywh: - - 0 - - 56 - - 48 - - 32 - 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 - pages: - - handle: RecordPageForModulePricebookEntry - (envoy): - onExisting: skip - module: PricebookEntry - title: Record page for module "PricebookEntry" - layouts: - - handle: primary - meta: - title: Record page for module "PricebookEntry" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 60 - blocks: - - 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 - title: Events - layouts: - - handle: primary - meta: - title: Events - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - xywh: - - 36 - - 32 - - 12 - - 32 - - blockID: 4 - 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 - pages: - - handle: RecordPageForModuleEvent - (envoy): - onExisting: skip - module: Event - title: Record page for module "Event" - layouts: - - handle: primary - meta: - title: Record page for module "Event" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 64 - - blockID: 3 - xywh: - - 12 - - 0 - - 12 - - 64 - - blockID: 4 - xywh: - - 24 - - 0 - - 12 - - 64 - 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 - visible: false - visible: true - - handle: Tasks - (envoy): - onExisting: skip - title: Tasks - layouts: - - handle: primary - meta: - title: Tasks - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - 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 - pages: - - handle: RecordPageForModuleTask - (envoy): - onExisting: skip - module: Task - title: Record page for module "Task" - layouts: - - handle: primary - meta: - title: Record page for module "Task" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 64 - - blockID: 3 - xywh: - - 12 - - 0 - - 12 - - 64 - - blockID: 4 - xywh: - - 24 - - 0 - - 12 - - 64 - 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 - visible: false - visible: true - - handle: Dashboards - (envoy): - onExisting: skip - title: Dashboards - layouts: - - handle: primary - meta: - title: Dashboards - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 24 - - 28 - - blockID: 2 - xywh: - - 24 - - 0 - - 12 - - 28 - - blockID: 3 - xywh: - - 24 - - 28 - - 24 - - 28 - - blockID: 4 - xywh: - - 36 - - 0 - - 12 - - 28 - - blockID: 5 - xywh: - - 0 - - 28 - - 24 - - 28 - - blockID: 6 - xywh: - - 36 - - 56 - - 12 - - 28 - - blockID: 7 - xywh: - - 0 - - 56 - - 12 - - 28 - - blockID: 8 - xywh: - - 12 - - 56 - - 12 - - 28 - - blockID: 9 - 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 - pages: - - handle: LeadFunnelDashboard - (envoy): - onExisting: skip - title: Lead Funnel Dashboard - layouts: - - handle: primary - meta: - title: Lead Funnel Dashboard - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 16 - - blockID: 2 - xywh: - - 12 - - 0 - - 12 - - 16 - - blockID: 3 - xywh: - - 24 - - 0 - - 12 - - 16 - - blockID: 4 - xywh: - - 36 - - 0 - - 12 - - 16 - - blockID: 5 - xywh: - - 12 - - 16 - - 12 - - 24 - - blockID: 6 - xywh: - - 24 - - 16 - - 12 - - 24 - - blockID: 7 - xywh: - - 0 - - 16 - - 12 - - 24 - - blockID: 8 - xywh: - - 0 - - 40 - - 24 - - 32 - - blockID: 9 - xywh: - - 24 - - 40 - - 24 - - 32 - - blockID: 10 - xywh: - - 0 - - 72 - - 12 - - 28 - - blockID: 11 - xywh: - - 12 - - 72 - - 12 - - 28 - - blockID: 12 - xywh: - - 0 - - 100 - - 48 - - 32 - - blockID: 13 - xywh: - - 36 - - 16 - - 12 - - 24 - - blockID: 14 - xywh: - - 24 - - 72 - - 12 - - 28 - - blockID: 15 - xywh: - - 36 - - 72 - - 12 - - 28 - 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 - visible: true - - handle: ForecastDashboard - (envoy): - onExisting: skip - title: Forecast Dashboard - layouts: - - handle: primary - meta: - title: Forecast Dashboard - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 24 - - 0 - - 12 - - 24 - - blockID: 2 - xywh: - - 24 - - 24 - - 24 - - 32 - - blockID: 3 - xywh: - - 0 - - 56 - - 24 - - 32 - - blockID: 4 - xywh: - - 36 - - 0 - - 12 - - 24 - - blockID: 5 - xywh: - - 0 - - 0 - - 12 - - 24 - - blockID: 6 - xywh: - - 12 - - 0 - - 12 - - 24 - - blockID: 7 - xywh: - - 24 - - 56 - - 24 - - 32 - - blockID: 8 - xywh: - - 0 - - 24 - - 24 - - 32 - 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 - visible: true - - handle: KPIsAndSalesActivitiesDashboard - (envoy): - onExisting: skip - title: KPIs and Sales Activities Dashboard - layouts: - - handle: primary - meta: - title: KPIs and Sales Activities Dashboard - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 8 - - 16 - - blockID: 2 - xywh: - - 8 - - 0 - - 8 - - 16 - - blockID: 3 - xywh: - - 16 - - 0 - - 8 - - 16 - - blockID: 4 - xywh: - - 0 - - 16 - - 8 - - 16 - - blockID: 5 - xywh: - - 8 - - 16 - - 8 - - 16 - - blockID: 6 - xywh: - - 16 - - 16 - - 8 - - 16 - - blockID: 7 - xywh: - - 24 - - 16 - - 8 - - 16 - - blockID: 8 - xywh: - - 24 - - 0 - - 8 - - 16 - - blockID: 9 - xywh: - - 32 - - 0 - - 8 - - 16 - - blockID: 10 - xywh: - - 40 - - 0 - - 8 - - 16 - - blockID: 11 - xywh: - - 32 - - 16 - - 8 - - 16 - - blockID: 12 - xywh: - - 40 - - 16 - - 8 - - 16 - - blockID: 13 - xywh: - - 0 - - 32 - - 24 - - 28 - - blockID: 14 - xywh: - - 0 - - 60 - - 24 - - 28 - - blockID: 15 - xywh: - - 24 - - 32 - - 24 - - 28 - - blockID: 16 - xywh: - - 24 - - 60 - - 24 - - 28 - - blockID: 17 - xywh: - - 0 - - 88 - - 24 - - 28 - - blockID: 18 - xywh: - - 24 - - 88 - - 24 - - 28 - 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 - visible: true - - handle: ExecutiveDailyViewDashboard - (envoy): - onExisting: skip - title: Executive Daily View Dashboard - layouts: - - handle: primary - meta: - title: Executive Daily View Dashboard - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 32 - - blockID: 2 - xywh: - - 12 - - 0 - - 24 - - 32 - - blockID: 3 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 4 - xywh: - - 0 - - 32 - - 12 - - 28 - - blockID: 5 - xywh: - - 12 - - 32 - - 24 - - 28 - - blockID: 6 - xywh: - - 12 - - 60 - - 12 - - 28 - - blockID: 7 - xywh: - - 0 - - 60 - - 12 - - 28 - - blockID: 8 - xywh: - - 36 - - 60 - - 12 - - 28 - - blockID: 9 - xywh: - - 24 - - 60 - - 12 - - 28 - - blockID: 10 - xywh: - - 36 - - 32 - - 12 - - 28 - 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 - 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 - title: More - layouts: - - handle: primary - meta: - title: More - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 12 - blocks: - - title: Additional CRM modules - options: - body:


Available in the menu under "More".

- kind: Content - pages: - - handle: Notes - (envoy): - onExisting: skip - title: Notes - layouts: - - handle: primary - meta: - title: Notes - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 48 - - 64 - 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 - pages: - - handle: RecordPageForModuleNote - (envoy): - onExisting: skip - module: Note - title: Record page for module "Note" - layouts: - - handle: primary - meta: - title: Record page for module "Note" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 80 - - blockID: 2 - xywh: - - 16 - - 0 - - 16 - - 80 - - blockID: 3 - xywh: - - 32 - - 0 - - 16 - - 80 - 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 - visible: false - visible: true - - handle: Cases - (envoy): - onExisting: skip - title: Cases - layouts: - - handle: primary - meta: - title: Cases - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 32 - - 68 - - blockID: 2 - xywh: - - 32 - - 44 - - 16 - - 24 - - blockID: 3 - xywh: - - 32 - - 0 - - 8 - - 20 - - blockID: 4 - xywh: - - 40 - - 20 - - 8 - - 24 - - blockID: 5 - xywh: - - 40 - - 0 - - 8 - - 20 - - blockID: 6 - xywh: - - 32 - - 20 - - 8 - - 24 - 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 - pages: - - handle: RecordPageForModuleCase - (envoy): - onExisting: skip - module: Case - title: Record page for module "Case" - layouts: - - handle: primary - meta: - title: Record page for module "Case" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 48 - - blockID: 2 - xywh: - - 12 - - 0 - - 12 - - 48 - - blockID: 3 - xywh: - - 36 - - 0 - - 12 - - 48 - - blockID: 4 - xywh: - - 0 - - 84 - - 16 - - 32 - - blockID: 5 - xywh: - - 16 - - 84 - - 16 - - 32 - - blockID: 6 - xywh: - - 32 - - 84 - - 16 - - 32 - - blockID: 7 - xywh: - - 0 - - 48 - - 36 - - 36 - - blockID: 8 - xywh: - - 36 - - 48 - - 12 - - 36 - - blockID: 9 - xywh: - - 24 - - 0 - - 12 - - 48 - 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 - pages: - - handle: RecordPageForModuleCaseUpdate - (envoy): - onExisting: skip - module: CaseUpdate - title: Record page for module "CaseUpdate" - layouts: - - handle: primary - meta: - title: Record page for module "CaseUpdate" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 60 - 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 - visible: false - visible: false - visible: true - - handle: Solutions - (envoy): - onExisting: skip - title: Solutions - layouts: - - handle: primary - meta: - title: Solutions - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - xywh: - - 36 - - 32 - - 12 - - 32 - 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 - pages: - - handle: RecordPageForModuleSolution - (envoy): - onExisting: skip - module: Solution - title: Record page for module "Solution" - layouts: - - handle: primary - meta: - title: Record page for module "Solution" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 60 - 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 - visible: false - visible: true - - handle: DefaultSettings - (envoy): - onExisting: skip - title: Default Settings - description: >- - A list of defaults values which are called upon in automation - processes. - layouts: - - handle: primary - meta: - title: Default Settings - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 48 - - 28 - 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 - pages: - - handle: RecordPageForModuleDefaultSettings - (envoy): - onExisting: skip - module: Settings - title: Record page for module "DefaultSettings" - layouts: - - handle: primary - meta: - title: Record page for module "DefaultSettings" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 12 - - 0 - - 12 - - 48 - - blockID: 2 - xywh: - - 0 - - 0 - - 12 - - 48 - - blockID: 3 - xywh: - - 24 - - 0 - - 12 - - 48 - - blockID: 4 - xywh: - - 36 - - 0 - - 12 - - 48 - 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 - visible: false - visible: true - visible: true - - handle: UnpublishedModules - (envoy): - onExisting: skip - title: Unpublished modules - layouts: - - handle: primary - meta: - title: Unpublished modules - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 12 - blocks: - - title: Temp - options: - body:


- kind: Content - pages: - - handle: RecordPageForModuleQuestion - (envoy): - onExisting: skip - module: Question - title: Record page for module "Question" - layouts: - - handle: primary - meta: - title: Record page for module "Question" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 52 - - blockID: 2 - xywh: - - 0 - - 52 - - 48 - - 28 - - blockID: 3 - xywh: - - 16 - - 0 - - 32 - - 52 - 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 - pages: - - handle: RecordPageForModuleReply - (envoy): - onExisting: skip - module: Reply - title: Record page for module "Reply" - layouts: - - handle: primary - meta: - title: Record page for module "Reply" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 24 - - 80 - - blockID: 2 - xywh: - - 24 - - 0 - - 24 - - 80 - 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 - visible: false - - handle: RecordPageForModuleVote - (envoy): - onExisting: skip - module: Vote - title: Record page for module "Vote" - layouts: - - handle: primary - meta: - title: Record page for module "Vote" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 52 - - blockID: 2 - xywh: - - 16 - - 0 - - 16 - - 52 - 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 - visible: false - visible: false - - handle: Ideas - (envoy): - onExisting: skip - title: Ideas - layouts: - - handle: primary - meta: - title: Ideas - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 48 - - 80 - 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 - pages: - - handle: RecordPageForModuleIdea - (envoy): - onExisting: skip - module: Idea - title: Record page for module "Idea" - layouts: - - handle: primary - meta: - title: Record page for module "Idea" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 80 - - blockID: 2 - xywh: - - 32 - - 0 - - 16 - - 80 - - blockID: 3 - xywh: - - 16 - - 0 - - 16 - - 80 - 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 - visible: false - visible: false - - handle: Emails - (envoy): - onExisting: skip - title: Emails - layouts: - - handle: primary - meta: - title: Emails - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 32 - - 0 - - 16 - - 80 - 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 - pages: - - handle: RecordPageForModuleEmailTemplate - (envoy): - onExisting: skip - module: EmailTemplate - title: Record page for module "EmailTemplate" - layouts: - - handle: primary - meta: - title: Record page for module "EmailTemplate" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 24 - - 76 - blocks: - - 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 - title: Questions - layouts: - - handle: primary - meta: - title: Questions - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 48 - - 80 - blocks: - - 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/700_crm/1500_record_settings.yaml b/server/provision/700_crm/1500_record_settings.yaml deleted file mode 100644 index ca784a5c96..0000000000 --- a/server/provision/700_crm/1500_record_settings.yaml +++ /dev/null @@ -1,27 +0,0 @@ -namespace: crm -records: - Settings: - - (envoy): { skipIf: "!missing" } - values: - QuoteExpirationDays: "30" - QuoteNextNumber: "1" - OpportunityCloseDateDays: "30" - OpportunityProbability: "10" - OpportunityForecaseCategory: "Pipeline" - OpportunityStagename: "Qualification" - ContractNextNumber: "1" - ContractDefaultTime: "12" - CaseNextNumber: "1" - SolutionNextNumber: "1" - ScoreBudget: "1" - ScoreAuthority: "1" - ScoreNeed: "1" - ScoreTimescale: "1" - ScoreTurnover: "0" - ScoreYearsInBusiness: "1" - ScoreSource: "0" - ScoreProductKnowlege: "0" - ScoreTechnicalDepth: "0" - ScoreCompetition: "1" - ScoreCriticality: "1" - ScoreRepeatPurchase: "1" diff --git a/server/provision/700_crm/1600_workflows.yaml b/server/provision/700_crm/1600_workflows.yaml deleted file mode 100644 index 1b6f2ced82..0000000000 --- a/server/provision/700_crm/1600_workflows.yaml +++ /dev/null @@ -1,14276 +0,0 @@ -workflows: - CRM-Contact-SetLabel: - meta: - name: CRM - Contact - Set Label - description: Set label for contact record - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: beforeCreate - constraints: - - name: module - op: = - values: - - Contact - - name: namespace.handle - op: = - values: - - crm - enabled: true - stepID: 23 - meta: - visual: - edges: - - childID: "23" - meta: - description: "" - label: "" - visual: - id: "39" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: Create Contact - xywh: - - 2080 - - 2280 - - 200 - - 80 - - resourceType: compose:record - eventType: beforeUpdate - constraints: - - name: module - op: = - values: - - Contact - - name: namespace.handle - op: = - values: - - crm - enabled: true - stepID: 23 - meta: - visual: - edges: - - childID: "23" - meta: - description: "" - label: "" - visual: - id: "40" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.75;entryDx=0;entryDy=0; - value: null - parentID: "3" - id: "3" - parent: "1" - value: Update Contact - xywh: - - 2080 - - 2440 - - 200 - - 80 - steps: - - id: 23 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "23" - parent: "1" - value: Check if First/Last name exists - xywh: - - 2360 - - 2280 - - 200 - - 80 - labels: {} - - id: 41 - kind: expressions - ref: "" - arguments: - - target: record.values.RecordLabel - source: "" - expr: record.values.FirstName + ' ' + record.values.LastName - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "41" - parent: "1" - value: Assign record.values.RecordLabel - xywh: - - 2840 - - 2120 - - 200 - - 80 - labels: {} - - id: 43 - kind: expressions - ref: "" - arguments: - - target: record.values.RecordLabel - source: "" - expr: record.values.FirstName - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "43" - parent: "1" - value: Assign record.values.RecordLabel - xywh: - - 2840 - - 2280 - - 200 - - 80 - labels: {} - - id: 45 - kind: expressions - ref: "" - arguments: - - target: record.values.RecordLabel - source: "" - expr: record.values.LastName - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "45" - parent: "1" - value: Assign record.values.RecordLabel - xywh: - - 2840 - - 2440 - - 200 - - 80 - labels: {} - - id: 74 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "74" - parent: "1" - value: Check if related Account exists - xywh: - - 3160 - - 2280 - - 200 - - 80 - labels: {} - - id: 76 - kind: termination - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "76" - parent: "1" - value: null - xywh: - - 3560 - - 2280 - - 200 - - 80 - labels: {} - - id: 78 - kind: function - ref: composeRecordsLookup - arguments: - - target: module - source: "" - expr: "" - value: Account - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - - target: record - source: "" - expr: record.values.AccountId - value: null - type: ID - tests: [] - results: - - target: accountRecord - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "78" - parent: "1" - value: Get related Account - xywh: - - 3160 - - 2440 - - 200 - - 80 - labels: {} - - id: 85 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "85" - parent: "1" - value: If related Account has AccountName - xywh: - - 3160 - - 2600 - - 200 - - 80 - labels: {} - - id: 86 - kind: expressions - ref: "" - arguments: - - target: record.values.RecordLabel - source: "" - expr: record.values.RecordLabel + " (" + accountRecord.values.AccountName +")" - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "86" - parent: "1" - value: Add AccountName to RecordLabel - xywh: - - 3160 - - 2760 - - 200 - - 80 - labels: {} - paths: - - expr: '(record.values.FirstName ? true : false) && (record.values.LastName ? true : false)' - parentid: 23 - childid: 41 - meta: - name: "" - description: "" - visual: - id: "42" - parent: "1" - points: [] - style: exitX=0.5;exitY=0;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#1 - FirstName & LastName' - - expr: 'record.values.FirstName ? true : false' - parentid: 23 - childid: 43 - meta: - name: "" - description: "" - visual: - id: "44" - parent: "1" - points: - - x: 2712 - "y": 2320 - - x: 2712 - "y": 2320 - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#2 - Only FirstName ' - - expr: 'record.values.LastName ? true : false' - parentid: 23 - childid: 45 - meta: - name: "" - description: "" - visual: - id: "46" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#3 - Only LastName' - - expr: '(record.values.AccountId ? true : false)' - parentid: 74 - childid: 78 - meta: - name: "" - description: "" - visual: - id: "79" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#1 - If' - - expr: "" - parentid: 74 - childid: 76 - meta: - name: "" - description: "" - visual: - id: "80" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#2 - Else (if)' - - expr: '(accountRecord.values.AccountName ? true : false)' - parentid: 85 - childid: 86 - meta: - name: "" - description: "" - visual: - id: "87" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#1 - If' - - expr: "" - parentid: 85 - childid: 76 - meta: - name: "" - description: "" - visual: - id: "89" - parent: "1" - points: - - x: 3660 - "y": 2640 - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=1;entryDx=0;entryDy=0; - value: '#2 - Else (if)' - - expr: "" - parentid: 41 - childid: 74 - meta: - name: "" - description: "" - visual: - id: "90" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 43 - childid: 74 - meta: - name: "" - description: "" - visual: - id: "91" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 45 - childid: 74 - meta: - name: "" - description: "" - visual: - id: "92" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 78 - childid: 85 - meta: - name: "" - description: "" - visual: - id: "93" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - CRM-Case-InformContact: - meta: - name: CRM - Case - Inform Contact - description: Inform the contact via email of the Case solution - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: onManual - constraints: - - name: module.name - op: = - values: - - Case - - name: namespace.name - op: = - values: - - crm - enabled: true - stepID: 21 - meta: - visual: - edges: - - childID: "21" - meta: - description: "" - label: "" - visual: - id: "22" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: Manual - xywh: - - 2480 - - 2760 - - 200 - - 80 - steps: - - id: 13 - kind: function - ref: emailSend - arguments: - - target: subject - source: "" - expr: '"Corteza - Case: " + record.values.CaseNumber + " - " + record.values.Subject' - value: null - type: String - tests: [] - - target: to - source: "" - expr: record.values.SuppliedEmail - value: null - type: String - tests: [] - - target: html - source: "" - expr: emailRow1 + emailRow2 + emailRow3 - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "13" - parent: "1" - value: Send Email - xywh: - - 3360 - - 2760 - - 200 - - 80 - labels: {} - - id: 17 - kind: expressions - ref: "" - arguments: - - target: emailRow1 - source: "" - expr: '"

Solution of case: " + record.values.CaseNumber + " - " + record.values.Subject + "
"' - value: null - type: String - tests: [] - - target: emailRow2 - source: "" - expr: '"Solution Title: " + (record.values.SolutionName ? record.values.SolutionName : "/") + "
"' - value: null - type: String - tests: [] - - target: emailRow3 - source: "" - expr: '"Solution Details: " + (record.values.SolutionNote? record.values.SolutionNote: "/") + "
