Custom Fields Display in the Collections Module's Management List

A new feature has been implemented in the management list module of Wolkvox CRM, allowing users to view custom fields associated with obligations directly from the management table of a record. This functionality provides greater context and traceability for the history of management actions, improving decision-making by offering more detailed information and facilitating comparisons between the previous and current status of an obligation.

Benefits

• Greater Context: Provides additional and relevant information directly in the management table.
• Traceability: Facilitates tracking and reviewing the history of management actions.
• Informed Decision-Making: Enhances data analysis and comparison, enabling more informed decisions.
• Customization: Allows adapting the view of the management table according to the specific needs of the operation.

Process Explanation

To configure and view custom obligation fields in the management list, follow these steps:

Access Module and Field Configuration:

1. Go to the "Configuration" section in the left sidebar menu.
   1. Select the "Customize" tab.
   2. Click on the "Modules and Fields" tab.
2. Choose the "Collections" module. 
3. Within the Collections module, select the "Default" section (represented by a folder icon).
4. Go to the "Actions" tab.
5. Select the "Management" tab.
6. Use the "Select Fields" option to choose which obligation fields you want to display in the "Management" table. Select the fields that are relevant to your operation.
7. Click the "Save" button to apply the changes.

View Custom Fields in the Management List:

1. Access the "Collections" module.
   1. Open a specific record.
   2. Go to the "Management" section.
2. You will now see the added custom fields as columns in the management table.

Advanced Configuration of Form Event Rules

A new feature has been implemented in the Field Rules section, allowing users to define with greater precision the conditions under which rule actions are applied. Users can now specify whether a rule is triggered only during record creation (Add), only during record editing (Edit), or in both form events (Both).

This enhancement provides more granular control over the dynamic behavior of fields, optimizing the user experience and ensuring that validations and logic are applied only when relevant. This avoids unnecessary validations and reduces cognitive load when filling out forms.

Benefits

Greater Control and Precision: Allows for more accurate rules tailored to operational processes, activating only when needed.
Error Reduction: Eliminates unnecessary validations, minimizing errors and speeding up data entry.
Improved Usability: Makes navigation clearer and more direct, with fewer clicks and no interruptions from irrelevant validations.
Operational Efficiency: Reduces form completion time, as users only interact with fields and validations relevant to the current event (creation or editing).

Process Explanation

To configure these field rules with the new form action, follow these steps:

1. Access Module Configuration: 
   1. Go to wolkvox CRM Settings (gear icon).
   2. Click the "Customize" tab.
   3. Select the "Modules and Fields" tab.
   4. Choose the desired module to configure the rule (e.g., Opportunities).
2. Within the module, select the "Manage Rules" section.
3. Go to the "Field Rules" tab.

1. 2. Configure a New Field Rule:
   1. Main Field: Select a field that will serve as the condition for the rule.
   2. Value: If the main field is a list type, choose one of the available values. Otherwise, enter a value manually.
   3. Related Fields: Select the field(s) affected by the rule.
   4. Action to Execute: Choose the action to perform when the condition is met. Options include:
      • "Show Field": To make a hidden field visible. 
      • "Make Required": To require a field to be completed. 
      • "Change Value": To modify a field’s value. If selected, you can choose a 
      • "Related Field" to take its value or enter an "Additional Value" if the field is not a list type.
   5. Form Action (New): Select the form event in which the rule will apply. Options include:
      • "Edit": The rule applies only when a user edits an existing record.
      • "Add": The rule applies only when a user creates a new record.
      • "Both": The rule applies when both creating and editing a record.
2. Click "Confirm" to save the rule.
3. View and Manage Rules:
   • In the "Preview" area, all configured rules will be listed.
   • The preview table now includes a column for "Form Action", indicating whether the rule applies to "Add", "Edit", or "Both".
   • To delete a rule, check the corresponding box, click the trash can icon, and confirm the action.