General Description of the Feature
This feature deals with the development of some custom functionalities for the AutoHellas tenant. These functionalities are a copy from the relevant custom ones in the HyundaiHellas tenant.
Professions
The "Professions" field on the Business Partner card page has altered to a drop-drown (instead of a free text) and it includes available data from the table @IDMS_PROFESSION.
The relevant administration page to prepare the available data can be accessed with this url: ~/SetupEntities/ProfessionGridList
Within the administration page the user can:
- Access the data with two available columns: Code, Name
- Add new Data from the plus button
- Filter the existing dat, by using the filter button
- Reorder the columns of the grid list
- Delete an existing entry from the Delete row action
- Edit an existing entry (Name field), from the the Edit row action
Workflow Validations
Two workflow validations have been copied from the custom HyundaiHellas solution to serve also the business process of AutoHellas.
- AutoHellasCheckOrderValidity (Code: 8D7008A0BF324DV)
This validation checks if the lead’s business partner and contact person have a series of fields filled-up.
The fields are: FederalTaxID, TaxOffice, Profession, LastName, FirstName, MiddleName, Address (City, ZipCode), PriceListNum, MobilePhone and Email.
When any of the above fields is empty, the validation will be triggered on the selection of the workflow transition and the user will be warned with the following message. Until all the fields are filled with data the user will not be able to to overpass this validation and move on with the selected transition.
- AutoHellasCheckRequiredCustomFields (Code: 8D9DC4DC50W49DZ)
This validation checks two of the lead’s custom fields to have a value.
These fields are:- U_IDMS_StrProperty3: Holds the vehicle’s license plate.
- U_IDMS_DateProperty2: Holds the vehicle’s registration date.
When any of the above fields is empty, the validation will be triggered on the selection of the workflow transition and the user will be warned with the following message. Until all the fields are filled with data the user will not be able to to overpass this validation and move on with the selected transition.
The above mentioned custom fields are located in the Details tab of the Lead/Opportunity card page and are filled only from a required view (pop-up during the selection of a workflow transition) placed on another workflow transition.
Business Benefit
Provide to AutoHellas solution functionalities required as a copy from the Hyundai Hellas relevant functionality.
Configuration
New Administration and Process pages:
Professions: ~/SetupEntities/ProfessionGridList
Workflow:
Validations
- AutoHellasCheckOrderValidity
- AutoHellasCheckRequiredCustomFields
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