| <?xml version="1.0" encoding="UTF-8"?> |
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| with the License. You may obtain a copy of the License at |
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| http://www.apache.org/licenses/LICENSE-2.0 |
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| --> |
| |
| <forms xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" |
| xsi:noNamespaceSchemaLocation="http://ofbiz.apache.org/dtds/widget-form.xsd"> |
| |
| <form name="createLead" type="single" target="createLead" header-row-style="header-row" default-table-style="basic-table" default-map-name="contactDetailMap"> |
| <field name="firstName" tooltip="${uiLabelMap.CommonRequired}" widget-style="required"><text/></field> |
| <field name="lastName" tooltip="${uiLabelMap.CommonRequired}" widget-style="required"><text/></field> |
| <field name="suffix"><text/></field> |
| <field name="groupName"><text/></field> |
| <field name="title"><text/></field> |
| <field name="numEmployees" title="${uiLabelMap.MarketingNoOfEmployees}"><text size="30"/></field> |
| <field name="officeSiteName"><text size="30" maxlength="60"/></field> |
| <field name="postalAddressTitle" title="${uiLabelMap.PartyGeneralCorrespondenceAddress}" title-area-style="group-label"><display description=" " also-hidden="false"/></field> |
| <field name="address1" title="${uiLabelMap.CommonAddress1}"><text size="50" maxlength="60"/></field> |
| <field name="address2" title="${uiLabelMap.CommonAddress2}"><text size="50" maxlength="60"/></field> |
| <field name="city"><text size="30" maxlength="60"/></field> |
| <field name="stateProvinceGeoId" title="${uiLabelMap.CommonState}"> |
| <drop-down allow-empty="true"> |
| <entity-options entity-name="Geo" key-field-name="geoId" description="${geoId} - ${geoName}"> |
| <entity-constraint name="geoTypeId" operator="in" value="STATE,PROVINCE"/> |
| <entity-order-by field-name="geoId"/> |
| </entity-options> |
| </drop-down> |
| </field> |
| <field name="postalCode" title="${uiLabelMap.CommonZipPostalCode}"><text size="10" maxlength="30"/></field> |
| <field name="countryGeoId" title="${uiLabelMap.FormFieldTitle_country}"> |
| <drop-down allow-empty="false" no-current-selected-key="${defaultCountryGeoId}"> |
| <entity-options entity-name="Geo" key-field-name="geoId" description="${geoId}: ${geoName}"> |
| <entity-constraint name="geoTypeId" value="COUNTRY"/> |
| <entity-order-by field-name="geoId"/> |
| </entity-options> |
| </drop-down> |
| </field> |
| <field name="phoneTitle" title="${uiLabelMap.PartyPrimaryPhone}" title-area-style="group-label"><display/></field> |
| <field name="countryCode" title="${uiLabelMap.CommonCountryCode}"><text size="4" maxlength="10"/></field> |
| <field name="areaCode" title="${uiLabelMap.PartyAreaCode}"><text size="4" maxlength="10"/></field> |
| <field name="contactNumber" title="${uiLabelMap.PartyPhoneNumber}"><text size="15" maxlength="15"/></field> |
| <field name="extension" title="${uiLabelMap.PartyContactExt}"><text size="6" maxlength="10"/></field> |
| <field name="emailAddressTitle" title="${uiLabelMap.PartyEmailAddress}" title-area-style="group-label"><display/></field> |
| <field name="emailAddress" title="${uiLabelMap.CommonEmail}"><text size="50" maxlength="60"/></field> |
| <field name="leadSourceTitle" title="${uiLabelMap.SfaLeadSource}" title-area-style="group-label"><display/></field> |
| <field name="dataSourceId" title="${uiLabelMap.SfaLeadSource}"> |
| <drop-down allow-empty="true"> |
| <entity-options entity-name="DataSource" key-field-name="dataSourceId" description="${dataSourceId} - ${description}"> |
