I have a business process where I have the user attach an order to an activity.  I would like to then move that attachment to the case that is part of that activity.  When I attempt to read data following the task, I do not see the table where attachments are assigned to the activity. 

I see the attachments for other objects (Cases, Configuration Items, etc.) but not Activities.  

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See table "ActivityFile"

ActivityFile is not on the list, but "File and Link of Activity" is.  Are these the same objects?  

Yes If you work with sql or Entity shema query use object name ActivityFile and if you work with read, modify or insert data component in busness process select "File and Link of Activity" 

Found the information, however, now I am getting an error when trying to attach the file to the case.  I read the data from the Activity and when I try to write it to a new "Attachment and Notes detail in Cases", I get an Item with path "191764f7-1dc7-47d5-b16d-5002b799f1e0.32cd6fe8-2cb2-4284-8cda-b17b842e76d7.73c5b07b-3c1a-44fc-953e-f2ce6cbb7420" for process Id "5bd26364-ceda-4ef2-9b22-eb389d6bfba7" not found. error.  

When reading, I am presented with two IDs, a Task ID and a Result of Activity ID.  Neither ID seems to work in this context.  

I checked that the file is being attached to the activity, I just am missing something in trying to find the file.  

Describe in more detail what you want to do.

Grigoriy,

I am creating a business process that is functioning as a RMA.  I first create a case for the return and then create an activity for our order management team to create an order for the replacement part in our accounting system.  After the order is created, the PDF is attached to the Activity.  What I am trying to do is automatically take the order that is attached to the Activity and automatically link (or copy) it to the case.  

 

Standard approach to get a list of all the files associated with this activity and add them to the list of files associated with the case. If you know the activityID and the caseID, you can transfer all the files associated with it  (ActivityFile) to CaseFile

I would do everything in a script like something like:

insertSelect = new InsertSelect(UserConnection)
	.Into("CaseFile")
	.Set("CaseId")
	.Set("Name")	
	.Set("Notes")
	.Set("Data")
	.Set("TypeId")
	.Set("Version")
	.Set("Size")
	.FromSelect(
		new Select(CurrentConnection)
		.Column.Const(CaseId)  //maybe need Column.Parameter(CaseId)
		.Column("Name")
		.Column("Notes")
		.Column("Data")
		.Column("TypeId")
		.Column("Version")
		.Column("Size")
		.From("ActivityFile")
		.Where("ActivityId").IsEqual(Column.Parameter(ActivityId)) as Select);
insertSelect.Execute();

 

Thanks.  Worked like a charm.

Сorrected example

can you tell me any function which can convert image into text

 

Bhumika Bisht,

 

Please find the answer to your question in the article by the link below:

 

https://community.creatio.com/questions/ocr-mechanism

 

Best regards,

Norton

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Background: We have term pricing for products and we've created a product for each term (12, 24, 36 and M2M), but this is a nightmare to manage for a few hundred products. We'd like to explore using price lists to better manage the pricing differences.

Questions: Are price lists the best way to manage the term pricing differences in products? If so, can someone point us towards documentation to help us properly configure it?

If price lists aren't the best way, we are open to suggestions as we'd like a better way to manage our product catalog.

Thanks in advance, -Toby

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Dear Toby,

In the "Products" section on the correspondent product's page you can find a tab called "Prices and availability" where you can find a correspondent detail called "Price" (see screenshot http://prntscr.com/l264sz). In this detail there is the lookup field called "Price list" where you can choose the term. You can specify terms in the correspondent lookup in the "Lookups" section. Once they will be registered you can apply them for each product and after that you can choose them. Here is the regarding academy article on this topic. Hope this helps.

Best regards,

Oscar

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Someone tried to connect third-party report generators such as FastReport ro StimulSoft?

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Hello.

We do not have the ready solution available, however you can try to implement it your self. You can read more in the articles below:

https://academy.bpmonline.com/documents/technic-sdkmp/7-12/integration-…

https://academy.bpmonline.com/documents/technic-sdk/7-13/integration-bp…

Best regards,

Matt

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Hello Community! Is posible apply css style to a specifict column un a detail? Example change the border to red in the field cell.

