Hello Dweep,

I hope you’re doing well!

To open an existing record, you can use the following button configuration:

In the “Which record to open” field, simply select the parameter that corresponds to the record you want to display.



If your goal is to create a new record and link it to the form page, you can use the following setup instead:



Please note that the mini page is designed for quickly creating a new record or viewing the most essential information. If you are already on the full record page, opening a mini page for the same record may not provide additional benefit.

I hope this clarifies things! If you have any further questions, feel free to reach out.

Hello.

In this configuration, the Complaint Manager will obtain all access rights and permissions from the roles Complaints Investigator and Complaints. 

Best regards,
Antonii.

Hi Antonii Viazovskyi,

Thanks for the response, so can I say the same for the Area Manager? ( Area manager is not a manager role ~ just a child role of Customer Care)  

The dialog request is being executed using:

await context.executeRequest({

That should be: 

await request.$context.executeRequest({

(Or are you setting a variable named context with request.$context elsewhere?)

Ryan

Ryan Farley,

Thank you, Ryan,
await request.$context.executeRequest({ 
This worked

The webhook URL is generic, not for any specific object. You need to specify the object the payload is for as EntityName in the payload itself. 

See here: https://academy.creatio.com/docs/8.x/no-code-customization/base-integra…

First, add the object the webhook will be for to the "Webhook entities" lookup (it will reject it if the object isn't added to this lookup). Then, you form the payload like this, including the object name as "EntityName" in the payload with the other field values: 

{
	"EntityName": "UsrMyObjectName",
	"UsrSomeField": "Some value",
	"UsrOtherField": "Other value"
}

Ryan

Ryan Farley,

Thank you so much for clarifying!

I added the object to the webhook entity lookup, and got a url from the 'Web forms and pages' section and it's not working :(

My http request looks like this:

{
    "uri": "https://webhooks.creatio.com/webhooks/75af0c45-2099-4923-a5fc-5beac9601a77",
    "method": "POST",
    "headers": {
        "Content-Type": "application/json"
    },
    "body": {
        "EntityName": "UsrEventAttendees",
        "UsrName": "chani",
        "UsrEmailAddress": "chani@gmail.com",
        "UsrJobTitle": "teacher",
        "UsrSchool": "abs school",
        "UsrEventNumber": 3566
    }
}

Any ideas?

Thanks

Chani Karel,

Do you see the webhook request show up in the webhooks section? When the webhook arrives, it will show there and you'll get a status (and any errors) when it attempted to add the data to the UsrEventAttendees object.

Also, you mentioned this is a detail, I assume it needs some Id of the parent record it is for to associate it with the parent record? 

Ryan

Ryan Farley,

No I don't see teh request, I'm looking at the webhook lookup since I don't have a webhook section (maybe becase of missing marketing?)

The detail association is by the event number (UsrEventNumber) and not the Id

Thank you for your help!

The way webhooks work is they actually go to a general Creatio server. Then, they are queued to get sent to your actual Creatio system where they are added to the Webhook table - there's an out of the box process that processes them and adds them to the table specified in the EntityName property in the payload if that exists in the payload, but any webhook data, formed however you want, will end up there once sent from the general Creatio server.

If it's not ending up in the Webhook table and not making it to your system you'll want to check with support so they can look into why it's not showing up. I don't believe Marketing is needed for webhooks, but honestly not sure.