| <entity-constraint name="dataSourceTypeId" operator="equals" value="LEAD_SOURCE"/> |
| <entity-order-by field-name="description"/> |
| </entity-options> |
| </drop-down> |
| </field> |
| <field name="contactListTitle" title="${uiLabelMap.MarketingContactList}" title-area-style="group-label"><display/></field> |
| <field name="contactListId" title="${uiLabelMap.MarketingContactList}"> |
| <drop-down allow-empty="true"> |
| <entity-options entity-name="ContactList" description="${description}" key-field-name="contactListId"/> |
| </drop-down> |
| </field> |
| <field name="submitButton" title="${uiLabelMap.CommonSave}" widget-style="smallSubmit"><submit button-type="button"/></field> |
| </form> |
| |
| <form name="ConvertLead" type="single" target="convertLead"> |
| <field name="partyId"><hidden value="${parameters.partyId}"/></field> |
| <field name="leadId" entry-name="partyId" title="${uiLabelMap.SfaCreateContactForLead}"> |
| <display-entity also-hidden="false" entity-name="PartyNameView" key-field-name="partyId" description="${groupName}${firstName} ${lastName} [${parameters.partyId}]"/> |
| </field> |
| <field name="partyGroupId" title="${uiLabelMap.SfaCreateAccountForLead}" use-when="parameters.get("partyGroupId")!="""> |
| <display-entity also-hidden="true" entity-name="PartyNameView" key-field-name="partyId" description="${groupName}${firstName} ${lastName} [${parameters.partyGroupId}]"/> |
| </field> |
| <field name="partyGroupId" title="${uiLabelMap.SfaAccountName}" tooltip="${uiLabelMap.SfaSelectExistingAccountOrLeaveBlankToCreateNew}" use-when="parameters.get("partyGroupId")=="""> |
| <drop-down allow-empty="true" current-description=""> |
| <entity-options entity-name="PartyRole" description="${bsh:org.ofbiz.party.party.PartyHelper.getPartyName(delegator, "${partyId}", false)} : [${partyId}]" key-field-name="partyId"> |
| <entity-constraint name="roleTypeId" operator="equals" value="ACCOUNT"/> |
| </entity-options> |
| </drop-down> |
| </field> |
| <field name="submitButton"><submit button-type="button"/></field> |
| </form> |
| |
| <form name="MergeLeads" type="single" target="MergeLeads"> |
| <actions> |
| <set field="roleTypeId" value="LEAD"/> |
| <set field="partyTypeId" value="PERSON"/> |
| <set field="lookupFlag" value="Y"/> |
| <service service-name="findParty" auto-field-map="true"/> |
| </actions> |
| <field name="partyIdTo" title="${uiLabelMap.AccountingToParty}" position="1"> |
| <drop-down allow-empty="false"> |
| <list-options list-name="partyList" key-name="lead.partyId" list-entry-name="lead" description="${bsh:org.ofbiz.party.party.PartyHelper.getPartyName(delegator, "partyId", false)} ${lead.partyId}"/> |
| </drop-down> |
| </field> |
| <field name="partyIdFrom" title="${uiLabelMap.AccountingFromParty}" position="2"> |
| <drop-down allow-empty="false"> |
| <list-options list-name="partyList" key-name="lead.partyId" list-entry-name="lead" description="${bsh:org.ofbiz.party.party.PartyHelper.getPartyName(delegator, "partyId", false)} ${lead.partyId}"/> |
| </drop-down> |
| </field> |
| <field name="submitButton" position="3" title="${uiLabelMap.SfaMergeLeads}" widget-style="buttontext" tooltip-style="button-text"><submit button-type="text-link"/></field> |
| </form> |
| |
| <form name="NewLeadFromVCard" type="upload" target="createLeadFromVCard" header-row-style="header-row" default-table-style="basic-table"> |
| <field name="infile" title="${uiLabelMap.SfaUploadVCard}"><file/></field> |
| <field name="serviceName"><hidden value="createLead"/></field> |