 

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Hello Federico,

1. You need to create a new module. 

In my example, I named it as UsrAccountContactsDetailV2Css. Then you need to navigate to the LESS tab and write your custom styles. In my example it was:

div#grid-AccountContactsDetailV2DataGridGrid-wrap > div>div:nth-child(2){

    border-color: red;

    border-style: solid;

    border-width: 1px;



Leave the source code for the module empty. Please, see my screenshot - http://prntscr.com/l21yvf

2. Create a replacing module for your schema detail and add the created earlier module as a dependency.

Please, see my example - http://prntscr.com/l21zft

As a result,  AccountContactsDetailV2 detail looks in the following way - http://prntscr.com/l21zzx

Hello Tetiana, the screenshots in your reply are no longer visible. Would you please upload them again? Thank you very much!

Andrew Sheng,

 

Hello,

 

Sure, here they are:

 

1) Creating CSS in the Less tab of the module:

2) Connecting CSS to the detail schema:

Oleg Drobina,

Hello,

 

I tried to follow your example above but it's just didn't work on me. i don't know which part is wrong, can you help me to check it please

1. tried changing css in inspect browser and its work like what i want

 

2. create CSS in LESS tab module

 

3.Connecting CSS to the detail schema

 

but nothing changes happen to my form.

and if you don't mind, please check my question in here https://community.creatio.com/questions/custom-image-size for the subject.

Thank you

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I have a configuration item with a number of children.  All the configuration items (parent and children) are associated with an Account in the CI User table.  I am writing a business process to transfer all configuration items from one account to another. 

 

In SQL, I would do something like this:

 

Update CI User

Set Account =

Where Configuration Item in (Select ID from Configuration Item where Parent CI = )

 

In the Process Designer, I tried using a Read data process element to read the IDs of all the children Configuration Items, but when I try to reference those IDs in a Modify Data process element, it will not let me select any fields for that Configuration Item. 

 

Maybe this is a basic question, but how do I update a set of records using a Modify Data process element?

 

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Dear Bob, 

Unfortunately, there is no way to process set of records at once in business process. The way it can be performed is to create a cycle reading element one by one using some flag to not to read one element several times. Aldo you can use SQL Executor (free app on our Maretplace https://marketplace.bpmonline.com/app/pt-sql-executor-bpmonline) to execute your scripts or execute them in configuration.  

Best regards, 

Dennis

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What is the difference between the elements diff

"classes": {

                "wrapperClass": [".."],

                "wrapClassName": [..]

            },

"wrapClassName": [..],

"wrapClass": [..],

You can find out the entire list of styles used for elements?

In particular, it is very necessary set the background color for the lookup!

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Hello Grigoriy,

You can find the descriptions of there properties in the documentation - https://academy.terrasoft.ru/api/jscoreapi/7.12.0/

The 'wrapClassName' is defined in the Terrasoft.enums.ReorderableContainer. 

The 'wrapClass' is defined in the Terrasoft.controls.ControlGroup. It specifies the name of the CSS class for the wrapper element of the control.



If you need to set the background color for the lookup element, you need to:

1. Create a module 

2. Find selector for the element you would like to apply the style

3. Write you custom CSS styles in the LESS tab. Leave the source code for the module empty

4. Create a replacing schema module and include your module with styles step as a dependency

 

If you need to change the style for the element, based on some condition, I believe this article will be helpful for you - https://community.bpmonline.com/questions/how-add-custom-style-control-…

Tetiana Markova, 

Thank you, Tetiana

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I have set up website events tracking, generated the tracking code, added the scripts to the web site, activated the events I want to track, so where can I go within bpm to see the results?

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Dear Scott,

The history of all events and actions performed by the customer on the web-site can be tracked on the "Lead engagement" tab in the correspondent lead and on the "History" tab of the correspondent contact. The detail is called "Website events" and it displays all activities there. You can also read more about website tracking in the correspondent academy article here.

Best regards,

Oscar

So if I'm understanding this correctly, the web tracking events that I activate are only going to record something in bpm if they are already a customer record that has been cookied?  And they will only get cookied if they fill out a landing page form. In other words, I cannot see Anonymous visits to the tracked web site.

Incognito mode shouldn't affect the website events tracking. All the information will be written to the history of the correspondent contact and lead.

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Hello, I need some help in printables . I want printable to be enabled based on Status . Example if status of selected record is Completed then printable must be enabled.

