Hi!

I'd like to add many-to-many relationship between Account and Contact. I've created an object "Account - Contact" and added some records to it.

Now I'd like to add a folder on Contacts list for displaying those contacts, who are related with "Our company" Account. Unfortunately, the list of columns for "Account - Contact" does not contain neither relationship-related lookup fields (like Contact, Account) nor any additional columns, stored in this object. There are only Quantity and some date fields.

I've tried to debug it and I realized that JSONs for DataService, which are generated by filter designer, try to use some aggregation function. Is there any way to solve my problem? The solution doesn't have to be simple and possible to do it by GUI :) I can modify the JSON, but so far I couldn't do it correctly in this case.

Is is technically possible for DataService, to use simple comparison in lookup for backward related objects, like "Account - Contact", or I'm restricted to use some kind of aggregation?

Hi Community,

We have this business requirement where we need to add duplicated communication options. For example, we can have two records for the same phone number.

When we try to add the same number, we receive the following error:

How can we turn off this validation/constraint? 

Thank you in advance.

Best Regards,

Pedro Pinheiro

As the title says, we sometimes need to disable buttons while still showing them - something which was easy to do in Classic UI. Is there any way of doing so in Freedom UI? I can't see any examples in OOTB Freedom UI areas, anywhere that does have disabled buttons OOTB are in Classic UI sections (e.g. the "Finish session" button on the System User page on the Access Rules tab when no record is selected).

Is it possible to set the value of a System setting which has the "Save value for current user" setting enabled for a specified user from C# code, e.g. from a script task? I've found the below code for setting a System setting, but presume that if the checkbox for the above is selected, then it will only set the value for the current user (or the System User if running in the system context):

var settingCode = Get<string>("UsrSystemSettingCode");
var value = Get<string>("UsrSettingValue");
Terrasoft.Core.Configuration.SysSettings.SetValue(UserConnection, settingCode, value);
return true;

We need to be able to set the per-user system setting for a specific user (determined by data in the BP in our case) but looking at the (always hard to find) API documentation, it doesn't seem like there's an overloaded version of SetValue that allows you to do so as a specified user - except possibly one that is marked as being deprecated in a much older version:

Is it possible to create an entity based on a view (so with the "Represents Structure of Database View" checkbox checked, and with the view created using a SQL script) that inherits its record permissions from a "real" entity? I tried to do so by simply checking the record permissions checkbox and specifying the parent object in the "Object to inherit access permissions from" field of the entity, but this doesn't seem to work.

My setup is that we have the OOTB Leads entity, and then I've created a view over the top of it taking all columns but with a filter condition, to be used for reporting over Leads while filtering out certain Leads that should never be included in reporting so we have a more consistent reporting basis and don't have to make sure to include those filters in every widget. I added 2 columns to the view based on the Id and LeadName columns called UsrBaseLeadId and UsrBaseLeadName, which then have a lookup column UsrBaseLead added over them in the view-based entity. This lookup is then used as the "Object to inherit access permissions from" for the view-based entity.

There aren't any errors thrown in the logs when trying to do this, but non-super-users just can't see any of the records. When I tried to check a record in the view's permissions, I could see that the SysRights table for the view entity doesn't exist, so I tried creating that rights "table" as a view in the database that took its data from the Rights Table of the real entity, but while that seemed to work inasmuch as I could check a record's access rights and see that the correct rights were there and was even able to modify those rights, it didn't make it visible to a non-super-user.

Hello everyone!

The issue i'm facing is that tasks synced from Google Calendar that are meetings and include Google Meet links are not displaying a "Join" button within Creatio. This makes it difficult for users to easily join these meetings directly from Creatio.

Here's how it should look like:

but this is how it is currently looking like:

this meeting already has a google meet link attached to it, as you can see in the next screenshot:

Here are some additional details about the issue:

• -The tasks in question are synced from Google Calendar.
• -The tasks are identified as meetings within Google Calendar and have associated Google Meet links.
• -Despite being meetings with links, there is no "Join" button available within the task view in Creatio.
   

I would appreciate if anyone has faced this issue in the past, and how to solve it :)

Thanks in advance!

Is it possible to specify the default values that will be populated in fields on new records created via the "Quick add menu" in Creatio, similar to how you can do when adding a record from a button on a page:

I have seen that if you have multiple pages set up for an entity that the Quick add menu will create a sub-menu for each of the types which will mean that if you click on the specific sub-menu then that field will be defaulted to the value it should be, but we require that other fields are also defaulted to specific values depending on the type selected. Therefore blanket values being set as the default value on the entity won't satisfy the requirement, and the business rules are very limited around setting default values.

I can't see anything of much use in the "Quick add records menu" lookup used to configure the quick add menu.

Is it possible to pass attributes from a page into a validator as a parameter for use in its logic? I'm trying to pass the Id of the record into an async validator which should then query the database for the record to check whether it is in a valid state to be saved, but I don't seem to be able to pass the attribute in as a parameter and it isn't available by default in the validator. I've tried the below:

					"LookupAttribute_sttlz00": {
						"modelConfig": {
							"path": "PDS.QualifyStatus"
						},
						"validators": {
							"LeadSoldValidator": {
								"type": "Usr.LeadSoldValidator",
								"params": {
									"leadId": "$Id"
								}
							}
						},
					},

But it just passes in the literal string "$Id" instead of the value of Id. I don't see anything about passing dynamic values into validators in the documentation.

Hello,

I have been asked to help with an environment built within the default package of "Custom."

It seems that the previous user did not create a new prefix or package to build out their new objects and fields but rather kept the default prefix of "Usr" and package of, "Custom."

As far as I know, they have kept all newly added elements in the environment without external factors for additional dependent packages.

I have attempted to transfer the elements in the configuration section and have accomplished that, but of course, I will run into compilation errors and dependency issues.

My end goal is to upload this project environment to the marketplace safely. So my question is this:

How can I safely transfer the elements of the default "Custom" Package to a new package that can ultimately be exported for the marketplace?

Thank you in advance for any help someone can provide.

Hello!

I am experiencing an issue regarding the synchronization between Creatio and Google Calendar. My Creatio Version: 8.1.1.3635

I have set up the synchronization between the two platforms, but I am encountering the following problem:

• Changes made to activities in Creatio are not reflected in Google Calendar. Neither the other way around.

I have already tried the following troubleshooting steps:

• I've already followed all the steps the documentation for the Version 8.1 said:

  https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/google-mail-contacts-and-calendar/register-creatio-application-in-gsuite

  and here

  https://academy.creatio.com/docs/8.x/no-code-customization/base-integrations/google-mail-contacts-and-calendar/synchronize-contacts-and-activities-with-google#title-194-1
  
  plus this one too: Set up integration with Google services, MS Exchange and MS Office.
  
  
  
  But the config email, doesn't show neither calendar nor contact sync. 

Despite these efforts, the issue persists.

I would be grateful if you could provide any guidance or solutions to resolve this synchronization problem. Please let me know if you require any further information from me :)

Thanks!