Hello Everyone. As it is not feasible to bring data from every source to Creatio database and show these data in Creatio application, so, I tried to create a view type Object in Creatio. For this, I followed the steps below: 1. Created a new object in 'Advanced Settings >> Add Object'. Then I chose Package-Custom, Parent Object- Base Object (Base) and I checked the option 'Represents Structure of Database View'. 2. I saved the object and published it. 3. I created a view with same name as that of object. The columns name and datatype of CRM object and the view that I created were also same. I tried this two times - first by adding the default inherited columns and second by ignoring those columns in the view. 4. In the dashboard, I could perform aggregate functions like- get the SUM, AVERAGE of values in the view. But while showing the values in table form, I could not see any values. 5. I created a DETAIL and linked the DETAIL to the object that I created in step 1. 6. While I tried to show the detail in one of the SECTION, the detail always shows null value. Could you please help me with the problem that I faced in step 4 and step 6? Thank You. Stay Safe!
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Hello Rikesh,
Hope you're doing well.
- Create a new object in the system configuration. Give it the same name as view. Set the "Represents Structure of Database View" option to true (put a tick); The object should include all columns, that you will add to the view.
- Run a script to the database to create a view with needed columns.
- Please take into account, that structure of columns in the view should match the object columns structure.
Please check the naming. For example, run the next query to check the column names in the created View:
- SELECT * FROM "dbo.Your_View";
Also, as you open the dashboard and the needed detail, please open the developers' console as well (F12) in your browser. Possibly you will see errors indicating which column/value cannot be found. This will help you to determine the issue.
Additionally you can check the next post:
https://community.creatio.com/questions/unable-create-functioning-detai…
Best regards,
Roman
Hello Rikesh,
Hope you're doing well.
- Create a new object in the system configuration. Give it the same name as view. Set the "Represents Structure of Database View" option to true (put a tick); The object should include all columns, that you will add to the view.
- Run a script to the database to create a view with needed columns.
- Please take into account, that structure of columns in the view should match the object columns structure.
Please check the naming. For example, run the next query to check the column names in the created View:
- SELECT * FROM "dbo.Your_View";
Also, as you open the dashboard and the needed detail, please open the developers' console as well (F12) in your browser. Possibly you will see errors indicating which column/value cannot be found. This will help you to determine the issue.
Additionally you can check the next post:
https://community.creatio.com/questions/unable-create-functioning-detai…
Best regards,
Roman
Also, along with Roman's reply, any lookups in the view, for example if you have a Contact lookup, the view column must include "Id" but the column in the object will not include "Id".
For example, if you have a column in your view for a Contact, the view column would be named something like "UsrContactId", however in the object you would just name the associated lookup column "UsrContact" (without the "Id" part).
Ryan