"' - value: null - type: Any - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "17" - parent: "1" - value: Prepare Email body - xywh: - - 3120 - - 2760 - - 200 - - 80 - labels: {} - - id: 20 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Warning - type: String - tests: [] - - target: message - source: "" - expr: "" - value: You can only inform the client of a solution when the case status is "Closed". - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: warning - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "20" - parent: "1" - value: 'Warning: Not Closed' - xywh: - - 2720 - - 2600 - - 200 - - 80 - labels: {} - - id: 21 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "21" - parent: "1" - value: Check if Closed and has Email - xywh: - - 2720 - - 2760 - - 200 - - 80 - labels: {} - - id: 24 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Warning - type: String - tests: [] - - target: message - source: "" - expr: "" - value: There is no supplied email. Please fill in an email address in the "Contact Email" field - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: warning - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "24" - parent: "1" - value: 'Warning: No Email' - xywh: - - 2720 - - 2920 - - 200 - - 80 - labels: {} - - id: 27 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Success - type: String - tests: [] - - target: message - source: "" - expr: "" - value: The case solution has been sent via email - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: success - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "27" - parent: "1" - value: Success - xywh: - - 3600 - - 2760 - - 200 - - 80 - labels: {} - paths: - - expr: "" - parentid: 17 - childid: 13 - meta: - name: "" - description: "" - visual: - id: "19" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: record.values.Status != "Closed" - parentid: 21 - childid: 20 - meta: - name: "" - description: "" - visual: - id: "23" - parent: "1" - points: [] - style: exitX=0.5;exitY=0;exitDx=0;exitDy=0;entryX=0.5;entryY=1;entryDx=0;entryDy=0; - value: '#1 - If Status not "Closed"' - - expr: 'record.values.SuppliedEmail ? false : true' - parentid: 21 - childid: 24 - meta: - name: "" - description: "" - visual: - id: "25" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#2 - If no SuppliedEmail' - - expr: "" - parentid: 21 - childid: 17 - meta: - name: "" - description: "" - visual: - id: "26" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#3 - Else' - - expr: "" - parentid: 13 - childid: 27 - meta: - name: "" - description: "" - visual: - id: "28" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - CRM-Solution-InsertNumber: - meta: - name: CRM - Solution - Insert Number - description: Sets the solution number based on the settings - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: beforeCreate - constraints: - - name: module.handle - op: = - values: - - Solution - - name: namespace.handle - op: = - values: - - crm - enabled: true - stepID: 3 - meta: - visual: - edges: - - childID: "3" - meta: - description: "" - label: "" - visual: - id: "4" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: Solution Before Create Solution - xywh: - - 2040 - - 2080 - - 200 - - 80 - - resourceType: compose:record - eventType: beforeUpdate - constraints: - - name: namespace.handle - op: = - values: - - crm - - name: module.handle - op: = - values: - - Solution - enabled: true - stepID: 3 - meta: - visual: - edges: - - childID: "3" - meta: - description: "" - label: "" - visual: - id: "10" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=1;entryDx=0;entryDy=0; - value: null - parentID: "9" - id: "9" - parent: "1" - value: Solution Before Update Solution - xywh: - - 2040 - - 2240 - - 200 - - 80 - steps: - - id: 3 - kind: function - ref: composeRecordsLast - arguments: - - target: module - source: "" - expr: "" - value: Settings - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - results: - - target: settings - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "3" - parent: "1" - value: Get Settings - xywh: - - 2320 - - 2080 - - 200 - - 80 - labels: {} - - id: 5 - kind: expressions - ref: "" - arguments: - - target: nextSolutionNumber - source: "" - expr: 'settings.values.SolutionNextNumber ? settings.values.SolutionNextNumber : 0' - value: null - type: Integer - tests: [] - - target: record.values.SolutionNumber - source: "" - expr: nextSolutionNumber - value: null - type: Integer - tests: [] - - target: settings.values.SolutionNextNumber - source: "" - expr: nextSolutionNumber + 1 - value: null - type: Integer - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "5" - parent: "1" - value: Set SolutionNumber - xywh: - - 2960 - - 2080 - - 200 - - 80 - labels: {} - - id: 7 - kind: function - ref: composeRecordsUpdate - arguments: - - target: record - source: "" - expr: settings - value: null - type: ComposeRecord - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "7" - parent: "1" - value: Save Settings - xywh: - - 2960 - - 2240 - - 200 - - 80 - labels: {} - - id: 11 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "11" - parent: "1" - value: Check if has number - xywh: - - 2560 - - 2080 - - 200 - - 80 - labels: {} - - id: 14 - kind: termination - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "14" - parent: "1" - value: End - xywh: - - 2560 - - 2240 - - 200 - - 80 - labels: {} - paths: - - expr: "" - parentid: 5 - childid: 7 - meta: - name: "" - description: "" - visual: - id: "8" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: 'record.values.SolutionNumber ? false : true' - parentid: 11 - childid: 5 - meta: - name: "" - description: "" - visual: - id: "12" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#1 - No Number' - - expr: "" - parentid: 3 - childid: 11 - meta: - name: "" - description: "" - visual: - id: "13" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 11 - childid: 14 - meta: - name: "" - description: "" - visual: - id: "15" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#2 - Has number' - CRM-Account-CreateNewOpportunity: - meta: - name: CRM - Account - Create New Opportunity - description: Creates new Opportunity record from an existing Account - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: onManual - constraints: - - name: module.handle - op: = - values: - - Account - - name: namespace.handle - op: = - values: - - crm - enabled: true - stepID: 3 - meta: - visual: - edges: - - childID: "3" - meta: - description: "" - label: "" - visual: - id: "34" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: On Manual Account - xywh: - - 2120 - - 2080 - - 200 - - 80 - steps: - - id: 3 - kind: function - ref: composeRecordsLast - arguments: - - target: module - source: "" - expr: "" - value: Settings - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - results: - - target: settings - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "3" - parent: "1" - value: Get Settings - xywh: - - 2400 - - 2080 - - 200 - - 80 - labels: {} - - id: 55 - kind: function - ref: composeRecordsSearch - arguments: - - target: module - source: "" - expr: "" - value: Contact - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - - target: query - source: "" - expr: '"AccountId = " + record.recordID + " AND IsPrimary"' - value: null - type: String - tests: [] - - target: incTotal - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - results: - - target: contacts - source: "" - expr: records - value: null - type: "" - tests: [] - - target: numOfContacts - source: "" - expr: total - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "55" - parent: "1" - value: Get Contacts - xywh: - - 2400 - - 2200 - - 200 - - 80 - labels: {} - - id: 61 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "61" - parent: "1" - value: Check for contact - xywh: - - 2400 - - 2320 - - 200 - - 80 - labels: {} - - id: 66 - kind: expressions - ref: "" - arguments: - - target: contact - source: "" - expr: contacts[0] - value: null - type: ComposeRecord - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "66" - parent: "1" - value: Set contact - xywh: - - 2400 - - 2480 - - 200 - - 80 - labels: {} - - id: 81 - kind: function - ref: composeRecordsNew - arguments: - - target: module - source: "" - expr: "" - value: Opportunity - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - results: - - target: opportunity - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "81" - parent: "1" - value: Make Opportunity - xywh: - - 2680 - - 2080 - - 200 - - 80 - labels: {} - - id: 83 - kind: expressions - ref: "" - arguments: - - target: opportunity.values.Name - source: "" - expr: '"(unnamed)"' - value: null - type: String - tests: [] - - target: opportunity.values.AccountId - source: "" - expr: record.recordID - value: null - type: ID - tests: [] - - target: opportunity.values.IsClosed - source: "" - expr: "false" - value: null - type: Boolean - tests: [] - - target: opportunity.values.IsWon - source: "" - expr: "false" - value: null - type: Boolean - tests: [] - - target: opportunity.values.CloseDate - source: "" - expr: modMonth(now(), 1) - value: null - type: DateTime - tests: [] - - target: opportunity.values.Probability - source: "" - expr: settings.values.OpportunityProbability - value: null - type: Integer - tests: [] - - target: opportunity.values.ForecastCategory - source: "" - expr: settings.values.OpportunityForecaseCategory - value: null - type: String - tests: [] - - target: opportunity.values.StageName - source: "" - expr: settings.values.OpportunityStagename - value: null - type: String - tests: [] - - target: opportunity.values.OwnerId - source: "" - expr: opportunity.values.OwnerId - value: null - type: ID - tests: [] - - target: opportunity.values.CampaignId - source: "" - expr: 'record.values.CampaignId ? record.values.CampaignId : []' - value: null - type: Array - tests: [] - - target: opportunity.values.LeadSource - source: "" - expr: record.values.AccountSource - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "83" - parent: "1" - value: Set Opportunity values - xywh: - - 2680 - - 2200 - - 200 - - 80 - labels: {} - - id: 86 - kind: function - ref: composeRecordsCreate - arguments: - - target: record - source: "" - expr: opportunity - value: null - type: ComposeRecord - tests: [] - results: - - target: opportunity - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "86" - parent: "1" - value: Save Opportunity - xywh: - - 2680 - - 2320 - - 200 - - 80 - labels: {} - - id: 88 - kind: function - ref: composeRecordsNew - arguments: - - target: module - source: "" - expr: "" - value: OpportunityContactRole - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - results: - - target: opportunityContactRole - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "88" - parent: "1" - value: Make OpportunityContactRole - xywh: - - 2960 - - 2080 - - 200 - - 80 - labels: {} - - id: 89 - kind: expressions - ref: "" - arguments: - - target: opportunityContactRole.values.ContactId - source: "" - expr: contact.recordID - value: null - type: ID - tests: [] - - target: opportunityContactRole.values.OpportunityId - source: "" - expr: opportunity.recordID - value: null - type: ID - tests: [] - - target: opportunityContactRole.values.IsPrimary - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "89" - parent: "1" - value: Set OpportunityContactRolevalues - xywh: - - 2960 - - 2192 - - 200 - - 80 - labels: {} - - id: 91 - kind: function - ref: composeRecordsUpdate - arguments: - - target: record - source: "" - expr: opportunity - value: null - type: ComposeRecord - tests: [] - results: - - target: opportunity - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "91" - parent: "1" - value: Save OpportunityContactRole - xywh: - - 2960 - - 2320 - - 200 - - 80 - labels: {} - - id: 103 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: '"Success"' - value: null - type: String - tests: [] - - target: message - source: "" - expr: '"The new opportunity has been created."' - value: null - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: success - type: String - tests: [] - - target: sticky - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "103" - parent: "1" - value: Show success - xywh: - - 3240 - - 2080 - - 200 - - 80 - labels: {} - - id: 105 - kind: prompt - ref: recordPage - arguments: - - target: module - source: "" - expr: "" - value: Opportunity - type: Handle - tests: [] - - target: namespace - source: "" - expr: namespace - value: null - type: ComposeNamespace - tests: [] - - target: record - source: "" - expr: opportunity - value: null - type: ComposeRecord - tests: [] - - target: edit - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "105" - parent: "1" - value: Go to editor - xywh: - - 3240 - - 2200 - - 200 - - 80 - labels: {} - - id: 107 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: '"Warning"' - value: null - type: String - tests: [] - - target: message - source: "" - expr: '"The primary contact is not defined"' - value: null - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: warning - type: String - tests: [] - - target: sticky - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "107" - parent: "1" - value: Show warning - xywh: - - 2120 - - 2480 - - 200 - - 80 - labels: {} - paths: - - expr: numOfContacts > 0 - parentid: 61 - childid: 66 - meta: - name: "" - description: "" - visual: - id: "67" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#1 - Has contact' - - expr: "" - parentid: 66 - childid: 81 - meta: - name: "" - description: "" - visual: - id: "85" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 88 - childid: 89 - meta: - name: "" - description: "" - visual: - id: "90" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 89 - childid: 91 - meta: - name: "" - description: "" - visual: - id: "92" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 86 - childid: 88 - meta: - name: "" - description: "" - visual: - id: "93" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 91 - childid: 103 - meta: - name: "" - description: "" - visual: - id: "104" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 61 - childid: 107 - meta: - name: "" - description: "" - visual: - id: "108" - parent: "1" - points: [] - style: exitX=0;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#2 - No Contact' - - expr: "" - parentid: 103 - childid: 105 - meta: - name: "" - description: "" - visual: - id: "109" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 83 - childid: 86 - meta: - name: "" - description: "" - visual: - id: "112" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 81 - childid: 83 - meta: - name: "" - description: "" - visual: - id: "116" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 3 - childid: 55 - meta: - name: "" - description: "" - visual: - id: "117" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 55 - childid: 61 - meta: - name: "" - description: "" - visual: - id: "120" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - CRM-Case-SetStatusToClosed: - meta: - name: CRM - Case - Set Status To Closed - description: Sets status of Case record to "Closed" - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: onManual - constraints: - - name: module.handle - op: = - values: - - Case - - name: namespace.handle - op: = - values: - - crm - enabled: true - stepID: 3 - meta: - visual: - edges: - - childID: "3" - meta: - description: "" - label: "" - visual: - id: "58" - parent: "19" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "19" - value: On Manual Case - xywh: - - 80 - - 40 - - 200 - - 80 - steps: - - id: 3 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "3" - parent: "19" - value: Check if Case Closed - xywh: - - 360 - - 40 - - 200 - - 80 - labels: {} - - id: 7 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "7" - parent: "19" - value: Check for Solution - xywh: - - 760 - - 40 - - 200 - - 80 - labels: {} - - id: 11 - kind: expressions - ref: "" - arguments: - - target: record.values.ClosedDate - source: "" - expr: now() - value: null - type: DateTime - tests: [] - - target: record.values.Status - source: "" - expr: '"Closed"' - value: null - type: String - tests: [] - - target: record.values.IsClosed - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "11" - parent: "19" - value: Update status - xywh: - - 1160 - - 40 - - 200 - - 80 - labels: {} - - id: 13 - kind: function - ref: composeRecordsNew - arguments: - - target: module - source: "" - expr: "" - value: CaseUpdate - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - results: - - target: caseUpdate - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "13" - parent: "19" - value: Make Update - xywh: - - 1160 - - 200 - - 200 - - 80 - labels: {} - - id: 15 - kind: expressions - ref: "" - arguments: - - target: caseUpdate.values.Description - source: "" - expr: '"State set to \"Closed\""' - value: null - type: String - tests: [] - - target: caseUpdate.values.Type - source: "" - expr: '"State change"' - value: null - type: String - tests: [] - - target: caseUpdate.values.CaseId - source: "" - expr: record.recordID - value: null - type: ID - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "15" - parent: "19" - value: Set Update values - xywh: - - 1440 - - 40 - - 200 - - 80 - labels: {} - - id: 17 - kind: function - ref: composeRecordsCreate - arguments: - - target: record - source: "" - expr: caseUpdate - value: null - type: ComposeRecord - tests: [] - results: - - target: caseUpdate - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "17" - parent: "19" - value: Save Update - xywh: - - 1440 - - 200 - - 200 - - 80 - labels: {} - - id: 19 - kind: visual - ref: swimlane - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "19" - parent: "1" - value: Prepare and create Case Update - xywh: - - 1960 - - 1920 - - 1680 - - 320 - labels: {} - - id: 20 - kind: visual - ref: swimlane - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "20" - parent: "1" - value: Handle Existing Solution - xywh: - - 1960 - - 2320 - - 1440 - 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xywh: - - 2600 - - 2360 - - 200 - - 80 - labels: {} - - id: 28 - kind: expressions - ref: "" - arguments: - - target: record.values.SolutionName - source: "" - expr: solution.values.SolutionName - value: null - type: String - tests: [] - - target: record.values.SolutionNote - source: "" - expr: solution.values.SolutionNote - value: null - type: String - tests: [] - - target: record.values.SolutionFile - source: "" - expr: solution.values.File - value: null - type: Array - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "28" - parent: "20" - value: Update record - xywh: - - 360 - - 200 - - 200 - - 80 - labels: {} - - id: 30 - kind: function - ref: composeRecordsUpdate - arguments: - - target: record - source: "" - expr: record - value: null - type: ComposeRecord - tests: [] - results: - - target: record - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "30" - parent: "1" - value: Save record - xywh: - - 2600 - - 2520 - - 200 - - 80 - labels: {} - - id: 34 - kind: visual - ref: swimlane - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "34" - parent: "1" - value: Create Solution - xywh: - - 1960 - - 2720 - - 1440 - - 160 - labels: {} - - id: 35 - kind: function - ref: composeRecordsLast - arguments: - - target: module - source: "" - expr: "" - value: Settings - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - results: - - target: settings - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "35" - parent: "1" - value: Get Settings - xywh: - - 3160 - - 2360 - - 200 - - 80 - labels: {} - - id: 38 - kind: expressions - ref: "" - arguments: - - target: nextSolutionNumber - source: "" - expr: 'settings.values.SolutionNextNumber ? settings.values.SolutionNextNumber : 0' - value: null - type: Integer - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "38" - parent: "20" - value: Set nextSolutionNumber - xywh: - - 1200 - - 200 - - 200 - - 80 - labels: {} - - id: 40 - kind: function - ref: composeRecordsNew - arguments: - - target: module - source: "" - expr: "" - value: Solution - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - results: - - target: solution - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "40" - parent: "34" - value: Make Solution - xywh: - - 80 - - 40 - - 200 - - 80 - labels: {} - - id: 42 - kind: expressions - ref: "" - arguments: - - target: solution.values.SolutionName - source: "" - expr: record.values.SolutionName - value: null - type: String - tests: [] - - target: solution.values.SolutionNote - source: "" - expr: record.values.SolutionNote - value: null - type: String - tests: [] - - target: solution.values.File - source: "" - expr: record.values.SolutionFile - value: null - type: ID - tests: [] - - target: solution.values.Status - source: "" - expr: '"New"' - value: null - type: String - tests: [] - - target: solution.values.IsPublished - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - - target: solution.values.CaseId - source: "" - expr: record.recordID - value: null - type: ID - tests: [] - - target: solution.values.SolutionNumber - source: "" - expr: nextSolutionNumber - value: null - type: Integer - tests: [] - - target: solution.values.ProductId - source: "" - expr: record.values.ProductId - value: null - type: ID - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "42" - parent: "34" - value: Set Solution Values - xywh: - - 360 - - 40 - - 200 - - 80 - labels: {} - - id: 44 - kind: function - ref: composeRecordsCreate - arguments: - - target: record - source: "" - expr: solution - value: null - type: ComposeRecord - tests: [] - results: - - target: solution - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "44" - parent: "34" - value: Save Solution - xywh: - - 640 - - 40 - - 200 - - 80 - labels: {} - - id: 46 - kind: expressions - ref: "" - arguments: - - target: settings.values.SolutionNextNumber - source: "" - expr: settings.values.SolutionNextNumber + 1 - value: null - type: Integer - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "46" - parent: "34" - value: Set SolutionNextNumber - xywh: - - 920 - - 40 - - 200 - - 80 - labels: {} - - id: 48 - kind: function - ref: composeRecordsUpdate - arguments: - - target: record - source: "" - expr: settings - value: null - type: ComposeRecord - tests: [] - results: - - target: settings - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "48" - parent: "34" - value: Save Settings - xywh: - - 1200 - - 40 - - 200 - - 80 - labels: {} - - id: 51 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Warning - type: String - tests: [] - - target: message - source: "" - expr: "" - value: This case is already closed - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: warning - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "51" - parent: "19" - value: 'Warning: This case is already closed' - xywh: - - 360 - - 200 - - 200 - - 80 - labels: {} - - id: 62 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Warning - type: String - tests: [] - - target: message - source: "" - expr: "" - value: Unable to close the case. Please add a solution name or select an existing solution before closing the case - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: warning - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "62" - parent: "19" - value: 'Warning: Unable to close the case. Please add a solution name or select an existing solution before closing the case.' - xywh: - - 760 - - 200 - - 200 - - 80 - labels: {} - - id: 63 - kind: prompt - ref: recordPage - arguments: - - target: module - source: "" - expr: module - value: null - type: ComposeModule - tests: [] - - target: namespace - source: "" - expr: namespace - value: null - type: ComposeNamespace - tests: [] - - target: record - source: "" - expr: record - value: null - type: ComposeRecord - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "63" - parent: "20" - value: Refresh page - xywh: - - 920 - - 200 - - 200 - - 80 - labels: {} - paths: - - expr: record.values.Status == "Closed" - parentid: 3 - childid: 