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I_have_a_question_about_some_components_of_Creatio

In my business, we need to manage the creation of automated activities. After they are created, they appear on the students' screens, displaying the text "Step complete." This isn't logical; ideally, it should say something like "Complete step." Is it possible to modify something as simple as this text?

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ML
recommended-products
Sales_Creatio
8.0

Hello community,

I'm wondering if there is any other way of applying recommendational ML model to account(s) excepting creating new busineess process with prediction step? 

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How_to_retrieve_only_unique_records_from_a_Simple_Object_in_Creatio_Business_Process?

Hi everyone,

I have a Object that contains multiple records with the same name.
I want to retrieve/read only the *unique records* based on the name field, instead of getting duplicate records.

What would be the best way to achieve this ? Is there a way to use a query/filter or any other approach to return only distinct/unique records?

Any guidance or example would be greatly appreciated.

Thank you

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Email
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Sales_Creatio_enterprise_edition
8.0

Dear,

In Creatio CRM version 8.3.4, when sales representatives send a quote to clients, the quote is attached as a PDF. 

Download the Order PDF Files

However, the link is not clickable, and the sales reps cannot preview the quote. I tried adding the "Attachment" component to the email's "General Info" tab, but the file list is empty, so that must not be the right component. 

Attachment

How can I add an element that displays the order file?

In the timeline, we can click on the file link to open it:

ActivityFile

I can find the file with the email id and SQL:

SQL

I can see the order file with the object "ActivityFile" but we can not download it or get a preview.


This problem is very troublesome for our users.
Thank you !
Nicolas

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ok i finaly found, on the attachment object, i had to configure the File save location and set to Activity File

Hi LÉZORAY Nicolas,

May I ask what are you using to generate the PDF?
thanks,

Luis

Luis Tinoco Azevedo,

Hello Luis,

We use Creatio native service: Terrasoft.Configuration.ReportService.ReportService

The process calls GenerateMSWordReport() with the print template ID and the ID of the relevant record. Creatio first generates the document from the Word template via IReportGenerator.

When the ConvertToPdf parameter is enabled, the result is then converted to PDF by the IPdfConverter component, retrieved as follows:

ClassFactory.TryGet("PdfConverter", out pdfConverter); result.Data = pdfConverter.Convert(result.Data);


The generated content is returned as a byte array in report.Data. We then save this data to:
- ActivityFile, to attach the PDF to the email;

- OrderFile, to also save the PDF in the order files.

We therefore do not use an external PDF library in the process; instead, we rely on the Word report generator and the PDF converter provided and stored within Creatio.
 

Surprising,
the convert to pdf wasn't working for years.
I didn't know it was back
Great news, I'll give it a test, thanks!

Luis Tinoco Azevedo,

Oh? We've been using that since 2019...
Let me know if you need more informations

Luis Tinoco Azevedo,

I believe older systems still have it where it existed originally - I don't believe it was removed from those systems that had it. For new systems, it's just not included. 

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Hi Community,

We are working on a Freedom UI page where we need to implement cross-field validation on a date field. Specifically, we want to validate that the Detection Date (FechaDeteccion) is not earlier than the Child's Birth Date (FechaNacimiento).

In Classic UI, we used to handle this easily by accessing other model attributes within the validation method. However, in Freedom UI using custom validators declared in validators schema block, the validator function only receives the control instance (Angular AbstractControl), and properties like control.root or control.parent do not give us access to other Page ViewModel attributes/context.

We are currently passing $context via viewModelConfigDiff parameters like this:

JS

"PDS_HcoFechaDeteccionSospecha_s35z4sf": {
   "modelConfig": {
       "path": "PDS.HcoFechaDeteccionSospecha"
   },
   "validators": {
       "ValidarSospechaVsNacimiento": {
           "type": "usr.HcoFechaSospechaNacimientoValidator",
           "params": {
               "message": "La fecha no puede ser anterior a la fecha de nacimiento.",
               "campoNacimiento": "PDS_HcoFechaNacimiento_04pdwdb",
               "context": "$context"
           }
       }
   }
}

And in the validator declaration:

"usr.HcoFechaSospechaNacimientoValidator": {
   "validator": function(config) {
       return function(control) {
           let fecha = control.value;
           if (!fecha) return null;

           let ctx = config.context;
           // Reading secondary field from passed context...
           let fechaNacVal = ctx ? ctx[config.campoNacimiento] : null;

           // Date comparisons...
           return isInvalid ? { "usr.HcoFechaSospechaNacimientoValidator": { message: config.message } } : null;
       };
   },
   "params": [
       { "name": "message" },
       { "name": "campoNacimiento" },
       { "name": "context" }
   ],
   "async": false
}

Our Questions for the Community:

  1. Is passing "context": "$context" in viewModelConfigDiff the recommended OOTB standard in Freedom UI for cross-field validation, or is there a native SDK approach / API method to inspect other attributes from within a custom validator?
  2. Alternatively, is there a recommended way to trigger/update the validation status of FechaDeteccion programmatically from a crt.HandleViewModelAttributeChangeRequest handler without relying on alert() or manual field resetting?

Any insights or best practices on how you are handling multi-field dynamic validations in Freedom UI would be greatly appreciated!

Thanks in advance!

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