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The Creatio development team is currently improving filtering tools. Your opinion is very important to us! If you worked with data filtering in Creatio products, please complete a survey. Take a look at the list of improvements in filtering and select three that are most relevant to you.

Follow the link to vote: http://bit.ly/creatio-survey-eng

The list of the most wanted features according to the Community will be published on January 27th and will become our priority. We will need some time to analyze the results, and in two weeks we will share the estimated time when the improvements will be available in Creatio products. 

You can vote for the most needed improvement in Creatio platform filtering tools until January 24.

Do you have an idea about how to improve filtering in Creatio and your idea is not in the list? Share it with the Community in "Ideas" section, the Community and Creatio development team will consider it!

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Hello,

I would like to create a replacing client module of a third party custom page. We can call this page UsrContainerPage. I would like to create a replacing client module of UsrContainerPage. This page was created in a third-party package. When I go to the configuration page and create a new replacing client module I am unable to make UsrContainerPage the parent object. This is where I think I'm wrong. I must not need to make UsrContainerPage the parent page in order to replace it? What do I make as the parent object? I tried making "Base card schema" the parent object because that is what the original page's (UsrContainerPage) parent object is, but when I do that I am unable to change the name from BasePageV2 to the page name I need. Along with that, I get this error "Script error for "UsrContainerPageStructure"" when I try to open the page after creating my replacing client module.

Any help appreciated.

Thanks

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I'm looking to add a calculated field to a detail on a Section Edit page. I can find plenty of articles describing how calculated fields on section edit pages are implemented, but I'm not able to find any for a detail.

How I'm imagining this working is a trigger from the detail on load to calculate the column when the Edit Page is loaded. The column will be a object column, as I don't think virtual columns can be revealed in the column setup menu.

Has anyone been able to implement this functionality?

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I am trying to add a mobile business rule that applies at various stages for an Opportunity. With the below code, the rule is only working on the Verified stage. I need it to work at 13 different stages so I was hoping to be able to add it all in one rule, but not sure if that is possible?

Terrasoft.sdk.Model.addBusinessRule("Opportunity", {
    ruleType: Terrasoft.RuleTypes.Visibility,
    events: [Terrasoft.BusinessRuleEvents.Load],
    conditionalColumns: [
                        {name: "Stage" , value: "e39b75ac-db07-4f37-a140-2f881a0a98e5"}, //Closed Won
                        {name: "Stage" , value: "423774cb-5ae6-df11-971b-001d60e938c6"} //Verified
                        
                        ],
    triggeredByColumns: ["Stage"] ,
    dependentColumnNames: ["UsrEstStartDate","UsrEstEndDate"]
    });

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Hello, is there any easy way to check if tha last change was made by a user or by a process?

Because now, in the Modified by field, is shown either the user who modify manually something or the user who launched the process that make the change.

 

Thanks.

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Hello Alfredo,

Currently change log doesn't allow to track either the record was modified by a process or manually and I will create a request to our R&D team so they could expand our current logic of Change Log. As for now you can track if the record was modified by a process if you track who modified the record and when and then you can go to process log and create a filter in it by date (for Created On field in process log that should be equal to Modified On field in change log) and filter by Owner in process log that should be equal to Modified By from Change log. As a result you will see the list of processes ran by this system user who modified the record in exact period of time when record was modified and by analyzing those processes you can check if it was some process that modified the record or modification was performed manually.

Best regards,

Oscar

Oscar Dylan,

Thanks a lot. Im also thinking in adding a new field where any process can write its name (and date/hour) just before the end.

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