51 - meta: - name: "" - description: "" - visual: - id: "6" - parent: "19" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#1 - Yes' - - expr: "" - parentid: 3 - childid: 7 - meta: - name: "" - description: "" - visual: - id: "8" - parent: "19" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#2 - No' - - expr: '(record.values.SolutionName ? false : true) && (record.values.SolutionId ? false : true) && (record.values.SubmitAsSolution ? false : true)' - parentid: 7 - childid: 62 - meta: - name: "" - description: "" - visual: - id: "10" - parent: "19" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#1 - No' - - expr: "" - parentid: 7 - childid: 11 - meta: - name: "" - description: "" - visual: - id: "12" - parent: "19" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#2 - Yes' - - expr: "" - parentid: 11 - childid: 13 - meta: - name: "" - description: "" - visual: - id: "14" - parent: "19" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 13 - childid: 15 - meta: - name: "" - description: "" - visual: - id: "16" - parent: "19" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 15 - childid: 17 - meta: - name: "" - description: "" - visual: - id: "18" - parent: "19" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 17 - childid: 21 - meta: - name: "" - description: "" - visual: - id: "22" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: record.values.SolutionId - parentid: 21 - childid: 23 - meta: - name: "" - description: "" - visual: - id: "24" - parent: "20" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#1 - Has Solution' - - expr: "" - parentid: 21 - childid: 26 - meta: - name: "" - description: "" - visual: - id: "27" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#2 - Else (if)' - - expr: "" - parentid: 23 - childid: 28 - meta: - name: "" - description: "" - visual: - id: "29" - parent: "20" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 28 - childid: 30 - meta: - name: "" - description: "" - visual: - id: "31" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: 'record.values.SubmitAsSolution ? true : false' - parentid: 26 - childid: 35 - meta: - name: "" - description: "" - visual: - id: "36" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#1 - If' - - expr: "" - parentid: 26 - childid: 30 - meta: - name: "" - description: "" - visual: - id: "37" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#2 - Else (if)' - - expr: "" - parentid: 35 - childid: 38 - meta: - name: "" - description: "" - visual: - id: "39" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 38 - childid: 40 - meta: - name: "" - description: "" - visual: - id: "41" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 40 - childid: 42 - meta: - name: "" - description: "" - visual: - id: "43" - parent: "34" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 42 - childid: 44 - meta: - name: "" - description: "" - visual: - id: "45" - parent: "34" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 44 - childid: 46 - meta: - name: "" - description: "" - visual: - id: "47" - parent: "34" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 46 - childid: 48 - meta: - name: "" - description: "" - visual: - id: "49" - parent: "34" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 48 - childid: 30 - meta: - name: "" - description: "" - visual: - id: "50" - parent: "1" - points: - - x: 3260 - "y": 2704 - - x: 2700 - "y": 2704 - style: exitX=0.5;exitY=0;exitDx=0;exitDy=0;entryX=0.5;entryY=1;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 30 - childid: 63 - meta: - name: "" - description: "" - visual: - id: "64" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - CRM-Quote-SendToPriContact: - meta: - name: CRM - Quote - Send To Pri Contact - description: Send this Quote via email to the primary contact - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: onManual - constraints: - - name: module.handle - op: = - values: - - Quote - - name: namespace.handle - op: = - values: - - crm - enabled: true - stepID: 3 - meta: - visual: - edges: - - childID: "3" - meta: - description: "" - label: "" - visual: - id: "4" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: On Manual Quote - xywh: - - 2040 - - 2040 - - 200 - - 80 - steps: - - id: 3 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "3" - parent: "1" - value: Check recipient - xywh: - - 2320 - - 2040 - - 200 - - 80 - labels: {} - - id: 6 - kind: function - ref: composeRecordsSearch - arguments: - - target: module - source: "" - expr: "" - value: QuoteLineItem - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - - target: query - source: "" - expr: '"QuoteId = " + record.recordID' - value: null - type: String - tests: [] - results: - - target: lineItems - source: "" - expr: records - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "6" - parent: "1" - value: Get LineItems - xywh: - - 2680 - - 2040 - - 200 - - 80 - labels: {} - - id: 11 - kind: function - ref: emailSend - arguments: - - target: subject - source: "" - expr: '"Corteza - Quote: " + record.values.QuoteNumber + " - " + record.values.Name' - value: null - type: String - tests: [] - - target: to - source: "" - expr: 'record.values.Email' - value: null - type: String - tests: [] - - target: html - source: "" - expr: html.document - value: null - type: Reader - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "11" - parent: "1" - value: Send Mail - xywh: - - 2960 - - 2360 - - 200 - - 80 - labels: {} - - id: 15 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Warning - type: String - tests: [] - - target: message - source: "" - expr: "" - value: There is no email linked to the quote. Please fill in an email address in the "Primary contact data" block - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: warning - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "15" - parent: "1" - value: 'Warning: There is no email linked to the quote. Please fill in an email address in the "Primary contact data" block.' - xywh: - - 2320 - - 2200 - - 200 - - 80 - labels: {} - - id: 16 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Success - type: String - tests: [] - - target: message - source: "" - expr: "" - value: The quote has been sent via email - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: success - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "16" - parent: "1" - value: 'Success: The quote has been sent via email' - xywh: - - 2960 - - 2520 - - 200 - - 80 - labels: {} - - id: 19 - kind: function - ref: templatesRender - arguments: - - target: lookup - source: "" - expr: "" - value: quote - type: Handle - tests: [] - - target: documentName - source: "" - expr: "" - value: body - type: String - tests: [] - - target: documentType - source: "" - expr: "" - value: text/html - type: String - tests: [] - - target: variables - source: "" - expr: renderVariables - value: null - type: Vars - tests: [] - results: - - target: html - source: "" - expr: document - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "19" - parent: "1" - value: Quote to HTML - xywh: - - 2960 - - 2200 - - 200 - - 80 - labels: {} - - id: 31 - kind: expressions - ref: "" - arguments: - - target: renderVariables - source: "" - expr: "" - value: null - type: Vars - tests: [] - - target: renderVariables.quote - source: "" - expr: record - value: null - type: ComposeRecord - tests: [] - - target: renderVariables.lineItems - source: "" - expr: lineItems - value: null - type: Array - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "31" - parent: "1" - value: Set Render Variables - xywh: - - 2960 - - 2040 - - 200 - - 80 - labels: {} - paths: - - expr: 'record.values.Email ? true : false' - parentid: 3 - childid: 6 - meta: - name: "" - description: "" - visual: - id: "7" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#1 - Yes' - - expr: "" - parentid: 3 - childid: 15 - meta: - name: "" - description: "" - visual: - id: "8" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#2 - No' - - expr: "" - parentid: 11 - childid: 16 - meta: - name: "" - description: "" - visual: - id: "14" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 19 - childid: 11 - meta: - name: "" - description: "" - visual: - id: "21" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 6 - childid: 31 - meta: - name: "" - description: "" - visual: - id: "46" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 31 - childid: 19 - meta: - name: "" - description: "" - visual: - id: "47" - parent: "1" - points: null - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - CRM-Quote-SendToCustomEmail: - meta: - name: CRM - Quote - Send To Custom Email - description: Sends quote email to custom address - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: onManual - constraints: - - name: namespace.handle - op: = - values: - - crm - - name: module.handle - op: = - values: - - Quote - enabled: true - stepID: 3 - meta: - visual: - edges: - - childID: "3" - meta: - description: "" - label: "" - visual: - id: "4" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: On Manual Quote - xywh: - - 2040 - - 2040 - - 200 - - 80 - steps: - - id: 3 - kind: prompt - ref: input - arguments: - - target: title - source: "" - expr: "" - value: Input Custom Email - type: String - tests: [] - - target: message - source: "" - expr: "" - value: 'Please enter an email to send this quote to:' - type: String - tests: [] - - target: label - source: "" - expr: '"Email"' - value: null - type: String - tests: [] - - target: type - source: "" - expr: "" - value: email - type: String - tests: [] - results: - - target: email - source: "" - expr: value - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "3" - parent: "1" - value: Prompt for Email - xywh: - - 2320 - - 2040 - - 200 - - 80 - labels: {} - - id: 5 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "5" - parent: "1" - value: Check if email entered - xywh: - - 2600 - - 2040 - - 200 - - 80 - labels: {} - - id: 8 - kind: function - ref: composeRecordsSearch - arguments: - - target: module - source: "" - expr: "" - value: QuoteLineItem - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - - target: query - source: "" - expr: '"QuoteId = " + record.recordID' - value: null - type: String - tests: [] - results: - - target: lineItems - source: "" - expr: records - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "8" - parent: "1" - value: Get LineItems - xywh: - - 2960 - - 2040 - - 200 - - 80 - labels: {} - - id: 13 - kind: function - ref: emailSend - arguments: - - target: subject - source: "" - expr: '"Corteza - Quote: " + record.values.QuoteNumber + " - " + record.values.Name' - value: null - type: String - tests: [] - - target: to - source: "" - expr: email - value: null - type: String - tests: [] - - target: html - source: "" - expr: html.document - value: null - type: Reader - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "13" - parent: "1" - value: Send Email - xywh: - - 3240 - - 2360 - - 200 - - 80 - labels: {} - - id: 19 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Warning - type: String - tests: [] - - target: message - source: "" - expr: "" - value: Please enter an email to send this quote to - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: warning - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "19" - parent: "1" - value: 'Warning: Please enter an email to send this quote to' - xywh: - - 2600 - - 2200 - - 200 - - 80 - labels: {} - - id: 20 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Success - type: String - tests: [] - - target: message - source: "" - expr: "" - value: The quote has been sent via email - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: success - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "20" - parent: "1" - value: 'Success: The quote has been sent via email' - xywh: - - 3240 - - 2520 - - 200 - - 80 - labels: {} - - id: 29 - kind: function - ref: templatesRender - arguments: - - target: lookup - source: "" - expr: "" - value: quote - type: Handle - tests: [] - - target: documentName - source: "" - expr: "" - value: body - type: String - tests: [] - - target: documentType - source: "" - expr: "" - value: text/html - type: String - tests: [] - - target: variables - source: "" - expr: renderVariables - value: null - type: Vars - tests: [] - results: - - target: html - source: "" - expr: document - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "29" - parent: "1" - value: Render Template - xywh: - - 3240 - - 2200 - - 200 - - 80 - labels: {} - - id: 33 - kind: expressions - ref: "" - arguments: - - target: renderVariables - source: "" - expr: "" - value: null - type: Vars - tests: [] - - target: renderVariables.quote - source: "" - expr: record - value: null - type: ComposeRecord - tests: [] - - target: renderVariables.lineItems - source: "" - expr: lineItems - value: null - type: Array - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "33" - parent: "1" - value: Set Render Variables - xywh: - - 3240 - - 2040 - - 200 - - 80 - labels: {} - paths: - - expr: "" - parentid: 3 - childid: 5 - meta: - name: "" - description: "" - visual: - id: "6" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: 'email ? true : false' - parentid: 5 - childid: 8 - meta: - name: "" - description: "" - visual: - id: "9" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#1 - If' - - expr: "" - parentid: 5 - childid: 19 - meta: - name: "" - description: "" - visual: - id: "10" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#2 - Else (if)' - - expr: "" - parentid: 13 - childid: 20 - meta: - name: "" - description: "" - visual: - id: "21" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 29 - childid: 13 - meta: - name: "" - description: "" - visual: - id: "32" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 33 - childid: 29 - meta: - name: "" - description: "" - visual: - id: "36" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 8 - childid: 33 - meta: - name: "" - description: "" - visual: - id: "37" - parent: "1" - points: null - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - CRM-Quote-InsertNumber: - meta: - name: CRM - Quote - Insert Number - description: Sets the Quote number based on the settings - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: beforeCreate - constraints: - - name: module.handle - op: = - values: - - Quote - - name: namespace.handle - op: = - values: - - crm - enabled: true - stepID: 3 - meta: - visual: - edges: - - childID: "3" - meta: - description: "" - label: "" - visual: - id: "4" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: Quote Before Create Quote - xywh: - - 2040 - - 2080 - - 200 - - 80 - - resourceType: compose:record - eventType: beforeUpdate - constraints: - - name: namespace.handle - op: = - values: - - crm - - name: module.handle - op: = - values: - - Quote - enabled: true - stepID: 3 - meta: - visual: - edges: - - childID: "3" - meta: - description: "" - label: "" - visual: - id: "10" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=1;entryDx=0;entryDy=0; - value: null - parentID: "9" - id: "9" - parent: "1" - value: Quote Before Update Quote - xywh: - - 2040 - - 2240 - - 200 - - 80 - steps: - - id: 3 - kind: function - ref: composeRecordsLast - arguments: - - target: module - source: "" - expr: "" - value: Settings - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - results: - - target: settings - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "3" - parent: "1" - value: Get Settings - xywh: - - 2320 - - 2080 - - 200 - - 80 - labels: {} - - id: 5 - kind: expressions - ref: "" - arguments: - - target: nextQuoteNumber - source: "" - expr: 'settings.values.QuoteNextNumber ? settings.values.QuoteNextNumber : 0' - value: null - type: Integer - tests: [] - - target: record.values.QuoteNumber - source: "" - expr: nextQuoteNumber - value: null - type: Integer - tests: [] - - target: settings.values.QuoteNextNumber - source: "" - expr: nextQuoteNumber + 1 - value: null - type: Integer - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "5" - parent: "1" - value: Set QuoteNumber - xywh: - - 2960 - - 2080 - - 200 - - 80 - labels: {} - - id: 7 - kind: function - ref: composeRecordsUpdate - arguments: - - target: record - source: "" - expr: settings - value: null - type: ComposeRecord - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "7" - parent: "1" - value: Save Settings - xywh: - - 2960 - - 2240 - - 200 - - 80 - labels: {} - - id: 11 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "11" - parent: "1" - value: Check if has number - xywh: - - 2560 - - 2080 - - 200 - - 80 - labels: {} - - id: 14 - kind: termination - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "14" - parent: "1" - value: End - xywh: - - 2560 - - 2240 - - 200 - - 80 - labels: {} - paths: - - expr: "" - parentid: 5 - childid: 7 - meta: - name: "" - description: "" - visual: - id: "8" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: 'record.values.QuoteNumber ? false : true' - parentid: 11 - childid: 5 - meta: - name: "" - description: "" - visual: - id: "12" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#1 - No Number' - - expr: "" - parentid: 3 - childid: 11 - meta: - name: "" - description: "" - visual: - id: "13" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 11 - childid: 14 - meta: - name: "" - description: "" - visual: - id: "15" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#2 - Has number' - CRM-Opportunity-ApplyPriceBook: - meta: - name: CRM - Opportunity - Apply Price Book - description: Update prices of Products by applying the selected Price Book and inserted discounts - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: onManual - constraints: - - name: module.handle - op: = - values: - - Opportunity - - name: namespace.handle - op: = - values: - - crm - enabled: true - stepID: 3 - meta: - visual: - edges: - - childID: "3" - meta: - description: "" - label: "" - visual: - id: "4" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: On Manual Opportunity - xywh: - - 2040 - - 2040 - - 200 - - 80 - steps: - - id: 3 - kind: expressions - ref: "" - arguments: - - target: pricebookId - source: "" - expr: 'record.values.PricebookId ? record.values.PricebookId : 0' - value: null - type: ID - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "3" - parent: "1" - value: Set pricebookId - xywh: - - 2320 - - 2040 - - 200 - - 80 - labels: {} - - id: 5 - kind: function - ref: composeRecordsSearch - arguments: - - target: module - source: "" - expr: "" - value: Pricebook - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - - target: query - source: "" - expr: '"IsActive AND IsStandard"' - value: null - type: String - tests: [] - - target: incTotal - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - results: - - target: pricebooks - source: "" - expr: records - value: null - type: "" - tests: [] - - target: numOfPricebooks - source: "" - expr: total - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "5" - parent: "1" - value: Fetch Pricebooks - xywh: - - 3040 - - 2040 - - 200 - - 80 - labels: {} - - id: 7 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "7" - parent: "1" - value: Check Pricebooks - xywh: - - 3320 - - 2040 - - 200 - - 80 - labels: {} - - id: 10 - kind: expressions - ref: "" - arguments: - - target: pricebook - source: "" - expr: 'pricebooks[0] ? pricebooks[0] : undefined' - value: null - type: ComposeRecord - tests: [] - - target: pricebookId - source: "" - expr: 'pricebook ? pricebook.recordID : undefined' - value: null - type: ID - tests: [] - - target: record.values.PricebookId - source: "" - expr: pricebookId - value: null - type: ID - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "10" - parent: "1" - value: Set pricebookIds - xywh: - - 3040 - - 2200 - - 200 - - 80 - labels: {} - - id: 12 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Warning - type: String - tests: [] - - target: message - source: "" - expr: '"There are no active price books configured in the CRM. Please insert an active price book in the Price book module"' - value: null - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: warning - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "12" - parent: "1" - value: 'Warning: No Pricebooks' - xywh: - - 3760 - - 2040 - - 200 - - 80 - labels: {} - - id: 14 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "14" - parent: "1" - value: Check pricebookId - xywh: - - 2600 - - 2400 - - 200 - - 80 - labels: {} - - id: 17 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Warning - type: String - tests: [] - - target: message - source: "" - expr: "" - value: Please select a Price book for this opportunity first. - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: warning - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "17" - parent: "1" - value: 'Warning: No Pricebook' - xywh: - - 3320 - - 2400 - - 200 - - 80 - labels: {} - - id: 20 - kind: function - ref: composeRecordsUpdate - arguments: - - target: record - source: "" - expr: record - value: null - type: ComposeRecord - tests: [] - results: - - target: record - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "20" - parent: "1" - value: Save Opportunity - xywh: - - 3320 - - 2200 - - 200 - - 80 - labels: {} - - id: 23 - kind: iterator - ref: composeRecordsEach - arguments: - - target: module - source: "" - expr: "" - value: OpportunityLineItem - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - - target: query - source: "" - expr: '"OpportunityId = " + record.recordID' - value: null - type: String - tests: [] - - target: incTotal - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - results: - - target: lineItem - source: "" - expr: record - value: null - type: "" - tests: [] - - target: index - source: "" - expr: index - value: null - type: "" - tests: [] - - target: numOfLineItems - source: "" - expr: total - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "23" - parent: "1" - value: Fetch LineItems - xywh: - - 2320 - - 2560 - - 200 - - 80 - labels: {} - - id: 26 - kind: function - ref: composeRecordsLookup - arguments: - - target: module - source: "" - expr: "" - value: Product - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - - target: record - source: "" - expr: lineItem.values.ProductId - value: null - type: ID - tests: [] - results: - - target: product - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "26" - parent: "1" - value: Fetch Product - xywh: - - 2880 - - 2560 - - 200 - - 80 - labels: {} - - id: 28 - kind: expressions - ref: "" - arguments: - - target: quoteTotal - source: "" - expr: "0" - value: null - type: Float - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "28" - parent: "1" - value: Set Quote Total - xywh: - - 2040 - - 2560 - - 200 - - 80 - labels: {} - - id: 30 - kind: expressions - ref: "" - arguments: - - target: record.values.Amount - source: "" - expr: quoteTotal - value: null - type: Float - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "30" - parent: "1" - value: Set Amount - xywh: - - 2040 - - 2720 - - 200 - - 80 - labels: {} - - id: 32 - kind: function - ref: composeRecordsUpdate - arguments: - - target: record - source: "" - expr: record - value: null - type: ComposeRecord - tests: [] - results: - - target: record - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "32" - parent: "1" - value: Save Opportunity - xywh: - - 2320 - - 2720 - - 200 - - 80 - labels: {} - - id: 34 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Success - type: String - tests: [] - - target: message - source: "" - expr: "" - value: Pricebook applied - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: success - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "34" - parent: "1" - value: 'Success: Pricebook applied' - xywh: - - 2040 - - 2880 - - 200 - - 80 - labels: {} - - id: 36 - kind: prompt - ref: recordPage - arguments: - - target: module - source: "" - expr: "" - value: Opportunity - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - - target: record - source: "" - expr: record - value: null - type: ComposeRecord - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "36" - parent: "1" - value: Reload page - xywh: - - 2320 - - 2880 - - 200 - - 80 - labels: {} - - id: 38 - kind: function - ref: composeRecordsSearch - arguments: - - target: module - source: "" - expr: "" - value: PricebookEntry - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: crm - type: Handle - tests: [] - - target: query - source: "" - expr: '"PricebookId = " + pricebookId + " AND ProductId = " + lineItem.values.ProductId' - value: null - type: String - tests: [] - - target: incTotal - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - results: - - target: pricebookEntries - source: "" - expr: records - value: null - type: "" - tests: [] - - target: numOfPricebookEntries - source: "" - expr: total - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "38" - parent: "1" - value: Fetch Pricebook entry - xywh: - - 3320 - - 2560 - - 200 - - 80 - labels: {} - - id: 41 - kind: expressions - ref: "" - arguments: - - target: pricebookEntry - source: "" - expr: 'numOfPricebookEntries > 0 ? pricebookEntries[0] : undefined' - 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xywh: - - 3536 - - 2880 - - 200 - - 80 - labels: {} - - id: 17 - kind: function - ref: composeRecordsNew - arguments: - - target: module - source: "" - expr: "" - value: Quote - type: Handle - tests: [] - - target: namespace - source: "" - expr: namespace.namespaceID - value: null - type: ID - tests: [] - results: - - target: quote - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "17" - parent: "1" - value: Prepare quote record - xywh: - - 2240 - - 3240 - - 200 - - 80 - labels: {} - - id: 18 - kind: expressions - ref: "" - arguments: - - target: quote.values.Status - source: "" - expr: '"Draft"' - value: null - type: String - tests: [] - - target: quote.values.OpportunityId - source: "" - expr: record.recordID - value: null - type: ID - tests: [] - - target: quote.values.GrandTotal - source: "" - expr: record.values.Amount - value: null - type: Float - tests: [] - - target: quote.values.PricebookId - source: "" - expr: record.values.PricebookId - 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value: null - type: String - tests: [] - - target: quote.values.BillingCity - source: "" - expr: account.values.BillingCity - value: null - type: String - tests: [] - - target: quote.values.BillingState - source: "" - expr: account.values.BillingState - value: null - type: String - tests: [] - - target: quote.values.BillingPostalCode - source: "" - expr: account.values.BillingPostalCode - value: null - type: String - tests: [] - - target: quote.values.BillingCountry - source: "" - expr: account.values.BillingCountry - value: null - type: String - tests: [] - - target: quote.values.BillingName - source: "" - expr: account.values.AccountName - value: null - type: String - tests: [] - - target: quote.values.QuoteToStreet - source: "" - expr: account.values.BillingStreet - value: null - type: String - tests: [] - - target: quote.values.QuoteToCity - source: "" - expr: account.values.BillingCity - value: null - type: String - tests: [] - - target: quote.values.QuoteToState - source: "" - expr: account.values.BillingState - 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visual: - id: "61" - parent: "1" - value: Get Campaigns - xywh: - - 3320 - - 2280 - - 200 - - 80 - labels: {} - - id: 63 - kind: iterator - ref: loopEach - arguments: - - target: items - source: "" - expr: campaigns - value: null - type: Array - tests: [] - results: - - target: campaign - source: "" - expr: item - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "63" - parent: "1" - value: Iterate over Campaigns - xywh: - - 3320 - - 2440 - - 200 - - 80 - labels: {} - - id: 65 - kind: termination - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "65" - parent: "1" - value: End - xywh: - - 3000 - - 2440 - - 200 - - 80 - labels: {} - - id: 66 - kind: function - ref: composeRecordsSearch - arguments: - - target: module - source: "" - expr: module - value: null - type: ComposeModule - tests: [] - - target: namespace - source: "" - expr: namespace - value: null - type: ComposeNamespace - tests: [] - - target: query - source: "" - expr: '"CampaignId = " + campaign.recordID' - value: null - type: String - tests: [] - - target: incTotal - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - results: - - target: NumberOfContacts - source: "" - expr: total - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "66" - parent: "1" - value: Get NumberOfContacts - xywh: - - 3640 - - 2120 - - 200 - - 80 - labels: {} - - id: 73 - kind: expressions - ref: "" - arguments: - - target: campaign.values.NumberOfContacts - source: "" - expr: NumberOfContacts - value: null - type: Integer - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "73" - parent: "1" - value: Set Campaign Values - xywh: - - 3640 - - 2280 - - 200 - - 80 - labels: {} - - id: 75 - kind: function - ref: composeRecordsUpdate - arguments: - - target: record - source: "" - expr: campaign - value: null - type: ComposeRecord - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "75" - parent: "1" - value: Save Campaign - xywh: - - 3640 - - 2440 - - 200 - - 80 - labels: {} - paths: - - expr: has(campaignIDs, campaignID) - parentid: 26 - childid: 21 - meta: - name: "" - description: "" - visual: - id: "28" - parent: "1" - points: [] - style: exitX=0;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#1 - If' - - expr: "" - parentid: 26 - childid: 16 - meta: - name: "" - description: "" - visual: - id: "29" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#2 - Else (if)' - - expr: "" - parentid: 14 - childid: 26 - meta: - name: "" - description: "" - visual: - id: "48" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: Body - - expr: "" - parentid: 14 - childid: 49 - meta: - name: "" - description: "" - visual: - id: "50" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: End - - expr: "" - parentid: 5 - childid: 14 - meta: - name: "" - description: "" - visual: - id: "57" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 49 - childid: 26 - meta: - name: "" - description: "" - visual: - id: "59" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=1;entryY=0.5;entryDx=0;entryDy=0; - value: Body - - expr: "" - parentid: 49 - childid: 58 - meta: - name: "" - description: "" - visual: - id: "60" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: End - - expr: "" - parentid: 58 - childid: 61 - meta: - name: "" - description: "" - visual: - id: "62" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 61 - childid: 63 - meta: - name: "" - description: "" - visual: - id: "64" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 63 - childid: 66 - meta: - name: "" - description: "" - visual: - id: "67" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: Body - - expr: "" - parentid: 63 - childid: 65 - meta: - name: "" - description: "" - visual: - id: "68" - parent: "1" - points: [] - style: exitX=0;exitY=0.5;exitDx=0;exitDy=0;entryX=1;entryY=0.5;entryDx=0;entryDy=0; - value: End - - expr: "" - parentid: 73 - childid: 75 - meta: - name: "" - description: "" - visual: - id: "76" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 66 - childid: 73 - meta: - name: "" - description: "" - visual: - id: "77" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - CRM-Lead-ToAccountAndOpportunity: - meta: - name: CRM - Lead - To Account and Opportunity - description: Converts Lead to Account and Opportunity - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: onManual - constraints: - - name: module - op: = - values: - - Lead - - name: namespace.handle - op: = - values: - - crm - enabled: true - stepID: 77 - meta: - visual: - edges: - - childID: "77" - meta: - description: "" - label: "" - visual: - id: "78" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "49" - id: "49" - parent: "1" - value: To Account and Opportunity - xywh: - - 1920 - - 2520 - - 200 - - 80 - steps: - - id: 35 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "35" - parent: "1" - value: Already converted? - xywh: - - 2488 - - 2520 - - 200 - - 80 - labels: {} - - id: 37 - kind: function - ref: composeRecordsNew - arguments: - - target: module - source: "" - expr: "" - value: Account - type: Handle - tests: [] - - target: namespace - source: "" - expr: namespace.namespaceID - value: null - type: ID - tests: [] - results: - - target: account - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "37" - parent: "1" - value: Prepare account record - xywh: - - 2496 - - 2720 - - 200 - - 80 - labels: {} - - id: 38 - kind: expressions - ref: "" - arguments: - - target: account.values.BillingStreet - source: "" - expr: record.values.Street - value: null - type: String - tests: [] - - target: account.values.BillingCity - source: "" - expr: record.values.City - value: null - type: String - tests: [] - - target: account.values.BillingState - source: "" - expr: record.values.State - value: null - type: String - tests: [] - - target: account.values.BillingPostalCode - source: "" - expr: record.values.PostalCode - value: null - type: String - tests: [] - - target: account.values.BillingCountry - source: "" - expr: record.values.Country - value: null - type: String - tests: [] - - target: account.values.ShippingStreet - source: "" - expr: record.values.Street - value: null - type: String - tests: [] - - target: account.values.ShippingCity - source: "" - expr: record.values.City - value: null - type: String - tests: [] - - target: account.values.ShippingState - source: "" - expr: record.values.State - value: null - type: String - tests: [] - - target: account.values.ShippingPostalCode - source: "" - expr: record.values.PostalCode - value: null - type: String - tests: [] - - target: account.values.ShippingCountry - source: "" - expr: record.values.Country - value: null - type: String - tests: [] - - target: account.values.AnnualRevenue - source: "" - expr: record.values.AnnualRevenue - value: null - type: String - tests: [] - - target: account.values.Description - source: "" - expr: record.values.Description - value: null - type: String - tests: [] - - target: account.values.AccountName - source: "" - expr: record.values.Company - value: null - type: String - tests: [] - - target: account.values.Fax - source: "" - expr: record.values.Fax - value: null - type: String - tests: [] - - target: account.values.Industry - source: "" - expr: record.values.Industry - value: null - type: String - tests: [] - - target: account.values.OwnerId - source: "" - expr: record.values.OwnerId - value: null - type: ID - tests: [] - - target: account.values.AccountSource - source: "" - expr: record.values.LeadSource - value: null - type: String - tests: [] - - target: account.values.Phone - source: "" - expr: record.values.Phone - value: null - type: String - tests: [] - - target: account.values.NumberOfEmployees - source: "" - expr: record.values.NumberOfEmployees - value: null - type: Integer - tests: [] - - target: account.values.Rating - source: "" - expr: record.values.Rating - value: null - type: String - tests: [] - - target: account.values.Website - source: "" - expr: record.values.Website - value: null - type: String - tests: [] - - target: account.values.Twitter - source: "" - expr: record.values.Twitter - value: null - type: String - tests: [] - - target: account.values.Facebook - source: "" - expr: record.values.Facebook - value: null - type: String - tests: [] - - target: account.values.LinkedIn - source: "" - expr: record.values.LinkedIn - value: null - type: String - tests: [] - - target: account.values.OwnerId - source: "" - expr: record.values.OwnerId - value: null - type: ID - tests: [] - - target: account.values.CampaignId - source: "" - expr: record.values.CampaignId - value: null - type: Array - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "38" - parent: "1" - value: Populate account data - xywh: - - 2728 - - 2720 - - 200 - - 80 - labels: {} - - id: 39 - kind: function - ref: composeRecordsCreate - arguments: - - target: record - source: account - expr: "" - value: null - type: ComposeRecord - tests: [] - results: - - target: account - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "39" - parent: "1" - value: Create account - xywh: - - 2968 - - 2720 - - 200 - - 80 - labels: {} - - id: 40 - kind: function - ref: composeRecordsNew - arguments: - - target: module - source: "" - expr: "" - value: Contact - type: Handle - tests: [] - - target: namespace - source: "" - expr: namespace.namespaceID - value: null - type: ID - tests: [] - results: - - target: contact - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "40" - parent: "1" - value: Prepare contact record - xywh: - - 2512 - - 2904 - - 200 - - 80 - labels: {} - - id: 41 - kind: expressions - ref: "" - arguments: - - target: contact.values.MailingStreet - source: "" - expr: record.values.Street - value: null - type: String - tests: [] - - target: contact.values.MailingCity - source: "" - expr: record.values.City - value: null - type: String - tests: [] - - target: contact.values.MailingState - source: "" - expr: record.values.State - value: null - type: String - tests: [] - - target: contact.values.MailingPostalCode - source: "" - expr: record.values.PostalCode - value: null - type: String - tests: [] - - target: contact.values.MailingCountry - source: "" - expr: record.values.Country - value: null - type: String - tests: [] - - target: contact.values.Description - source: "" - expr: record.values.Description - value: null - type: String - tests: [] - - target: contact.values.DoNotCall - source: "" - expr: record.values.DoNotCall - value: null - type: Boolean - tests: [] - - target: contact.values.Email - source: "" - expr: record.values.Email - value: null - type: String - tests: [] - - target: contact.values.HasOptedOutOfEmail - source: "" - expr: record.values.HasOptedOutOfEmail - value: null - type: Boolean - tests: [] - - target: contact.values.Fax - source: "" - expr: record.values.Fax - value: null - type: String - tests: [] - - target: contact.values.HasOptedOutOfFax - source: "" - expr: record.values.HasOptedOutOfFax - value: null - type: Boolean - tests: [] - - target: contact.values.OwnerId - source: "" - expr: record.values.OwnerId - value: null - type: ID - tests: [] - - target: contact.values.LeadSource - source: "" - expr: record.values.LeadSource - value: null - type: String - tests: [] - - target: contact.values.Twitter - source: "" - expr: record.values.Twitter - value: null - type: String - tests: [] - - target: contact.values.Facebook - source: "" - expr: record.values.Facebook - value: null - type: String - tests: [] - - target: contact.values.LinkedIn - source: "" - expr: record.values.LinkedIn - value: null - type: String - tests: [] - - target: contact.values.Salutation - source: "" - expr: record.values.Salutation - value: null - type: String - tests: [] - - target: contact.values.FirstName - source: "" - expr: record.values.FirstName - value: null - type: String - tests: [] - - target: contact.values.LastName - source: "" - expr: record.values.LastName - value: null - type: String - tests: [] - - target: contact.values.MobilePhone - source: "" - expr: record.values.MobilePhone - value: null - type: String - tests: [] - - target: contact.values.Phone - source: "" - expr: record.values.Phone - value: null - type: String - tests: [] - - target: contact.values.Title - source: "" - expr: record.values.Title - value: null - type: String - tests: [] - - target: contact.values.IsPrimary - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - - target: contact.values.AccountId - source: "" - expr: account.recordID - value: null - type: ID - tests: [] - - target: contact.values.OwnerId - source: "" - expr: record.values.OwnerId - value: null - type: ID - tests: [] - - target: contact.values.CampaignId - source: "" - expr: record.values.CampaignId - value: null - type: Array - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "41" - parent: "1" - value: Populate contact data - xywh: - - 2768 - - 2904 - - 200 - - 80 - labels: {} - - id: 42 - kind: function - ref: composeRecordsCreate - arguments: - - target: record - source: contact - expr: "" - value: null - type: ComposeRecord - tests: [] - results: - - target: contact - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "42" - parent: "1" - value: Create contact - xywh: - - 3032 - - 2904 - - 200 - - 80 - labels: {} - - id: 43 - kind: expressions - ref: "" - arguments: - - target: record.values.Status - source: "" - expr: '"Converted"' - value: null - type: String - tests: [] - - target: record.values.IsConverted - source: "" - expr: '"Yes"' - value: null - type: String - tests: [] - - target: record.values.ConvertedAccountId - source: "" - expr: account.recordID - value: null - type: ID - tests: [] - - target: record.values.ConvertedContactId - source: "" - expr: contact.recordID - value: null - type: ID - tests: [] - - target: record.values.ConvertedDate - source: "" - expr: account.createdAt - value: null - type: DateTime - tests: [] - - target: record.values.ConvertedOpportunityId - source: "" - expr: opportunity.recordID - value: null - type: ID - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "43" - parent: "1" - value: Update lead data - xywh: - - 2480 - - 3400 - - 200 - - 80 - labels: {} - - id: 44 - kind: function - ref: composeRecordsUpdate - arguments: - - target: record - source: "" - expr: record - value: null - type: ComposeRecord - tests: [] - results: - - target: record - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "44" - parent: "1" - value: Save lead - xywh: - - 2760 - - 3400 - - 200 - - 80 - labels: {} - - id: 64 - kind: function - ref: composeRecordsNew - arguments: - - target: module - source: "" - expr: "" - value: Opportunity - type: Handle - tests: [] - 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parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - CRM-Opportunity-UpdateCampaigns: - meta: - name: CRM - Opportunity - Update Campaigns - description: Update related Campaigns after an Opportunity is created, updated or deleted - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: afterDelete - constraints: - - name: module.handle - op: = - values: - - Opportunity - - name: namespace.handle - op: = - values: - - crm - enabled: true - stepID: 5 - meta: - visual: - edges: - - childID: "5" - meta: - description: "" - label: "" - visual: - id: "10" - parent: "1" - points: - - x: 2400 - "y": 2280 - - x: 2400 - "y": 2200 - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=1;entryDx=0;entryDy=0; - value: null - parentID: "4" - id: "4" - parent: "1" - value: After Delete Opportunity - xywh: - - 2160 - - 2240 - - 200 - - 80 - - resourceType: compose:record - eventType: afterCreate - constraints: - - name: module.handle - op: = - values: - - Opportunity - - name: namespace.handle - op: = - values: - - crm - enabled: true - stepID: 5 - meta: - visual: - edges: - - childID: "5" - meta: - description: "" - label: "" - visual: - id: "12" - parent: "1" - points: - - x: 2400 - "y": 2040 - - x: 2400 - "y": 2120 - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: After Create Opportunity - xywh: - - 2160 - - 2000 - - 200 - - 80 - - resourceType: compose:record - eventType: afterUpdate - constraints: - - name: module.handle - op: = - values: - - Opportunity - - name: namespace.handle - op: = - values: - - crm - enabled: true - stepID: 5 - meta: - visual: - edges: - - childID: "5" - meta: - description: "" - label: "" - visual: - id: "11" - parent: "1" - points: - - x: 2400 - "y": 2160 - - x: 2400 - "y": 2160 - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "3" - id: "3" - parent: "1" - value: After Update Opportunity - xywh: - - 2160 - - 2120 - - 200 - - 80 - steps: - - id: 5 - kind: expressions - ref: "" - arguments: - - target: campaignIDs - source: "" - expr: '[]' - value: null - type: Array - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "5" - parent: "1" - value: Set CampaignIds - xywh: - - 2440 - - 2120 - - 200 - - 80 - labels: {} - - id: 14 - kind: iterator - ref: loopEach - arguments: - - target: items - source: "" - expr: 'record.recordID != "0" ? record.values.CampaignId : []' - value: null - type: Array - tests: [] - results: - - target: campaignID - source: "" - expr: item - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "14" - parent: "1" - value: Iterate record CampaignIDs - xywh: - - 2680 - - 2120 - - 200 - - 80 - labels: {} - - id: 16 - kind: expressions - ref: "" - arguments: - - target: campaignIDs - source: "" - expr: push(campaignIDs, "recordID = " + campaignID) - value: null - type: Array - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "16" - parent: "1" - value: Push campaignID - xywh: - - 2680 - - 2440 - - 200 - - 80 - labels: {} - - id: 21 - kind: continue - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "21" - parent: "1" - value: Check next ID - xywh: - - 2440 - - 2440 - - 200 - - 80 - labels: {} - - id: 26 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "26" - parent: "1" - value: If already pushed - xywh: - - 2680 - - 2280 - - 200 - - 80 - labels: {} - - id: 49 - kind: iterator - ref: loopEach - arguments: - - target: items - source: "" - expr: 'oldRecord.recordID != "0" ? oldRecord.values.CampaignId : []' - value: null - type: Array - tests: [] - results: - - target: campaignID - source: "" - expr: item - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "49" - parent: "1" - value: Iterate oldRecord CampaignIDs - xywh: - - 3040 - - 2120 - - 200 - - 80 - labels: {} - - id: 58 - kind: expressions - ref: "" - arguments: - - target: campaignFilter - source: "" - expr: join(campaignIDs, " OR ") - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "58" - parent: "1" - value: Set campaign filter - xywh: - - 3400 - - 2120 - - 200 - - 80 - labels: {} - - id: 61 - kind: function - ref: composeRecordsSearch - arguments: - - target: module - source: "" - expr: "" - value: Campaigns - type: Handle - tests: [] - - target: namespace - source: "" - expr: namespace - value: null - type: ComposeNamespace - tests: [] - - target: query - source: "" - expr: campaignFilter - value: null - type: String - tests: [] - - target: incTotal - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - results: - - target: campaigns - source: "" - expr: records - value: null - type: "" - tests: [] - - target: numOfCampaigns - source: "" - expr: total - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "61" - parent: "1" - value: Get Campaigns - xywh: - - 3400 - - 2280 - - 200 - - 80 - labels: {} - - id: 63 - kind: iterator - ref: loopEach - arguments: - - target: items - source: "" - expr: campaigns - value: null - type: Array - tests: [] - results: - - target: campaign - source: "" - expr: item - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "63" - parent: "1" - value: Iterate over Campaigns - xywh: - - 3400 - - 2440 - - 200 - - 80 - labels: {} - - id: 65 - kind: termination - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "65" - parent: "1" - value: End - xywh: - - 3040 - - 2440 - - 200 - - 80 - labels: {} - - id: 73 - kind: expressions - ref: "" - arguments: - - target: campaign.values.NumberOfOpportunities - source: "" - expr: NumberOfOpportunities - value: null - type: Integer - tests: [] - - target: campaign.values.AmountAllOpportunities - source: "" - expr: AmountAllOpportunities - value: null - type: Float - tests: [] - - target: campaign.values.NumberOfWonOpportunities - source: "" - expr: NumberOfWonOpportunities - value: null - type: Integer - tests: [] - - target: campaign.values.AmountWonOpportunities - source: "" - expr: AmountWonOpportunities - value: null - type: Float - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "73" - parent: "1" - value: Set Campaign Values - xywh: - - 4240 - - 2120 - - 200 - - 80 - labels: {} - - id: 75 - kind: function - ref: composeRecordsUpdate - arguments: - - target: record - source: "" - expr: campaign - value: null - type: ComposeRecord - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "75" - parent: "1" - value: Save Campaign - xywh: - - 4240 - - 2280 - - 200 - - 80 - labels: {} - - id: 104 - kind: function - ref: composeRecordsReport - arguments: - - target: module - source: "" - expr: module - value: null - type: ComposeModule - tests: [] - - target: namespace - source: "" - expr: namespace - value: null - type: ComposeNamespace - tests: [] - - target: metrics - source: "" - expr: "" - value: sum(Amount) AS amount - type: String - tests: [] - - target: dimensons - source: "" - expr: '"DATE_FORMAT(created_at, ''%Y-01-01'')"' - value: null - type: String - tests: [] - - target: filter - source: "" - expr: '"CampaignId = " + campaign.recordID' - value: null - type: String - tests: [] - results: - - target: report - source: "" - expr: report - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "104" - parent: "1" - value: Generate Report All - xywh: - - 3680 - - 2280 - - 200 - - 80 - labels: {} - - id: 110 - kind: expressions - ref: "" - arguments: - - target: NumberOfOpportunities - source: "" - expr: "0" - value: null - type: Integer - tests: [] - - target: AmountAllOpportunities - source: "" - expr: "0" - value: null - type: Float - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "110" - parent: "1" - value: Set Number and Amount - xywh: - - 3680 - - 2120 - - 200 - - 80 - labels: {} - - id: 112 - kind: iterator - ref: loopEach - arguments: - - target: items - source: "" - expr: 'report ? report : []' - value: null - type: Array - tests: [] - results: - - target: dimension - source: "" - expr: item - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "112" - parent: "1" - value: Iterate report items - xywh: - - 3680 - - 2440 - - 200 - - 80 - labels: {} - - id: 123 - kind: expressions - ref: "" - arguments: - - target: NumberOfOpportunities - source: "" - expr: NumberOfOpportunities + dimension.count - value: null - type: Integer - tests: [] - - target: AmountAllOpportunities - source: "" - expr: 'AmountAllOpportunities + (dimension.amount ? dimension.amount : 0)' - value: null - type: Float - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "123" - parent: "1" - value: Update Number and Amount - xywh: - - 3680 - - 2600 - - 200 - - 80 - labels: {} - - id: 126 - kind: function - ref: composeRecordsReport - arguments: - - target: module - source: "" - expr: module - value: null - type: ComposeModule - tests: [] - - target: namespace - source: "" - expr: namespace - value: null - type: ComposeNamespace - tests: [] - - target: metrics - source: "" - expr: "" - value: sum(Amount) AS amount - type: String - tests: [] - - target: dimensons - source: "" - expr: '"DATE_FORMAT(created_at, ''%Y-01-01'')"' - value: null - type: String - tests: [] - - target: filter - source: "" - expr: '"(CampaignId = " + campaign.recordID + ") AND (StageName = ''Closed Won'')"' - value: null - type: String - tests: [] - results: - - target: report - source: "" - expr: report - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "126" - parent: "1" - value: Generate Report Won - xywh: - - 3960 - - 2280 - - 200 - - 80 - labels: {} - - id: 127 - kind: expressions - ref: "" - arguments: - - target: NumberOfWonOpportunities - source: "" - expr: "0" - value: null - type: Integer - tests: [] - - target: AmountWonOpportunities - source: "" - expr: "0" - value: null - type: Float - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "127" - parent: "1" - value: Set Number and Amount - xywh: - - 3960 - - 2120 - - 200 - - 80 - labels: {} - - id: 128 - kind: iterator - ref: loopEach - arguments: - - target: items - source: "" - expr: 'report ? report : []' - value: null - type: Array - tests: [] - results: - - target: dimension - source: "" - expr: item - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "128" - parent: "1" - value: Iterate report items - xywh: - - 3960 - - 2440 - - 200 - - 80 - labels: {} - - id: 131 - kind: expressions - ref: "" - arguments: - - target: NumberOfWonOpportunities - source: "" - expr: NumberOfWonOpportunities + dimension.count - 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points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=1;entryY=0.5;entryDx=0;entryDy=0; - value: Body - - expr: "" - parentid: 49 - childid: 58 - meta: - name: "" - description: "" - visual: - id: "60" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: End - - expr: "" - parentid: 58 - childid: 61 - meta: - name: "" - description: "" - visual: - id: "62" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 61 - childid: 63 - meta: - name: "" - description: "" - visual: - id: "64" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 73 - childid: 75 - meta: - name: "" - description: "" - visual: - id: "76" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - 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value: null - - expr: "" - parentid: 128 - childid: 131 - meta: - name: "" - description: "" - visual: - id: "132" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: Body - - expr: "" - parentid: 128 - childid: 73 - meta: - name: "" - description: "" - visual: - id: "133" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: End - - expr: "" - parentid: 14 - childid: 26 - meta: - name: "" - description: "" - visual: - id: "134" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: Body - - expr: "" - parentid: 14 - childid: 49 - meta: - name: "" - description: "" - visual: - id: "135" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: End diff --git a/server/provision/701_service-solution/0001_templates.yaml b/server/provision/701_service-solution/0001_templates.yaml deleted file mode 100644 index 38bb2c31da..0000000000 --- a/server/provision/701_service-solution/0001_templates.yaml +++ /dev/null @@ -1,13 +0,0 @@ -templates: - case_update_subject: - type: text/plain - template: 'Case: [{{.case.values.Number}}] {{.case.values.Subject}}' - meta: - short: case_update_subject - description: case_update_subject - case_update_content: - type: text/html - template: "

\n Dear {{.contact.values.FirstName}},\n\n We are contacting you with regard to the case \"{{.case.values.Subject}}\".\n \n {{.reason}}\n \n You can reply directly to this email. When replying, please make sure the ticket ID is kept in the subject so we can track your replies.\n \n Kind regards,\n \n The service team\n

" - meta: - short: case_update_content - description: case_update_content diff --git a/server/provision/701_service-solution/1000_namespace.yaml b/server/provision/701_service-solution/1000_namespace.yaml deleted file mode 100644 index 6f5d810cd0..0000000000 --- a/server/provision/701_service-solution/1000_namespace.yaml +++ /dev/null @@ -1,5 +0,0 @@ -namespaces: - service-solution: - (envoy): { onExisting: "skip" } - name: Case management - enabled: true diff --git a/server/provision/701_service-solution/1100_modules.yaml b/server/provision/701_service-solution/1100_modules.yaml deleted file mode 100644 index 4ed685465d..0000000000 --- a/server/provision/701_service-solution/1100_modules.yaml +++ /dev/null @@ -1,2039 +0,0 @@ -namespace: service-solution -modules: - Account: - (envoy): { onExisting: "skip" } - name: Account - fields: - AccountName: - label: Account Name - kind: String - required: true - OwnerId: - label: Account Owner - kind: User - options: - presetWithAuthenticated: false - selectType: default - AccountSource: - label: Account Source - kind: Select - options: - options: - - Customer Referral - - Direct - - Employee Referral - - Event - - Existing Customer - - Inbound Call - - Outbound List - - Partner Referral - - Seminar - - Social Media - - Webinar - - Website (Organic) - - Website (PPC) - - Word of Mouth - - Other - selectType: default - AnnualRevenue: - label: Annual Revenue - kind: Number - options: - format: 0 - precision: 0 - BillingStreet: - label: Billing Street - kind: String - BillingCity: - label: Billing City - kind: String - BillingState: - label: Billing State - kind: String - BillingPostalCode: - label: Billing Postal Code - kind: String - BillingCountry: - label: Billing Country - kind: Select - options: - options: - - Afghanistan - - Åland Islands - - Albania - - Algeria - - American Samoa - - Andorra - - Angola - - Anguilla - - Antarctica - - Antigua And Barbuda - - Argentina - - Armenia - - Aruba - - Australia - - Austria - - Azerbaijan - - Bahamas - - Bahrain - - Bangladesh - - Barbados - - Belarus - - Belgium - - Belize - - Benin - - Bermuda - - Bhutan - - Bolivia - - Bosnia And Herzegovina - - Botswana - - Bouvet Island - - Brazil - - British Indian Ocean Territory - - Brunei Darussalam - - Bulgaria - - Burkina Faso - - Burundi - - Cambodia - - Cameroon - - Canada - - Cape Verde - - Cayman Islands - - Central African Republic - - Chad - - Chile - - China - - Christmas Island - - Cocos (Keeling) Islands - - Colombia - - Comoros - - Congo - - Congo; The Democratic Republic Of The - - Cook Islands - - Costa Rica - - Cote D'ivoire - - Croatia - - Cuba - - Cyprus - - Czechia - - Denmark - - Djibouti - - Dominica - - Dominican Republic - - Ecuador - - Egypt - - El Salvador - - Equatorial Guinea - - Eritrea - - Estonia - - Ethiopia - - Falkland Islands (Malvinas) - - Faroe Islands - - Fiji - - Finland - - France - - French Guiana - - French Polynesia - - French Southern Territories - - Gabon - - Gambia - - Georgia - - Germany - - Ghana - - Gibraltar - - Greece - - Greenland - - Grenada - - Guadeloupe - - Guam - - Guatemala - - Guernsey - - Guinea - - Guinea-bissau - - Guyana - - Haiti - - Heard Island And Mcdonald Islands - - Holy See (Vatican City State) - - Honduras - - Hong Kong - - Hungary - - Iceland - - India - - Indonesia - - Iran; Islamic Republic Of - - Iraq - - Ireland - - Isle Of Man - - Israel - - Italy - - Jamaica - - Japan - - Jersey - - Jordan - - Kazakhstan - - Kenya - - Kiribati - - Korea; Democratic People's Republic Of - - Korea; Republic Of - - Kuwait - - Kyrgyzstan - - Lao People's Democratic Republic - - Latvia - - Lebanon - - Lesotho - - Liberia - - Libyan Arab Jamahiriya - - Liechtenstein - - Lithuania - - Luxembourg - - Macao - - Macedonia; The Former Yugoslav Republic Of - - Madagascar - - Malawi - - Malaysia - - Maldives - - Mali - - Malta - - Marshall Islands - - Martinique - - Mauritania - - Mauritius - - Mayotte - - Mexico - - Micronesia; Federated States Of - - Moldova; Republic Of - - Monaco - - Mongolia - - Montenegro - - Montserrat - - Morocco - - Mozambique - - Myanmar - - Namibia - - Nauru - - Nepal - - Netherlands - - Netherlands Antilles - - New Caledonia - - New Zealand - - Nicaragua - - Niger - - Nigeria - - Niue - - Norfolk Island - - Northern Mariana Islands - - Norway - - Oman - - Pakistan - - Palau - - Palestinian Territory; Occupied - - Panama - - Papua New Guinea - - Paraguay - - Peru - - Philippines - - Pitcairn - - Poland - - Portugal - - Puerto Rico - - Qatar - - Reunion - - Romania - - Russian Federation - - Rwanda - - Saint Helena - - Saint Kitts And Nevis - - Saint Lucia - - Saint Pierre And Miquelon - - Saint Vincent And The Grenadines - - Samoa - - San Marino - - Sao Tome And Principe - - Saudi Arabia - - Senegal - - Serbia - - Seychelles - - Sierra Leone - - Singapore - - Slovakia - - Slovenia - - Solomon Islands - - Somalia - - South Africa - - South Georgia And The South Sandwich Islands - - Spain - - Sri Lanka - - Sudan - - Suriname - - Svalbard And Jan Mayen - - Swaziland - - Sweden - - Switzerland - - Syrian Arab Republic - - Taiwan; Province Of China - - Tajikistan - - Tanzania; United Republic Of - - Thailand - - Timor-leste - - Togo - - Tokelau - - Tonga - - Trinidad And Tobago - - Tunisia - - Turkey - - Turkmenistan - - Turks And Caicos Islands - - Tuvalu - - Uganda - - Ukraine - - United Arab Emirates - - United Kingdom - - United States - - United States Minor Outlying Islands - - Uruguay - - Uzbekistan - - Vanuatu - - Venezuela - - Viet Nam - - Virgin Islands; British - - Virgin Islands; U.S. - - Wallis And Futuna - - Western Sahara - - Yemen - - Zambia - - Zimbabwe - selectType: default - Description: - label: Description - kind: String - options: - multiLine: true - useRichTextEditor: true - NumberOfEmployees: - label: Employees - kind: Number - options: - format: 0 - precision: 0 - Fax: - label: Fax - kind: String - Industry: - label: Industry - kind: Select - options: - options: - - "" - - Agriculture - - Apparel - - Banking - - Biotechnology - - Chemicals - - Communications - - Construction - - Consulting - - Education - - Electronics - - Energy - - Engineering - - Entertainment - - Environmental - - Finance - - Food & Beverage - - Government - - Healthcare - - Hospitality - - Insurance - - Machinery - - Manufacturing - - Media - - Not For Profit - - Other - - Recreation - - Retail - - Shipping - - Technology - - Telecommunications - - Transportation - - Utilities - selectType: default - LastViewedDate: - label: Last Viewed Date - kind: DateTime - Ownership: - label: Ownership - kind: Select - options: - options: - - Public - - Private - selectType: default - ParentId: - label: Parent Account - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: default - Phone: - label: Phone - kind: String - Rating: - label: Rating - kind: Select - options: - options: - - ☆☆☆☆☆ - - ★☆☆☆☆ - - ★★☆☆☆ - - ★★★☆☆ - - ★★★★☆ - - ★★★★★ - selectType: default - Sic: - label: SIC Code - kind: String - SicDesc: - label: SIC Description - kind: String - ShippingStreet: - label: Shipping Street - kind: String - ShippingCity: - label: Shipping City - kind: String - ShippingState: - label: Shipping State - kind: String - ShippingPostalCode: - label: Shipping Postal Code - kind: String - ShippingCountry: - label: Shipping Country - kind: Select - options: - options: - - Afghanistan - - Åland Islands - - Albania - - Algeria - - American Samoa - - Andorra - - Angola - - Anguilla - - Antarctica - - Antigua And Barbuda - - Argentina - - Armenia - - Aruba - - Australia - - Austria - - Azerbaijan - - Bahamas - - Bahrain - - Bangladesh - - Barbados - - Belarus - - Belgium - - Belize - - Benin - - Bermuda - - Bhutan - - Bolivia - - Bosnia And Herzegovina - - Botswana - - Bouvet Island - - Brazil - - British Indian Ocean Territory - - Brunei Darussalam - - Bulgaria - - Burkina Faso - - Burundi - - Cambodia - - Cameroon - - Canada - - Cape Verde - - Cayman Islands - - Central African Republic - - Chad - - Chile - - China - - Christmas Island - - Cocos (Keeling) Islands - - Colombia - - Comoros - - Congo - - Congo; The Democratic Republic Of The - - Cook Islands - - Costa Rica - - Cote D'ivoire - - Croatia - - Cuba - - Cyprus - - Czechia - - Denmark - - Djibouti - - Dominica - - Dominican Republic - - Ecuador - - Egypt - - El Salvador - - Equatorial Guinea - - Eritrea - - Estonia - - Ethiopia - - Falkland Islands (Malvinas) - - Faroe Islands - - Fiji - - Finland - - France - - French Guiana - - French Polynesia - - French Southern Territories - - Gabon - - Gambia - - Georgia - - Germany - - Ghana - - Gibraltar - - Greece - - Greenland - - Grenada - - Guadeloupe - - Guam - - Guatemala - - Guernsey - - Guinea - - Guinea-bissau - - Guyana - - Haiti - - Heard Island And Mcdonald Islands - - Holy See (Vatican City State) - - Honduras - - Hong Kong - - Hungary - - Iceland - - India - - Indonesia - - Iran; Islamic Republic Of - - Iraq - - Ireland - - Isle Of Man - - Israel - - Italy - - Jamaica - - Japan - - Jersey - - Jordan - - Kazakhstan - - Kenya - - Kiribati - - Korea; Democratic People's Republic Of - - Korea; Republic Of - - Kuwait - - Kyrgyzstan - - Lao People's Democratic Republic - - Latvia - - Lebanon - - Lesotho - - Liberia - - Libyan Arab Jamahiriya - - Liechtenstein - - Lithuania - - Luxembourg - - Macao - - Macedonia; The Former Yugoslav Republic Of - - Madagascar - - Malawi - - Malaysia - - Maldives - - Mali - - Malta - - Marshall Islands - - Martinique - - Mauritania - - Mauritius - - Mayotte - - Mexico - - Micronesia; Federated States Of - - Moldova; Republic Of - - Monaco - - Mongolia - - Montenegro - - Montserrat - - Morocco - - Mozambique - - Myanmar - - Namibia - - Nauru - - Nepal - - Netherlands - - Netherlands Antilles - - New Caledonia - - New Zealand - - Nicaragua - - Niger - - Nigeria - - Niue - - Norfolk Island - - Northern Mariana Islands - - Norway - - Oman - - Pakistan - - Palau - - Palestinian Territory; Occupied - - Panama - - Papua New Guinea - - Paraguay - - Peru - - Philippines - - Pitcairn - - Poland - - Portugal - - Puerto Rico - - Qatar - - Reunion - - Romania - - Russian Federation - - Rwanda - - Saint Helena - - Saint Kitts And Nevis - - Saint Lucia - - Saint Pierre And Miquelon - - Saint Vincent And The Grenadines - - Samoa - - San Marino - - Sao Tome And Principe - - Saudi Arabia - - Senegal - - Serbia - - Seychelles - - Sierra Leone - - Singapore - - Slovakia - - Slovenia - - Solomon Islands - - Somalia - - South Africa - - South Georgia And The South Sandwich Islands - - Spain - - Sri Lanka - - Sudan - - Suriname - - Svalbard And Jan Mayen - - Swaziland - - Sweden - - Switzerland - - Syrian Arab Republic - - Taiwan; Province Of China - - Tajikistan - - Tanzania; United Republic Of - - Thailand - - Timor-leste - - Togo - - Tokelau - - Tonga - - Trinidad And Tobago - - Tunisia - - Turkey - - Turkmenistan - - Turks And Caicos Islands - - Tuvalu - - Uganda - - Ukraine - - United Arab Emirates - - United Kingdom - - United States - - United States Minor Outlying Islands - - Uruguay - - Uzbekistan - - Vanuatu - - Venezuela - - Viet Nam - - Virgin Islands; British - - Virgin Islands; U.S. - - Wallis And Futuna - - Western Sahara - - Yemen - - Zambia - - Zimbabwe - selectType: default - Type: - label: Type - kind: Select - options: - options: - - Channel Partner / Reseller - - Customer - Channel - - Customer - Direct - - Installation Partner - - Pending - - Prospect - - Technology Partner - - Other - selectType: default - Website: - label: Website - kind: String - Twitter: - label: Twitter - kind: String - LinkedIn: - label: LinkedIn - kind: String - Facebook: - label: Facebook - kind: String - TotalTime: - label: Total time of all cases - kind: Number - options: - format: "0.00" - precision: "2" - suffix: ' hour(s)' - TotalCost: - label: Total cost of all cases - kind: Number - options: - format: "0.00" - precision: "2" - prefix: $ - Attachement: - (envoy): { onExisting: "skip" } - name: Attachement - fields: - File: - label: File - kind: File - options: - allowDocuments: false - allowImages: false - mode: list - CaseId: - label: Case - kind: Record - options: - labelField: Number - module: Case - queryFields: - - ContactName - - Number - selectType: default - Name: - label: Name - kind: String - Case: - (envoy): { onExisting: "skip" } - name: Case - fields: - Status: - label: Status - kind: Select - options: - options: - - New - - Open - - Closed - - Removed - selectType: default - ContactName: - label: Name - kind: String - private: true - ContactTitle: - label: Title - kind: String - private: true - ContactEmail: - label: Email - kind: Email - private: true - AccountId: - label: Account - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: default - ContactId: - label: Contact - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - selectType: default - Subject: - label: Subject - kind: String - Escalated: - label: Escalated - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Category: - label: Category - kind: Select - options: - options: - - Question - - Problem - - Other - selectType: default - ParentCase: - label: ParentCase - kind: Record - options: - labelField: Number - module: Case - queryFields: - - Number - selectType: default - CaseOwner: - label: Case Owner - kind: User - options: - presetWithAuthenticated: true - selectType: multiple - multi: true - CloseDate: - label: Close Date - kind: DateTime - options: - onlyDate: true - Priority: - label: Priority - kind: Select - options: - options: - - Very low - - Low - - Medium - - High - - Very high - selectType: default - Description: - label: Description - kind: String - options: - multiLine: true - ContactPhone: - label: Phone - kind: String - private: true - Solution: - label: Solution - kind: Record - options: - labelField: Title - module: KnowledgeBase - queryFields: - - Title - selectType: default - Number: - label: Case Number - kind: String - expressions: - valueExpr: "\"Ticket#\" + strftime(new.createdAt, \"%Y%m%d%H%M%S%b\")" - ProductId: - label: Product - kind: Record - options: - labelField: Name - module: Product - queryFields: - - ProductCode - - Name - selectType: default - TotalTime: - label: Total Time - kind: Number - options: - format: "0.00" - precision: 