Installation Instructions

Preparations

Installation

You need to do the following to add the Oneflow add-on to your Lime CRM application.

  1. Download the LIP zip file for the latest release from Temporarily unavailable but will be provided by Oneflow soon
  2. Enter the VBA editor in the desktop client and run lip.InstallFromZip from the immediate window. Select your zip file.
  3. Copy the folder apps\addon_oneflow in the extracted LIP zip file to the Actionpads\apps folder.
  4. Add the Oneflow collections/account in VBA in the sub AO_Oneflow.SetKeys. The collection name and the API-token are provided by Oneflow.
  5. Compile and save the VBA project.
  6. If needed, change default configurations.
  7. Add app instantiation to the deal Actionpad. Make sure to add the name of the accounts specified in VBA (step 4) AO_Oneflow.SetKeys. The same collection names are also necessary to add in other parts of the app as shown below.
  8. Within the app there are several files with placeholder Testbolaget AB for the company name that needs to be replaced with the actual company name as shown below.
  9. After the changes, publish the actionpads.
  10. Restart the Lime CRM desktop client and start using the add-on!

  11. Important

    Add a customization record in Sublime under the customer. Note the version installed. Link it to the product card.
  12. Check if additional Configuration is needed.

Actionpad app instantiation:

<div data-app="{
    app: 'addon_oneflow',
    config: {
        mode: 'actionpad',
        accounts: [
            {
               'name': '<your collection/account name as specified in VBA>'
            }
        ]
    }
}"></div>

Add collections to Actionpads\apps\addon_oneflow\app.js starting at row 21:

this.accounts = appConfig.accounts || [
    {
        'name': '<your collection/account name as specified in VBA>',
    }
];

Change company name placeholder in Actionpads\apps\addon_oneflow\app.js:

this.companyName = appConfig.companyName || 'Testbolaget AB';

And in Actionpads\apps\addon_oneflow\views\windowed.html:

<div data-app="{
    app: 'addon_oneflow',
    config: {
        mode: 'windowed',
        companyName: 'Testbolaget AB',
        useCustomRecipient: false
    }
}"></div>

As well as in Actionpads\apps\addon_oneflow\views\setaccount.html: 

<div data-app="{
    app: 'addon_oneflow',
    config: {
        mode: 'setAccount',
        companyName: 'Testbolaget AB',
    }
}"></div>