I have override  "isSectionPrintFormEnabled" method in my section page as i noticed it is the method which bind to enabled value in "initSectionPrintForms" method in PrintReportUtilities . It is not working as expected as printable is always showing as disabled.

Thank You.

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Dear Sushma,

Please find the example of button being enable in the Order section.

1. You need to override your section schema.  

2. Modify the diff of the button. Add "enabled" property to it. Bind it to your custom attribute. e.g.

{
	"operation": "merge",
	"parentName": "RightContainer",
	"propertyName": "items",
	"name": "PrintButton",
	"values": {
		itemType: Terrasoft.ViewItemType.BUTTON,
		"caption": {"bindTo": "Resources.Strings.PrintButtonCaption"},
		"classes": {"wrapperClass": ["actions-button-margin-right"]},
		"controlConfig": {"menu": {"items": {"bindTo": "CardPrintMenuItems"}}},
		"visible": {"bindTo": "IsCardPrintButtonVisible"},
		"enabled": {"bindTo": "IsPrintableEnabled"}
		}
}

3. Add the attribute, which default value is set to false. e.g.

"IsPrintableEnabled": {
	"type": Terrasoft.ViewModelColumnType.VIRTUAL_COLUMN,
	"dataValueType": Terrasoft.DataValueType.BOOLEAN,
	"value": false
}

4. Add custom method, which will set the attribute value to true after status check on initialising the page. e.g.

methods: {
	onEntityInitialized: function() {
		this.callParent(arguments);
		this.checkStatus();
	},
	checkStatus: function() {
		var status = this.get("Status").value;
		if (status !== "1f3ad326-effd-4ac3-a3e2-957e7def3684") {
		   this.set("IsPrintableEnabled", true);
	    }
    }
}

Hope you will find it helpful.

Regards,

Anastasia

Anastasia Botezat,

Thank you for reply, I implemented the example as you have suggested.

It seems that when I am opening the record from my section view, it is still displaying the PRINT button. However, once the record is open, when I reload the same page, it's disabling the button - as expected.



My reasoning is 'onEntityInitialized' method is not available in the section page to change the status of the "IsPrintableEnabled" attribute.

Dear Sushma,

in this case I would like to offer you to return to the approach overriding the PrintReportUtilities schema. Particularly draw your attention to getRowPrintButtonVisible method. It is responsible for displaying Print button in the rows, when clicking on records. As I understood this is of your interest. Please override this method to add status validation. The idea is that this method should return false in case status does not allow printables.

Also, you might be also interested in getCardPrintButtonVisible method responsible for the button in the section header.

Regards,

Anastasia

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Hi Community,

I have here a scenario below

 

Scenario:

I want to override Account communication options ( NUI ) detail for me to add field validation on its fields.

 

My replacing client module

 

But upon overriding setValidationConfig(), I got this error

How could I fix this? or is it posible to override setValidationConfig() inside a detail or the setValidationConfig() only works inside an edit page?

Thanks

 

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Give your code with a call setValidationConfig

But I think it's better case override  BaseCommunicationDetail and overriding addItem() 

And add your validator by analogy as there is added duplicate checking and number checking:

this.addColumnValidator("Number", newItem.validateField, newItem);
this.addColumnValidator("Number", newItem.checkCommunicationDuplicates, newItem);
 

:

Grigoriy,

Thanks Grigoriy, I got an idea.

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Hello Community! Is posible cast the field Currency to add the $ simbol before the number? I want make the same with the % simbol in the integer fields.

 

Regards,

 

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Hello.

You can add the following symbols to the field by simply adding a mask to the field like in the academy article below:

https://academy.bpmonline.com/documents/technic-sdk/7-12/how-add-field-…

However, that would be applicable only to the string fields and will render you unable to perform calculations and such.

Alternatively, I would recommend you to use multi-currency fields instead:

https://academy.bpmonline.com/documents/technic-sdk/7-12/how-add-multi-…

Best regards,

Matt

How can we do this in FreedomUI pages?

Hello,

 

Our R&D team has a task to implement a multicurrency field in Freedom UI in the 8.2 application version.

 

Unfortunately, there are no examples in the documentation or application of implementing it in the current application versions. So please wait until 8.2 when this column will be available out-of-the-box and could be used on the pages.

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