2 - suffix: ' hour(s)' - TotalCost: - label: Total Cost - kind: Number - options: - format: "0.00" - precision: 2 - prefix: $ - MailingList: - label: Mailing List - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - selectType: default - multi: true - PreviousStatus: - label: PreviousStatus - kind: String - CaseSysTemplate: - label: Case Email Template - kind: Select - default: case_update - options: - options: - - text: Default Case update template - value: case_update - selectType: default - Contact: - (envoy): { onExisting: "skip" } - name: Contact - fields: - AccountId: - label: Account Name - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: default - AssistantName: - label: Assistant - kind: String - AssistantPhone: - label: Asst. Phone - kind: String - Birthdate: - label: Birthdate - kind: DateTime - private: true - MasterRecordId: - label: Contact - kind: Record - options: - labelField: MasterRecordId - module: Contact - queryFields: - - RecordLabel - selectType: default - OwnerId: - label: Contact Owner - kind: User - options: - presetWithAuthenticated: false - selectType: default - IsDeleted: - label: Deleted - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Department: - label: Department - kind: String - Description: - label: Description - kind: String - options: - multiLine: true - useRichTextEditor: true - DoNotCall: - label: Do Not Call - kind: Bool - options: - falseLabel: "False" - trueLabel: Do Not Call - Email: - label: Email - kind: Email - private: true - HasOptedOutOfEmail: - label: Email Opt Out - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Fax: - label: Fax - kind: String - private: true - HasOptedOutOfFax: - label: Fax Opt Out - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - HomePhone: - label: Home Phone - kind: String - private: true - LastViewedDate: - label: Last Viewed Date - kind: DateTime - LeadSource: - label: Lead Source - kind: Select - options: - options: - - Customer Referral - - Direct - - Employee Referral - - Event - - Existing Customer - - Inbound Call - - Outbound List - - Partner Referral - - Seminar - - Social Media - - Webinar - - Website (Organic) - - Website (PPC) - - Word of Mouth - - Other - selectType: default - MailingStreet: - label: Mailing Street - kind: String - private: true - MailingCity: - label: Mailing City - kind: String - private: true - MailingState: - label: Mailing State - kind: String - private: true - MailingPostalCode: - label: Mailing Postal Code - kind: String - private: true - MailingCountry: - label: Mailing Country - kind: Select - options: - options: - - Afghanistan - - Åland Islands - - Albania - - Algeria - - American Samoa - - Andorra - - Angola - - Anguilla - - Antarctica - - Antigua And Barbuda - - Argentina - - Armenia - - Aruba - - Australia - - Austria - - Azerbaijan - - Bahamas - - Bahrain - - Bangladesh - - Barbados - - Belarus - - Belgium - - Belize - - Benin - - Bermuda - - Bhutan - - Bolivia - - Bosnia And Herzegovina - - Botswana - - Bouvet Island - - Brazil - - British Indian Ocean Territory - - Brunei Darussalam - - Bulgaria - - Burkina Faso - - Burundi - - Cambodia - - Cameroon - - Canada - - Cape Verde - - Cayman Islands - - Central African Republic - - Chad - - Chile - - China - - Christmas Island - - Cocos (Keeling) Islands - - Colombia - - Comoros - - Congo - - Congo; The Democratic Republic Of The - - Cook Islands - - Costa Rica - - Cote D'ivoire - - Croatia - - Cuba - - Cyprus - - Czechia - - Denmark - - Djibouti - - Dominica - - Dominican Republic - - Ecuador - - Egypt - - El Salvador - - Equatorial Guinea - - Eritrea - - Estonia - - Ethiopia - - Falkland Islands (Malvinas) - - Faroe Islands - - Fiji - - Finland - - France - - French Guiana - - French Polynesia - - French Southern Territories - - Gabon - - Gambia - - Georgia - - Germany - - Ghana - - Gibraltar - - Greece - - Greenland - - Grenada - - Guadeloupe - - Guam - - Guatemala - - Guernsey - - Guinea - - Guinea-bissau - - Guyana - - Haiti - - Heard Island And Mcdonald Islands - - Holy See (Vatican City State) - - Honduras - - Hong Kong - - Hungary - - Iceland - - India - - Indonesia - - Iran; Islamic Republic Of - - Iraq - - Ireland - - Isle Of Man - - Israel - - Italy - - Jamaica - - Japan - - Jersey - - Jordan - - Kazakhstan - - Kenya - - Kiribati - - Korea; Democratic People's Republic Of - - Korea; Republic Of - - Kuwait - - Kyrgyzstan - - Lao People's Democratic Republic - - Latvia - - Lebanon - - Lesotho - - Liberia - - Libyan Arab Jamahiriya - - Liechtenstein - - Lithuania - - Luxembourg - - Macao - - Macedonia; The Former Yugoslav Republic Of - - Madagascar - - Malawi - - Malaysia - - Maldives - - Mali - - Malta - - Marshall Islands - - Martinique - - Mauritania - - Mauritius - - Mayotte - - Mexico - - Micronesia; Federated States Of - - Moldova; Republic Of - - Monaco - - Mongolia - - Montenegro - - Montserrat - - Morocco - - Mozambique - - Myanmar - - Namibia - - Nauru - - Nepal - - Netherlands - - Netherlands Antilles - - New Caledonia - - New Zealand - - Nicaragua - - Niger - - Nigeria - - Niue - - Norfolk Island - - Northern Mariana Islands - - Norway - - Oman - - Pakistan - - Palau - - Palestinian Territory; Occupied - - Panama - - Papua New Guinea - - Paraguay - - Peru - - Philippines - - Pitcairn - - Poland - - Portugal - - Puerto Rico - - Qatar - - Reunion - - Romania - - Russian Federation - - Rwanda - - Saint Helena - - Saint Kitts And Nevis - - Saint Lucia - - Saint Pierre And Miquelon - - Saint Vincent And The Grenadines - - Samoa - - San Marino - - Sao Tome And Principe - - Saudi Arabia - - Senegal - - Serbia - - Seychelles - - Sierra Leone - - Singapore - - Slovakia - - Slovenia - - Solomon Islands - - Somalia - - South Africa - - South Georgia And The South Sandwich Islands - - Spain - - Sri Lanka - - Sudan - - Suriname - - Svalbard And Jan Mayen - - Swaziland - - Sweden - - Switzerland - - Syrian Arab Republic - - Taiwan; Province Of China - - Tajikistan - - Tanzania; United Republic Of - - Thailand - - Timor-leste - - Togo - - Tokelau - - Tonga - - Trinidad And Tobago - - Tunisia - - Turkey - - Turkmenistan - - Turks And Caicos Islands - - Tuvalu - - Uganda - - Ukraine - - United Arab Emirates - - United Kingdom - - United States - - United States Minor Outlying Islands - - Uruguay - - Uzbekistan - - Vanuatu - - Venezuela - - Viet Nam - - Virgin Islands; British - - Virgin Islands; U.S. - - Wallis And Futuna - - Western Sahara - - Yemen - - Zambia - - Zimbabwe - selectType: default - private: true - MobilePhone: - label: Mobile - kind: String - private: true - Salutation: - label: Salutation - kind: String - private: true - FirstName: - label: First Name - kind: String - private: true - LastName: - label: Last Name - kind: String - private: true - OtherStreet: - label: Other Street - kind: String - private: true - OtherCity: - label: Other City - kind: String - private: true - OtherState: - label: Other State - kind: String - private: true - OtherPostalCode: - label: Other Postal Code - kind: String - private: true - OtherCountry: - label: Other Country - kind: Select - options: - options: - - Afghanistan - - Åland Islands - - Albania - - Algeria - - American Samoa - - Andorra - - Angola - - Anguilla - - Antarctica - - Antigua And Barbuda - - Argentina - - Armenia - - Aruba - - Australia - - Austria - - Azerbaijan - - Bahamas - - Bahrain - - Bangladesh - - Barbados - - Belarus - - Belgium - - Belize - - Benin - - Bermuda - - Bhutan - - Bolivia - - Bosnia And Herzegovina - - Botswana - - Bouvet Island - - Brazil - - British Indian Ocean Territory - - Brunei Darussalam - - Bulgaria - - Burkina Faso - - Burundi - - Cambodia - - Cameroon - - Canada - - Cape Verde - - Cayman Islands - - Central African Republic - - Chad - - Chile - - China - - Christmas Island - - Cocos (Keeling) Islands - - Colombia - - Comoros - - Congo - - Congo; The Democratic Republic Of The - - Cook Islands - - Costa Rica - - Cote D'ivoire - - Croatia - - Cuba - - Cyprus - - Czechia - - Denmark - - Djibouti - - Dominica - - Dominican Republic - - Ecuador - - Egypt - - El Salvador - - Equatorial Guinea - - Eritrea - - Estonia - - Ethiopia - - Falkland Islands (Malvinas) - - Faroe Islands - - Fiji - - Finland - - France - - French Guiana - - French Polynesia - - French Southern Territories - - Gabon - - Gambia - - Georgia - - Germany - - Ghana - - Gibraltar - - Greece - - Greenland - - Grenada - - Guadeloupe - - Guam - - Guatemala - - Guernsey - - Guinea - - Guinea-bissau - - Guyana - - Haiti - - Heard Island And Mcdonald Islands - - Holy See (Vatican City State) - - Honduras - - Hong Kong - - Hungary - - Iceland - - India - - Indonesia - - Iran; Islamic Republic Of - - Iraq - - Ireland - - Isle Of Man - - Israel - - Italy - - Jamaica - - Japan - - Jersey - - Jordan - - Kazakhstan - - Kenya - - Kiribati - - Korea; Democratic People's Republic Of - - Korea; Republic Of - - Kuwait - - Kyrgyzstan - - Lao People's Democratic Republic - - Latvia - - Lebanon - - Lesotho - - Liberia - - Libyan Arab Jamahiriya - - Liechtenstein - - Lithuania - - Luxembourg - - Macao - - Macedonia; The Former Yugoslav Republic Of - - Madagascar - - Malawi - - Malaysia - - Maldives - - Mali - - Malta - - Marshall Islands - - Martinique - - Mauritania - - Mauritius - - Mayotte - - Mexico - - Micronesia; Federated States Of - - Moldova; Republic Of - - Monaco - - Mongolia - - Montenegro - - Montserrat - - Morocco - - Mozambique - - Myanmar - - Namibia - - Nauru - - Nepal - - Netherlands - - Netherlands Antilles - - New Caledonia - - New Zealand - - Nicaragua - - Niger - - Nigeria - - Niue - - Norfolk Island - - Northern Mariana Islands - - Norway - - Oman - - Pakistan - - Palau - - Palestinian Territory; Occupied - - Panama - - Papua New Guinea - - Paraguay - - Peru - - Philippines - - Pitcairn - - Poland - - Portugal - - Puerto Rico - - Qatar - - Reunion - - Romania - - Russian Federation - - Rwanda - - Saint Helena - - Saint Kitts And Nevis - - Saint Lucia - - Saint Pierre And Miquelon - - Saint Vincent And The Grenadines - - Samoa - - San Marino - - Sao Tome And Principe - - Saudi Arabia - - Senegal - - Serbia - - Seychelles - - Sierra Leone - - Singapore - - Slovakia - - Slovenia - - Solomon Islands - - Somalia - - South Africa - - South Georgia And The South Sandwich Islands - - Spain - - Sri Lanka - - Sudan - - Suriname - - Svalbard And Jan Mayen - - Swaziland - - Sweden - - Switzerland - - Syrian Arab Republic - - Taiwan; Province Of China - - Tajikistan - - Tanzania; United Republic Of - - Thailand - - Timor-leste - - Togo - - Tokelau - - Tonga - - Trinidad And Tobago - - Tunisia - - Turkey - - Turkmenistan - - Turks And Caicos Islands - - Tuvalu - - Uganda - - Ukraine - - United Arab Emirates - - United Kingdom - - United States - - United States Minor Outlying Islands - - Uruguay - - Uzbekistan - - Vanuatu - - Venezuela - - Viet Nam - - Virgin Islands; British - - Virgin Islands; U.S. - - Wallis And Futuna - - Western Sahara - - Yemen - - Zambia - - Zimbabwe - selectType: default - private: true - OtherPhone: - label: Other Phone - kind: String - private: true - Phone: - label: Phone - kind: String - private: true - PhotoUrl: - label: Photo URL - kind: Url - private: true - ReportsToId: - label: Reports To - kind: Record - options: - labelField: MasterRecordId - module: Contact - queryFields: - - RecordLabel - selectType: default - Title: - label: Title - kind: String - private: true - Twitter: - label: Twitter - kind: Url - private: true - Facebook: - label: Facebook - kind: Url - private: true - LinkedIn: - label: LinkedIn - kind: Url - private: true - IsPrimary: - label: Primary contact for account - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - RecordLabel: - label: Record Label - kind: String - private: true - Department: - (envoy): { onExisting: "skip" } - name: Department - meta: '{}' - fields: - Name: - label: Name - kind: String - Employees: - label: Employees - kind: User - options: - presetWithAuthenticated: false - selectType: default - multi: true - HourCost: - label: Cost per hour - kind: Number - options: - format: "0.00" - precision: 2 - prefix: $ - TotalTime: - label: Total time of all cases - kind: Number - options: - format: "0.00" - precision: 0 - suffix: ' hour(s)' - TotalCost: - label: Total cost of all cases - kind: Number - options: - format: "0.00" - precision: "2" - prefix: $ - Entitlement: - (envoy): { onExisting: "skip" } - name: Entitlement - fields: - AccountId: - label: Account Name - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: default - ProductId: - label: Product - kind: Record - options: - labelField: Name - module: Product - queryFields: - - Name - selectType: default - Name: - label: Entitlement Name - kind: String - StartDate: - label: Start Date - kind: DateTime - EndDate: - label: End Date - kind: DateTime - Status: - label: Status - kind: Select - options: - options: - - Active - - Expired - - Inactive - selectType: default - Type: - label: Type - kind: Select - options: - options: - - Web Support - - Phone Support - - Email Support - - Dedicated Support - selectType: multiple - multi: true - Term: - label: Term - kind: Number - options: - format: 0 - precision: 0 - TermType: - label: Term Type - kind: Select - options: - options: - - Day(s) - - Month(s) - - Year(s) - selectType: default - EntitlementTemplate: - (envoy): { onExisting: "skip" } - name: EntitlementTemplate - fields: - Name: - label: Entitlement Name - kind: String - Term: - label: Term - kind: Number - options: - format: 0 - precision: 0 - TermType: - label: Term type - kind: Select - options: - options: - - Day(s) - - Month(s) - - Year(s) - selectType: default - Type: - label: Type - kind: Select - options: - options: - - Email Support - - Messaging Support - - Phone Support - - Web Support - selectType: multiple - multi: true - KnowledgeBase: - (envoy): { onExisting: "skip" } - name: KnowledgeBase - fields: - Number: - label: KB Number - kind: Number - options: - format: "00000000" - precision: 0 - prefix: KB# - Title: - label: Title - kind: String - Content: - label: Content - kind: String - options: - multiLine: true - useRichTextEditor: true - IsPublished: - label: Public - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - IsReviewed: - label: Reviewed - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - Status: - label: Status - kind: Select - options: - options: - - New - - Pending review - - Accepted - - Obsolete - - Duplicate - selectType: default - File: - label: File - kind: File - options: - allowDocuments: false - allowImages: false - mode: list - Type: - label: Type - kind: Select - options: - options: - - FAQ - - Solution - - Tutorial - - General - selectType: multiple - multi: true - Category: - label: Category - kind: Select - options: - options: - - Product - - Service - - People Operations - - Engineering - - Marketing - - Sales - - Finance - - Legal - selectType: multiple - multi: true - ProductId: - label: Product - kind: Record - options: - labelField: Name - module: Product - queryFields: - - ProductCode - - Name - selectType: default - Product: - (envoy): { onExisting: "skip" } - name: Product - fields: - IsActive: - label: Active - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - ProductCode: - label: Product Code - kind: String - Description: - label: Product Description - kind: String - options: - multiLine: true - useRichTextEditor: true - Family: - label: Product Family - kind: Select - options: - options: - - Equipment - - Consumables - - Accessories - - Subscription - - Service - selectType: default - Name: - label: Product Name - kind: String - Photo: - label: Photo - kind: File - options: - allowDocuments: false - allowImages: false - mode: single - Manual: - label: Manual - kind: File - options: - allowDocuments: false - allowImages: false - mode: list - EntitlementTemplateId: - label: Entitlement Template - kind: Record - options: - labelField: Name - module: EntitlementTemplate - queryFields: - - Name - selectType: default - TotalTime: - label: Total time of all cases - kind: Number - options: - format: "0.00" - precision: "2" - suffix: ' hour(s)' - TotalCost: - label: Total cost of all cases - kind: Number - options: - format: "0.00" - precision: 2 - prefix: $ - ProductSelect: - label: Products - kind: Select - options: - options: [] - selectType: default - Settings: - (envoy): { onExisting: "skip" } - name: Settings - meta: '{}' - fields: - KBNextNumber: - label: Next number for a KB item - kind: Number - options: - format: "00000000" - precision: 0 - prefix: KB# - DefaultCostPerHour: - label: Default cost per hour - kind: Number - options: - format: "0.00" - precision: 0 - prefix: $ - DefaultDepartment: - label: Default department for new ticket - kind: Record - options: - labelField: Name - module: Department - queryFields: - - Name - selectType: default - DefaultTimeUpdate: - label: Default time for a case update - kind: Number - options: - format: "0.00" - precision: 2 - suffix: ' hour(s)' - DefaultCaseRecordLink: - label: Default case link - kind: String - Update: - (envoy): { onExisting: "skip" } - name: Update - fields: - CaseId: - label: Case - kind: Record - options: - labelField: Number - module: Case - queryFields: - - ContactName - - Number - selectType: default - Type: - label: Type - kind: Select - options: - options: - - Incoming email - - Outgoing email - - Call - - Status change - - Other - selectType: default - Subject: - label: Subject - kind: String - Content: - label: Content - kind: String - options: - multiLine: true - useRichTextEditor: true - From: - label: From - kind: String - To: - label: To - kind: String - AccountId: - label: Account - kind: Record - options: - labelField: AccountName - module: Account - queryFields: - - AccountName - selectType: default - SendToMailingList: - label: Send to Case Mailing List after saving - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - SaveInKB: - label: Store as entry in Knowledge Base - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - TimeSpend: - label: Time spend - kind: Number - options: - format: "0.00" - precision: 2 - suffix: ' hour(s)' - Cost: - label: Cost - kind: Number - options: - format: "0.00" - precision: 2 - prefix: $ - Department: - label: Department - kind: Record - options: - labelField: Name - module: Department - queryFields: - - Name - selectType: default - NotificationCaseCreator: - label: Notification sent to Case Creator - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - NotificationCaseOwner: - label: Notification sent to Case Owner - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - NotificationCaseMailingList: - label: Notification sent to Case Mailing List - kind: Bool - options: - falseLabel: "No" - trueLabel: "Yes" - ContactId: - label: Contact - kind: Record - options: - labelField: RecordLabel - module: Contact - queryFields: - - RecordLabel - selectType: default diff --git a/server/provision/701_service-solution/1200_charts.yaml b/server/provision/701_service-solution/1200_charts.yaml deleted file mode 100644 index 2918accee3..0000000000 --- a/server/provision/701_service-solution/1200_charts.yaml +++ /dev/null @@ -1,449 +0,0 @@ -namespace: service-solution -charts: - ActiveEntitlements: - (envoy): { onExisting: "skip" } - name: Number of active entitlements - config: - reports: - - dimensions: - - conditions: {} - field: Status - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - backgroundColor: '#11ff57' - field: count - fixTooltips: true - type: pie - module: Entitlement - renderer: {} - colorScheme: tableau.Tableau10 - AverageTimeSpentPerCase: - (envoy): { onExisting: "skip" } - name: Average time spent per case - config: - reports: - - dimensions: - - conditions: {} - field: created_at - meta: {} - modifier: MONTH - filter: "" - metrics: - - aggregate: AVG - field: TotalTime - fixTooltips: null - label: Average case time (in hours) - type: bar - module: Case - renderer: {} - colorScheme: tableau.Tableau10 - CaseUpdatesPerType: - (envoy): { onExisting: "skip" } - name: Case updates per type - config: - reports: - - dimensions: - - conditions: {} - field: Type - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - backgroundColor: '#b51392' - field: count - fixTooltips: true - relativeValue: true - type: doughnut - module: Update - renderer: {} - colorScheme: tableau.Tableau10 - CasesByCategory: - (envoy): { onExisting: "skip" } - name: Cases by category - config: - reports: - - dimensions: - - conditions: {} - field: Category - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - backgroundColor: '#ff0074' - field: count - fixTooltips: true - label: Category - relativePrecision: "2" - relativeValue: true - type: doughnut - module: Case - renderer: {} - colorScheme: tableau.Tableau10 - CasesByPriority: - (envoy): { onExisting: "skip" } - name: Cases by priority - config: - reports: - - dimensions: - - conditions: {} - field: Priority - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - backgroundColor: '#f50d23' - field: count - fixTooltips: true - label: Priority - relativeValue: true - type: doughnut - module: Case - renderer: {} - colorScheme: tableau.Tableau10 - CasesByStatus: - (envoy): { onExisting: "skip" } - name: Cases by status - config: - reports: - - dimensions: - - conditions: {} - field: Status - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - backgroundColor: '#13b1dc' - field: count - fixTooltips: true - label: Cases by status - relativeValue: true - type: doughnut - module: Case - renderer: {} - colorScheme: tableau.Tableau10 - ClosedCasesPerMonth: - (envoy): { onExisting: "skip" } - name: Closed cases per month - config: - reports: - - dimensions: - - conditions: {} - field: CloseDate - meta: {} - modifier: MONTH - skipMissing: true - filter: "" - metrics: - - field: count - fill: true - fixTooltips: null - label: Closed cases - lineTension: 0.4 - type: line - module: Case - renderer: {} - yAxis: - beginAtZero: true - label: Cases - colorScheme: tableau.Tableau10 - CostPerCategory: - (envoy): { onExisting: "skip" } - name: Total cost per category - config: - reports: - - dimensions: - - conditions: {} - field: Category - meta: {} - modifier: (no grouping / buckets) - skipMissing: false - filter: "" - metrics: - - aggregate: SUM - field: TotalCost - fixTooltips: null - label: Cost per category (in $) - type: bar - module: Case - renderer: {} - yAxis: - beginAtZero: true - label: $ - colorScheme: tableau.Tableau10 - CostPerProductFamily: - (envoy): { onExisting: "skip" } - name: Cost per product family - config: - reports: - - dimensions: - - conditions: {} - field: Family - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - aggregate: SUM - field: TotalCost - fixTooltips: null - label: Total - type: bar - module: Product - renderer: {} - yAxis: - beginAtZero: true - label: $ - colorScheme: tableau.Tableau10 - CostsPerAccount: - (envoy): { onExisting: "skip" } - name: Total costs per account - config: - reports: - - dimensions: - - conditions: {} - field: AccountName - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - aggregate: SUM - field: TotalCost - fixTooltips: null - label: Total cost - type: bar - module: Account - renderer: {} - yAxis: - beginAtZero: true - label: $ - colorScheme: tableau.Tableau10 - KnowledgeBaseArticlesPerType: - (envoy): { onExisting: "skip" } - name: Knowledge Base articles per type - config: - reports: - - dimensions: - - conditions: {} - field: Category - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - backgroundColor: '#ffc623' - field: count - fixTooltips: true - label: Knowledge Base articles per type - relativeValue: false - type: pie - module: KnowledgeBase - renderer: {} - colorScheme: tableau.Tableau10 - KnowledgeBaseItemsCreatedPerDay: - (envoy): { onExisting: "skip" } - name: Knowledge Base items created per day - config: - reports: - - dimensions: - - conditions: {} - field: created_at - meta: {} - modifier: DATE - filter: "" - metrics: - - field: count - fill: true - label: Total per day - lineTension: 0.4 - type: line - module: KnowledgeBase - renderer: {} - yAxis: - beginAtZero: true - label: KB Items - colorScheme: tableau.Tableau10 - NewCasesByMonth: - (envoy): { onExisting: "skip" } - name: New cases per month - config: - reports: - - dimensions: - - autoSkip: true - conditions: {} - field: created_at - meta: {} - modifier: MONTH - skipMissing: true - filter: "" - metrics: - - field: count - fill: true - fixTooltips: null - label: New cases - lineTension: 0.2 - type: line - module: Case - renderer: {} - yAxis: - beginAtZero: true - label: Cases - colorScheme: tableau.Tableau10 - TimePerAccount: - (envoy): { onExisting: "skip" } - name: Total time spend per account - config: - reports: - - dimensions: - - conditions: {} - field: AccountName - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - aggregate: SUM - backgroundColor: '#41aeee' - field: TotalTime - fixTooltips: true - label: Hours - type: pie - module: Account - renderer: {} - colorScheme: tableau.Tableau20 - TimeSpentPerProductFamily: - (envoy): { onExisting: "skip" } - name: Time Spent per Product Family - config: - reports: - - dimensions: - - conditions: {} - field: Family - meta: {} - modifier: (no grouping / buckets) - filter: "" - metrics: - - aggregate: SUM - axisType: null - backgroundColor: '#03ad3b' - beginAtZero: true - field: TotalTime - fixTooltips: true - label: Time spent (in hours) - relativeValue: false - type: pie - module: Product - renderer: {} - colorScheme: tableau.ClassicMedium10 - TotalCostPerDepartment: - (envoy): { onExisting: "skip" } - name: Total costs per department - config: - reports: - - dimensions: - - conditions: {} - field: Name - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - aggregate: SUM - field: TotalCost - fixTooltips: null - label: Total - type: bar - module: Department - renderer: {} - yAxis: - beginAtZero: true - label: $ - colorScheme: tableau.Tableau10 - TotalCostPerMonth: - (envoy): { onExisting: "skip" } - name: Total cost per month - config: - reports: - - dimensions: - - conditions: {} - field: created_at - meta: {} - modifier: MONTH - filter: "" - metrics: - - aggregate: SUM - field: Cost - label: Total cost per month - type: bar - module: Update - renderer: {} - yAxis: - beginAtZero: true - label: $ - colorScheme: tableau.Tableau10 - TotalTimeSpentPerCategory: - (envoy): { onExisting: "skip" } - name: 'Total time spent per category ' - config: - reports: - - dimensions: - - conditions: {} - field: Category - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - aggregate: SUM - backgroundColor: '#ffac45' - field: TotalTime - fixTooltips: true - label: Total time spent per category (in hours) - type: pie - module: Case - renderer: {} - colorScheme: tableau.Tableau10 - TotalTimeSpentPerDepartment: - (envoy): { onExisting: "skip" } - name: Total time spent per department - config: - reports: - - dimensions: - - conditions: {} - field: Name - meta: {} - modifier: (no grouping / buckets) - skipMissing: true - filter: "" - metrics: - - aggregate: SUM - backgroundColor: '#bf94ff' - field: TotalTime - fixTooltips: true - label: Total - type: pie - module: Department - renderer: {} - colorScheme: tableau.Tableau10 - TotalTimeSpentPerMonth: - (envoy): { onExisting: "skip" } - name: Total time spent per month - config: - reports: - - dimensions: - - conditions: {} - field: created_at - meta: {} - modifier: MONTH - filter: "" - metrics: - - aggregate: SUM - field: TimeSpend - fixTooltips: null - label: Total time spent (in hours) - type: bar - module: Update - renderer: {} - yAxis: - beginAtZero: true - label: Hours - colorScheme: tableau.Tableau10 diff --git a/server/provision/701_service-solution/1400_pages.yaml b/server/provision/701_service-solution/1400_pages.yaml deleted file mode 100644 index 8d9bdab5a7..0000000000 --- a/server/provision/701_service-solution/1400_pages.yaml +++ /dev/null @@ -1,2617 +0,0 @@ -namespace: service-solution -pages: - - handle: Home - (envoy): - onExisting: skip - title: Home - layouts: - - handle: primary - meta: - title: Home - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 24 - - 64 - - blockID: 2 - xywh: - - 24 - - 0 - - 12 - - 24 - - blockID: 3 - xywh: - - 24 - - 24 - - 12 - - 20 - - blockID: 4 - xywh: - - 24 - - 44 - - 12 - - 20 - - blockID: 5 - xywh: - - 36 - - 0 - - 12 - - 24 - - blockID: 6 - xywh: - - 36 - - 24 - - 12 - - 20 - - blockID: 7 - 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 - visible: true - - handle: Cases - (envoy): - onExisting: skip - title: Cases - layouts: - - handle: primary - meta: - title: Cases - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - 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 - pages: - - handle: RecordPageForModuleCase - (envoy): - onExisting: skip - module: Case - title: Record page for module "Case" - layouts: - - handle: primary - meta: - title: Record page for module "Case" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 44 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 44 - - blockID: 3 - xywh: - - 12 - - 0 - - 24 - - 20 - - blockID: 4 - xywh: - - 12 - - 20 - - 24 - - 44 - - blockID: 5 - xywh: - - 0 - - 44 - - 12 - - 28 - - blockID: 6 - xywh: - - 36 - - 44 - - 12 - - 28 - - blockID: 7 - xywh: - - 12 - - 12 - - 24 - - 8 - 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 - pages: - - handle: RecordPageForModuleAttachement - (envoy): - onExisting: skip - module: Attachement - title: Record page for module "Attachement" - layouts: - - handle: primary - meta: - title: Record page for module "Attachement" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 20 - - 72 - blocks: - - 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 - module: Update - title: Record page for module "Update" - layouts: - - handle: primary - meta: - title: Record page for module "Update" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 32 - - 72 - - blockID: 2 - xywh: - - 32 - - 0 - - 16 - - 28 - - blockID: 3 - xywh: - - 32 - - 28 - - 16 - - 44 - 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 - visible: false - visible: false - - handle: AllMyCases - (envoy): - onExisting: skip - title: All my cases - layouts: - - handle: primary - meta: - title: All my cases - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 48 - - 64 - 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 - visible: true - - handle: MyNewCases - (envoy): - onExisting: skip - title: My new cases - layouts: - - handle: primary - meta: - title: My new cases - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 48 - - 64 - 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 - visible: true - visible: true - - handle: Accounts - (envoy): - onExisting: skip - title: Accounts - layouts: - - handle: primary - meta: - title: Accounts - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - 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 - pages: - - handle: RecordPageForModuleAccount - (envoy): - onExisting: skip - module: Account - title: Record page for module "Account" - layouts: - - handle: primary - meta: - title: Record page for module "Account" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 48 - - blockID: 2 - xywh: - - 12 - - 0 - - 12 - - 48 - - blockID: 3 - xywh: - - 24 - - 0 - - 12 - - 48 - - blockID: 4 - xywh: - - 36 - - 0 - - 12 - - 120 - - blockID: 5 - xywh: - - 0 - - 48 - - 36 - - 36 - - blockID: 6 - xywh: - - 24 - - 84 - - 12 - - 36 - - blockID: 7 - xywh: - - 0 - - 84 - - 24 - - 36 - 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 - visible: false - - handle: Contacts - (envoy): - onExisting: skip - title: Contacts - layouts: - - handle: primary - meta: - title: Contacts - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 48 - - 64 - 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 - pages: - - handle: RecordPageForModuleContact - (envoy): - onExisting: skip - module: Contact - title: Record page for module "Contact" - layouts: - - handle: primary - meta: - title: Record page for module "Contact" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 44 - - blockID: 2 - xywh: - - 12 - - 0 - - 12 - - 44 - - blockID: 3 - xywh: - - 24 - - 0 - - 12 - - 44 - - blockID: 4 - xywh: - - 36 - - 0 - - 12 - - 120 - - blockID: 5 - xywh: - - 0 - - 44 - - 36 - - 36 - 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 - visible: false - visible: true - - handle: Entitlements - (envoy): - onExisting: skip - title: Entitlements - layouts: - - handle: primary - meta: - title: Entitlements - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 48 - - 64 - 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 - pages: - - handle: RecordPageForModuleEntitlement - (envoy): - onExisting: skip - module: Entitlement - title: Record page for module "Entitlement" - layouts: - - handle: primary - meta: - title: Record page for module "Entitlement" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 16 - - 60 - - blockID: 2 - xywh: - - 32 - - 0 - - 16 - - 60 - - blockID: 3 - xywh: - - 16 - - 0 - - 16 - - 60 - 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 - visible: false - visible: true - visible: true - - handle: Products - (envoy): - onExisting: skip - title: Products - layouts: - - handle: primary - meta: - title: Products - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - 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 - pages: - - handle: RecordPageForModuleProduct - (envoy): - onExisting: skip - module: Product - title: Record page for module "Product" - layouts: - - handle: primary - meta: - title: Record page for module "Product" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 12 - - 40 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 40 - - blockID: 3 - xywh: - - 0 - - 40 - - 48 - - 32 - - blockID: 4 - xywh: - - 0 - - 72 - - 24 - - 28 - - blockID: 5 - xywh: - - 24 - - 72 - - 24 - - 28 - - blockID: 6 - xywh: - - 24 - - 0 - - 12 - - 40 - - blockID: 7 - xywh: - - 12 - - 0 - - 12 - - 40 - 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 - visible: false - - handle: EntitlementTemplates - (envoy): - onExisting: skip - title: Entitlement Templates - layouts: - - handle: primary - meta: - title: Entitlement Templates - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 48 - - 64 - 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 - pages: - - handle: RecordPageForModuleEntitlementTemplate - (envoy): - onExisting: skip - module: EntitlementTemplate - title: Record page for module "EntitlementTemplate" - layouts: - - handle: primary - meta: - title: Record page for module "EntitlementTemplate" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 24 - - 64 - - blockID: 2 - xywh: - - 24 - - 0 - - 24 - - 64 - 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 - visible: false - visible: true - visible: true - - handle: KnowledgeBase - (envoy): - onExisting: skip - title: Knowledge Base - layouts: - - handle: primary - meta: - title: Knowledge Base - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - 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 - pages: - - handle: RecordPageForModuleKnowledgeBase - (envoy): - onExisting: skip - module: KnowledgeBase - title: Record page for module "Knowledge Base" - layouts: - - handle: primary - meta: - title: Record page for module "Knowledge Base" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 12 - - 20 - - 24 - - 60 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 80 - - blockID: 3 - xywh: - - 12 - - 0 - - 24 - - 20 - - blockID: 4 - xywh: - - 0 - - 0 - - 12 - - 80 - 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 - visible: false - visible: true - - handle: Departments - (envoy): - onExisting: skip - title: Departments - layouts: - - handle: primary - meta: - title: Departments - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 36 - - 64 - - blockID: 2 - xywh: - - 36 - - 0 - - 12 - - 32 - - blockID: 3 - 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 - pages: - - handle: RecordPageForModuleDepartment - (envoy): - onExisting: skip - module: Department - title: Record page for module "Department" - layouts: - - handle: primary - meta: - title: Record page for module "Department" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 24 - - 24 - - blockID: 2 - xywh: - - 24 - - 0 - - 24 - - 24 - - blockID: 3 - xywh: - - 0 - - 24 - - 48 - - 40 - 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 - visible: false - visible: true - - handle: Dashboard - (envoy): - onExisting: skip - title: Dashboard - layouts: - - handle: primary - meta: - title: Dashboard - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 12 - - 72 - - 12 - - 24 - - blockID: 2 - xywh: - - 0 - - 72 - - 12 - - 24 - - blockID: 3 - xywh: - - 0 - - 0 - - 12 - - 24 - - blockID: 4 - xywh: - - 36 - - 72 - - 12 - - 24 - - blockID: 5 - xywh: - - 24 - - 96 - - 12 - - 24 - - blockID: 6 - xywh: - - 12 - - 0 - - 12 - - 24 - - blockID: 7 - xywh: - - 24 - - 72 - - 12 - - 24 - - blockID: 8 - xywh: - - 24 - - 0 - - 12 - - 24 - - blockID: 9 - xywh: - - 36 - - 24 - - 12 - - 24 - - blockID: 10 - xywh: - - 36 - - 0 - - 12 - - 24 - - blockID: 11 - xywh: - - 12 - - 96 - - 12 - - 24 - - blockID: 12 - xywh: - - 24 - - 24 - - 12 - - 24 - - blockID: 13 - xywh: - - 0 - - 96 - - 12 - - 24 - - blockID: 14 - xywh: - - 24 - - 48 - - 12 - - 24 - - blockID: 15 - xywh: - - 36 - - 48 - - 12 - - 24 - - blockID: 16 - xywh: - - 0 - - 48 - - 12 - - 24 - - blockID: 17 - xywh: - - 12 - - 48 - - 12 - - 24 - - blockID: 18 - xywh: - - 0 - - 24 - - 12 - - 24 - - blockID: 19 - xywh: - - 12 - - 24 - - 12 - - 24 - - blockID: 20 - 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 - visible: true - - handle: Settings - (envoy): - onExisting: skip - title: Settings - layouts: - - handle: primary - meta: - title: Settings - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - 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 - pages: - - handle: RecordPageForModuleSettings - (envoy): - onExisting: skip - module: Settings - title: Record page for module "Settings" - layouts: - - handle: primary - meta: - title: Record page for module "Settings" - config: - buttons: - new: - enabled: true - edit: - enabled: true - submit: - enabled: true - delete: - enabled: true - clone: - enabled: true - back: - enabled: true - blocks: - - blockID: 1 - xywh: - - 0 - - 0 - - 24 - - 68 - 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 - visible: false - visible: true diff --git a/server/provision/701_service-solution/1500_record_settings.yaml b/server/provision/701_service-solution/1500_record_settings.yaml deleted file mode 100644 index 66fbff7109..0000000000 --- a/server/provision/701_service-solution/1500_record_settings.yaml +++ /dev/null @@ -1,13 +0,0 @@ -namespace: service-solution -records: - Department: - - (envoy): { skipIf: "!missing" } - values: - Name: "Service" - HourCost: "50" - Settings: - - (envoy): { skipIf: "!missing" } - values: - KBNextNumber: "1" - DefaultCostPerHour: "50" - DefaultTimeUpdate: "0.25" diff --git a/server/provision/701_service-solution/1600_workflows.yaml b/server/provision/701_service-solution/1600_workflows.yaml deleted file mode 100644 index d37915e0fa..0000000000 --- a/server/provision/701_service-solution/1600_workflows.yaml +++ /dev/null @@ -1,4754 +0,0 @@ -workflows: - ServiceSolution-Contact-SetLabel: - meta: - name: Case management - Contact - Set Label - description: Set label for contact record - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: beforeCreate - constraints: - - name: module - op: = - values: - - Contact - - name: namespace.handle - op: = - values: - - service-solution - enabled: true - stepID: 23 - meta: - visual: - edges: - - childID: "23" - meta: - description: "" - label: "" - visual: - id: "39" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: Create Contact - xywh: - - 2080 - - 2280 - - 200 - - 80 - - resourceType: compose:record - eventType: beforeUpdate - constraints: - - name: module - op: = - values: - - Contact - - name: namespace.handle - op: = - values: - - service-solution - enabled: true - stepID: 23 - meta: - visual: - edges: - - childID: "23" - meta: - description: "" - label: "" - visual: - id: "40" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.75;entryDx=0;entryDy=0; - value: null - parentID: "3" - id: "3" - parent: "1" - value: Update Contact - xywh: - - 2080 - - 2440 - - 200 - - 80 - steps: - - id: 23 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "23" - parent: "1" - value: Check if First/Last name exists - xywh: - - 2360 - - 2280 - - 200 - - 80 - labels: {} - - id: 41 - kind: expressions - ref: "" - arguments: - - target: record.values.RecordLabel - source: "" - expr: record.values.FirstName + ' ' + record.values.LastName - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "41" - parent: "1" - value: Assing record.values.RecordLabel - xywh: - - 2840 - - 2120 - - 200 - - 80 - labels: {} - - id: 43 - kind: expressions - ref: "" - arguments: - - target: record.values.RecordLabel - source: "" - expr: record.values.FirstName - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "43" - parent: "1" - value: Assing record.values.RecordLabel - xywh: - - 2840 - - 2280 - - 200 - - 80 - labels: {} - - id: 45 - kind: expressions - ref: "" - arguments: - - target: record.values.RecordLabel - source: "" - expr: record.values.LastName - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "45" - parent: "1" - value: Assing record.values.RecordLabel - xywh: - - 2840 - - 2440 - - 200 - - 80 - labels: {} - - id: 74 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "74" - parent: "1" - value: Check if related Account exists - xywh: - - 3160 - - 2280 - - 200 - - 80 - labels: {} - - id: 76 - kind: termination - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "76" - parent: "1" - value: null - xywh: - - 3560 - - 2280 - - 200 - - 80 - labels: {} - - id: 78 - kind: function - ref: composeRecordsLookup - arguments: - - target: module - source: "" - expr: "" - value: Account - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: service-solution - type: Handle - tests: [] - - target: record - source: "" - expr: record.values.AccountId - value: null - type: ID - tests: [] - results: - - target: accountRecord - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "78" - parent: "1" - value: Get related Account - xywh: - - 3160 - - 2440 - - 200 - - 80 - labels: {} - - id: 85 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "85" - parent: "1" - value: If related Account has AccountName - xywh: - - 3160 - - 2600 - - 200 - - 80 - labels: {} - - id: 86 - kind: expressions - ref: "" - arguments: - - target: record.values.RecordLabel - source: "" - expr: record.values.RecordLabel + " (" + accountRecord.values.AccountName +")" - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "86" - parent: "1" - value: Add AccountName to RecordLabel - xywh: - - 3160 - - 2760 - - 200 - - 80 - labels: {} - paths: - - expr: '(record.values.FirstName ? true : false) && (record.values.LastName ? true : false)' - parentid: 23 - childid: 41 - meta: - name: "" - description: "" - visual: - id: "42" - parent: "1" - points: [] - style: exitX=0.5;exitY=0;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#1 - FirstName & LastName' - - expr: 'record.values.FirstName ? true : false' - parentid: 23 - childid: 43 - meta: - name: "" - description: "" - visual: - id: "44" - parent: "1" - points: - - x: 2712 - "y": 2320 - - x: 2712 - "y": 2320 - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#2 - Only FirstName ' - - expr: 'record.values.LastName ? true : false' - parentid: 23 - childid: 45 - meta: - name: "" - description: "" - visual: - id: "46" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#3 - Only LastName' - - expr: '(record.values.AccountId ? true : false)' - parentid: 74 - childid: 78 - meta: - name: "" - description: "" - visual: - id: "79" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#1 - If' - - expr: "" - parentid: 74 - childid: 76 - meta: - name: "" - description: "" - visual: - id: "80" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#2 - Else (if)' - - expr: '(accountRecord.values.AccountName ? true : false)' - parentid: 85 - childid: 86 - meta: - name: "" - description: "" - visual: - id: "87" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#1 - If' - - expr: "" - parentid: 85 - childid: 76 - meta: - name: "" - description: "" - visual: - id: "89" - parent: "1" - points: - - x: 3660 - "y": 2640 - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=1;entryDx=0;entryDy=0; - value: '#2 - Else (if)' - - expr: "" - parentid: 41 - childid: 74 - meta: - name: "" - description: "" - visual: - id: "90" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 43 - childid: 74 - meta: - name: "" - description: "" - visual: - id: "91" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 45 - childid: 74 - meta: - name: "" - description: "" - visual: - id: "92" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 78 - childid: 85 - meta: - name: "" - description: "" - visual: - id: "93" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - ServiceSolution-Case-Prepare: - meta: - name: Case management - Case - Prepare - description: Inserts default case values - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: beforeCreate - constraints: - - name: module.handle - op: = - values: - - Case - - name: namespace.handle - op: = - values: - - service-solution - enabled: true - stepID: 3 - meta: - visual: - edges: - - childID: "3" - meta: - description: "" - label: "" - visual: - id: "4" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: Case before create - xywh: - - 2040 - - 2040 - - 200 - - 80 - steps: - - id: 3 - kind: expressions - ref: "" - arguments: - - target: record.values.Status - source: "" - expr: 'record.values.Status ? record.values.Status : "New"' - value: null - type: String - tests: [] - - target: record.values.PreviousStatus - source: "" - expr: 'record.values.PreviousStatus ? record.values.PreviousStatus : "New"' - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "3" - parent: "1" - value: Set default values - xywh: - - 2320 - - 2040 - - 200 - - 80 - labels: {} - ServiceSolution-Update-SendNotifications: - meta: - name: Case management - Update - Send Notifications - description: Sends notification about case update - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: beforeCreate - constraints: - - name: module.handle - op: = - values: - - Update - - name: namespace.handle - op: = - values: - - service-solution - enabled: true - stepID: 4 - meta: - visual: - edges: - - childID: "4" - meta: - description: "" - label: "" - visual: - id: "5" - parent: "20" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "20" - value: Before Create Update - xywh: - - 80 - - 40 - - 200 - - 80 - - resourceType: compose:record - eventType: beforeUpdate - constraints: - - name: module.handle - op: = - values: - - Update - - name: namespace.handle - op: = - values: - - service-solution - enabled: true - stepID: 4 - meta: - visual: - edges: - - childID: "4" - meta: - description: "" - label: "" - visual: - id: "6" - parent: "20" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.75;entryDx=0;entryDy=0; - value: null - parentID: "3" - id: "3" - parent: "20" - value: Before Update Update - xywh: - - 80 - - 200 - - 200 - - 80 - steps: - - id: 4 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "4" - parent: "20" - value: Check if incoming mail - xywh: - - 360 - - 40 - - 200 - - 80 - labels: {} - - id: 7 - kind: termination - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "7" - parent: "20" - value: End - xywh: - - 360 - - 200 - - 200 - - 80 - labels: {} - - id: 11 - kind: expressions - ref: "" - arguments: - - target: record.values.NotificationCaseMailingList - source: "" - expr: 'record.values.SendToMailingList ? 