Custom field prompt

Wissam · December 29, 2015, 11:45pm

Hi,
I have added an entity custom field, how to prompt for a string value to populate this field when order is setteled ?
i looked through the action types but wasn’t sure which type to use

Thanks in advance

JTRTech · December 30, 2015, 12:18am

Depends on the type of field, you haven’t been too clear on what your looking to do.
One option might be the [?prompt] tag in an update entity data action.

Wissam · December 30, 2015, 4:49am

it is a string field on a new entity type, i want a prompt box for user to enter customer first name only

Wissam · January 2, 2016, 7:01am

Any Suggestions @emre

QMcKay · January 2, 2016, 7:18am

That is the suggestion.

##XX Update Entity Data [Update Entity Data] (Action)##

Action Name:	`XX Update Entity Data`
Action Type:	`Update Entity Data`

###Parameters:###

Entity Type Name:	`Customers`
Entity Name:	`[:entityName]`
Field Name:	`[:dataFieldName]`
Field Value:	`[:dataFieldValue]`

##XX Update Entity Data [Before Ticket Closing] (Rule)##

Rule Name:	`XX Update Entity Data`
Event Name:	`Before Ticket Closing`
Rule Tags:

Custom Constraint List (1):

Execute Rule if: Matches

Remaining Amount Equals 0

##Actions (1):##

XX Update Entity Data

Constraint: (none)

entityName:
dataFieldName:	`Phone`
dataFieldValue:	`[?Enter Phone Number]`

##Mappings##

Mappings

Terminal	User Role	Department	Ticket Type
`*`	`*`	`*`	`*`

Wissam · February 11, 2016, 1:22am

Hello again,

Here is my scenario, i added a custom filed (TakeAway) on Tables entity to mark few tables as take away. my goal is to prompt for a customer name and switch to take away price tag (where TakeAway is set to “Y”)

I set Takeaway custom field to Y

Add an action, to update Customer name
Added this rule: only prompt if TakeAway is Y and if CusName is still the default value “.”

and here is the Message action display, apparently CusName is not being updated

What am i missing ? and is there a way to update the Table screen entity to display entered CusName rather then Entity Name
Thanks in advance

QMcKay · February 11, 2016, 1:30am

Your constraints should not be using [square brackets]. They should use {curly braces}.

Wissam · February 11, 2016, 1:38am

Thanks, I’m pretty sure it should be brackets. I just tested it anyway, plus, it wouldn’t even display the parameter dialogue screen if this was the case. it lets me type a name, but does not seem to update the entity as you can see in the message

QMcKay · February 11, 2016, 1:55am

No. The constraints as you have configured them should not be [brackets], they should be {braces}. I am not making a suggestion here.

Further, you should remove the 2nd constraint. Because once you set the Customer Name, it will no longer be a DOT, so the constraint will prevent the Rule from firing after that point. Unless of course you reset the data to DOT after the Ticket is Settled.

Here is a suggestion that works better for your scenario: use the Event for Ticket Entity Changed instead of Entity Selected.

QMcKay · February 11, 2016, 2:11am

##Action

##TCN Update Entity Data with Customer Name [Update Entity Data] (Action)##

Action Name:	`TCN Update Entity Data with Customer Name`
Action Type:	`Update Entity Data`

###Parameters:###

Entity Type Name:	`Tables`
Entity Name:	`[:entityName]`
Field Name:	`[:fieldName]`
Field Value:	`[:fieldValue]`

##Rule

##TCN Prompt for Customer Name and Update Entity Data [Ticket Entity Changed] (Rule)##

Rule Name:	`TCN Prompt for Customer Name and Update Entity Data`
Event Name:	`Ticket Entity Changed`
Rule Tags:

Custom Constraint List (1):

Execute Rule if: Matches

Entity Type Name Equals Tables

##Actions (3):##

TCN Update Entity Data with Customer Name

Constraint: ‘{ENTITY DATA:Tables:TakeAway}’==‘Y’

entityName:	`{ENTITY NAME:Tables}`
fieldName:	`CusName`
fieldValue:	`[?Enter Customer Name]`

TCN Update Entity Data with Customer Name

Constraint: ‘{ENTITY DATA:Tables:TakeAway}’!=‘Y’

entityName:	`{ENTITY NAME:Tables}`
fieldName:	`CusName`
fieldValue:

MSG TEST

Constraint: (none)

MessageToDisplay: N:{ENTITY NAME:Tables} TA:{ENTITY DATA:Tables:TakeAway} CN:{ENTITY DATA:Tables:CusName}

##Mappings##

Mappings

Terminal	User Role	Department	Ticket Type
`*`	`*`	`*`	`*`

Wissam · February 11, 2016, 4:31am

Thank you very much @QMcKay. finally got it to work.

I just have one more question, on products with multiple portions, is there a way to automate last added item selection to invoke portion selection screen ?

I looked through action types and not sure if this is doable

Thanks gain

QMcKay · February 11, 2016, 4:51am

Enable Auto Select in Manage > Menu List > [Menu] > Edit Prodcut Properties …

Wissam · February 12, 2016, 12:24am

You are a legend, I was trying to apply the same Action/Rule scenario to change price list based on table selection ( custom field TakeAway==‘Y’), However, I can’t use the event Ticket Entity Changed as price list get updated at department level, not at ticket level.
I tried Ticket Opened and Entity Selected events

Message Display , it doesn’t seem to evaluate the braces expression and displays it as a text, and custom field value is not returned.

Don’t all events have access to the same data objects? not sure event to use in my rules !!

Jesse · February 12, 2016, 4:46am

It would just be {ENTITY NAME} no need to define a type. It already knows what type.

Also try taking entity type out of ENTITY DATA tag

{ENTITY DATA:TakeAway}

Wissam · February 12, 2016, 4:57am

Thanks @Jesse, are you aware of any article or tutorial about how to use these expressions, still can’t get my head around when and when not to define a type !?!

as for my question, I took emre suggestion instead and used the Update order action on order added to ticket event. works like a charm

Jesse · February 12, 2016, 5:06am

If The event is Entity Updated it makes sense it would know what entity was updated already. Same goes for a entity selected. Slow down and think about the event.