Customer Login Screen and customer account information screen

Dash · April 18, 2016, 6:14am

I have only been able to create screen and search however can not understand how to search by one of the following

Phone Number
email
Name

I can get the search to work on name but it shows all name as you type , I only want to show the specific entry. for example if I have a phone number and start typing it should not show me all numbers starting with 0 as I type or 012 . Same with name if I type D it should not show me all the names with D.

What I’m trying to do is have the customer put the full name, or phone, or email and only show the entry that matches if it doesn’t match exactly then I would like a message to say member not found .

I have create the entity , the screen but unable to get logic to work.

Screens

Actions

Rule

Cazz · April 18, 2016, 1:40pm

hello @Dash , sorry for not replying sooner you, I was long out of the forum.
first you need to configure the display costumer

Cazz · April 18, 2016, 3:43pm

You’ll need to create 7 Actions and Rule 1

1- GC Change Ticket Entity
2-GC Load Entity
3-Close Ticket
4-Customer Display - Welcome
5-GC Show Entity Screen Navegation
6-Show Message
7-Execute Automation Command

Cazz · April 18, 2016, 3:51pm

1 Rule you need

Rule Name: WELCOME PORTAL CUSTOMER
Evente Name: Automation Command Executed
Execute Rule If:Matches
Custom Constraint: Automation Command Name -Equals - WELCOME PORTAL CUSTOMER

Cazz · April 18, 2016, 3:57pm

Create an entity screen with the name: Welcome

Add Widget : Entity Search
Rigth Click On

Settings (Entity Search)

Propertie (Entity Search)

Cazz · April 18, 2016, 4:07pm

Printer: Customer Display

Printer Template: Show Customer Detail Template

Copy This:

<!doctype html>
<html>
<head>
	<title>Customer Account Details</title>
<p><center><img src=""></center>
</head>
<body style="overflow:hidden;">

<p style="font-family:calibri; width:100%; height:auto; color: white; background-color: #FFAE9C; text-align: center;"><span style="font-size:50px;"><strong>{ENTITY NAME:Customer}</strong></span></p>
<p style="font-family:calibri; width:100%; height:auto; color: white; background-color: #3DCBC9; text-align: left;"><span style="font-size:30px;"><strong>ID Account: {ENTITY ACCOUNT NAME:Customer}</strong></span></p>
<p style="font-family:calibri; width:100%; height:auto; color: white; background-color: #EED7D2; text-align: left;"><span style="font-size:30px;"><strong>Customer ID: {ENTITY DATA:Customers:Customer ID}</strong></span></p>
<p style="font-family:calibri; width:100%; height:auto; color: white; background-color: #3DCBC9; text-align: left;"><span style="font-size:30px;"><strong>Phone: {ENTITY DATA:Customers:Phone}</strong></span></p>
<p style="font-family:calibri; width:100%; height:auto; color: white; background-color: #3DCBC9; text-align: left;"><span style="font-size:30px;"><strong>home address: {ENTITY DATA:Customers:Address}</strong></span></p>
<p style="font-family:calibri; width:100%; height:auto; color: white; background-color: #3DCBC9; text-align: left;"><span style="font-size:30px;"><strong>E-mail: {ENTITY DATA:Customers:E-mail}</strong></span></p>
<p style="font-family:calibri; width:100%; height:auto; color: white; background-color: #3DCBC9; text-align: left;"><span style="font-size:30px;"><strong>VIP level: {ENTITY DATA:Customers:VIP level}</strong></span></p>
<p style="font-family:calibri; width:100%; height:auto; color: white; background-color: #3DCBC9; text-align: left;"><span style="font-size:30px;"><strong>Birthday: {ENTITY DATA:Customers:DOB}</strong></span></p>
<p style="font-family:calibri; width:100%; height:auto; color: white; background-color: #FFAE9C; text-align: center;"><span style="font-size:50px;"><strong>Balance available: {ENTITY BALANCE:Customers}</strong></span></p>
<button onclick="window.external.ExecuteAutomationCommand('ShowMessage','Hello');">Click me</button>

Print Jobs Name: Customer Display - Welcome

Cazz · April 18, 2016, 4:16pm

@QMcKay
I believe that would not be necessary as many actions, but that’s how it worked for me.
sorry for my English, I hope you understand

Cazz · April 18, 2016, 4:16pm

@Jesse
Maybe we should find a more right way to do this setting
sorry for my English, I hope you understand me

Cazz · April 18, 2016, 4:52pm

Popup Browser

16-MSG TEST

Show Message Teste Rule

to find the URL, you need to go to C: \ Users \ your User name \ Documents \ SambaPOS5 \ CustomerDisplay.html

then open this file with any browser, and copy the URL in the address bar.

then paste URL in POPUP BROWSER ACTION

UNSENSE · April 18, 2016, 5:35pm

cant find it in that directory ?!!

UNSENSE · April 18, 2016, 5:36pm

can you export file and post ??

Cazz · April 18, 2016, 5:40pm

UNSENSE · April 18, 2016, 5:56pm

can you post this in text please

Cazz · April 18, 2016, 6:07pm

you can copy the text below the image: Show Customer Detail Template

Dash · April 19, 2016, 3:05am

Cazz,

Thanks for the information and detail. I have implemented exactly this from your screen shots however it appears to call all records that are similar not just a specific customer record as per your example.

This is what I currently see:

Hello Screen , However unable to show customer details

Then I get the following screen which is blank
width=“690” height=“246”>

One Question with the search what is the criteria that you are using to find the specific Record ? As it appears to still call all records with similar vaules eg. Darren, Dean, Don

is the following rule the specific search Criteria ? as I don

Heading

t have customer id , what are you using as the unique identifier that you are calling to obtain the specific record ?

Cazz · April 19, 2016, 9:31am

show me a screenshot of your
Action - GC Change Ticket Entity
Rule - WELCOME PORTAL CUSTOMER
and Settings of Entity Search Widget

Dash · April 20, 2016, 12:05am

Cazz,

Thanks for your assistance, I have implemented something similar , what I’m trying to do is call a specific record not all similar records. I have been able to implement your account pop up.

Is there anyone in the forum that can assist with calling a specific customer record would really appreciate the assistance.

Action: GC Change Ticket Entity

Welcome Portal Customer

Settings of Entity Search Widget

Mark · April 20, 2016, 5:06am

In GC Load Action and Execute automation Command you Have a Typed {:ENTITY NAME:Customer} and it should be {ENTITY NAME:Customer} notice there is no : after the Brackets you have {:ENT…

QMcKay · April 20, 2016, 3:44pm

If you want to load a specific Entity, then you don’t “search” for it. You specify the Entity directly by Name …

Dash · May 4, 2016, 8:14am

I have changed my action and removed the Entity Search as suggested however I still get all records that are similar as per below screen shot