7.13 | Community Creatio

Question

06:37 Feb 29, 2020

Hi,

I have used Open-popup element to notify the user about approval which was downloaded from Creatio Marketplace and installed in my local instance. It was installed successfully without any errors. But, If I did any changes to the instance I got many errors. Even, I was unable to do "Compile modified items" due to errors. Is there any other element to notify the user about approval like you have to take approval from so and so person. Please provide your valuable assistance.

1 comments

Irina Lazorenko

18:55 Mar 02, 2020

Hi Nagamani,

Instead of a popup element, you can use basic email notifications:

1) a notification that an approval is required

2) a notification about the approval result.

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Question

7.13

Financial_Services_Creatio_sales_edition

Regarding Open-popup element

Nagamani Dangeti

15:53 Feb 28, 2020

Hi,

I have downloaded the Open-popup element from creatio marketplace and installed it in my local instance thorough installed applications. After successful installation, if I do any changes then it is showing the errors related to that pop-up element. I have attached the errors screenshot below here. Please have a look and provide your valuable assistance.

3 comments

Irina Lazorenko

18:51 Mar 02, 2020

Hi Nagamani,

please specify the Creatio product and version you use.

If you set up business processes in your project package, please make sure you added the 'GlbOpenPopupWindowUserTask' package on the 'Depends on Packages' tab of your package.

Nagamani Dangeti

05:54 Mar 03, 2020

Irina Lazorenko,

I am using Creatio Bank Sales product and the version is 7.13.3.

Nagamani Dangeti

07:33 Mar 03, 2020

Irina Lazorenko,

We have added the "GlbOpenPopupWindowUserTask" package to the 'Depends on Packages' tab of my package. The issue is resolved now.

Thank you.

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Question

7.13

Financial_Services_Creatio_sales_edition

Regarding Auto clearing the fields after selecting the Boolean field

Nagamani Dangeti

08:17 Feb 28, 2020

Hi,

Step 1: In an application form, there is a boolean field for "new contact" and a contact lookup for selecting the existing contact.

Step 2: If that application doesn't related to any existing contact we can select new contact then contact will disappear.

Step 3: If that application is related to an existing contact we can select that contact. Then related information of that contact is automatically filled in the application form.

Step 4: If we get the information by selecting the existing contact.

Step 5: Suppose if we want to select the boolean "New Contact" then all the updated information has to be cleared.

We succeed in up to Step 4. But, we are unable to implement the Step 5.

Your valuable suggestion or workaround would be a great help for us to implement this feature. Here, I am attaching a screenshot of my issue below:

6 comments

Oleg Drobina

14:40 Feb 28, 2020

Hello Nagamani,

Please build the process as on my screenshot:

http://prntscr.com/r90dih

In my example I've created a process that will be triggered once "Will make fields empty" checkbox is filled in and in "Modify data" element I am using formula values for each field:

1) For String data type field - "string.Empty" formula value

2) For Lookup data type field - "Guid.Empty" formula value

3) For Date/time data type field you need to use "null" formula value

Best regards,

Oscar

Nagamani Dangeti

15:50 Feb 28, 2020

Oscar Dylan,

Thank you for your quick response.

I have followed the same procedure which you have said. But, After selecting the boolean field, I am getting the formula values in the text fields which I have given in the business process. I was unable to add the business process to the custom section. Here, I am attaching the screenshots of my issues. Please have a look and provide your valuable assistance.

Oleg Drobina

15:56 Feb 28, 2020

Nagamani Dangeti,

You also need to paste string.Empty as formula value (by clicking on "Formula" button http://prntscr.com/r91stl). I did exactly the same in my trial application and the process made string empty. Please also get sure that you are using 7.15.2 or 7.15.3 application version.

Best regards,

Oscar

Nagamani Dangeti

15:57 Feb 28, 2020

Oscar Dylan,

I am using 7.13 version

Nagamani Dangeti

16:01 Feb 28, 2020

Oscar Dylan,

I need that process should be happen for every record not for a single record. If I use signal element then that business process is not showing when I want to add it to the custom section.

Nagamani Dangeti

06:35 Feb 29, 2020

Oscar Dylan,

Thank you so much. I have implemented that by following your steps. It is working as expected.

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