Is there any way to mark a field/set of fields as being unchanged on a form page from code? We have some parameter fields which do not link to the page's data source, and have a separate button for managing saving this data (we are on 8.2.0, so cannot use multiple data sources for the same page) but at the moment when saving this data the fields will remain "dirty" and so the regular Save button will be shown & a warning will show if the user tries to navigate away from the page. What we would like is for the custom parameter saving button to clear those fields when it's finished and then mark them as unchanged/non-dirty so that this is avoided.
+1 For more advanced functionalities using printables. Useful to have reports with text (not just Excel). but also for offers, etc... Example being able to add images on your opportunity which are then added to the template offer (construction designs for example).
First of all, I've already set the Manager User using the Organization Roles Relation Manager, as shown in the image. In the Perform Task business process, it should be assigned to the Manager User. How can I do that?
In Creatio, the “Perform task” process element does not provide an out-of-the-box option to set the assignee dynamically based on a parameter like “manager of the current user / manager of a role relation”. The Assignee field in that element expects either a fixed user/role or a value that is already available in a process parameter.
That said, it is technically possible to implement this logic in the process:
Read the user you are starting from (e.g., the record owner, the current user, or another user stored in a process parameter).
Identify that user’s manager by querying the system tables, then store the manager in a process parameter (e.g., a “Manager user” parameter of type Contact/User).
Use that parameter as the assignee for the “Perform task” element.
To determine the manager based on the “Organization Roles Relation Manager” setup, you’ll need to query the SysAdminUnitInRole table and apply the correct filter:
The manager assignment is stored as a record where Source = 32 (this value indicates the “manager of the role relation” type of linkage).
The query logic should filter by the relevant user/role relationship and then select the corresponding manager user.
Once the manager user is retrieved and stored in a process parameter, you can assign the task to that parameter in the Perform task → Assignee field.
does anybody know if there is a solution to enable Power BI like functionality for Creatio reports? I mean the similar filtering directly on a report's page, tree-like filters, multichoice, percent calculation and etc.
I know about Power BI connector for Creatio, but our users request to have these capabilities directly in Creatio, because they want to analyze live data in real time.
I already set Manager User in Organizational roles, but how to get that manager in business process? Cases: I want to give Perform Task for that manager based on user as you can see in the image (Nama RM) is user with Relation Manager Role, but I want to give that task to the manager. How to do that? Thanks
Currently there is not possibility in the system to read a user's manager using a business process this way. However, we will register this idea for our R&D team so they could review the possibility of implementing such functionality in future releases.