| <field name="submitButton" title="${uiLabelMap.CommonUpload}" widget-style="smallSubmit"><submit button-type="button"/></field> |
| </form> |
| |
| <form name="QuickAddLead" type="single" target="quickAddLead"> |
| <field name="firstName" title="${uiLabelMap.PartyFirstName}*" widget-style="required"><text size="15"/></field> |
| <field name="lastName" title="${uiLabelMap.PartyLastName}*" widget-style="required"><text size="15"/></field> |
| <field name="groupName" title="${uiLabelMap.CommonGroup}"><text size="15"/></field> |
| <field name="emailAddress" title="${uiLabelMap.CommonEmail}"><text size="15"/></field> |
| <field name="contactListId" title="${uiLabelMap.MarketingContactList}"> |
| <drop-down allow-empty="true"> |
| <entity-options entity-name="ContactList" description="${groovy:contactListName.substring(0,Math.min(contactListName.length(), 12))}..." key-field-name="contactListId"/> |
| </drop-down> |
| </field> |
| <field name="quickAdd"><hidden value="Y"/></field> |
| <field name="submitButton"><submit/></field> |
| </form> |
| <form name="AddLeadPartyDataSource" type="single" target="createLeadPartyDataSource"> |
| <auto-fields-service service-name="createPartyDataSource"/> |
| <field name="partyId"><hidden/></field> |
| <field name="dataSourceId" title="${uiLabelMap.SfaLeadSource}"> |
| <drop-down allow-empty="true"> |
| <entity-options entity-name="DataSource" key-field-name="dataSourceId" description="${dataSourceId} - ${description}"> |
| <entity-constraint name="dataSourceTypeId" operator="equals" value="LEAD_SOURCE"/> |
| <entity-order-by field-name="dataSourceId"/> |
| </entity-options> |
| </drop-down> |
| </field> |
| <field name="submitButton" title="${uiLabelMap.CommonAdd}"><submit button-type="button"/></field> |
| </form> |
| <form name="ViewLeadPartyDataSources" type="list" list-name="partyDataSources" |
| odd-row-style="alternate-row" default-table-style="basic-table hover-bar" header-row-style="header-row-2"> |
| <field name="partyId"><hidden/></field> |
| <field name="dataSourceId" title="${uiLabelMap.SfaLeadSource}"> |
| <display-entity entity-name="DataSource"/> |
| </field> |
| <field name="fromDate"><display/></field> |
| |
| </form> |
| |
| <form name="FindLeads" target="${currentUrl}" extends="FindAccounts" extends-resource="component://marketing/widget/sfa/forms/AccountForms.xml"> |
| <field name="firstName" title="${uiLabelMap.PartyFirstName}"><text-find/></field> |
| <field name="lastName" title="${uiLabelMap.PartyLastName}"><text-find/></field> |
| <sort-order> |
| <sort-field name="all"/> |
| <sort-field name="groupName"/> |
| <sort-field name="noConditionFind"/> |
| <sort-field name="partyId"/> |
| <sort-field name="firstName"/> |
| <sort-field name="lastName"/> |
| <sort-field name="groupName"/> |
| <sort-field name="contactMechTypeId"/> |
| <sort-field name="contactMechContainer"/> |
| <sort-field name="submitButton"/> |
| </sort-order> |
| </form> |
| <form name="listLeads" paginate-target="${currentUrl}" |
| extends="listAccounts" extends-resource="component://marketing/widget/sfa/forms/AccountForms.xml"> |
| <actions> |
| <set field="roleTypeIdFrom" value="OWNER"/> |
| <set field="roleTypeIdTo" value="LEAD"/> |
| <set field="relatedCompanyRoleTypeIdTo" value="LEAD"/> |
| <set field="relatedCompanyRoleTypeIdFrom" value="ACCOUNT_LEAD"/> |
| <set field="relatedCompanyRelationshipTypeId" value="EMPLOYMENT"/> |
| <set field="parameters.statusId" value="PARTY_DISABLED"/> |
| <set field="parameters.statusId_op" value="notEqual"/> |
| <set field="partyRelationshipTypeId" value="LEAD_OWNER"/> |