1 : 0' - value: null - type: UnsignedInteger - tests: [] - - target: record.values.NotificationCaseCreator - source: "" - expr: "1" - value: null - type: UnsignedInteger - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "11" - parent: "20" - value: Set NotificationCaseCreator AND NotificationCaseMailingList - xywh: - - 760 - - 40 - - 200 - - 80 - labels: {} - - id: 13 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "13" - parent: "20" - value: Check Subject and Type - xywh: - - 760 - - 200 - - 200 - - 80 - labels: {} - - id: 15 - kind: termination - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "15" - parent: "20" - value: End - xywh: - - 1120 - - 40 - - 200 - - 80 - labels: {} - - id: 17 - kind: function - ref: composeRecordsLookup - arguments: - - target: module - source: "" - expr: "" - value: Case - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: service-solution - type: Handle - tests: [] - - target: record - source: "" - expr: record.values.CaseId - value: null - type: ID - tests: [] - results: - - target: case - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "17" - parent: "21" - value: Get Case - xywh: - - 80 - - 40 - - 200 - - 80 - labels: {} - - id: 20 - kind: visual - ref: swimlane - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "20" - parent: "1" - value: Preparation - xywh: - - 2000 - - 1960 - - 1360 - - 320 - labels: {} - - id: 21 - kind: visual - ref: swimlane - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "21" - parent: "1" - value: Get Related Contact - xywh: - - 2000 - - 2360 - - 1360 - - 320 - labels: {} - - id: 22 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "22" - parent: "21" - value: Check for contact - xywh: - - 360 - - 40 - - 200 - - 80 - labels: {} - - id: 24 - kind: termination - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "24" - parent: "21" - value: End - xywh: - - 360 - - 200 - - 200 - - 80 - labels: {} - - id: 25 - kind: function - ref: composeRecordsLookup - arguments: - - target: module - source: "" - expr: "" - value: Contact - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: service-solution - type: Handle - tests: [] - - target: record - source: "" - expr: case.values.ContactId - value: null - type: ID - tests: [] - results: - - target: contact - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "25" - parent: "21" - value: Get Contact - xywh: - - 760 - - 40 - - 200 - - 80 - labels: {} - - id: 28 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "28" - parent: "21" - value: Check for contact Email - xywh: - - 760 - - 200 - - 200 - - 80 - labels: {} - - id: 30 - kind: termination - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "30" - parent: "21" - value: End - xywh: - - 1120 - - 40 - - 200 - - 80 - labels: {} - - id: 31 - kind: visual - ref: swimlane - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "31" - parent: "1" - value: Compose and send Email - xywh: - - 2000 - - 2760 - - 1360 - - 320 - labels: {} - - id: 32 - kind: expressions - ref: "" - arguments: - - target: subject - source: "" - expr: '"[" + case.values.Number + "] Update: " + case.values.Subject' - value: null - type: String - tests: [] - - target: html1 - source: "" - expr: '"Hi,

"' - value: null - type: String - tests: [] - - target: html2 - source: "" - expr: '"The following case has been updated:
"' - value: null - type: String - tests: [] - - target: html3 - source: "" - expr: '"
"' - value: null - type: String - tests: [] - - target: html8 - source: "" - expr: '"Update:
"' - value: null - type: String - tests: [] - - target: html9 - source: "" - expr: '"
"' - value: null - type: String - tests: [] - - target: html12 - source: "" - expr: '"Kind regards,
"' - value: null - type: String - tests: [] - - target: html13 - source: "" - expr: '"

Service Cloud

--
Ticket Summary:
" + case.values.Description' - value: null - type: String - tests: [] - - target: html - source: "" - expr: html1 + html2 + html3 + html4 + html5 + html6 + html7 + html8 + html9 + html10 + html11 + html12 + html13 - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "32" - parent: "31" - value: Set Email Values - xywh: - - 80 - - 120 - - 200 - - 80 - labels: {} - - id: 37 - kind: function - ref: emailMessage - arguments: - - target: subject - source: "" - expr: subject - value: null - type: String - tests: [] - - target: to - source: "" - expr: contact.values.Email - value: null - type: String - tests: [] - - target: html - source: "" - expr: html - value: null - type: String - tests: [] - results: - - target: email - source: "" - expr: message - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "37" - parent: "31" - value: Make Email - xywh: - - 360 - - 120 - - 200 - - 80 - labels: {} - - id: 39 - kind: function - ref: emailSendMessage - arguments: - - target: message - source: "" - expr: email - value: null - type: EmailMessage - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "39" - parent: "31" - value: Send Email - xywh: - - 640 - - 120 - - 200 - - 80 - labels: {} - paths: - - expr: record.values.Type == "Incoming email" - parentid: 4 - childid: 7 - meta: - name: "" - description: "" - visual: - id: "8" - parent: "20" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#1 - Incoming mail' - - expr: "" - parentid: 4 - childid: 11 - meta: - name: "" - description: "" - visual: - id: "12" - parent: "20" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#2 - Else (if)' - - expr: "" - parentid: 11 - childid: 13 - meta: - name: "" - description: "" - visual: - id: "14" - parent: "20" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: '(record.values.Subject ? true: false) || (record.values.Type? true: false)' - parentid: 13 - childid: 17 - meta: - name: "" - description: "" - visual: - id: "18" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#1 - Proceed' - - expr: "" - parentid: 13 - childid: 15 - meta: - name: "" - description: "" - visual: - id: "19" - parent: "20" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#2 - No Subject or Type' - - expr: "" - parentid: 17 - childid: 22 - meta: - name: "" - description: "" - visual: - id: "23" - parent: "21" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: 'case.values.ContactId ? true : false' - parentid: 22 - childid: 25 - meta: - name: "" - description: "" - visual: - id: "26" - parent: "21" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#1 - Has Contact' - - expr: "" - parentid: 22 - childid: 24 - meta: - name: "" - description: "" - visual: - id: "27" - parent: "21" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#2 - No contact' - - expr: "" - parentid: 25 - childid: 28 - meta: - name: "" - description: "" - visual: - id: "29" - parent: "21" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: 'contact.values.Email ? true : false' - parentid: 28 - childid: 32 - meta: - name: "" - description: "" - visual: - id: "33" - parent: "1" - points: - - x: 2860 - "y": 2720 - - x: 2180 - "y": 2720 - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#1 - Has Email' - - expr: "" - parentid: 28 - childid: 30 - meta: - name: "" - description: "" - visual: - id: "34" - parent: "21" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#2 - Else (if)' - - expr: "" - parentid: 32 - childid: 37 - meta: - name: "" - description: "" - visual: - id: "38" - parent: "31" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 37 - childid: 39 - meta: - name: "" - description: "" - visual: - id: "40" - parent: "31" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - ServiceSolution-Case-AddUpdate: - meta: - name: Case management - Case - Add Update - description: Create update record in CaseUpdate module - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: onManual - constraints: - - name: module.handle - op: = - values: - - Case - - name: namespace.handle - op: = - values: - - service-solution - enabled: true - stepID: 3 - meta: - visual: - edges: - - childID: "3" - meta: - description: "" - label: "" - visual: - id: "4" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: On Manual Case - xywh: - - 2040 - - 2000 - - 200 - - 80 - steps: - - id: 3 - kind: function - ref: composeRecordsLast - arguments: - - target: module - source: "" - expr: "" - value: Settings - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: service-solution - type: Handle - tests: [] - results: - - target: settings - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "3" - parent: "1" - value: Get Settings - xywh: - - 2320 - - 2000 - - 200 - - 80 - labels: {} - - id: 7 - kind: function - ref: composeRecordsNew - arguments: - - target: module - source: "" - expr: "" - value: Update - type: Handle - tests: [] - - target: namespace - source: "" - expr: namespace - value: null - type: ComposeNamespace - tests: [] - results: - - target: update - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "7" - parent: "1" - value: Make Case Update - xywh: - - 2600 - - 2000 - - 200 - - 80 - labels: {} - - id: 9 - kind: expressions - ref: "" - arguments: - - target: update.values.CaseId - source: "" - expr: record.recordID - value: null - type: ID - tests: [] - - target: update.values.AccountId - source: "" - expr: record.values.AccountId - value: null - type: ID - tests: [] - - target: update.values.ContactId - source: "" - expr: record.values.ContactId - value: null - type: ID - tests: [] - - target: update.values.Department - source: "" - expr: settings.values.DefaultDepartment - value: null - type: ID - tests: [] - - target: update.values.TimeSpend - source: "" - expr: settings.values.DefaultTimeUpdate - value: null - type: Integer - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "9" - parent: "1" - value: Set Case Update Values - xywh: - - 2040 - - 2160 - - 200 - - 80 - labels: {} - - id: 11 - kind: function - ref: composeRecordsCreate - arguments: - - target: record - source: "" - expr: update - value: null - type: ComposeRecord - tests: [] - results: - - target: update - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "11" - parent: "1" - value: Save Case Update - xywh: - - 2320 - - 2160 - - 200 - - 80 - labels: {} - - id: 13 - kind: prompt - ref: recordPage - arguments: - - target: module - source: "" - expr: "" - value: Update - type: Handle - tests: [] - - target: namespace - source: "" - expr: namespace - value: null - type: ComposeNamespace - tests: [] - - target: record - source: "" - expr: update - value: null - type: ComposeRecord - tests: [] - - target: edit - source: "" - expr: "true" - value: null - type: Boolean - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "13" - parent: "1" - value: Go to Case Update record editor - xywh: - - 2880 - - 2160 - - 200 - - 80 - labels: {} - - id: 14 - kind: prompt - ref: notification - arguments: - - target: title - source: "" - expr: "" - value: Success - type: String - tests: [] - - target: message - source: "" - expr: "" - value: Update created - type: String - tests: [] - - target: variant - source: "" - expr: "" - value: success - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "14" - parent: "1" - value: 'Success: Update created' - xywh: - - 2600 - - 2160 - - 200 - - 80 - labels: {} - paths: - - expr: "" - parentid: 3 - childid: 7 - meta: - name: "" - description: "" - visual: - id: "8" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 7 - childid: 9 - meta: - name: "" - description: "" - visual: - id: "10" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 9 - childid: 11 - meta: - name: "" - description: "" - visual: - id: "12" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 11 - childid: 14 - meta: - name: "" - description: "" - visual: - id: "15" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 14 - childid: 13 - meta: - name: "" - description: "" - visual: - id: "16" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - ServiceSolution-Case-Statuschange: - meta: - name: Case management - Case - StatusChange - description: Changes status of case record if previous status is differs from current status - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: afterUpdate - constraints: - - name: module.handle - op: = - values: - - Case - - name: namespace.handle - op: = - values: - - service-solution - enabled: true - stepID: 3 - meta: - visual: - edges: - - childID: "3" - meta: - description: "" - label: "" - visual: - id: "4" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: After Case Update - xywh: - - 2040 - - 2040 - - 200 - - 80 - steps: - - id: 3 - kind: expressions - ref: "" - arguments: - - target: currentStatus - source: "" - expr: 'record.values.Status ? record.values.Status : "New"' - value: null - type: String - tests: [] - - target: previousStatus - source: "" - expr: 'oldRecord.values.Status ? oldRecord.values.Status : "New"' - value: null - type: String - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "3" - parent: "1" - value: Set Status - xywh: - - 2320 - - 2040 - - 200 - - 80 - labels: {} - - id: 5 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "5" - parent: "1" - value: Check if status is same - xywh: - - 2600 - - 2040 - - 200 - - 80 - labels: {} - - id: 7 - kind: termination - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "7" - parent: "1" - value: null - xywh: - - 3080 - - 2040 - - 200 - - 80 - labels: {} - - id: 9 - kind: function - ref: composeRecordsLast - arguments: - - target: module - source: "" - expr: "" - value: Settings - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: service-solution - type: Handle - tests: [] - results: - - target: settings - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "9" - parent: "1" - value: Get Settings - xywh: - - 2040 - - 2200 - - 200 - - 80 - labels: {} - - id: 11 - kind: function - ref: composeRecordsNew - arguments: - - target: module - source: "" - expr: "" - value: Update - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: service-solution - type: Handle - tests: [] - results: - - target: update - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "11" - parent: "1" - value: Make Case Update - xywh: - - 2320 - - 2200 - - 200 - - 80 - labels: {} - - id: 13 - kind: expressions - ref: "" - arguments: - - target: update.values.CaseId - source: "" - expr: record.recordID - value: null - type: ID - tests: [] - - target: update.values.Type - source: "" - expr: '"Status change"' - value: null - type: String - tests: [] - - target: update.values.Subject - source: "" - expr: '"Status changed from " + previousStatus + " to " + currentStatus' - value: null - type: String - tests: [] - - target: update.values.AccountId - source: "" - expr: record.values.AccountId - value: null - type: ID - tests: [] - - target: update.values.ContactId - source: "" - expr: record.values.ContactId - value: null - type: ID - tests: [] - - target: update.values.From - source: "" - expr: '"Automatic message"' - value: null - type: String - tests: [] - - target: update.values.Department - source: "" - expr: settings.values.DefaultDepartment - value: null - type: String - tests: [] - - target: update.values.TimeSpend - source: "" - expr: settings.values.DefaultTimeUpdate - value: null - type: Float - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "13" - parent: "1" - value: Set Case Update Values - xywh: - - 2600 - - 2200 - - 200 - - 80 - labels: {} - - id: 15 - kind: function - ref: composeRecordsCreate - arguments: - - target: record - source: "" - expr: update - value: null - type: ComposeRecord - tests: [] - results: - - target: update - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "15" - parent: "1" - value: Save Case Update - xywh: - - 3080 - - 2200 - - 200 - - 80 - labels: {} - paths: - - expr: "" - parentid: 3 - childid: 5 - meta: - name: "" - description: "" - visual: - id: "6" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: currentStatus == previousStatus - parentid: 5 - childid: 7 - meta: - name: "" - description: "" - visual: - id: "8" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#1 - No update needed' - - expr: "" - parentid: 5 - childid: 9 - meta: - name: "" - description: "" - visual: - id: "10" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#2 - Update needed' - - expr: "" - parentid: 9 - childid: 11 - meta: - name: "" - description: "" - visual: - id: "12" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 11 - childid: 13 - meta: - name: "" - description: "" - visual: - id: "14" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 13 - childid: 15 - meta: - name: "" - description: "" - visual: - id: "16" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - ServiceSolution-KnowledgeBase-InsertNumber: - meta: - name: Case management - Knowledge Base - Insert Number - description: Inserts next Knowledge base number - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: beforeCreate - constraints: - - name: module.handle - op: = - values: - - KnowledgeBase - - name: namespace.handle - op: = - values: - - service-solution - enabled: true - stepID: 4 - meta: - visual: - edges: - - childID: "4" - meta: - description: "" - label: "" - visual: - id: "5" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - parentID: "2" - id: "2" - parent: "1" - value: Before Create KnowledgeBase - xywh: - - 2040 - - 2040 - - 200 - - 80 - - resourceType: compose:record - eventType: beforeUpdate - constraints: - - name: module.handle - op: = - values: - - KnowledgeBase - - name: namespace.handle - op: = - values: - - service-solution - enabled: true - stepID: 4 - meta: - visual: - edges: - - childID: "4" - meta: - description: "" - label: "" - visual: - id: "17" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0.5;entryY=1;entryDx=0;entryDy=0; - value: null - parentID: "16" - id: "16" - parent: "1" - value: Before Update KnowledgeBase - xywh: - - 2040 - - 2200 - - 200 - - 80 - steps: - - id: 4 - kind: function - ref: composeRecordsLast - arguments: - - target: module - source: "" - expr: "" - value: Settings - type: Handle - tests: [] - - target: namespace - source: "" - expr: "" - value: service-solution - type: Handle - tests: [] - results: - - target: settings - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "4" - parent: "1" - value: Get Settings - xywh: - - 2320 - - 2040 - - 200 - - 80 - labels: {} - - id: 7 - kind: expressions - ref: "" - arguments: - - target: record.values.Number - source: "" - expr: 'settings.values.KBNextNumber ? settings.values.KBNextNumber : 0' - value: null - type: Integer - tests: [] - - target: settings.values.KBNextNumber - source: "" - expr: record.values.Number + 1 - value: null - type: Integer - tests: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "7" - parent: "1" - value: Set next number - xywh: - - 2960 - - 2040 - - 200 - - 80 - labels: {} - - id: 9 - kind: function - ref: composeRecordsUpdate - arguments: - - target: record - source: "" - expr: settings - value: null - type: ComposeRecord - tests: [] - results: - - target: settings - source: "" - expr: record - value: null - type: "" - tests: [] - meta: - name: "" - description: "" - visual: - id: "9" - parent: "1" - value: Save settings - xywh: - - 2960 - - 2200 - - 200 - - 80 - labels: {} - - id: 11 - kind: gateway - ref: excl - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "11" - parent: "1" - value: Check if has number - xywh: - - 2560 - - 2040 - - 200 - - 80 - labels: {} - - id: 14 - kind: termination - ref: "" - arguments: [] - results: [] - meta: - name: "" - description: "" - visual: - id: "14" - parent: "1" - value: End - xywh: - - 2560 - - 2200 - - 200 - - 80 - labels: {} - paths: - - expr: "" - parentid: 7 - childid: 9 - meta: - name: "" - description: "" - visual: - id: "10" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: null - - expr: "" - parentid: 4 - childid: 11 - meta: - name: "" - description: "" - visual: - id: "12" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: null - - expr: 'record.values.Number ? false : true' - parentid: 11 - childid: 7 - meta: - name: "" - description: "" - visual: - id: "13" - parent: "1" - points: [] - style: exitX=1;exitY=0.5;exitDx=0;exitDy=0;entryX=0;entryY=0.5;entryDx=0;entryDy=0; - value: '#1 - No number' - - expr: "" - parentid: 11 - childid: 14 - meta: - name: "" - description: "" - visual: - id: "15" - parent: "1" - points: [] - style: exitX=0.5;exitY=1;exitDx=0;exitDy=0;entryX=0.5;entryY=0;entryDx=0;entryDy=0; - value: '#2 - Has number' - ServiceSolution-Update-SetCaseTimeAndCost: - meta: - name: Case management - Update - Set Case Time And Cost - description: Sets time and cost of a case by summing up the cost of all case updates - enabled: true - keepSessions: 0 - triggers: - - resourceType: compose:record - eventType: beforeUpdate - constraints: - - name: namespace.handle - op: = - values: - - service-solution - - name: module.handle - op: = - values: - - Update - enabled: true - stepID: 4 - meta: - 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