Время создания
Filters

Hi everyone,

 

We have a custom section, and we’d like to enhance it by adding a timeline that includes a custom object.

 

Is it possible to include a custom object in the timeline? For example, alongside Tasks, Emails, etc., we’d like to display data from our custom object as well.

 

Additionally, is there a way to customize how one of the existing objects is displayed in the timeline or modify which fields are shown? For instance, in the case of the Opportunity tile, can we change the fields that are displayed?

 

Any guidance or documentation on these topics would be greatly appreciated.

 

Thanks in advance!

Like 0

Like

0 comments
Show all comments

Hi,

I’m wondering if it’s possible to configure Creatio to save previously entered values in a field (similar to how browsers remember login credentials).

For example, I’d like users to see a list of their most recently used values when they focus on a specific field, so they can reuse them without re-entering manually.

Does Creatio have a built-in feature for this, or would it require customization?
If customization is needed, I’d appreciate any guidance or examples.

Thank you in advance!

Like 0

Like

1 comments

Hello,

 

Creatio does not have a built-in feature to save previously entered values in a field, similar to how browsers save login credentials.
 

Best regards,
Ivan

Show all comments
Question

Hi All, 

 

I've got an incoming webhook where the application on the other side is unable to conform to the request body that Creatio would like. 

Is there any straight forward way to parse a webhook in a different way?  My other solution is some middleware code which ideally I don't want to do. 

Anyone encountered this before? 

Thanks in advance. 

Like 0

Like

0 comments
Show all comments

Hi

 

I want to change the text in printable based on the two values of printable. Please let me know if there is any way we can do that.

 

Regards

Rakshith Dheer

Like 0

Like

1 comments

To accomplish this, what I typically do is add the macro to the record Id, then in the macro use an ESQ to get the needed values and return the result. You can get the UserConnection in the macro using something like this: 

namespace Terrasoft.Configuration 
{
  using System;
  using Terrasoft.Common;
  using Terrasoft.Core;
  using Terrasoft.Core.DB;
  using Terrasoft.Core.Entities;
  using Terrasoft.Core.Packages;
  using Terrasoft.Core.Factories;
  using System.Globalization;
 
  [ExpressionConverterAttribute("MyMacro")]
  public class UsrMyMacro: IExpressionConverter 
  {
    public string Evaluate(object value, string arguments = "") 
    {
 
      // value passed in is an Id of some record
 
      var result = "";
 
      if (value != null) 
      {
        UserConnection userConnection = null;
        try
        {
          userConnection = (UserConnection) System.Web.HttpContext.Current.Session["UserConnection"];
        }
        catch {}
        if (userConnection == null) return result;
 
        var esq = new EntitySchemaQuery(userConnection.EntitySchemaManager, "UsrSomeEntity");
        esq.AddColumn("UsrSomeField1");
        esq.AddColumn("UsrSomeField2");
 
        var entity = esq.GetEntity(userConnection, Guid.Parse(value.ToString()));
        if (entity != null) 
        {
          var val1 = entity.GetTypedColumnValue<string>("UsrSomeField1");
          var val2 = entity.GetTypedColumnValue<string>("UsrSomeField2");
 
          result = val1 + " " + val2;
        }
      }
      return result;
    }
  }
}

One thing to note that is an issue if running the printable from a process with a timer, you'll be unable to get the UserConnection because in those cases the Session will be null.

Ryan

Show all comments

Hi team,

 

I am looking into adding the functionality of master filter that applied to all the dashboard on that page. I have implemented this feature in other section pages( 'Working' checkbox to filter). I am wondering if we can do same for dashboard section. Is it possible? What is the section page name for that?

 

 

Like 0

Like

0 comments
Show all comments