| <set field="parameters.roleTypeId" from-field="roleTypeIdTo"/> |
| <set field="fieldList" value="${groovy:["partyId","roleTypeId"]}" type="List"/> |
| <service service-name="performFind" result-map="result" result-map-list="listIt"> |
| <field-map field-name="inputFields" from-field="parameters"/> |
| <field-map field-name="entityName" value="PartyRoleAndContactMechDetail"/> |
| <field-map field-name="orderBy" value="partyId"/> |
| <field-map field-name="distinct" value="Y"/> |
| <field-map field-name="fieldList" from-field="fieldList"/> |
| <field-map field-name="viewIndex" from-field="viewIndex"/> |
| <field-map field-name="viewSize" from-field="viewSize"/> |
| </service> |
| </actions> |
| </form> |
| <form name="ListLeads" extends="listLeads"> |
| <field name="assignToMe" use-when="existRelationship==null&&!"false".equals(parameters.get("all"))" |
| title="${uiLabelMap.SfaAssignToMe}" widget-style="buttontext"> |
| <hyperlink target="createPartyRelationshipAndRole" description="${uiLabelMap.SfaAssignToMe}"> |
| <parameter param-name="partyId" from-field="userLogin.partyId"/> |
| <parameter param-name="roleTypeId" from-field="roleTypeIdFrom"/> |
| <parameter param-name="roleTypeIdFrom"/> |
| <parameter param-name="roleTypeIdTo"/> |
| <parameter param-name="partyRelationshipTypeId"/> |
| <parameter param-name="partyIdTo" from-field="partyId"/> |
| </hyperlink> |
| </field> |
| <sort-order> |
| <sort-field name="partyId"/> |
| <sort-field name="emailAddress"/> |
| <sort-field name="telecomNumber"/> |
| <sort-field name="city"/> |
| <sort-field name="countryGeoId"/> |
| <sort-field name="relatedCompany"/> |
| <sort-field name="assignToMe"/> |
| </sort-order> |
| </form> |
| <form name="ListMyLeads" extends="ListLeads"> |
| <actions> |
| <set field="relatedCompanyRoleTypeIdTo" value="LEAD"/> |
| <set field="relatedCompanyRoleTypeIdFrom" value="ACCOUNT_LEAD"/> |
| <set field="relatedCompanyRelationshipTypeId" value="EMPLOYMENT"/> |
| <set field="parameters.partyIdFrom" from-field="userLogin.partyId"/> |
| <set field="parameters.roleTypeIdTo" value="LEAD"/> |
| <set field="parameters.partyStatusId" value="PARTY_DISABLED"/> |
| <set field="parameters.partyStatusId_op" value="notEqual"/> |
| <set field="parameters.partyRelationshipTypeId" value="LEAD_OWNER"/> |
| <set field="fieldList" value="${groovy:["partyIdFrom","partyId"]}" type="List"/> |
| <service service-name="performFind" result-map="result" result-map-list="listIt"> |
| <field-map field-name="inputFields" from-field="parameters"/> |
| <field-map field-name="entityName" value="PartyRelationshipAndContactMechDetail"/> |
| <field-map field-name="orderBy" value="partyId"/> |
| <field-map field-name="distinct" value="Y"/> |
| <field-map field-name="fieldList" from-field="fieldList"/> |
| <field-map field-name="viewIndex" from-field="viewIndex"/> |
| <field-map field-name="viewSize" from-field="viewSize"/> |
| </service> |
| </actions> |
| <field name="assignToMe"><hidden/></field> |
| </form> |
| <form name="AddRelatedCompany" type="single" target="createPartyRelationship"> |
| <field name="roleTypeIdTo"><hidden value="LEAD"/></field> |
| <field name="roleTypeIdFrom"><hidden value="ACCOUNT_LEAD"/></field> |
| <field name="partyRelationshipTypeId"><hidden value="EMPLOYMENT"/></field> |
| <field name="partyIdTo"><hidden value="${parameters.partyId}"/></field> |
| <field name="partyIdFrom" title="${uiLabelMap.PartyRelatedCompany}"><lookup target-form-name="LookupAccountLeads"/></field> |
| <field name="submitButton" title="${uiLabelMap.CommonAdd}"><submit button-type="button"/></field> |
| </form> |
| </forms> |